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                                     widget="selection"
  18                                     on_change="onchange_stage_id(stage_id)"
  19                                     domain="[('object_id.model', '=', 'crm.lead')]"/>
  20                                 <button name="stage_previous"
  21                                     states="draft,open,pending" type="object"
  22                                     icon="gtk-go-back" string="" />
  23                                 <button name="stage_next" states="draft,open,pending"
  24                                     type="object" icon="gtk-go-forward" string="" />
  25                             </group>
  26                             <field name="user_id"/>
  27
  28                             <button name="action_makeMeeting" type="object"
  29                             string="Schedule Meeting" icon="gtk-redo" />
  30
  31                             <field name="planned_revenue"/>
  32                             <field name="probability"/>
  33                             <field name="date_deadline"/>
  34                             <button string="Schedule/Log Call"
  35                             name="%(opportunity2phonecall_act)d" icon="terp-call-start" type="action" groups="base.group_extended"/>
  36                             <newline/>
  37                             <field name="date_action"/>
  38                             <field name="title_action"/>
  39                             <field name="priority" string="Priority"/>
  40                             <newline/>
  41                             <field name="type" invisible="1"/>
  42                         </group>
  43                         <notebook colspan="4">
  44                         <page string="Opportunity">
  45                             <group col="4" colspan="2">
  46                                 <separator colspan="4" string="Contacts"/>
  47                                 <group colspan="2">
  48                                     <field name="partner_id" select="1"
  49                                         on_change="onchange_partner_id(partner_id, email_from)" string="Customer"
  50                                         colspan="2" />
  51                                     <button name="%(action_crm_lead2partner)d"
  52                                         icon="terp-partner" type="action"
  53                                         string="Create"
  54                                         attrs="{'invisible':[('partner_id','!=',False)]}"/>
  55                                 </group>
  56                                 <field name="partner_address_id"
  57                                     string="Contact"
  58                                     on_change="onchange_partner_address_id(partner_address_id, email_from)"
  59                                     colspan="1" />
  60                                 <field name="email_from" string="Email" />
  61                                 <field name="phone"/>
  62                             </group>
  63                             <group col="2" colspan="2">
  64                                 <separator colspan="2" string="Categorization"/>
  65                                 <field name="section_id" colspan="1" widget="selection"/>
  66                                 <field name="categ_id" select="1"
  67                                 string="Category" widget="selection"
  68                                 domain="[('object_id.model', '=', 'crm.lead')]" />
  69                             </group>
  70
  71                             <separator colspan="4" string="Details"/>
  72                             <field name="description" nolabel="1" colspan="4"/>
  73
  74                             <separator colspan="4"/>
  75                             <group col="10" colspan="4">
  76                                 <field name="state"/>
  77                                 <button name="case_cancel" string="Cancel"
  78                                     states="draft" type="object"
  79                                     icon="gtk-close" />
  80                                 <button name="case_reset" string="Reset to Draft"
  81                                     states="done,cancel" type="object"
  82                                     icon="gtk-convert" />
  83                                 <button name="case_open" string="Open"
  84                                     states="draft,pending" type="object"
  85                                     icon="gtk-go-forward" />
  86                                 <button name="case_pending" string="Pending"
  87                                     states="draft,open" type="object"
  88                                     icon="gtk-media-pause" />
  89                                 <button name="case_escalate" string="Escalate"
  90                                     states="open,pending" type="object"
  91                                     groups="base.group_extended"
  92                                     icon="gtk-go-up" />
  93                                 <button name="case_mark_lost" string="Mark Lost"
  94                                     states="open,pending" type="object"
  95                                     icon="gtk-cancel" />
  96                                 <button name="case_close" string="Mark Won"
  97                                     states="open,pending" type="object"
  98                                     icon="gtk-apply" />
  99                             </group>
 100                         </page>
 101                         <page string="Lead">
