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"  />
  35                             <newline/>
  36                             <field name="date_action"/>
  37                             <field name="title_action"/>
  38                             <field name="priority" string="Priority"/>
  39                             <button string="Merge with other Opportunity"
  40                                 name="%(merge_opportunity_act)d" icon="gtk-add" type="action" />
  41                             <newline/>
  42                             <field name="type" invisible="1"/>
  43                         </group>
  44                         <notebook colspan="4">
  45                         <page string="Opportunity">
  46                             <group col="4" colspan="2">
  47                                 <separator colspan="4" string="Contacts"/>
  48                                 <group colspan="2">
  49                                     <field name="partner_id" select="1"
  50                                         on_change="onchange_partner_id(partner_id, email_from)"
  51                                         colspan="2" />
  52                                     <button name="%(action_crm_lead2partner)d"
  53                                         icon="gtk-index" type="action"
  54                                         string="Create"
  55                                         attrs="{'invisible':[('partner_id','!=',False)]}"/>
  56                                 </group>
  57                                 <field name="partner_address_id"
  58                                 string="Contact"
  59                                 on_change="onchange_partner_address_id(partner_address_id, email_from)"
  60                                 colspan="1" />
  61                                 <field name="email_from" string="Email" />
  62                                 <field name="phone"/>
  63                             </group>
  64                             <group col="2" colspan="2">
  65                                 <separator colspan="2" string="Categorization"/>
  66                                 <field name="section_id" colspan="1" widget="selection"/>
  67                                 <field name="categ_id" select="1" groups="base.group_extended"
  68                                 string="Category" widget="selection"
  69                                 domain="[('object_id.model', '=', 'crm.lead')]" />
  70                             </group>
  71
  72                             <separator colspan="4" string="Details"/>
  73                             <field name="description" nolabel="1" colspan="4"/>
  74
  75                             <separator colspan="4"/>
  76                             <group col="10" colspan="4">
  77                                 <field name="state"/>
  78                                 <button name="case_reset" string="Reset to Draft"
  79                                     states="done,cancel" type="object"
  80                                     icon="gtk-convert" />
  81                                 <button name="case_open" string="Open"
  82                                     states="draft,pending" type="object"
  83                                     icon="gtk-go-forward" />
  84                                 <button name="case_pending" string="Pending"
  85                                     states="draft,open" type="object"
  86                                     icon="gtk-media-pause" />
  87                                 <button name="case_escalate" string="Escalate"
  88                                     states="open,pending" type="object"
  89                                     groups="base.group_extended"
  90                                     icon="gtk-go-up" />
  91                                 <button name="case_cancel" string="Cancel"
  92                                     states="draft,open,pending" type="object"
  93                                     icon="gtk-close" />
  94                                 <button name="case_mark_lost" string="Mark Lost"
  95                                     states="open,pending" type="object"
  96                                     icon="gtk-cancel" />
  97                                 <button name="case_close" string="Mark Won"
  98                                     states="open,pending" type="object"
  99                                     icon="gtk-apply" />
 100                             </group>
 101                         </page>
 102                         <page string="Lead">
 103                             <group colspan="2" col="4">
 104                                 <separator string="Contact" colspan="4" col="4"/>
 105                                 <field name="partner_name" string="Partner Name" colspan="4"/>
 106                                 <newline/>
 107                                 <field domain="[('domain', '=', 'contact')]" name="title"/>
 108                                 <field name="function" />
 109                                 <field name="street" colspan="4"/>
 110                                 <field name="street2" colspan="4"/>
 111                                 <field name="zip"/>
 112                                 <field name="city"/>
 113                                 <field name="country_id"/>
 114                                 <field name="state_id"/>
 115                             </group>
