addons/crm/crm_opportunity_view.xml

   1 <?xml version="1.0"?>
   2 <openerp>
   3     <data>
   4
   5         <!-- Opportunity Categories Form View -->
   6
   7         <record id="crm_opportunity_categ_action" model="ir.actions.act_window">
   8             <field name="name">Opportunity Categories</field>
   9             <field name="res_model">crm.case.categ</field>
  10             <field name="view_type">form</field>
  11             <field name="view_id"  ref="crm.crm_case_categ_tree-view"/>
  12             <field name="domain">[('object_id.model', '=', 'crm.lead')]</field>
  13             <field name="context">{'object_id':'crm.lead'}</field>
  14         </record>
  15
  16         <menuitem action="crm_opportunity_categ_action"
  17             id="menu_crm_case_opportunity-act" name="Categories"
  18             parent="menu_crm_config_opportunity" />
  19
  20         <!-- Opportunity Stages Form View-->
  21
  22         <record id="crm_opportunity_stage_act" model="ir.actions.act_window">
  23             <field name="name">Opportunity Stages</field>
  24             <field name="res_model">crm.case.stage</field>
  25             <field name="view_type">form</field>
  26              <field name="view_id" ref="crm.crm_case_stage_tree"/>
  27             <field name="domain">[('object_id.model', '=', 'crm.lead')]</field>
  28              <field name="context">{'object_id':'crm.lead'}</field>
  29         </record>
  30
  31         <menuitem action="crm_opportunity_stage_act"
  32             id="menu_crm_opportunity_stage_act" name="Stages"
  33             parent="menu_crm_config_opportunity" />
  34
  35                 <!-- Opportunity Resource Type Form View -->
  36
  37         <record id="crm_opportunity_resource_act" model="ir.actions.act_window">
  38             <field name="name">Opportunity Resource Type</field>
  39             <field name="res_model">crm.case.resource.type</field>
  40             <field name="view_type">form</field>
  41             <field name="view_id" ref="crm.crm_case_resource_type_tree"/>
  42             <field name="domain">[('object_id.model', '=', 'crm.lead')]</field>
  43              <field name="context">{'object_id':'crm.lead'}</field>
  44         </record>
  45
  46         <menuitem action="crm_opportunity_resource_act"
  47             id="menu_crm_opportunity_resource_act" name="Resource"
  48             parent="menu_crm_config_opportunity" />
  49
  50         <!-- Opportunities Form View -->
  51
  52             <record model="ir.ui.view" id="crm_case_form_view_oppor">
  53                 <field name="name">Opportunities</field>
  54                 <field name="model">crm.lead</field>
  55                 <field name="type">form</field>
  56                 <field name="arch" type="xml">
  57                     <form string="Opportunities">
  58                         <group colspan="4" col="7">
  59                             <field name="name"  required="1" string="Opportunity"/>
  60                             <label string="Stage:" align="1.0"/>
  61                             <group colspan="1" col="4">
  62                                 <field name="stage_id" nolabel="1"
  63                                 on_change="onchange_stage_id(stage_id)"
  64                                 widget="selection"
  65                                 domain="[('object_id.model', '=', 'crm.lead')]" />
  66                                 <button name="stage_previous"
  67                                 states="open,pending" type="object"
  68                                 icon="gtk-go-back" string="" />
  69                                 <button name="stage_next" states="open,pending"
  70                                 type="object" icon="gtk-go-forward" string="" />
  71                             </group>
  72                             <field name="user_id"/>
  73
  74                             <button name="action_makeMeeting" type="object"
  75                             string="Schedule Meeting" icon="gtk-redo" />
  76
  77                             <field name="planned_revenue"/>
  78                             <field name="probability"/>
  79                             <field name="date_deadline" string="Expected Closing"/>
  80                             <button string="Schedule Call"
  81                             name="%(opportunity2phonecall_act)d" icon="gtk-redo" type="action"  />
  82                             <newline/>
  83                             <field name="date_action"/>
  84                             <field name="priority" string="Priority"/>
  85                         </group>
  86                         <notebook colspan="4">
  87                         <page string="Opportunity">
  88                             <group col="4" colspan="2">
  89                                 <separator colspan="4" string="Contacts"/>
  90                                 <field name="partner_id" select="1"
  91                                 on_change="onchange_partner_id(partner_id, email_from)"
  92                                 colspan="2" />
  93                                 <field name="partner_address_id"
  94                                 string="Contact"
  95                                 on_change="onchange_partner_address_id(partner_address_id, email_from)"
