addons/crm/crm_opportunity_view.xml

   1 <?xml version="1.0"?>
   2 <openerp>
   3 <data>
   4
   5         # ------------------------------------------------------
   6     # Opportunity Categories
   7     # ------------------------------------------------------
   8
   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>
  16     </record>
  17      <menuitem action="crm_opportunity_categ_action" id="menu_crm_case_opportunity-act" parent="crm.menu_crm_case_categ"/>
  18                 # ------------------------------------------------------
  19             # Stage
  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>
  28             </record>
  29           <menuitem action="crm_opportunity_stage_act" id="menu_crm_opportunity_stage_act" parent="crm.menu_crm_case_stage"/>
  30     # ------------------------------------------------------
  31     # Opportunities
  32     # ------------------------------------------------------
  33
  34
  35
  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="5">
  43                     <field name="name" select="1" string="Opportunity" colspan="4"/>
  44                     <button string="Schedule a Meeting"
  45                         name="%(wizard_crm_opportunity_meeting_set)d" icon="gtk-redo" type="action" />
  46                     <newline/>
  47                     <field name="planned_revenue" required="1"/>
  48                     <field name="planned_cost"/>
  49                     <button string="Schedule a Phone Call"
  50                         name="%(wizard_crm_opportunity_reschedule_phone_call)d" icon="gtk-redo" type="action"  />
  51                     <newline/>
  52                     <field name="probability"/>
  53                     <field name="date_deadline" string="Excepted Close Date"/>
  54
  55                 </group>
  56                 <notebook colspan="4">
  57                 <page string="Opportunity">
  58                     <separator colspan="4" string="Communication"/>
  59                     <field name="partner_id" select="1" on_change="onchange_partner_id(partner_id, email_from)" colspan="2"/>
  60                     <field name="partner_address_id" string="Contact" on_change="onchange_partner_address_id(partner_address_id, email_from)" colspan="1"/>
  61                     <field name="email_from" colspan="2" string="Email"/>
  62                     <field name="partner_phone" colspan="2"/>
  63
  64                     <separator colspan="4" string="Status and Categarization"/>
  65                     <group colspan="4" col="6">
  66                         <field name="user_id" select="2" string="Responsible"/>
  67                         <label string="Sales Stage: " align="1.0"/>
  68                         <group colspan="1" col="2">
  69                         <field name="stage_id" select="1" nolabel="1"/>
  70                         <button icon="gtk-go-forward" string="" name="stage_next" type="object"/>
  71                         </group>
  72                         <field name="categ_id" select="1" on_change="onchange_categ_id(categ_id)" string="Lead Source" widget="selection" domain="[('object_id.model', '=', 'crm.opportunity')]"/>
  73                         <field name="type_id" select="1" string="Campaign"/>
  74                         <field name="section_id" colspan="1" widget="selection"/>
  75                         <field name="priority" string="Priority"/>
  76
  77                     </group>
  78
  79
  80
  81                     <separator colspan="4" string="Details"/>
  82                     <field name="description" nolabel="1" colspan="4"/>
  83
  84                     <separator colspan="4"/>
  85                     <group col="8" colspan="4">
  86                         <field name="state" select="2"/>
  87                         <button name="case_close" string="Done" states="open,draft,pending" type="object" icon="gtk-close"/>
  88                         <button name="case_open" string="Open" states="draft,pending" type="object" icon="gtk-go-forward"/>
  89                         <button name="case_cancel" string="Cancel" states="draft,open,pending" type="object"  icon="gtk-cancel"/>
  90                         <button name="case_pending" string="Pending" states="draft,open" type="object" icon="gtk-media-pause"/>
  91                         <button name="case_escalate" string="Escalate" states="open,draft,pending" type="object" icon="gtk-go-up"/>
  92                         <button name="case_reset" string="Reset to Draft" states="done,cancel" type="object" icon="gtk-convert"/>
  93                     </group>
  94                 </page>
  95
  96                 <page string="History">
  97                     <field name="active"/>
  98                     <field name="canal_id"/>
  99                     <field name="som"/>
 100
 101                     <separator colspan="4" string="Dates"/>
 102                     <field name="create_date"/>
 103                     <field name="date_closed"/>
 104                     <field name="date_action_last"/>
 105                     <field name="date_action_next"/>
 106                     <separator colspan="4" string="References"/>
 107                     <field name="ref" colspan="4"/>
 108                     <field name="ref2" colspan="4"/>
 109
 110                     <field name="log_ids" nolabel="1" colspan="4">
 111                         <form string="Actions">
 112                             <separator string="Action Information" colspan="4"/>
 113                             <field name="name" colspan="4"/>
 114                             <field name="date"/>
 115                             <field name="user_id"/>
 116                             <field name="som"/>
 117                             <field name="canal_id"/>
 118                         </form>
 119                     </field>
 120                 </page>
 121                  <page string="Emails">
 122                    <group colspan="4">
 123                        <field colspan="4" name="email_cc" string="CC"/>
 124                    </group>
 125                     <field name="history_line" colspan="4" nolabel="1" mode="form,tree">