 116                             <group colspan="2" col="2">
 117                                 <separator string="Communication" colspan="2"/>
 118                                 <field name="fax"/>
 119                                 <field name="mobile"/>
 120                             </group>
 121                             <group colspan="2" col="2">
 122                                 <separator string="Mailings" colspan="2"/>
 123                                 <field name="optin"/>
 124                                 <field name="optout"/>
 125                             </group>
 126                         </page>
 127
 128                         <page string="History" groups="base.group_extended">
 129                             <group colspan="4">
 130                                 <field colspan="4" name="email_cc" string="Global CC" widget="char" size="512"/>
 131                             </group>
 132                             <field name="message_ids" colspan="4" nolabel="1" mode="tree,form">
 133                                 <tree string="Communication history">
 134                                     <field name="display_text" string="History Information"/>
 135                                     <button
 136                                         string="Reply" attrs="{'invisible': [('history', '!=', True)]}"
 137                                         name="%(crm.action_crm_send_mail)d"
 138                                         context="{'mail':'reply', 'model': 'crm.lead', 'include_original' : True}"
 139                                         icon="terp-mail-replied" type="action" />
 140                                 </tree>
 141                                 <form string="Communication history">
 142                                     <group col="4" colspan="4">
 143                                         <field name="email_from"/>
 144                                         <field name="date"/>
 145                                         <field name="email_to" widget="char" size="512"/>
 146                                         <field name="email_cc" widget="char" size="512"/>
 147                                         <field name="name" colspan="4" widget="char" size="512"/>
 148                                         <field name="history" invisible="1"/>
 149                                     </group>
 150                                     <notebook colspan="4">
 151                                         <page string="Details">
 152                                             <group attrs="{'invisible': [('history', '!=', True)]}">
 153                                                 <field name="description" colspan="4" nolabel="1" height="250"/>
 154                                                 <button colspan="4"
 155                                                     string="Reply"
 156                                                     name="%(crm.action_crm_send_mail)d"
 157                                                     context="{'mail':'reply', 'model': 'crm.lead', 'include_original' : True}"
 158                                                     icon="terp-mail-replied" type="action" />
 159                                             </group>
 160                                             <group attrs="{'invisible': [('history', '=', True)]}">
 161                                                 <field name="display_text" colspan="4" nolabel="1"  height="250"/>
 162                                             </group>
 163                                         </page>
 164                                         <page string="Attachments">
 165                                             <field name="attachment_ids" colspan="4" readonly="1" nolabel="1"/>
 166                                         </page>
 167                                     </notebook>
 168                                 </form>
 169                             </field>
 170                             <button string="Send New Email"
 171                                 name="%(crm.action_crm_send_mail)d"
 172                                 context="{'mail':'new', 'model': 'crm.lead'}"
 173                                 icon="terp-mail-message-new" type="action" />
 174                             <button string="Add New Note"
 175                                 name="%(crm.action_crm_add_note)d"
 176                                 context="{'model': 'crm.lead' }"
 177                                 icon="terp-mail-message-new" type="action" />
 178                             <button string="Forward"
 179                                 name="%(crm_lead_forward_to_partner_act)d"
 180                                 icon="terp-mail-forward" type="action" />
 181                         </page>
 182                         <page string="Extra Info" groups="base.group_extended">
 183                             <group col="2" colspan="2">
 184                                 <separator string="Dates" colspan="2"/>
 185                                 <field name="create_date"/>
 186                                 <field name="write_date"/>
 187                                 <field name="date_closed"/>
 188                                 <field name="date_open"/>
 189                             </group>
 190                             <group col="2" colspan="2">
 191                                 <separator string="Misc" colspan="2"/>