 102                             <group colspan="2" col="4">
 103                                 <separator string="Contact" colspan="4" col="4"/>
 104                                 <field name="partner_name" string="Customer Name" colspan="4"/>
 105                                 <newline/>
 106                                 <field domain="[('domain', '=', 'contact')]" name="title" widget="selection"/>
 107                                 <field name="function" />
 108                                 <field name="street" colspan="4"/>
 109                                 <field name="street2" colspan="4"/>
 110                                 <field name="zip"/>
 111                                 <field name="city"/>
 112                                 <field name="country_id"/>
 113                                 <field name="state_id"/>
 114                             </group>
 115                             <group colspan="2" col="2">
 116                                 <separator string="Communication" colspan="2"/>
 117                                 <field name="fax"/>
 118                                 <field name="mobile"/>
 119                             </group>
 120                             <group colspan="2" col="2">
 121                                 <separator string="Categorization" colspan="2"/>
 122                                 <field name="type_id" widget="selection" groups="base.group_extended"/>
 123                                 <field name="channel_id" widget="selection"/>
 124                             </group>
 125                             <group colspan="2" col="2">
 126                                 <separator string="Mailings" colspan="2"/>
 127                                 <field name="optin"/>
 128                                 <field name="optout"/>
 129                             </group>
 130                         </page>
 131
 132                         <page string="History" groups="base.group_extended">
 133                             <group colspan="4">
 134                                 <field colspan="4" name="email_cc" string="Global CC" widget="char" size="512"/>
 135                             </group>
 136                             <field name="message_ids" colspan="4" nolabel="1" mode="tree,form">
 137                                 <tree string="History">
 138                                     <field name="display_text" string="History Information"/>
 139                                     <field name="history" invisible="1"/>
 140                                     <button
 141                                         string="Reply" attrs="{'invisible': [('history', '!=', True)]}"
 142                                         name="%(crm.action_crm_send_mail)d"
 143                                         context="{'mail':'reply', 'model': 'crm.lead', 'include_original' : True}"
 144                                         icon="terp-mail-replied" type="action" />
 145                                 </tree>
 146                                 <form string="History">
 147                                     <group col="4" colspan="4">
 148                                         <field name="email_from"/>
 149                                         <field name="date"/>
 150                                         <field name="email_to" size="512"/>
 151                                         <field name="email_cc" size="512"/>
 152                                         <field name="name" colspan="4"/>
 153                                         <field name="history" invisible="1"/>
 154                                     </group>
 155                                     <notebook colspan="4">
 156                                         <page string="Details">
 157                                             <group attrs="{'invisible': [('history', '!=', True)]}">
 158                                                 <field name="description" colspan="4" nolabel="1" height="250"/>
 159                                                 <button colspan="4"
 160                                                     string="Reply"
 161                                                     name="%(crm.action_crm_send_mail)d"
 162                                                     context="{'mail':'reply', 'model': 'crm.lead', 'include_original' : True}"
 163                                                     icon="terp-mail-replied" type="action" />
 164                                             </group>
 165                                             <group attrs="{'invisible': [('history', '=', True)]}">
 166                                                 <field name="display_text" colspan="4" nolabel="1"  height="250"/>
 167                                             </group>
 168                                         </page>
 169                                         <page string="Attachments">
 170                                             <field name="attachment_ids" colspan="4" readonly="1" nolabel="1"/>
 171                                         </page>
 172                                     </notebook>
 173                                 </form>
 174                             </field>
 175                             <button string="Add Internal Note"
 176                                 name="%(crm.action_crm_add_note)d"
 177                                 context="{'model': 'crm.lead' }"
 178                                 icon="terp-document-new" type="action" />
 179                             <button string="Send New Email"
 180                                 name="%(crm.action_crm_send_mail)d"
 181                                 context="{'mail':'new', 'model': 'crm.lead'}"
