<?xml version="1.0"?>
<openerp>
<data>
+
+ <record id="crm_opportunity_stage_act" model="ir.actions.act_window">
+ <field name="name">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">[('type', '=', 'opportunity')]</field>
+ <field name="context">{'type':'opportunity'}</field>
+ <field name="help">Create specific stages that will help your sales better organise their sales pipeline by maintaining them to their sales opportunities. It will allow them to easily track how is positioned a specific opportunity in the sales cycle.</field>
+ </record>
+
+
+
+ <menuitem action="crm_opportunity_stage_act" id="menu_crm_opportunity_stage_act" name="Stages"
+ groups="base.group_extended" sequence="0"
+ parent="base.menu_crm_config_opportunity" />
+
<!-- Opportunities Form View -->
<record model="ir.ui.view" id="crm_case_form_view_oppor">
<field name="name">Opportunities</field>
<group colspan="1" col="4">
<field name="stage_id" nolabel="1"
on_change="onchange_stage_id(stage_id)"
- domain="[('object_id.model', '=', 'crm.lead'), ('section_ids', '=', section_id)]"/>
+ domain="[('type','=','opportunity'),('section_ids', '=', section_id)]"/>
<button name="stage_previous"
states="draft,open,pending" type="object"
icon="gtk-go-back" string="" />
<button name="stage_next" states="draft,open,pending"
- type="object" icon="gtk-go-forward" string="" />
+ type="object" icon="gtk-go-forward" string="" context="{'stage_type': 'opportunity'}"/>
</group>
<field name="user_id"/>
- <button name="action_makeMeeting" type="object"
- string="Schedule Meeting" icon="gtk-redo" />
+ <button string="Schedule/Log Call"
+ name="%(opportunity2phonecall_act)d" icon="terp-call-start" type="action" groups="base.group_extended"/>
<field name="planned_revenue"/>
<field name="probability"/>
<field name="date_deadline"/>
- <button string="Schedule/Log Call"
- name="%(opportunity2phonecall_act)d" icon="terp-call-start" type="action" groups="base.group_extended"/>
+
+ <button name="action_makeMeeting" type="object"
+ string="Schedule Meeting" icon="gtk-redo" />
<newline/>
<field name="date_action"/>
<field name="title_action"/>
<separator colspan="4" string="Contacts"/>
<group colspan="2">
<field name="partner_id" select="1"
- on_change="onchange_partner_id(partner_id, email_from)"
+ on_change="onchange_partner_id(partner_id, email_from)" string="Customer"
colspan="2" />
<button name="%(action_crm_lead2partner)d"
- icon="gtk-index" type="action"
+ icon="terp-partner" type="action"
string="Create"
attrs="{'invisible':[('partner_id','!=',False)]}"/>
</group>
<separator colspan="4"/>
<group col="10" colspan="4">
<field name="state"/>
+ <button name="case_cancel" string="Cancel"
+ states="draft" type="object"
+ icon="gtk-cancel" />
+ <button name="case_mark_lost" string="Mark Lost"
+ states="open,pending" type="object"
+ icon="gtk-cancel" />
<button name="case_reset" string="Reset to Draft"
states="done,cancel" type="object"
icon="gtk-convert" />
states="open,pending" type="object"
groups="base.group_extended"
icon="gtk-go-up" />
- <button name="case_cancel" string="Cancel"
- states="draft" type="object"
- icon="gtk-close" />
- <button name="case_mark_lost" string="Mark Lost"
- states="open,pending" type="object"
- icon="gtk-cancel" />
<button name="case_close" string="Mark Won"
states="open,pending" type="object"
icon="gtk-apply" />
<page string="Lead">
<group colspan="2" col="4">
<separator string="Contact" colspan="4" col="4"/>
- <field name="partner_name" string="Partner Name" colspan="4"/>
+ <field name="partner_name" string="Customer Name" colspan="4"/>
<newline/>
- <field domain="[('domain', '=', 'contact')]" name="title"/>
+ <field domain="[('domain', '=', 'contact')]" name="title" widget="selection"/>
<field name="function" />
<field name="street" colspan="4"/>
<field name="street2" colspan="4"/>
</group>
</page>
- <page string="History" groups="base.group_extended">
+ <page string="Communication & History" groups="base.group_extended">
<group colspan="4">
<field colspan="4" name="email_cc" string="Global CC" widget="char" size="512"/>
</group>
</group>
<notebook colspan="4">
<page string="Details">
- <group attrs="{'invisible': [('history', '!=', True)]}">
+ <group>
<field name="description" colspan="4" nolabel="1" height="250"/>
<button colspan="4"
string="Reply"
+ attrs="{'invisible': [('history', '!=', True)]}"
name="%(crm.action_crm_send_mail)d"
context="{'mail':'reply', 'model': 'crm.lead', 'include_original' : True}"
icon="terp-mail-replied" type="action" />
</group>
- <group attrs="{'invisible': [('history', '=', True)]}">
- <field name="display_text" colspan="4" nolabel="1" height="250"/>
- </group>
</page>
<page string="Attachments">
<field name="attachment_ids" colspan="4" readonly="1" nolabel="1"/>
<field name="date_deadline" invisible="1"/>
<field name="create_date"/>
<field name="name" string="Opportunity"/>
- <field name="partner_id"/>
+ <field name="partner_id" string="Customer"/>
<field name="country_id" invisible="context.get('invisible_country', True)" />
<field name="date_action"/>
<field name="title_action" />
domain="[('state','=','pending')]"/>
<separator orientation="vertical"/>
<field name="name" string="Opportunity"/>
- <field name="partner_id"/>
+ <field name="partner_id" string="Customer"/>
<field name="user_id">
<filter icon="terp-personal-"
domain="[('user_id','=', False)]"
help="Unassigned Opportunities" />
</field>
<field name="section_id"
- default="context.get('section_id', False)"
context="{'invisible_section': False}"
widget="selection">
<filter icon="terp-personal+" groups="base.group_extended"
</field>
<newline/>
<group expand="0" string="Extended Filters..." groups="base.group_extended">
- <field name="stage_id" widget="selection" domain="[('object_id.model', '=', 'crm.lead')]"/>
+ <field name="stage_id" widget="selection" domain="[('type', '=', 'opportunity')]"/>
<field name="categ_id" widget="selection" domain="[('object_id.model', '=', 'crm.lead')]"/>
<separator orientation="vertical"/>
<field name="country_id" context="{'invisible_country': False}">
context="{'group_by':'priority'}" />
<filter string="Category" icon="terp-stock_symbol-selection"
domain="[]" context="{'group_by':'categ_id'}" />
- <filter string="Campaign" icon="terp-stock_symbol-selection"
+ <filter string="Campaign" icon="terp-gtk-jump-to-rtl"
domain="[]" context="{'group_by':'type_id'}" groups="base.group_extended"/>
- <filter string="Channel" icon="terp-stock_symbol-selection"
+ <filter string="Channel" icon="terp-call-start"
domain="[]" context="{'group_by':'channel_id'}" />
<filter string="State" icon="terp-stock_effects-object-colorize" domain="[]" context="{'group_by':'state'}"/>
<separator orientation="vertical" />
projects / odoo / odoo.git / blobdiff