 192                                 <field name="active"/>
 193                                 <field name="day_open"/>
 194                                 <field name="day_close"/>
 195                                 <field name="referred"/>
 196                             </group>
 197                             <separator colspan="4" string="References"/>
 198                             <field name="ref"/>
 199                             <field name="ref2"/>
 200                         </page>
 201                         <page string="Assignation" groups="base.group_extended">
 202                         <group name="partner_assign_group" col="5" colspan="4">
 203                             <separator string="Partner Assignation" colspan="5"/>
 204                             <field name="partner_assigned_id" on_change="onchange_assign_id(partner_assigned_id)"/>
 205                             <field name="date_assign"/>
 206                             <group colspan="1" col="1">
 207                                 <button string="Forward"
 208                                     attrs="{'invisible':[('partner_assigned_id','=',False)]}"
 209                                     name="%(crm_lead_forward_to_partner_act)d"
 210                                     icon="terp-mail-forward" type="action"
 211                                     context="{'default_name': 'partner', 'default_partner_id': partner_assigned_id}"
 212                                 />
 213                             </group>
 214                         </group>
 215                         </page>
 216                         </notebook>
 217                     </form>
 218                 </field>
 219             </record>
 220
 221         <!-- Opportunities Tree View -->
 222
 223             <record model="ir.ui.view" id="crm_case_tree_view_oppor">
 224                 <field name="name">Opportunities Tree</field>
 225                 <field name="model">crm.lead</field>
 226                 <field name="type">tree</field>
 227                 <field name="arch" type="xml">
 228                     <tree string="Opportunities"  colors="blue:state=='pending';grey:state in ('cancel', 'done');red:date_deadline and (date_deadline &lt; current_date)">
 229                         <field name="date_deadline" invisible="1"/>
 230                         <field name="create_date"/>
 231                         <field name="name" string="Opportunity"/>
 232                         <field name="partner_id"/>
 233                         <field name="country_id" invisible="context.get('invisible_country', True)" />
 234                         <field name="date_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="Total of Planned Revenue"/>
 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_mark_lost" string="Lost"
 257                             states="open,pending" type="object"
 258                             icon="gtk-cancel" />
 259                         <button name="case_close" string="Won"
 260                             states="open,draft,pending" type="object"
 261                             icon="gtk-apply" />
 262                     </tree>
 263                 </field>
 264             </record>
 265
 266         <!-- Opportunities Graph View -->
 267
 268             <record model="ir.ui.view" id="crm_case_graph_view_opportunity">
 269                 <field name="name">CRM - Opportunity Graph</field>
 270                 <field name="model">crm.lead</field>
 271                 <field name="type">graph</field>
 272                 <field name="arch" type="xml">
 273                     <graph string="Opportunity by Categories" type="bar" orientation="horizontal">
 274                         <field name="categ_id"/>
 275                         <field name="planned_revenue" operator="+"/>
 276                         <field name="state" group="True"/>
 277                     </graph>
 278                 </field>
 279             </record>
 280
 281         <!-- Opportunities Search View -->
 282
 283             <record id="view_crm_case_opportunities_filter" model="ir.ui.view">
 284                 <field name="name">CRM - Opportunities Search</field>
 285                 <field name="model">crm.lead</field>
 286                 <field name="type">search</field>
 287                 <field name="arch" type="xml">
 288                     <search string="Search Opportunities">
 289                         <filter icon="terp-check"
 290                             string="Current"  help="Current Opportunities"
 291                             name="current"
 292                             domain="[('state','in',('draft','open'))]"/>
 293                         <filter icon="terp-camera_test"
 294                             string="Open"  help="Open Opportunities"
 295                             domain="[('state','=','open')]"/>
 296                         <filter icon="terp-gtk-media-pause"
 297                             string="Pending"  help="Pending Opportunities"
 298                             domain="[('state','=','pending')]"/>
 299                         <separator orientation="vertical"/>
 300                         <filter icon="terp-go-today" string="Today"
 301                             domain="[('create_date','&lt;', time.strftime('%%Y-%%m-%%d 23:59:59')), ('create_date','&gt;=', time.strftime('%%Y-%%m-%%d 00:00:00'))]"
 302                             help="Todays' Opportunities" />
 303                         <filter icon="terp-go-week" string="7 Days"
