addons/crm_configuration/crm_opportunity_view.xml

   1 <?xml version="1.0"?>
   2 <openerp>
   3 <data noupdate="1">
   4
   5         # ------------------------------------------------------
   6         # Opportunities
   7         # ------------------------------------------------------
   8
   9         <record model="ir.ui.view" id="crm_case_form_view_oppor">
  10                 <field name="name">CRM - Opportunities Form</field>
  11                 <field name="model">crm.case</field>
  12                 <field name="type">form</field>
  13                 <field name="arch" type="xml">
  14                         <form string="Opportunities Form">
  15                                 <notebook>
  16                                 <page string="Opportunities">
  17                                         <field name="name" select="1" string="Name" colspan="2"/>
  18                                         <field name="section_id" colspan="1"/>
  19                                         <newline/>
  20                                         <field name="date" string="Next Meeting"/>
  21                                         <field name="duration" string="Meeting Duration"/>
  22                                         <field name="partner_id" select="1" on_change="onchange_partner_id(partner_id, email_from)" colspan="2"/>
  23                                         <field name="partner_address_id" string="Contact" on_change="onchange_partner_address_id(partner_address_id, email_from)" colspan="1"/>
  24                                         <newline/>
  25                                         <field name="email_from" colspan="2"/>
  26                                         <field name="user_id" select="2" string="Responsible"/>
  27                                         <separator colspan="4"/>
  28                                         <field name="categ_id" select="1" on_change="onchange_categ_id(categ_id)" string="Lead Source"/>
  29                                         <field name="stage_id" select="1" string="Sales Stage"/>
  30                                         <field name="category2_id" select="1" string="Type"/>
  31                                         <field name="priority" string="Priority"/>
  32                                         <newline/>
  33                                         <separator colspan="4" string="Estimates"/>
  34                                         <field name="planned_cost" string="Amount"/>
  35                                         <field name="probability"/>
  36                                         <separator colspan="4" string="Description Information"/>
  37                                                 <field name="note" nolabel="1" colspan="4"/>
  38
  39                                         <separator colspan="4"/>
  40                                         <group col="8" colspan="4">
  41                                                 <field name="state" select="2"/>
  42                                                 <button name="case_close" string="Done" states="open,draft,pending" type="object"/>
  43                                                 <button name="case_open" string="Open" states="draft,pending" type="object"/>
  44                                                 <button name="case_cancel" string="Cancel" states="draft,open,pending" type="object"/>
  45                                                 <button name="case_pending" string="Pending" states="draft,open" type="object"/>
  46                                                 <button name="case_escalate" string="Escalate" states="open,draft,pending" type="object"/>
  47                                                 <button name="case_reset" string="Reset to Draft" states="done,cancel" type="object"/>
  48                                         </group>
  49                                 </page>
  50
  51                                 <page string="Extra Info">
  52                                         <field name="id"/>
  53                                         <field name="active"/>
  54                                         <field name="email_cc" colspan="4"/>
  55
  56                                         <separator colspan="4" string="Dates"/>
  57                                         <field name="create_date"/>
  58                                         <field name="date_closed"/>
  59                                         <field name="date_action_last"/>
  60                                         <field name="date_action_next"/>
  61                                         <separator colspan="4"/>
  62                                         <field name="history_line" colspan="2" nolabel="1" mode="tree,form">
  63                                                 <form string="Communication history">
  64                                                         <group col="6" colspan="4">
  65                                                                 <field name="date"/>
  66                                                                 <field name="email"/>
  67                                                                 <field name="canal_id"/>
  68                                                         </group>
  69                                                         <newline/>
  70                                                         <field name="description" colspan="4" nolabel="1"/>
  71                                                 </form>
  72                                                 <tree string="Communication history">
  73                                                         <field name="description"/>
  74                                                         <field name="email"/>
  75                                                         <field name="date"/>
  76                                                 </tree>
  77                                         </field>
  78                                         <group col="2" colspan="2" expand="1">
  79                                                 <field name="canal_id"/>
  80                                                 <field name="som"/>
  81                                                 <button name="add_reply" string="Add Last Mail for Replying"
  82                                                         states="open" type="object" colspan="2"/>
  83                                                 <field name="description" colspan="2" nolabel="1"/>
  84                                                 <button name="case_log_reply"
  85                                                         string="Send Partner &amp; Historize" states="open"
  86                                                         type="object"/>
  87                                                 <button name="case_log" string="Historize" states="open"
  88                                                         type="object"/>
  89                                         </group>
  90
  91                                         <separator colspan="4" string="References"/>
  92                                         <field name="ref" colspan="4"/>
  93                                         <field name="ref2" colspan="4"/>
  94                                 </page>
  95                                 <page string="History">
  96                                         <field name="log_ids" nolabel="1" colspan="4">
  97                                                 <form string="Actions">
  98                                                         <separator string="Action Information" colspan="4"/>
  99                                                         <field name="name" colspan="4"/>
 100                                                         <field name="date"/>
 101                                                         <field name="user_id"/>
 102                                                         <field name="som"/>
 103                                                         <field name="canal_id"/>
 104                                                 </form>
 105                                         </field>
 106                                 </page>
 107                                 </notebook>
 108                         </form>
 109                 </field>
 110         </record>
 111         <record model="ir.ui.view" id="crm_case_tree_view_oppor">
 112                 <field name="name">CRM - Opportunities Tree</field>
 113                 <field name="model">crm.case</field>
 114                 <field name="type">tree</field>
 115                 <field name="arch" type="xml">
 116                         <tree string="Opportunities Tree"  colors="red:state=='open'">
 117                                 <field name="id"/>
 118                                 <field name="name" string="Opportunities"/>
 119                                 <field name="stage_id"  string="Sales Stage"/>
 120                                 <field name="categ_id" string="Lead Source"/>
 121                                 <field name="category2_id" string="Type"/>
 122                                 <field name="planned_cost" string="Amount"/>
 123                                 <field name="probability"/>
 124                                 <field name="user_id"/>
 125                                 <field name="state"/>
 126                         </tree>
 127                 </field>
 128         </record>
 129         <record model="ir.ui.view" id="crm_case_calendar_view_oppor">
 130                 <field name="name">CRM - Opportunities Calendar</field>
 131                 <field name="model">crm.case</field>
 132                 <field name="type">calendar</field>
 133                 <field name="priority" eval="2"/>
 134                 <field name="arch" type="xml">
 135                         <calendar string="Opportunities" date_start="date" color="user_id" date_delay="duration">
 136                                 <field name="name"/>
 137                                 <field name="partner_id"/>
 138                         </calendar>
 139                 </field>
 140         </record>
 141 </data>
 142 </openerp>