  96                                 colspan="1" />
  97                                 <field name="email_from" string="Email" />
  98                                 <field name="phone"/>
  99                             </group>
 100                             <group col="2" colspan="2">
 101                                 <separator colspan="2" string="Categorization"/>
 102                                 <field name="section_id" colspan="1" widget="selection"/>
 103                                 <field name="categ_id" select="1" groups="base.group_extended"
 104                                 string="Category" widget="selection"
 105                                 domain="[('object_id.model', '=', 'crm.lead')]" />
 106                             </group>
 107
 108                             <separator colspan="4" string="Details"/>
 109                             <field name="description" nolabel="1" colspan="4"/>
 110
 111                             <separator colspan="4"/>
 112                             <group col="8" colspan="4">
 113                                 <field name="state"/>
 114                                 <button name="case_open" string="Open"
 115                                     states="draft,pending" type="object"
 116                                     icon="gtk-go-forward" />
 117                                 <button name="case_pending" string="Pending"
 118                                     states="draft,open" type="object"
 119                                     icon="gtk-media-pause" />
 120                                 <button name="case_escalate" string="Escalate"
 121                                     states="open,draft,pending" type="object"
 122                                     groups="base.group_extended"
 123                                     icon="gtk-go-up" />
 124                                 <button name="case_cancel" string="Mark Lost"
 125                                     states="draft,open,pending" type="object"
 126                                     icon="gtk-close" />
 127                                 <button name="case_close" string="Mark Won"
 128                                     states="open,draft,pending" type="object"
 129                                     icon="gtk-apply" />
 130                                 <button name="case_reset" string="Reset to New"
 131                                     states="done,cancel" type="object"
 132                                     icon="gtk-convert" />
 133                             </group>
 134                         </page>
 135
 136                         <page string="Emails" groups="base.group_extended">
 137                             <group colspan="4">
 138                                 <field colspan="4" name="email_cc" string="CC"/>
 139                             </group>
 140                             <field name="message_ids" colspan="4" nolabel="1" mode="form,tree" height="280">
 141                                 <form string="Communication history">
 142                                     <group col="6" colspan="4">
 143                                         <field name="date"/>
 144                                         <field name="email_to"/>
 145                                         <field name="email_from"/>
 146                                     </group>
 147                                     <notebook colspan="4">
 148                                         <page string="Details">
 149                                             <field name="description" colspan="4" nolabel="1"/>
 150                                         </page>
 151                                         <page string="Attachments">
 152                                             <field name="attachment_ids" colspan="4" readonly="1" nolabel="1"/>
 153                                         </page>
 154                                     </notebook>
 155                                     <button colspan="4"
 156                                     string="Reply to Last Email"
 157                                     name="%(crm.action_crm_send_mail)d"
 158                                     context="{'mail':'reply', 'model': 'crm.lead', 'include_original' : True}"
 159                                     icon="gtk-undo" type="action" />
 160                                 </form>
 161                                 <tree string="Communication history">
 162                                             <field name="date"/>
 163                                             <field name="email_from" />
 164                                             <field name="email_to"/>
 165                                             <field name="description"/>
 166                                 </tree>
 167                             </field>
 168                             <button colspan="2" string="Send New Email"
 169                                 name="%(crm.action_crm_send_mail)d"
 170                                 context="{'mail':'new', 'model': 'crm.lead'}"
 171                                 icon="gtk-go-forward" type="action" />
 172                             <button colspan="2" string="Forward to Partner"
