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_view_form" model="ir.ui.view">
  10         <field name="name">crm.opportunity.categ.form</field>
  11         <field name="model">crm.opportunity.categ</field>
  12         <field name="type">form</field>
  13         <field name="arch" type="xml">
  14             <form string="Opportunity Category">
  15                 <field name="name" select="1"/>
  16                 <field name="probability"/>
  17                 <field name="section_id"/>
  18             </form>
  19         </field>
  20     </record>
  21     <record id="crm_opportunity_categ_view_tree" model="ir.ui.view">
  22         <field name="name">crm.opportunity.categ.tree</field>
  23         <field name="model">crm.opportunity.categ</field>
  24         <field name="type">tree</field>
  25         <field name="arch" type="xml">
  26             <tree string="Opportunity Category">
  27                 <field name="name"/>
  28                 <field name="probability"/>
  29                 <field name="section_id"/>
  30             </tree>
  31         </field>
  32     </record>
  33
  34     <record id="crm_opportunity_categ_action" model="ir.actions.act_window">
  35         <field name="name">Opportunity Categories</field>
  36         <field name="res_model">crm.opportunity.categ</field>
  37         <field name="view_type">form</field>
  38         <field name="view_id" ref="crm_opportunity_categ_view_tree"/>
  39     </record>
  40      <menuitem action="crm_opportunity_categ_action" id="menu_crm_case_opportunity-act" parent="crm.menu_crm_case_categ"/>
  41                 # ------------------------------------------------------
  42             # Stage
  43             # ------------------------------------------------------
  44             <record model="ir.ui.view" id="crm_opportunity_stage_tree">
  45                 <field name="name">crm.opportunity.stage.tree</field>
  46                 <field name="model">crm.opportunity.stage</field>
  47                 <field name="type">tree</field>
  48                 <field name="arch" type="xml">
  49                     <tree string="Stages">
  50                         <field name="sequence"/>
  51                         <field name="name"/>
  52                         <field name="section_id"/>
  53                     </tree>
  54                 </field>
  55             </record>
  56
  57             <record model="ir.ui.view" id="crm_opportunity_stage_form">
  58                 <field name="name">crm.opportunity.stage.form</field>
  59                 <field name="model">crm.opportunity.stage</field>
  60                 <field name="type">form</field>
  61                 <field name="arch" type="xml">
  62                     <form string="Stage">
  63                         <field name="name" select="1"/>
  64                         <field name="section_id" select="1" widget="selection"/>
  65                         <field name="sequence"/>
  66                     </form>
  67                 </field>
  68             </record>
  69
  70             <record id="crm_opportunity_stage_act" model="ir.actions.act_window">
  71                 <field name="name">Opportunity Stages</field>
  72                 <field name="res_model">crm.claim.stage</field>
  73                 <field name="view_type">form</field>
  74                 <field name="view_id" ref="crm_opportunity_stage_tree"/>
  75             </record>
  76           <menuitem action="crm_opportunity_stage_act" id="menu_crm_opportunity_stage_act" parent="crm.menu_crm_case_stage"/>
  77     # ------------------------------------------------------
  78     # Opportunities
  79     # ------------------------------------------------------
  80
  81
  82
  83     <record model="ir.ui.view" id="crm_case_form_view_oppor">
  84         <field name="name">CRM - Opportunities Form</field>
  85         <field name="model">crm.opportunity</field>
  86         <field name="type">form</field>
  87         <field name="arch" type="xml">
  88             <form string="Opportunities">
  89                 <group colspan="4" col="7">
  90                     <field name="name" select="1" string="Opportunity" colspan="2"/>
  91                     <field name="section_id" colspan="1" widget="selection"/>
  92                     <field name="user_id" select="2" string="Responsible"/>
  93                                         <button string="Schedule a Meeting"
  94                         name="%(wizard_crm_opportunity_meeting_set)d" icon="gtk-redo" type="action" />
  95                         <newline/>
  96                         <label string="Sales Stage: " align="1.0"/>
  97                         <group colspan="1" col="2">
  98                         <field name="stage_id" select="1" nolabel="1"/>
  99                         <button icon="gtk-go-forward" string="" name="stage_next" type="object"/>
 100                         </group>
 101                     <field name="date" string="Deadline"/>
 102                     <group colspan="2">