 304                             help="Opportunities created during last 7 days"
 305                             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'))]"
 306                         />
 307                         <separator orientation="vertical"/>
 308                         <field name="name" string="Opportunity"/>
 309                         <field name="user_id">
 310                             <filter icon="terp-personal-"
 311                                 domain="[('user_id','=', False)]"
 312                                 help="Unassigned Opportunities" />
 313                         </field>
 314                         <field name="email_from"/>
 315                         <field name="section_id"
 316                             default="context.get('section_id', False)"
 317                             context="{'invisible_section': False}"
 318                             widget="selection">
 319                             <filter icon="terp-personal+"
 320                                 domain="['|', ('section_id.user_id','=',uid), ('section_id.member_ids', 'in', [uid])]"
 321                                 context="{'invisible_section': False}"
 322                                 help="My Sales Team(s)" />
 323                             <filter icon="terp-personal+"
 324                                 context="{'invisible_section': False}"
 325                                 domain="[]"
 326                                 help="Show Sales Team"/>
 327                         </field>
 328                         <newline/>
 329                         <group expand="0" string="Group By..." colspan="16">
 330                             <filter string="Stage" icon="terp-stage" domain="[]"
 331                                 context="{'group_by':'stage_id'}" />
 332                             <filter string="State" icon="terp-stock_effects-object-colorize" domain="[]" context="{'group_by':'state'}"/>
 333                             <filter string="Priority" icon="terp-rating-rated" domain="[]"
 334                                 context="{'group_by':'priority'}" />
 335                             <filter string="Category" icon="terp-stock_symbol-selection"
 336                                 domain="[]" context="{'group_by':'categ_id'}" />
 337                             <separator orientation="vertical" />
 338                             <filter string="Salesman" icon="terp-personal"
 339                                 domain="[]" context="{'group_by':'user_id'}" />
 340                             <filter string="Team" help="Sales Team" icon="terp-personal+" domain="[]" context="{'group_by':'section_id'}"/>
 341                             <filter string="Assigned Partner" icon="terp-personal"
 342                                 domain="[]" context="{'group_by':'partner_assigned_id'}" />
 343                             <separator orientation="vertical" />
 344                             <filter string="Creation" icon="terp-go-month"
 345                                 domain="[]" context="{'group_by':'create_date'}" />
 346                             <filter string="Exp.Closing"
 347                                 icon="terp-go-month"
 348                                 help="Expected Closing" domain="[]"
 349                                 context="{'group_by':'date_deadline'}" />
 350                         </group>
 351                         <newline/>
 352                         <group  expand="0" string="Extended Filters..." groups="base.group_extended">
 353                               <field name="stage_id" widget="selection" domain="[('object_id.model', '=', 'crm.lead')]"/>
 354                               <field name="categ_id" widget="selection" domain="[('object_id.model', '=', 'crm.lead')]"/>
 355                               <separator orientation="vertical"/>
 356                               <field name="country_id" context="{'invisible_country': False}">
 357                                   <filter icon="terp-personal+" context="{'invisible_country': False}" help="Show countries"/>
 358                               </field>
 359                               <separator orientation="vertical"/>
 360                               <field name="company_id" widget="selection" groups="base.group_multi_company"/>
 361                               <newline/>
 362                               <field name="create_date" string="Creation Date"/>
 363                               <field name="date_closed"/>
 364                         </group>
 365                     </search>
 366                 </field>
 367             </record>
 368
 369
 370         <!-- Opportunities Graph View -->
 371
 372             <record model="ir.ui.view" id="crm_case_graph_view_opportunity">
 373                 <field name="name">CRM - Opportunity Graph</field>
 374                 <field name="model">crm.lead</field>
 375                 <field name="type">graph</field>
 376                 <field name="arch" type="xml">
 377                     <graph string="Opportunity by Categories" type="bar" orientation="horizontal">
 378                         <field name="categ_id"/>
 379                         <field name="planned_revenue" operator="+"/>
 380                         <field name="state" group="True"/>
 381                     </graph>
 382                 </field>
 383             </record>
 384
 385 </data>
 386 </openerp>