<openerp>
<data>
- # ------------------------------------------------------
+ # ------------------------------------------------------
# Opportunity Categories
# ------------------------------------------------------
<field name="res_model">crm.case.categ</field>
<field name="view_type">form</field>
<field name="view_id" ref="crm.crm_case_categ_tree-view"/>
- <field name="domain">[('object_id.model', '=', 'crm.opportunity')]</field>
- <field name="context">{'object_id':'crm.opportunity'}</field>
+ <field name="domain">[('object_id.model', '=', 'crm.opportunity')]</field>
+ <field name="context">{'object_id':'crm.opportunity'}</field>
</record>
<menuitem action="crm_opportunity_categ_action" id="menu_crm_case_opportunity-act" parent="crm.menu_crm_case_categ"/>
- # ------------------------------------------------------
- # Stage
- # ------------------------------------------------------
- <record id="crm_opportunity_stage_act" model="ir.actions.act_window">
- <field name="name">Opportunity Stages</field>
- <field name="res_model">crm.case.stage</field>
- <field name="view_type">form</field>
- <field name="view_id" ref="crm.crm_case_stage_tree"/>
- <field name="domain">[('object_id.model', '=', 'crm.opportunity')]</field>
- <field name="context">{'object_id':'crm.opportunity'}</field>
- </record>
- <menuitem action="crm_opportunity_stage_act" id="menu_crm_opportunity_stage_act" parent="crm.menu_crm_case_stage"/>
+ # ------------------------------------------------------
+ # Stage
+ # ------------------------------------------------------
+ <record id="crm_opportunity_stage_act" model="ir.actions.act_window">
+ <field name="name">Opportunity Stages</field>
+ <field name="res_model">crm.case.stage</field>
+ <field name="view_type">form</field>
+ <field name="view_id" ref="crm.crm_case_stage_tree"/>
+ <field name="domain">[('object_id.model', '=', 'crm.opportunity')]</field>
+ <field name="context">{'object_id':'crm.opportunity'}</field>
+ </record>
+ <menuitem action="crm_opportunity_stage_act" id="menu_crm_opportunity_stage_act" parent="crm.menu_crm_case_stage"/>
# ------------------------------------------------------
# Opportunities
# ------------------------------------------------------
<record model="ir.ui.view" id="crm_case_form_view_oppor">
- <field name="name">CRM - Opportunities Form</field>
+ <field name="name">Opportunities</field>
<field name="model">crm.opportunity</field>
<field name="type">form</field>
<field name="arch" type="xml">
<form string="Opportunities">
- <group colspan="4" col="4">
- <field name="name" select="1" string="Opportunity" colspan="4"/>
- <field name="planned_revenue" required="1"/>
- <field name="planned_cost"/>
- <field name="probability"/>
- <field name="date_deadline" string="Excepted Close Date" required="1"/>
- <group colspan="4" col="5">
- <label string="" colspan="2"/>
+ <group colspan="4" col="7">
+ <field name="name" string="Opportunity"/>
+ <field name="stage_id" on_change="onchange_stage_id(stage_id)" widget="selection" domain="[('object_id.model', '=', 'crm.opportunity')]"/>
+ <field name="user_id"/>
<button string="Schedule Meeting"
name="%(wizard_crm_opportunity_meeting_set)d" icon="gtk-redo" type="action" />
+ <field name="planned_revenue"/>
+ <field name="probability"/>
+ <field name="date_deadline" string="Expected Closing"/>
<button string="Schedule Call"
name="%(wizard_crm_opportunity_reschedule_phone_call)d" icon="gtk-redo" type="action" />
</group>
- </group>
-
- <group colspan="4" col="4">
- <notebook>
+ <notebook colspan="4">
<page string="Opportunity">
- <separator colspan="4" string="Communication"/>
- <field name="partner_id" required="1" select="1" on_change="onchange_partner_id(partner_id, email_from)" colspan="2"/>
- <field name="partner_address_id" string="Contact" on_change="onchange_partner_address_id(partner_address_id, email_from)" colspan="1"/>
- <field name="email_from" colspan="2" string="Email"/>
- <field name="partner_phone" colspan="2"/>
-
- <separator colspan="4" string="Status and Categarization"/>
- <group colspan="4" col="6">
- <field name="user_id" select="2" string="Responsible"/>
- <field name="stage_id" select="1" string="Sales Stage" required="1" widget="selection" domain="[('object_id.model', '=', 'crm.opportunity')]"/>
- <field name="categ_id" select="1" on_change="onchange_categ_id(categ_id)" string="Lead Source" widget="selection" domain="[('object_id.model', '=', 'crm.opportunity')]"/>
+ <group col="2" colspan="2">
+ <separator colspan="2" string="Contacts"/>
