384 lines
23 KiB
XML
384 lines
23 KiB
XML
<?xml version="1.0"?>
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<openerp>
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<data>
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<!-- Opportunities Form View -->
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<record model="ir.ui.view" id="crm_case_form_view_oppor">
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<field name="name">Opportunities</field>
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<field name="model">crm.lead</field>
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<field name="type">form</field>
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<field name="priority">10</field>
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<field name="arch" type="xml">
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<form string="Opportunities">
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<group colspan="4" col="7">
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<field name="name" required="1" string="Opportunity"/>
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<label string="Stage:" align="1.0"/>
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<group colspan="1" col="4">
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<field name="stage_id" nolabel="1"
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on_change="onchange_stage_id(stage_id)"
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domain="[('section_id','=',section_id), ('object_id.model', '=', 'crm.lead')]" />
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<button name="stage_previous"
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states="open,pending" type="object"
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icon="gtk-go-back" string="" />
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<button name="stage_next" states="open,pending"
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type="object" icon="gtk-go-forward" string="" />
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</group>
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<field name="user_id"/>
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<button name="action_makeMeeting" type="object"
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string="Schedule Meeting" icon="gtk-redo" />
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<field name="planned_revenue"/>
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<field name="probability"/>
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<field name="date_deadline" string="Expected Closing"/>
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<button string="Schedule/Log Call"
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name="%(opportunity2phonecall_act)d" icon="terp-call-start" type="action" groups="base.group_extended"/>
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<newline/>
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<field name="date_action"/>
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<field name="title_action"/>
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<field name="priority" string="Priority"/>
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<button string="Merge with other Opportunity"
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name="%(merge_opportunity_act)d" icon="gtk-add" type="action" />
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<newline/>
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<field name="type" invisible="1"/>
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</group>
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<notebook colspan="4">
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<page string="Opportunity">
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<group col="4" colspan="2">
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<separator colspan="4" string="Contacts"/>
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<group colspan="2">
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<field name="partner_id" select="1"
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on_change="onchange_partner_id(partner_id, email_from)"
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colspan="2" />
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<button name="%(action_crm_lead2partner)d"
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icon="gtk-index" type="action"
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string="Create"
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attrs="{'invisible':[('partner_id','!=',False)]}"/>
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</group>
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<field name="partner_address_id"
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string="Contact"
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on_change="onchange_partner_address_id(partner_address_id, email_from)"
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colspan="1" />
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<field name="email_from" string="Email" />
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<field name="phone"/>
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</group>
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<group col="2" colspan="2">
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<separator colspan="2" string="Categorization"/>
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<field name="section_id" colspan="1" widget="selection"/>
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<field name="categ_id" select="1" groups="base.group_extended"
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string="Category" widget="selection"
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domain="[('object_id.model', '=', 'crm.lead')]" />
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</group>
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<separator colspan="4" string="Details"/>
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<field name="description" nolabel="1" colspan="4"/>
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<separator colspan="4"/>
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<group col="10" colspan="4">
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<field name="state"/>
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<button name="case_reset" string="Reset to Draft"
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states="done,cancel" type="object"
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icon="gtk-convert" />
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<button name="case_open" string="Open"
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states="draft,pending" type="object"
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icon="gtk-go-forward" />
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<button name="case_pending" string="Pending"
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states="draft,open" type="object"
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icon="gtk-media-pause" />
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<button name="case_escalate" string="Escalate"
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states="open,pending" type="object"
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groups="base.group_extended"
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icon="gtk-go-up" />
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<button name="case_cancel" string="Cancel"
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states="draft,open,pending" type="object"
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icon="gtk-close" />
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<button name="case_mark_lost" string="Mark Lost"
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states="open,pending" type="object"
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icon="gtk-cancel" />
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<button name="case_close" string="Mark Won"
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states="open,pending" type="object"
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icon="gtk-apply" />
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</group>
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</page>
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<page string="Lead">
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<group colspan="2" col="4">
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<separator string="Contact" colspan="4" col="4"/>
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<field name="partner_name" string="Partner Name" colspan="4"/>
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<newline/>
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<field domain="[('domain', '=', 'contact')]" name="title"/>
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<field name="function" />
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<field name="street" colspan="4"/>
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<field name="street2" colspan="4"/>
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<field name="zip"/>
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<field name="city"/>
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<field name="country_id"/>
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<field name="state_id"/>
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</group>
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<group colspan="2" col="2">
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<separator string="Communication" colspan="2"/>
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<field name="fax"/>
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<field name="mobile"/>
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</group>
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<group colspan="2" col="2">
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<separator string="Mailings" colspan="2"/>
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<field name="optin"/>
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<field name="optout"/>
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</group>
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</page>
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<page string="History" groups="base.group_extended">
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<group colspan="4">
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<field colspan="4" name="email_cc" string="Global CC" widget="char" size="512"/>
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</group>
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<field name="message_ids" colspan="4" nolabel="1" mode="tree,form">
