addons/crm/crm_opportunity_view.xml

   1 <?xml version="1.0"?>
   2 <openerp>
   3 <data>
   4
   5     # ------------------------------------------------------
   6     # Opportunities
   7     # ------------------------------------------------------
   8
   9     <act_window
  10         id="crm_case_categ_meet_case"
  11         name="Schedule a Meeting"
  12         res_model="crm.case"
  13         src_model="crm.case"
  14         view_mode="calendar,tree,form,gantt"
  15         context="{'default_case_id': active_id, 'default_duration': 4.0}"
  16         domain="[('section_id','=',ref('section_support1'))]"/>
  17
  18     <record model="ir.actions.act_window" id="crm_case_categ_meet_case">
  19         <field name="domain" eval="'[(\'section_id\',\'=\','+str(ref('section_support1'))+')]'"/>
  20         <field name="context" eval="{'default_state':'open'}"/>
  21     </record>
  22
  23     <record model="ir.ui.view" id="crm_case_form_view_oppor">
  24         <field name="name">CRM - Opportunities Form</field>
  25         <field name="model">crm.case</field>
  26         <field name="type">form</field>
  27         <field name="arch" type="xml">
  28             <form string="Opportunities">
  29                 <group colspan="4" col="7">
  30                     <field name="name" select="1" string="Opportunity" colspan="2"/>
  31                     <field name="section_id" colspan="1" widget="selection"/>
  32                     <field name="user_id" select="2" string="Responsible"/>
  33                     <button string="Schedule a Phone Call"
  34                         name="%(wizard_crm_reschedule_phone_call)d" icon="gtk-redo" type="action" />
  35                         <newline/>
  36                         <label string="Sales Stage: " align="1.0"/>
  37                         <group colspan="1" col="2">
  38                         <field name="stage_id" select="1" nolabel="1"/>
  39                         <button icon="gtk-go-forward" string="" name="stage_next" type="object"/>
  40                         </group>
  41                     <field name="date" string="Deadline"/>
  42                     <group colspan="2">
  43                         <field name="case_id" select="1"/>
  44                         <button string="Assign" name="%(crm_generic_wizard_act)d"  type="action" />
  45                     </group>
  46                     <button string="Schedule Meeting" icon="terp-crm" name="%(crm_case_categ_meet_case)d" type="action"/>
  47                 </group>
  48                 <notebook colspan="4">
  49                 <page string="Description">
  50                     <field name="partner_id" select="1" on_change="onchange_partner_id(partner_id, email_from)" colspan="2"/>
  51                     <field name="partner_address_id" string="Contact" on_change="onchange_partner_address_id(partner_address_id, email_from)" colspan="1"/>
  52                     <field name="email_from" colspan="2"/>
  53                     <field name="categ_id" select="1" on_change="onchange_categ_id(categ_id)" string="Source"/>
  54                     <field name="priority" string="Priority"/>
  55                     <field name="category2_id" select="1" string="Category"/>
  56                     <separator colspan="4" string="Estimates"/>
  57                     <field name="planned_revenue"/>
  58                     <field name="planned_cost"/>
  59                     <field name="probability"/>
  60                     <separator colspan="4" string="Description Information"/>
  61                         <field name="description" nolabel="1" colspan="4"/>
  62
  63                     <separator colspan="4"/>
  64                     <group col="8" colspan="4">
  65                         <field name="state" select="2"/>
  66                         <button name="case_close" string="Done" states="open,draft,pending" type="object" icon="gtk-close"/>
  67                         <button name="case_open" string="Open" states="draft,pending" type="object" icon="gtk-go-forward"/>
  68                         <button name="case_cancel" string="Cancel" states="draft,open,pending" type="object"  icon="gtk-cancel"/>
  69                         <button name="case_pending" string="Pending" states="draft,open" type="object" icon="gtk-media-pause"/>
  70                         <button name="case_escalate" string="Escalate" states="open,draft,pending" type="object" icon="gtk-go-up"/>
  71                         <button name="case_reset" string="Reset to Draft" states="done,cancel" type="object" icon="gtk-convert"/>
  72                     </group>
  73                 </page>
  74
  75                 <page string="History">
  76                     <field name="active"/>
  77                     <field name="canal_id"/>
  78                     <field name="som"/>
  79
  80                     <separator colspan="4" string="Dates"/>
  81                     <field name="create_date"/>
  82                     <field name="date_closed"/>
  83                     <field name="date_action_last"/>
  84                     <field name="date_action_next"/>
  85                     <separator colspan="4" string="References"/>
  86                     <field name="ref" colspan="4"/>
  87                     <field name="ref2" colspan="4"/>
  88
  89                     <field name="log_ids" nolabel="1" colspan="4">
  90                         <form string="Actions">
  91                             <separator string="Action Information" colspan="4"/>
  92                             <field name="name" colspan="4"/>
  93                             <field name="date"/>
  94                             <field name="user_id"/>
  95                             <field name="som"/>
  96                             <field name="canal_id"/>
  97                         </form>
  98                     </field>
  99                 </page>
 100                  <page string="Events">
 101                    <field name="child_ids" colspan="4" nolabel="1">
 102                        <tree string="Related Cases">
 103                            <field name="id"/>
 104                            <field name="date"/>
 105                            <field name="name"/>
 106                            <field name="partner_id"/>
 107                            <field name="user_id"/>
 108                            <field name="section_id" widget="selection"/>
 109                            <field name="state"/>
 110                        </tree>
 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.case</field>
 147         <field name="type">tree</field>
 148         <field name="arch" type="xml">
 149             <tree string="Opportunities Tree"  colors="red:state=='open'">
 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
 167     <record id="view_crm_case_opportunities_filter" model="ir.ui.view">
 168         <field name="name">crm.case.opportunities.select</field>
 169         <field name="model">crm.case</field>
 170         <field name="type">search</field>
 171         <field name="arch" type="xml">
 172             <search string="Search Opportunities">
 173                         <group col="3" colspan="1">
 174                 <filter icon="gtk-home" string="   Today   "
 175                         separator="1"
 176                         domain="[('date::date','=',time.strftime('%%Y-%%m-%%d'))]"
 177                         help="Todays's Opportunities"
 178                 />
 179                 <filter icon="gtk-media-rewind" string="    7 Days    "
 180                         separator="1" help="Opportunities during last 7 days"
 181                         domain="[('date::date','&lt;', time.strftime('%%Y-%%m-%%d')), ('date::date','&gt;=',(datetime.date.today()-datetime.timedelta(days=7)).strftime('%%Y-%%m-%%d'))]"
 182                 />
 183                         </group>
 184                <separator orientation="vertical"/>
 185                <group col="5" colspan="2">
 186                    <field name="name" select="1" string="Opportunity"/>
 187                    <field name="user_id" select="1" widget="selection">
 188                         <filter icon="terp-partner"
 189                                 domain="[('user_id','=',uid)]"
 190                                 help="My Opportunities" default="1"
 191                         />
 192                         <filter icon="terp-crm"
 193                                 domain="[('user_id','child_of',[uid])]"
 194                                 help="My department's Opportunities"
 195                         />
 196                    </field>
 197                    <field name="partner_id" select="1"/>
 198                    <field name="state" select="1">
 199                        <filter icon="gtk-index" domain="[('state','in',('open','draft' ))]" help="Current "/>
 200                    </field>
 201                </group>
 202            </search>
 203         </field>
 204     </record>
 205 </data>
 206 </openerp>