+ <field name="partner_id" select="1" on_change="onchange_partner_id(partner_id, email_from)" colspan="2"/>
+ <field name="partner_address_id" string="Contact" on_change="onchange_partner_address_id(partner_address_id, email_from)" colspan="1"/>
+ <field name="email_from" string="Email"/>
+ <field name="partner_phone"/>
+ </group>
+ <group col="2" colspan="2">
+ <separator colspan="2" string="Categorization"/>
<field name="type_id" select="1" string="Campaign"/>
<field name="section_id" colspan="1" widget="selection"/>
<field name="priority" string="Priority"/>
-
+ <field name="categ_id" select="1" string="Category" widget="selection" domain="[('object_id.model', '=', 'crm.opportunity')]"/>
</group>
-
-
-
+
<separator colspan="4" string="Details"/>
<field name="description" nolabel="1" colspan="4"/>
<separator colspan="4"/>
<group col="8" colspan="4">
<field name="state" select="2"/>
- <button name="case_close" string="Done" states="open,draft,pending" type="object" icon="gtk-close"/>
<button name="case_open" string="Open" states="draft,pending" type="object" icon="gtk-go-forward"/>
- <button name="case_cancel" string="Cancel" states="draft,open,pending" type="object" icon="gtk-cancel"/>
- <button name="case_pending" string="Pending" states="draft,open" type="object" icon="gtk-media-pause"/>
<button name="case_escalate" string="Escalate" states="open,draft,pending" type="object" icon="gtk-go-up"/>
- <button name="case_reset" string="Reset to Draft" states="done,cancel" type="object" icon="gtk-convert"/>
+ <button name="case_pending" string="Pending" states="draft,open" type="object" icon="gtk-media-pause"/>
+ <button name="case_close" string="Mark Won" states="open,draft,pending" type="object" icon="gtk-close"/>
+ <button name="case_cancel" string="Mark Lost" states="draft,open,pending" type="object" icon="gtk-cancel"/>
+ <button name="case_reset" string="Reset to New" states="done,cancel" type="object" icon="gtk-convert"/>
</group>
</page>
- <page string="History">
- <field name="active"/>
- <field name="canal_id"/>
- <field name="som"/>
-
- <separator colspan="4" string="Dates"/>
- <field name="create_date"/>
- <field name="date_closed"/>
- <field name="date_action_last"/>
- <field name="date_action_next"/>
+ <page string="History" groups="base.group_extended">
+ <group col="2" colspan="2">
+ <separator string="Dates" colspan="2"/>
+ <field name="create_date"/>
+ <field name="write_date"/>
+ <field name="date_closed"/>
+ </group>
+ <group col="2" colspan="2">
+ <separator string="Misc" colspan="2"/>
+ <field name="active"/>
+ </group>
<separator colspan="4" string="References"/>
- <field name="ref" colspan="4"/>
- <field name="ref2" colspan="4"/>
-
+ <field name="ref"/>
+ <field name="ref2"/>
<field name="log_ids" nolabel="1" colspan="4">
<form string="Actions">
<separator string="Action Information" colspan="4"/>
</form>
</field>
</page>
- <page string="Emails">
+ <page string="Emails" groups="base.group_extended">
<group colspan="4">
<field colspan="4" name="email_cc" string="CC"/>
</group>
<field name="email"/>
<field name="canal_id"/>
<button
- string="Add a CC"
- name="%(crm.action_view_crm_email_add_cc_wizard)d"
- icon="gtk-add" type="action"/>
+ string="Add a CC"
+ name="%(crm.action_view_crm_email_add_cc_wizard)d"
+ icon="gtk-add" type="action"/>
</group>
<newline/>
<field name="description" colspan="4" nolabel="1"/>
<button colspan="4" string="Send New Email" name="%(crm.wizard_crm_new_send_mail)d" context="{'mail':'new'}" icon="gtk-go-forward" type="action"/>
</page>
</notebook>
- </group>
</form>
</field>
</record>
<record model="ir.ui.view" id="crm_case_tree_view_oppor">
- <field name="name">CRM - Opportunities Tree</field>
+ <field name="name">Opportunities Tree</field>
<field name="model">crm.opportunity</field>
<field name="type">tree</field>
<field name="arch" type="xml">
- <tree string="Opportunities Tree" colors="red:state=='open';black:state in ('draft', 'cancel','done','pending')">
- <field name="id"/>
- <field name="name" string="Opportunities"/>
- <field name="stage_id" string="Sales Stage"/>
- <field name="partner_id" string="Partner"/>
- <field name="planned_revenue"/>
- <field name="probability"/>
- <field name="date_deadline" string="Excepted Close Date"/>
+ <tree string="Opportunities" colors="blue:state=='pending';grey:state in ('cancel','done')">
+ <field name="create_date"/>
+ <field name="name" string="Opportunity"/>
+ <field name="partner_id"/>
+ <field name="stage_id"/>