 103                         <field name="phonecall_id" select="1"/>
 104                     </group>
 105                                          <button string="Schedule a Phone Call"
 106                         name="%(wizard_crm_opportunity_reschedule_phone_call)d" icon="gtk-redo" type="action" />
 107                 </group>
 108                 <notebook colspan="4">
 109                 <page string="Description">
 110                     <field name="partner_id" select="1" on_change="onchange_partner_id(partner_id, email_from)" colspan="2"/>
 111                     <field name="partner_address_id" string="Contact" on_change="onchange_partner_address_id(partner_address_id, email_from)" colspan="1"/>
 112                     <field name="email_from" colspan="2"/>
 113                     <field name="categ_id" select="1" on_change="onchange_categ_id(categ_id)" string="Source"/>
 114                     <field name="priority" string="Priority"/>
 115                     <field name="type_id" select="1" string="Type"/>
 116                     <separator colspan="4" string="Estimates"/>
 117                     <field name="planned_revenue"/>
 118                     <field name="planned_cost"/>
 119                     <field name="probability"/>
 120                     <separator colspan="4" string="Description Information"/>
 121                         <field name="description" nolabel="1" colspan="4"/>
 122
 123                     <separator colspan="4"/>
 124                     <group col="8" colspan="4">
 125                         <field name="state" select="2"/>
 126                         <button name="case_close" string="Done" states="open,draft,pending" type="object" icon="gtk-close"/>
 127                         <button name="case_open" string="Open" states="draft,pending" type="object" icon="gtk-go-forward"/>
 128                         <button name="case_cancel" string="Cancel" states="draft,open,pending" type="object"  icon="gtk-cancel"/>
 129                         <button name="case_pending" string="Pending" states="draft,open" type="object" icon="gtk-media-pause"/>
 130                         <button name="case_escalate" string="Escalate" states="open,draft,pending" type="object" icon="gtk-go-up"/>
 131                         <button name="case_reset" string="Reset to Draft" states="done,cancel" type="object" icon="gtk-convert"/>
 132                     </group>
 133                 </page>
 134
 135                 <page string="History">
 136                     <field name="active"/>
 137                     <field name="canal_id"/>
 138                     <field name="som"/>
 139
 140                     <separator colspan="4" string="Dates"/>
 141                     <field name="create_date"/>
 142                     <field name="date_closed"/>
 143                     <field name="date_action_last"/>
 144                     <field name="date_action_next"/>
 145                     <separator colspan="4" string="References"/>
 146                     <field name="ref" colspan="4"/>
 147                     <field name="ref2" colspan="4"/>
 148
 149                     <field name="log_ids" nolabel="1" colspan="4">
 150                         <form string="Actions">
 151                             <separator string="Action Information" colspan="4"/>
 152                             <field name="name" colspan="4"/>
 153                             <field name="date"/>
 154                             <field name="user_id"/>
 155                             <field name="som"/>
 156                             <field name="canal_id"/>
 157                         </form>
 158                     </field>
 159                 </page>
 160                  <page string="Emails">
 161                    <group colspan="4">
 162                        <field colspan="4" name="email_cc" string="CC"/>
 163                    </group>
 164                     <field name="history_line" colspan="4" nolabel="1" mode="form,tree">
 165                         <form string="Communication history">
 166                             <group col="7" colspan="4">
 167                                 <field name="date"/>
 168                                 <field name="email"/>
 169                                 <field name="canal_id"/>
 170                                 <button
 171                                                                    string="Add a CC"
 172                                                                     name="%(crm.action_view_crm_email_add_cc_wizard)d"
 173                                                                     icon="gtk-add" type="action"/>
 174                             </group>
 175                             <newline/>
 176                             <field name="description" colspan="4" nolabel="1"/>
 177                             <button colspan="4" string="Reply to Last Email" name="%(crm.wizard_crm_send_mail)d" context="{'mail':'reply'}" icon="gtk-undo" type="action"/>
 178                         </form>
