<openerp>
<data>
- # ------------------------------------------------------
- # Opportunity Categories
- # ------------------------------------------------------
+<!-- Opportunity Categories Form View -->
<record id="crm_opportunity_categ_action" model="ir.actions.act_window">
<field name="name">Opportunity Categories</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
- # ------------------------------------------------------
+
+ <menuitem action="crm_opportunity_categ_action"
+ id="menu_crm_case_opportunity-act"
+ parent="crm.menu_crm_case_categ" />
+
+<!-- Opportunity Stages Form View-->
+
<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="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"/>
-
- # ------------------------------------------------------
- Resource Type
- # ------------------------------------------------------
+
+ <menuitem action="crm_opportunity_stage_act"
+ id="menu_crm_opportunity_stage_act"
+ parent="crm.menu_crm_case_stage" />
+
+<!-- Opportunity Resource Type Form View -->
+
<record id="crm_opportunity_resource_act" model="ir.actions.act_window">
<field name="name">Opportunity Resource Type</field>
<field name="res_model">crm.case.resource.type</field>
<field name="domain">[('object_id.model', '=', 'crm.opportunity')]</field>
<field name="context">{'object_id':'crm.opportunity'}</field>
</record>
- <menuitem action="crm_opportunity_resource_act" id="menu_crm_opportunity_resource_act" parent="crm.menu_crm_case_resource_type"/>
-
- # ------------------------------------------------------
- # Opportunities
- # ------------------------------------------------------
+ <menuitem action="crm_opportunity_resource_act"
+ id="menu_crm_opportunity_resource_act"
+ parent="crm.menu_crm_case_resource_type" />
+<!-- Opportunities Form View -->
<record model="ir.ui.view" id="crm_case_form_view_oppor">
<field name="name">Opportunities</field>
<field name="name" string="Opportunity"/>
<label string="Stage:" align="1.0"/>
<group colspan="1" col="4">
- <field name="stage_id" nolabel="1" on_change="onchange_stage_id(stage_id)" widget="selection" domain="[('object_id.model', '=', 'crm.opportunity')]"/>
- <button name="stage_previous" states="open,pending" type="object" icon="gtk-go-back" string=""/>
- <button name="stage_next" states="open,pending" type="object" icon="gtk-go-forward" string=""/>
+ <field name="stage_id" nolabel="1"
+ on_change="onchange_stage_id(stage_id)"
+ widget="selection"
+ domain="[('object_id.model', '=', 'crm.opportunity')]" />
+ <button name="stage_previous"
+ states="open,pending" type="object"
+ icon="gtk-go-back" string="" />
+ <button name="stage_next" states="open,pending"
+ type="object" icon="gtk-go-forward" string="" />
</group>
<field name="user_id"/>
<button string="Schedule Meeting"
<page string="Opportunity">
<group col="3" colspan="2">
<separator colspan="3" 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_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="phone"/>
</group>
<group col="2" colspan="2">
<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')]"/>
+ <field name="categ_id" select="1"
+ string="Category" widget="selection"
+ domain="[('object_id.model', '=', 'crm.opportunity')]" />
</group>
<separator colspan="4" string="Details"/>
<separator colspan="4"/>
<group col="8" colspan="4">
<field name="state" select="2"/>
- <button name="case_open" string="Open" states="draft,pending" type="object" icon="gtk-go-forward"/>
- <button name="case_escalate" string="Escalate" states="open,draft,pending" type="object" icon="gtk-go-up"/>
- <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"/>
+ <button name="case_open" string="Open"
+ states="draft,pending" type="object"
+ icon="gtk-go-forward" />
+ <button name="case_escalate" string="Escalate"
+ states="open,draft,pending" type="object"
+ icon="gtk-go-up" />
+ <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>
</form>
</field>
</record>
+
+<!-- Opportunities Tree View -->
+
<record model="ir.ui.view" id="crm_case_tree_view_oppor">
<field name="name">Opportunities Tree</field>
<field name="model">crm.opportunity</field>
<field name="stage_id"/>
<field name="categ_id" invisible="1"/>
<field name="type_id" invisible="1"/>
- <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"/>
+ <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="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"/>
+ <button name="case_open" string="Open"
+ states="draft,pending" type="object"
+ icon="gtk-go-forward" />
+ <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>
+
+<!-- Opportunities Graph View -->
+
<record model="ir.ui.view" id="crm_case_graph_view_opportunity">
<field name="name">CRM - Opportunity Graph</field>
<field name="model">crm.opportunity</field>
</field>
</record>
+<!-- Opportunities Search View -->
+
<record id="view_crm_case_opportunities_filter" model="ir.ui.view">
<field name="name">CRM - Opportunities Search</field>
<field name="model">crm.opportunity</field>
<search string="Search 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"
- />
+ help="Todays' Opportunities" />
+
<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'))]"
+ domain="[('create_date','<', time.strftime('%%Y-%%m-%%d')),\
+ ('create_date','>=',(datetime.date.today()-datetime.timedelta(days=7)).strftime('%%Y-%%m-%%d'))]"
/>
<separator orientation="vertical"/>
<field name="name" string="Opportunity"/>
help="My Opportunities" default="1"
/>
</field>
- <field name="section_id" default="context.get('section_id', False)" select="1" widget="selection">
- <filter icon="terp-crm"
- domain="[('section_id','=',context.get('section_id',False))]"
- help="My section"/>
+ <field name="section_id"
+ default="context.get('section_id', False)" select="1"
+ widget="selection">
+ <filter icon="terp-crm"
+ domain="[('section_id','=',context.get('section_id',False))]"
+ help="My section" />
</field>
<field name="state">
<filter icon="gtk-media-rewind"
</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'}"/>
+ <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>