 126                         <form string="Communication history">
 127                             <group col="7" colspan="4">
 128                                 <field name="date"/>
 129                                 <field name="email"/>
 130                                 <field name="canal_id"/>
 131                                 <button
 132                                                                    string="Add a CC"
 133                                                                     name="%(crm.action_view_crm_email_add_cc_wizard)d"
 134                                                                     icon="gtk-add" type="action"/>
 135                             </group>
 136                             <newline/>
 137                             <field name="description" colspan="4" nolabel="1"/>
 138                             <button colspan="4" string="Reply to Last Email" name="%(crm.wizard_crm_send_mail)d" context="{'mail':'reply'}" icon="gtk-undo" type="action"/>
 139                         </form>
 140                         <tree string="Communication history">
 141                             <field name="description"/>
 142                             <field name="email"/>
 143                             <field name="date"/>
 144                         </tree>
 145                     </field>
 146                     <button colspan="4" string="Send New Email" name="%(crm.wizard_crm_new_send_mail)d" context="{'mail':'new'}" icon="gtk-go-forward" type="action"/>
 147                  </page>
 148                 </notebook>
 149             </form>
 150         </field>
 151     </record>
 152     <record model="ir.ui.view" id="crm_case_tree_view_oppor">
 153         <field name="name">CRM - Opportunities Tree</field>
 154         <field name="model">crm.opportunity</field>
 155         <field name="type">tree</field>
 156         <field name="arch" type="xml">
 157             <tree string="Opportunities Tree"  colors="red:state=='open';black:state in ('draft', 'cancel','done','pending')">
 158                 <field name="id"/>
 159                 <field name="name" string="Opportunities"/>
 160                 <field name="stage_id"  string="Sales Stage"/>
 161                 <field name="partner_id" string="Partner"/>
 162                 <field name="planned_revenue"/>
 163                 <field name="probability"/>
 164                 <field name="date_deadline"/>
 165                 <field name="user_id"/>
 166                 <field name="state"/>
 167                 <button name="case_open" string="Open" states="draft,pending" type="object" icon="gtk-go-forward"/>
 168                 <button name="case_close" string="Done" states="open,draft,pending" type="object" icon="gtk-close"/>
 169                 <button name="case_escalate" string="Escalate" states="open,draft,pending" type="object" icon="gtk-go-up"/>
 170                 <button name="case_cancel" string="Cancel" states="draft,open,pending" type="object"  icon="gtk-cancel"/>
 171             </tree>
 172         </field>
 173     </record>
 174     <record model="ir.ui.view" id="crm_case_graph_view_opportunity">
 175         <field name="name">CRM - Opportunity Graph</field>
 176         <field name="model">crm.opportunity</field>
 177         <field name="type">graph</field>
 178         <field name="arch" type="xml">
 179             <graph string="Opportunity by Categories" type="bar" orientation="horizontal">
 180                 <field name="categ_id"/>
 181                 <field name="planned_cost" operator="+"/>
 182                 <field name="state" group="True"/>
 183             </graph>
 184         </field>
 185     </record>
 186
 187     <record id="view_crm_case_opportunities_filter" model="ir.ui.view">
 188         <field name="name">CRM - Opportunities Search</field>
 189         <field name="model">crm.opportunity</field>
 190         <field name="type">search</field>
 191         <field name="arch" type="xml">
 192             <search string="Search Opportunities">
 193                         <group col="3" colspan="1">
 194                 <filter icon="gtk-home" string="   Today   "
 195                         separator="1"
 196                         domain="[('date','=',time.strftime('%%Y-%%m-%%d'))]"
 197                         help="Todays's Opportunities"
 198                 />
 199                 <filter icon="gtk-media-rewind" string="    7 Days    "
 200                         separator="1" help="Opportunities during last 7 days"
 201                         domain="[('date','&lt;', time.strftime('%%Y-%%m-%%d')), ('date','&gt;=',(datetime.date.today()-datetime.timedelta(days=7)).strftime('%%Y-%%m-%%d'))]"
 202                 />
 203                         </group>
 204                <separator orientation="vertical"/>
 205                <group col="6" colspan="2">
 206                    <field name="name" select="1" string="Opportunity"/>
 207                    <field name="user_id" select="1" widget="selection">
 208                         <filter icon="terp-partner"
 209                                 domain="[('user_id','=',uid)]"
 210                                 help="My Opportunities" default="1"
 211                         />
 212                    </field>
 213                    <field name="partner_id" select="1"/>
 214                    <field name="state" select="1">
 215                        <filter icon="gtk-index" domain="[('state','in',('open','draft'))]" help="Current "/>
 216                    </field>
 217                                         <field name="section_id" default="context.get('section_id', False)" select="1" widget="selection" string="Section">
 218                                                 <filter icon="terp-crm"
 219                                domain="[('section_id','=',context.get('section_id',False))]"
 220                                help="My section"/>
 221                                         </field>
 222                </group>
 223            </search>
 224         </field>
 225     </record>
 226 </data>
 227 </openerp>