 182                                 icon="terp-mail-message-new" type="action" />
 183                         </page>
 184                         <page string="Extra Info" groups="base.group_extended">
 185                             <group col="2" colspan="2">
 186                                 <separator string="Dates" colspan="2"/>
 187                                 <field name="create_date"/>
 188                                 <field name="write_date"/>
 189                                 <field name="date_closed"/>
 190                                 <field name="date_open"/>
 191                             </group>
 192                             <group col="2" colspan="2">
 193                                 <separator string="Misc" colspan="2"/>
 194                                 <field name="active"/>
 195                                 <field name="day_open"/>
 196                                 <field name="day_close"/>
 197                                 <field name="referred"/>
 198                             </group>
 199                             <separator colspan="4" string="References"/>
 200                             <field name="ref"/>
 201                             <field name="ref2"/>
 202                         </page>
 203                         </notebook>
 204                     </form>
 205                 </field>
 206             </record>
 207
 208         <!-- Opportunities Tree View -->
 209
 210             <record model="ir.ui.view" id="crm_case_tree_view_oppor">
 211                 <field name="name">Opportunities Tree</field>
 212                 <field name="model">crm.lead</field>
 213                 <field name="type">tree</field>
 214                 <field name="arch" type="xml">
 215                     <tree string="Opportunities" colors="blue:state=='pending' and not(date_deadline and (date_deadline &lt; current_date));gray:state in ('cancel', 'done');red:date_deadline and (date_deadline &lt; current_date)">
 216                         <field name="date_deadline" invisible="1"/>
 217                         <field name="create_date"/>
 218                         <field name="name" string="Opportunity"/>
 219                         <field name="partner_id" string="Customer"/>
 220                         <field name="country_id" invisible="context.get('invisible_country', True)" />
 221                         <field name="date_action"/>
 222                         <field name="title_action" />
 223                         <field name="stage_id"/>
 224                         <field name="channel_id" invisible="1"/>
 225                         <field name="type_id" invisible="1"/>
 226                         <button name="stage_previous" string="Previous Stage"
 227                             states="open,pending" type="object" icon="gtk-go-back" />
 228                         <button name="stage_next" string="Next Stage"
 229                             states="open,pending" type="object"
 230                             icon="gtk-go-forward" />
 231                         <field name="planned_revenue" sum="Expected Revenues"/>
 232                         <field name="probability" widget="progressbar" avg="Avg. of Probability"/>
 233                         <field name="section_id"
 234                             invisible="context.get('invisible_section', True)" />
 235                         <field name="user_id"/>
 236                         <field name="priority" invisible="1"/>
 237                         <field name="categ_id" invisible="1"/>
 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_pending" string="Pending"
 243                             states="open,draft" type="object"
 244                             icon="gtk-media-pause" />
 245                         <button name="case_close" string="Won"
 246                             states="open,draft,pending" type="object"
 247                             icon="gtk-apply" />
 248                     </tree>
 249                 </field>
 250             </record>
 251
 252         <!-- Opportunities Graph View -->
 253
 254             <record model="ir.ui.view" id="crm_case_graph_view_opportunity">
 255                 <field name="name">CRM - Opportunity Graph</field>
 256                 <field name="model">crm.lead</field>
 257                 <field name="type">graph</field>
 258                 <field name="arch" type="xml">
 259                     <graph string="Opportunity by Categories" type="bar" orientation="horizontal">
 260                         <field name="categ_id"/>
 261                         <field name="planned_revenue" operator="+"/>
 262                         <field name="state" group="True"/>
 263                     </graph>
 264                 </field>
 265             </record>
 266
 267         <!-- Opportunities Search View -->
 268
 269             <record id="view_crm_case_opportunities_filter" model="ir.ui.view">
 270                 <field name="name">CRM - Opportunities Search</field>
 271                 <field name="model">crm.lead</field>
 272                 <field name="type">search</field>
 273                 <field name="arch" type="xml">
 274                     <search string="Search Opportunities">
 275                         <filter icon="terp-check"
 276                             string="Current"  help="Draft and Open Opportunities"
 277                             name="current"
 278                             domain="[('state','in',('draft','open'))]"/>
 279                         <filter icon="terp-camera_test"
 280                             string="Open"  help="Open Opportunities"
 281                             domain="[('state','=','open')]"/>