 173                                 name="%(crm_lead_forward_to_partner_act)d"
 174                                 icon="gtk-go-forward" type="action" />
 175                         </page>
 176                         <page string="History" groups="base.group_extended">
 177                             <group col="2" colspan="2">
 178                                 <separator string="Dates" colspan="2"/>
 179                                 <field name="create_date"/>
 180                                 <field name="write_date"/>
 181                                 <field name="date_closed"/>
 182                                 <field name="date_open"/>
 183                             </group>
 184                             <group col="2" colspan="2">
 185                                 <separator string="Misc" colspan="2"/>
 186                                 <field name="active"/>
 187                                 <field name="day_open"/>
 188                                 <field name="day_close"/>
 189                                 <field name="referred"/>
 190                             </group>
 191                             <separator colspan="4" string="References"/>
 192                             <field name="ref"/>
 193                             <field name="ref2"/>
 194                             <field name="log_ids" nolabel="1" colspan="4">
 195                                 <tree string="Logs">
 196                                     <field name="name" colspan="4"/>
 197                                     <field name="date"/>
 198                                     <field name="user_id"/>
 199                                 </tree>
 200                                 <form string="Logs">
 201                                     <separator string="Action Information" colspan="4"/>
 202                                     <field name="name" colspan="4"/>
 203                                     <field name="date"/>
 204                                     <field name="user_id"/>
 205                                 </form>
 206                             </field>
 207                         </page>
 208                         </notebook>
 209                     </form>
 210                 </field>
 211             </record>
 212
 213         <!-- Opportunities Tree View -->
 214
 215             <record model="ir.ui.view" id="crm_case_tree_view_oppor">
 216                 <field name="name">Opportunities Tree</field>
 217                 <field name="model">crm.lead</field>
 218                 <field name="type">tree</field>
 219                 <field name="arch" type="xml">
 220                     <tree string="Opportunities"  colors="blue:state=='pending';grey:state in ('cancel', 'done');red:date_deadline &lt; current_date">
 221                         <field name="date_deadline" invisible="1"/>
 222                         <field name="create_date"/>
 223                         <field name="name" string="Opportunity"/>
 224                         <field name="partner_id"/>
 225                         <field name="stage_id"/>
 226                         <field name="categ_id" invisible="1" groups="base.group_extended"/>
 227                         <button name="stage_previous" string="Previous"
 228                             states="open,pending" type="object" icon="gtk-go-back" />
 229                         <button name="stage_next" string="Next"
 230                             states="open,pending" type="object"
 231                             icon="gtk-go-forward" />
 232                         <field name="planned_revenue" sum="Total of Planned Revenue"/>
 233                         <field name="probability" widget="progressbar" avg="Avg. of Probability"/>
 234                         <field name="date_action"/>
 235                         <field name="section_id" groups="base.group_extended"/>
 236                         <field name="user_id"/>
 237                         <field name="priority"/>
 238                         <field name="state"/>
 239                         <button name="case_open" string="Open"
 240                             states="draft,pending" type="object"
 241                             icon="gtk-go-forward" />
 242                         <button name="case_close" string="Won"
 243                             states="open,draft,pending" type="object"
 244                             icon="gtk-apply" />
 245                         <button name="case_pending" string="Pending"
 246                             states="open,draft" type="object"
 247                             icon="gtk-media-pause" />
 248                         <button name="case_cancel" string="Lost"
 249                             states="draft,open,pending" type="object"
 250                             icon="gtk-cancel" />
 251                     </tree>
 252                 </field>
 253             </record>
 254
 255         <!-- Opportunities Graph View -->
 256
 257             <record model="ir.ui.view" id="crm_case_graph_view_opportunity">
 258                 <field name="name">CRM - Opportunity Graph</field>
 259                 <field name="model">crm.lead</field>
 260                 <field name="type">graph</field>
 261                 <field name="arch" type="xml">