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<tree string="Communication history">
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<field name="display_text" string="History Information"/>
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<button
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string="Reply" attrs="{'invisible': [('history', '!=', True)]}"
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name="%(crm.action_crm_send_mail)d"
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context="{'mail':'reply', 'model': 'crm.lead', 'include_original' : True}"
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icon="terp-mail-replied" type="action" />
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</tree>
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<form string="Communication history">
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<group col="4" colspan="4">
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<field name="email_from"/>
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<field name="date"/>
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<field name="email_to" widget="char" size="512"/>
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<field name="email_cc" widget="char" size="512"/>
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<field name="name" colspan="4" widget="char" size="512"/>
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<field name="history" invisible="1"/>
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</group>
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<notebook colspan="4">
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<page string="Details">
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<group attrs="{'invisible': [('history', '!=', True)]}">
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<field name="description" colspan="4" nolabel="1" height="250"/>
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<button colspan="4"
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string="Reply"
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name="%(crm.action_crm_send_mail)d"
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context="{'mail':'reply', 'model': 'crm.lead', 'include_original' : True}"
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icon="terp-mail-replied" type="action" />
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</group>
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<group attrs="{'invisible': [('history', '=', True)]}">
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<field name="display_text" colspan="4" nolabel="1" height="250"/>
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</group>
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</page>
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<page string="Attachments">
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<field name="attachment_ids" colspan="4" readonly="1" nolabel="1"/>
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</page>
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</notebook>
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</form>
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</field>
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<button colspan="2" string="Send New Email"
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name="%(crm.action_crm_send_mail)d"
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context="{'mail':'new', 'model': 'crm.lead'}"
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icon="terp-mail-message-new" type="action" />
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<button colspan="2" string="Forward"
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name="%(crm_lead_forward_to_partner_act)d"
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icon="terp-mail-forward" type="action" />
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</page>
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<page string="Extra Info" groups="base.group_extended">
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<group col="2" colspan="2">
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<separator string="Dates" colspan="2"/>
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<field name="create_date"/>
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<field name="write_date"/>
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<field name="date_closed"/>
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<field name="date_open"/>
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</group>
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<group col="2" colspan="2">
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<separator string="Misc" colspan="2"/>
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<field name="active"/>
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<field name="day_open"/>
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<field name="day_close"/>
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<field name="referred"/>
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</group>
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<separator colspan="4" string="References"/>
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<field name="ref"/>
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<field name="ref2"/>
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</page>
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<page string="Assignation" groups="base.group_extended">
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<group name="partner_assign_group" col="5" colspan="4">
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<separator string="Partner Assignation" colspan="5"/>
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<field name="partner_assigned_id" on_change="onchange_assign_id(partner_assigned_id)"/>
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<field name="date_assign"/>
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<group colspan="1" col="1">
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<button string="Forward"
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attrs="{'invisible':[('partner_assigned_id','=',False)]}"
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name="%(crm_lead_forward_to_partner_act)d"
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icon="terp-mail-forward" type="action"
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context="{'default_name': 'partner', 'default_partner_id': partner_assigned_id}"
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/>
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</group>
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</group>
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</page>
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</notebook>
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</form>
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</field>
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</record>
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<!-- Opportunities Tree View -->
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<record model="ir.ui.view" id="crm_case_tree_view_oppor">
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<field name="name">Opportunities Tree</field>
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<field name="model">crm.lead</field>
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<field name="type">tree</field>
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<field name="arch" type="xml">
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<tree string="Opportunities" colors="blue:state=='pending';grey:state in ('cancel', 'done');red:date_deadline and (date_deadline < current_date)">
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<field name="date_deadline" invisible="1"/>
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<field name="create_date"/>
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<field name="name" string="Opportunity"/>
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<field name="partner_id"/>
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<field name="country_id" invisible="context.get('invisible_country', True)" />
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<field name="date_action"/>
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<field name="title_action" />
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<field name="stage_id"/>
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<field name="partner_assigned_id" invisible="1"/>
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<button name="stage_previous" string="Previous Stage"
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states="open,pending" type="object" icon="gtk-go-back" />
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<button name="stage_next" string="Next Stage"
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states="open,pending" type="object"
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icon="gtk-go-forward" />
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<field name="planned_revenue" sum="Total of Planned Revenue"/>
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<field name="probability" widget="progressbar" avg="Avg. of Probability"/>
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<field name="section_id"
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invisible="context.get('invisible_section', True)" />
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<field name="user_id"/>
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<field name="priority" invisible="1"/>
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<field name="categ_id" invisible="1"/>
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<field name="state"/>
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<button name="case_open" string="Open"
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states="draft,pending" type="object"
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icon="gtk-go-forward" />
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<button name="case_pending" string="Pending"
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states="open,draft" type="object"
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icon="gtk-media-pause" />
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<button name="case_mark_lost" string="Lost"
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states="open,pending" type="object"
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icon="gtk-cancel" />
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<button name="case_close" string="Won"
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states="open,draft,pending" type="object"