 282                         <filter icon="terp-gtk-media-pause"
 283                             string="Pending"  help="Pending Opportunities"
 284                             domain="[('state','=','pending')]"/>
 285                         <separator orientation="vertical"/>
 286                         <field name="name" string="Opportunity"/>
 287                         <field name="partner_id" string="Customer"/>
 288                         <field name="user_id">
 289                             <filter icon="terp-personal-"
 290                                 domain="[('user_id','=', False)]"
 291                                 help="Unassigned Opportunities" />
 292                         </field>
 293                         <field name="section_id"
 294                             default="context.get('section_id', False)"
 295                             context="{'invisible_section': False}"
 296                             widget="selection">
 297                             <filter icon="terp-personal+"
 298                                 domain="['|', ('section_id', '=', context.get('section_id')), '|', ('section_id.user_id','=',uid), ('section_id.member_ids', 'in', [uid])]"
 299                                 context="{'invisible_section': False}"
 300                                 help="My Sales Team(s)" />
 301                             <filter icon="terp-personal+"
 302                                 context="{'invisible_section': False}"
 303                                 domain="[]"
 304                                 help="Show Sales Team"/>
 305                         </field>
 306                         <newline/>
 307                         <group  expand="0" string="Extended Filters..." groups="base.group_extended">
 308                               <field name="stage_id" widget="selection" domain="[('object_id.model', '=', 'crm.lead')]"/>
 309                               <field name="categ_id" widget="selection" domain="[('object_id.model', '=', 'crm.lead')]"/>
 310                               <separator orientation="vertical"/>
 311                               <field name="country_id" context="{'invisible_country': False}">
 312                                   <filter icon="terp-personal+" context="{'invisible_country': False}" help="Show countries"/>
 313                               </field>
 314                               <separator orientation="vertical"/>
 315                               <field name="company_id" widget="selection" groups="base.group_multi_company"/>
 316                               <newline/>
 317                               <field name="create_date" string="Creation Date"/>
 318                               <field name="date_closed"/>
 319                         </group>
 320                         <newline/>
 321                         <group expand="0" string="Group By..." colspan="16">
 322                             <filter string="Salesman" icon="terp-personal"
 323                                 domain="[]" context="{'group_by':'user_id'}" />
 324                             <filter string="Team" help="Sales Team" icon="terp-personal+" domain="[]" context="{'group_by':'section_id'}"/>
 325                             <separator orientation="vertical" />
 326                             <filter string="Stage" icon="terp-stage" domain="[]"
 327                                 context="{'group_by':'stage_id'}" />
 328                             <filter string="Priority" icon="terp-rating-rated" domain="[]"
 329                                 context="{'group_by':'priority'}" />
 330                             <filter string="Category" icon="terp-stock_symbol-selection"
 331                                 domain="[]" context="{'group_by':'categ_id'}" />
 332                             <filter string="Campaign" icon="terp-stock_symbol-selection"
 333                                 domain="[]" context="{'group_by':'type_id'}" groups="base.group_extended"/>
 334                             <filter string="Channel" icon="terp-stock_symbol-selection"
 335                                 domain="[]" context="{'group_by':'channel_id'}" />
 336                             <filter string="State" icon="terp-stock_effects-object-colorize" domain="[]" context="{'group_by':'state'}"/>
 337                             <separator orientation="vertical" />
 338                             <filter string="Creation" icon="terp-go-month"
 339                                 domain="[]" context="{'group_by':'create_date'}" />
 340                             <filter string="Exp.Closing"
 341                                 icon="terp-go-month"
 342                                 help="Expected Closing" domain="[]"
 343                                 context="{'group_by':'date_deadline'}" />
 344                         </group>
 345                     </search>
 346                 </field>
 347             </record>
 348
 349
 350         <!-- Opportunities Graph View -->
 351
 352             <record model="ir.ui.view" id="crm_case_graph_view_opportunity">
 353                 <field name="name">CRM - Opportunity Graph</field>
 354                 <field name="model">crm.lead</field>
 355                 <field name="type">graph</field>
 356                 <field name="arch" type="xml">
 357                     <graph string="Opportunity by Categories" type="bar" orientation="horizontal">
 358                         <field name="categ_id"/>
 359                         <field name="planned_revenue" operator="+"/>
 360                         <field name="state" group="True"/>
 361                     </graph>
 362                 </field>
 363             </record>
 364
 365 </data>
 366 </openerp>