 179                         <tree string="Communication history">
 180                             <field name="description"/>
 181                             <field name="email"/>
 182                             <field name="date"/>
 183                         </tree>
 184                     </field>
 185                     <button colspan="4" string="Send New Email" name="%(crm.wizard_crm_new_send_mail)d" context="{'mail':'new'}" icon="gtk-go-forward" type="action"/>
 186                  </page>
 187                 </notebook>
 188             </form>
 189         </field>
 190     </record>
 191     <record model="ir.ui.view" id="crm_case_tree_view_oppor">
 192         <field name="name">CRM - Opportunities Tree</field>
 193         <field name="model">crm.opportunity</field>
 194         <field name="type">tree</field>
 195         <field name="arch" type="xml">
 196             <tree string="Opportunities Tree"  colors="red:state=='open';black:state in ('draft', 'cancel','done','pending')">
 197                 <field name="id"/>
 198                 <field name="name" string="Opportunities"/>
 199                 <field name="stage_id"  string="Sales Stage"/>
 200                 <field name="partner_id" string="Partner"/>
 201                 <field name="planned_revenue"/>
 202                 <field name="probability"/>
 203                 <field name="date" string="Deadline"/>
 204                 <field name="user_id"/>
 205                 <field name="state"/>
 206                 <button name="case_open" string="Open" states="draft,pending" type="object" icon="gtk-go-forward"/>
 207                 <button name="case_close" string="Done" states="open,draft,pending" type="object" icon="gtk-close"/>
 208                 <button name="case_escalate" string="Escalate" states="open,draft,pending" type="object" icon="gtk-go-up"/>
 209                 <button name="case_cancel" string="Cancel" states="draft,open,pending" type="object"  icon="gtk-cancel"/>
 210             </tree>
 211         </field>
 212     </record>
 213     <record model="ir.ui.view" id="crm_case_graph_view_opportunity">
 214         <field name="name">CRM - Opportunity Graph</field>
 215         <field name="model">crm.opportunity</field>
 216         <field name="type">graph</field>
 217         <field name="arch" type="xml">
 218             <graph string="Opportunity by Categories" type="bar" orientation="horizontal">
 219                 <field name="categ_id"/>
 220                 <field name="planned_cost" operator="+"/>
 221                 <field name="state" group="True"/>
 222             </graph>
 223         </field>
 224     </record>
 225
 226     <record id="view_crm_case_opportunities_filter" model="ir.ui.view">
 227         <field name="name">CRM - Opportunities Search</field>
 228         <field name="model">crm.opportunity</field>
 229         <field name="type">search</field>
 230         <field name="arch" type="xml">
 231             <search string="Search Opportunities">
 232                         <group col="3" colspan="1">
 233                 <filter icon="gtk-home" string="   Today   "
 234                         separator="1"
 235                         domain="[('date','=',time.strftime('%%Y-%%m-%%d'))]"
 236                         help="Todays's Opportunities"
 237                 />
 238                 <filter icon="gtk-media-rewind" string="    7 Days    "
 239                         separator="1" help="Opportunities during last 7 days"
 240                         domain="[('date','&lt;', time.strftime('%%Y-%%m-%%d')), ('date','&gt;=',(datetime.date.today()-datetime.timedelta(days=7)).strftime('%%Y-%%m-%%d'))]"
 241                 />
 242                         </group>
 243                <separator orientation="vertical"/>
 244                <group col="6" colspan="2">
 245                    <field name="name" select="1" string="Opportunity"/>
 246                    <field name="user_id" select="1" widget="selection">
 247                         <filter icon="terp-partner"
 248                                 domain="[('user_id','=',uid)]"
 249                                 help="My Opportunities" default="1"
 250                         />
 251                    </field>
 252                    <field name="partner_id" select="1"/>
 253                    <field name="state" select="1">
 254                        <filter icon="gtk-index" domain="[('state','in',('open','draft'))]" help="Current "/>
 255                    </field>
 256                                         <field name="section_id" select="1" widget="selection" string="Section">
 257                                                 <filter icon="terp-crm"
 258                                domain="[('section_id','=',context.get('section_id',False))]"
 259                                help="My section"/>
 260                                         </field>
 261                </group>
 262            </search>
 263         </field>
 264     </record>
 265 </data>
 266 </openerp>