+ <button name="stage_previous" string="Previous" states="open,pending" type="object" icon="gtk-go-back"/>
+ <button name="stage_next" string="Next" states="open,pending" type="object" icon="gtk-go-forward"/>
+ <field name="planned_revenue" sum="Total of Planned Revenue"/>
+ <field name="probability" widget="progressbar" avg="Avg. of Probability"/>
+ <field name="date_deadline" string="Excepted Closing"/>
+ <field name="section_id"/>
<field name="user_id"/>
<field name="state"/>
<button name="case_open" string="Open" states="draft,pending" type="object" icon="gtk-go-forward"/>
- <button name="case_close" string="Done" states="open,draft,pending" type="object" icon="gtk-close"/>
- <button name="case_escalate" string="Escalate" states="open,draft,pending" type="object" icon="gtk-go-up"/>
- <button name="case_cancel" string="Cancel" states="draft,open,pending" type="object" icon="gtk-cancel"/>
+ <button name="case_close" string="Won" states="open,draft,pending" type="object" icon="gtk-close"/>
+ <button name="case_pending" string="Pending" states="open,draft" type="object" icon="gtk-media-pause"/>
+ <button name="case_cancel" string="Lost" states="draft,open,pending" type="object" icon="gtk-cancel"/>
</tree>
</field>
</record>
<field name="type">search</field>
<field name="arch" type="xml">
<search string="Search Opportunities">
- <group col="3" colspan="1">
- <filter icon="gtk-home" string=" Today "
- separator="1"
- domain="[('date::date','=',time.strftime('%%Y-%%m-%%d'))]"
- help="Todays's Opportunities"
+ <filter icon="gtk-home" string="Today"
+ domain="[('create_date','<', time.strftime('%%Y-%%m-%%d 23:59:59')), ('create_date','>=', time.strftime('%%Y-%%m-%%d 23:59:59'))]"
+ help="Todays' Opportunities"
/>
- <filter icon="gtk-media-rewind" string=" 7 Days "
- separator="1" help="Opportunities during last 7 days"
- domain="[('date','<', time.strftime('%%Y-%%m-%%d')), ('date','>=',(datetime.date.today()-datetime.timedelta(days=7)).strftime('%%Y-%%m-%%d'))]"
+ <filter icon="gtk-media-rewind" string="7 Days"
+ help="Opportunities during last 7 days"
+ domain="[('create_date','<', time.strftime('%%Y-%%m-%%d')), ('create_date','>=',(datetime.date.today()-datetime.timedelta(days=7)).strftime('%%Y-%%m-%%d'))]"
/>
- </group>
- <separator orientation="vertical"/>
- <group col="6" colspan="2">
- <field name="name" select="1" string="Opportunity"/>
- <field name="user_id" select="1" widget="selection">
- <filter icon="terp-partner"
- domain="[('user_id','=',uid)]"
- help="My Opportunities" default="1"
- />
- </field>
- <field name="partner_id" select="1"/>
- <field name="state" select="1">
- <filter icon="gtk-index" domain="[('state','in',('open','draft'))]" help="Current "/>
- </field>
- <field name="section_id" default="context.get('section_id', False)" select="1" widget="selection" string="Section">
- <filter icon="terp-crm"
- domain="[('section_id','=',context.get('section_id',False))]"
- help="My section"/>
- </field>
- </group>
+ <separator orientation="vertical"/>
+ <field name="name" string="Opportunity"/>
+ <field name="user_id" widget="selection">
+ <filter icon="terp-partner"
+ domain="[('user_id','=',uid)]"
+ help="My Opportunities" default="1"
+ />
+ </field>
+ <field name="partner_id"/>
+ <field name="state">
+ <filter icon="gtk-media-rewind"
+ string="New and open opportunities"
+ default="1"
+ domain="[('state','in',('draft','open'))]"/>
+ </field>
+ <field name="section_id" default="context.get('section_id', False)" select="1" widget="selection" string="Section">
+ <filter icon="terp-crm"
+ domain="[('section_id','=',context.get('section_id',False))]"
+ help="My section"/>
+ </field>
+ <newline/>
+ <group expand="1" string="Group By..." colspan="4">
+ <filter string="Stage" icon="terp-crm" domain="[]" context="{'group_by':'stage_id'}"/>
+ <filter string="Category" icon="terp-crm" domain="[]" context="{'group_by':'categ_id'}"/>
+ <filter string="Campaign" icon="terp-crm" domain="[]" context="{'group_by':'type_id'}"/>
+ <separator orientation="vertical"/>
+ <filter string="Partner" icon="terp-crm" domain="[]" context="{'group_by':'partner_id'}"/>
+ <filter string="Salesman" icon="terp-crm" domain="[]" context="{'group_by':'user_id'}"/>
+ <separator orientation="vertical"/>
+ <filter string="Creation" icon="terp-project" domain="[]" context="{'group_by':'create_date'}"/>
+ <filter string="Exp.Closing" icon="terp-project" domain="[]" context="{'group_by':'date_deadline'}"/>
+ </group>
</search>
</field>
</record>
projects / odoo / odoo.git / blobdiff