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icon="gtk-apply" />
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</tree>
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</field>
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</record>
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<!-- Opportunities Graph View -->
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<record model="ir.ui.view" id="crm_case_graph_view_opportunity">
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<field name="name">CRM - Opportunity Graph</field>
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<field name="model">crm.lead</field>
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<field name="type">graph</field>
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<field name="arch" type="xml">
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<graph string="Opportunity by Categories" type="bar" orientation="horizontal">
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<field name="categ_id"/>
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<field name="planned_revenue" operator="+"/>
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<field name="state" group="True"/>
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</graph>
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</field>
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</record>
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<!-- Opportunities Search View -->
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<record id="view_crm_case_opportunities_filter" model="ir.ui.view">
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<field name="name">CRM - Opportunities Search</field>
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<field name="model">crm.lead</field>
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<field name="type">search</field>
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<field name="arch" type="xml">
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<search string="Search Opportunities">
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<filter icon="terp-check"
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string="Current" help="Current Opportunities"
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name="current"
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domain="[('state','in',('draft','open'))]"/>
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<filter icon="terp-camera_test"
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string="Open" help="Open Opportunities"
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domain="[('state','=','open')]"/>
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<filter icon="terp-gtk-media-pause"
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string="Pending" help="Pending Opportunities"
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domain="[('state','=','pending')]"/>
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<separator orientation="vertical"/>
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<filter icon="terp-go-today" string="Today"
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domain="[('create_date','<', time.strftime('%%Y-%%m-%%d 23:59:59')), ('create_date','>=', time.strftime('%%Y-%%m-%%d 00:00:00'))]"
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help="Todays' Opportunities" />
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<filter icon="terp-go-week" string="7 Days"
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help="Opportunities created during last 7 days"
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domain="[('create_date','<', time.strftime('%%Y-%%m-%%d 23:59:59')),('create_date','>=',(datetime.date.today()-datetime.timedelta(days=7)).strftime('%%Y-%%m-%%d 00:00:00'))]"
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/>
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<separator orientation="vertical"/>
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<field name="name" string="Opportunity"/>
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<field name="user_id">
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<filter icon="terp-personal-"
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domain="[('user_id','=', False)]"
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help="Unassigned Opportunities" />
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</field>
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<field name="email_from"/>
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<field name="section_id"
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default="context.get('section_id', False)"
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context="{'invisible_section': False}"
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widget="selection">
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<filter icon="terp-personal+"
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domain="['|', ('section_id.user_id','=',uid), ('section_id.member_ids', 'in', [uid])]"
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context="{'invisible_section': False}"
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help="My Sales Team(s)" />
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<filter icon="terp-personal+"
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context="{'invisible_section': False}"
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domain="[]"
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help="Show Sales Team"/>
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</field>
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<newline/>
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<group expand="0" string="Group By..." colspan="16">
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<filter string="Stage" icon="terp-stage" domain="[]"
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context="{'group_by':'stage_id'}" />
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<filter string="State" icon="terp-stock_effects-object-colorize" domain="[]" context="{'group_by':'state'}"/>
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<filter string="Priority" icon="terp-rating-rated" domain="[]"
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context="{'group_by':'priority'}" />
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<filter string="Category" icon="terp-stock_symbol-selection"
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domain="[]" context="{'group_by':'categ_id'}" />
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<separator orientation="vertical" />
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<filter string="Salesman" icon="terp-personal"
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domain="[]" context="{'group_by':'user_id'}" />
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<filter string="Team" help="Sales Team" icon="terp-personal+" domain="[]" context="{'group_by':'section_id'}"/>
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<filter string="Assigned Partner" icon="terp-personal"
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domain="[]" context="{'group_by':'partner_assigned_id'}" />
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<separator orientation="vertical" />
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<filter string="Creation" icon="terp-go-month"
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domain="[]" context="{'group_by':'create_date'}" />
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<filter string="Exp.Closing"
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icon="terp-go-month"
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help="Expected Closing" domain="[]"
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context="{'group_by':'date_deadline'}" />
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</group>
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<newline/>
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<group expand="0" string="Extended Filters..." groups="base.group_extended">
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<field name="stage_id" widget="selection" domain="[('object_id.model', '=', 'crm.lead')]"/>
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<field name="categ_id" widget="selection" domain="[('object_id.model', '=', 'crm.lead')]"/>
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<separator orientation="vertical"/>
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<field name="country_id" context="{'invisible_country': False}">
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<filter icon="terp-personal+" context="{'invisible_country': False}" help="Show countries"/>
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</field>
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<separator orientation="vertical"/>
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<field name="company_id" widget="selection" groups="base.group_multi_company"/>
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<newline/>
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<field name="create_date" string="Creation Date"/>
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<field name="date_closed"/>
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</group>
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</search>
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</field>
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</record>
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<!-- Opportunities Graph View -->
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<record model="ir.ui.view" id="crm_case_graph_view_opportunity">
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<field name="name">CRM - Opportunity Graph</field>
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<field name="model">crm.lead</field>
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<field name="type">graph</field>
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<field name="arch" type="xml">
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<graph string="Opportunity by Categories" type="bar" orientation="horizontal">
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<field name="categ_id"/>
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<field name="planned_revenue" operator="+"/>
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<field name="state" group="True"/>
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</graph>
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</field>
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</record>
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</data>
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</openerp>
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