addons/crm_configuration/crm_opportunity_view.xml

   1 <?xml version="1.0"?>
   2 <openerp>
   3 <data>
   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">
  15                 <group colspan="4" col="7">
  16                     <field name="name" select="1" string="Opportunity" colspan="2"/>
  17                     <field name="section_id" colspan="1"/>
  18                     <field name="user_id" select="2" string="Responsible"/>
  19                     <field name="stage_id" select="1" string="Sales Stage"/>
  20                     <field name="date" string="Next Meeting"/>
  21                     <field name="duration"/>
  22                     <button string="Schedule Meeting" icon="terp-crm" name="%(wizard_crm_meeting)d" type="action"/>
  23                 </group>
  24                 <notebook colspan="4">
  25                 <page string="Description">
  26                     <field name="partner_id" select="1" on_change="onchange_partner_id(partner_id, email_from)" colspan="2"/>
  27                     <field name="partner_address_id" string="Contact" on_change="onchange_partner_address_id(partner_address_id, email_from)" colspan="1"/>
  28                     <field name="email_from" colspan="2"/>
  29                     <field name="categ_id" select="1" on_change="onchange_categ_id(categ_id)" string="Source"/>
  30                     <field name="priority" string="Priority"/>
  31                     <field name="category2_id" select="1" string="Category"/>
  32                     <separator colspan="4" string="Estimates"/>
  33                     <field name="planned_revenue"/>
  34                     <field name="planned_cost"/>
  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="partner_id" string="Partner"/>
 121                 <field name="planned_revenue"/>
 122                 <field name="probability"/>
 123                 <field name="user_id"/>
 124                 <field name="state"/>
 125             </tree>
 126         </field>
 127     </record>
 128     <record model="ir.ui.view" id="crm_case_calendar_view_oppor">
 129         <field name="name">CRM - Opportunities Calendar</field>
 130         <field name="model">crm.case</field>
 131         <field name="type">calendar</field>
 132         <field name="priority" eval="2"/>
 133         <field name="arch" type="xml">
 134             <calendar string="Opportunities" date_start="date" color="user_id" date_delay="duration">
 135                 <field name="name"/>
 136                 <field name="partner_id"/>
 137             </calendar>
 138         </field>
 139     </record>
 140 </data>
 141 </openerp>