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