 262                     <graph string="Opportunity by Categories" type="bar" orientation="horizontal">
 263                         <field name="categ_id"/>
 264                         <field name="planned_revenue" operator="+"/>
 265                         <field name="state" group="True"/>
 266                     </graph>
 267                 </field>
 268             </record>
 269
 270         <!-- Opportunities Search View -->
 271
 272             <record id="view_crm_case_opportunities_filter" model="ir.ui.view">
 273                 <field name="name">CRM - Opportunities Search</field>
 274                 <field name="model">crm.lead</field>
 275                 <field name="type">search</field>
 276                 <field name="arch" type="xml">
 277                     <search string="Search Opportunities">
 278                         <filter icon="terp-check"
 279                             string="Current"
 280                             name="current"
 281                             domain="[('state','in',('draft','open'))]"/>
 282                         <filter icon="terp-camera_test"
 283                             string="Open"
 284                             domain="[('state','=','open')]"/>
 285                         <filter icon="terp-gtk-media-pause"
 286                             string="Pending"
 287                             domain="[('state','=','pending')]"/>
 288                         <separator orientation="vertical"/>
 289                         <filter icon="terp-go-today" string="Today"
 290                             domain="[('create_date','&lt;', time.strftime('%%Y-%%m-%%d 23:59:59')), ('create_date','&gt;=', time.strftime('%%Y-%%m-%%d 23:59:59'))]"
 291                             help="Todays' Opportunities" />
 292                         <filter icon="terp-go-week" string="7 Days"
 293                             help="Opportunities during last 7 days"
 294                             domain="[('create_date','&lt;', time.strftime('%%Y-%%m-%%d')),\
 295                                 ('create_date','&gt;=',(datetime.date.today()-datetime.timedelta(days=7)).strftime('%%Y-%%m-%%d'))]"
 296                         />
 297                         <separator orientation="vertical"/>
 298                         <field name="name" string="Opportunity"/>
 299                         <field name="user_id" widget="selection">
 300                             <filter icon="terp-personal-"
 301                                 domain="[('user_id','=', False)]"
 302                                 help="Unassigned Opportunities" />
 303                         </field>
 304                         <field name="section_id"
 305                             default="context.get('section_id', False)" select="1"
 306                             widget="selection">
 307                             <filter icon="terp-personal+"
 308                                 domain="[('section_id','=',context.get('section_id',False))]"
 309                                 help="My Sale Team" />
 310                         </field>
 311                         <newline/>
 312                         <group expand="0" string="Group By..." colspan="16">
 313                             <filter string="Stage" icon="terp-stage" domain="[]"
 314                                 context="{'group_by':'stage_id'}" />
 315                             <filter string="Priority" icon="terp-rating-rated" domain="[]"
 316                                 context="{'group_by':'priority'}" />
 317                             <filter string="Category" icon="terp-stock_symbol-selection"
 318                                 domain="[]" context="{'group_by':'categ_id'}" />
 319
 320                             <separator orientation="vertical" />
 321                             <filter string="Salesman" icon="terp-personal"
 322                                 domain="[('user_id','=',uid)]" context="{'group_by':'user_id'}" />
 323                             <separator orientation="vertical" />
 324                             <filter string="Creation" icon="terp-go-month"
 325                                 domain="[]" context="{'group_by':'create_date'}" />
 326                             <filter string="Exp.Closing" icon="terp-go-month"
 327                                 domain="[]" context="{'group_by':'date_deadline'}" />
 328                         </group>
 329                     </search>
 330                 </field>
 331             </record>
 332
 333
 334         <!-- Opportunities Graph View -->
 335
 336             <record model="ir.ui.view" id="crm_case_graph_view_opportunity">
 337                 <field name="name">CRM - Opportunity Graph</field>
 338                 <field name="model">crm.lead</field>
 339                 <field name="type">graph</field>
 340                 <field name="arch" type="xml">
 341                     <graph string="Opportunity by Categories" type="bar" orientation="horizontal">
 342                         <field name="categ_id"/>
 343                         <field name="planned_revenue" operator="+"/>
 344                         <field name="state" group="True"/>
 345                     </graph>
 346                 </field>
 347             </record>
 348
 349 </data>
 350 </openerp>