236 lines
13 KiB
XML
236 lines
13 KiB
XML
<?xml version="1.0"?>
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<openerp>
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<data>
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# ------------------------------------------------------
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# Opportunity Categories
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# ------------------------------------------------------
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<record id="crm_opportunity_categ_action" model="ir.actions.act_window">
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<field name="name">Opportunity Categories</field>
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<field name="res_model">crm.case.categ</field>
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<field name="view_type">form</field>
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<field name="view_id" ref="crm.crm_case_categ_tree-view"/>
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<field name="domain">[('object_id.model', '=', 'crm.opportunity')]</field>
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<field name="context">{'object_id':'crm.opportunity'}</field>
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</record>
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<menuitem action="crm_opportunity_categ_action" id="menu_crm_case_opportunity-act" parent="crm.menu_crm_case_categ"/>
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# ------------------------------------------------------
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# Stage
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# ------------------------------------------------------
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<record id="crm_opportunity_stage_act" model="ir.actions.act_window">
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<field name="name">Opportunity Stages</field>
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<field name="res_model">crm.case.stage</field>
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<field name="view_type">form</field>
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<field name="view_id" ref="crm.crm_case_stage_tree"/>
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<field name="domain">[('object_id.model', '=', 'crm.opportunity')]</field>
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<field name="context">{'object_id':'crm.opportunity'}</field>
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</record>
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<menuitem action="crm_opportunity_stage_act" id="menu_crm_opportunity_stage_act" parent="crm.menu_crm_case_stage"/>
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# ------------------------------------------------------
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# Opportunities
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# ------------------------------------------------------
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<record model="ir.ui.view" id="crm_case_form_view_oppor">
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<field name="name">CRM - Opportunities Form</field>
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<field name="model">crm.opportunity</field>
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<field name="type">form</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="4">
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<field name="name" select="1" string="Opportunity" colspan="4"/>
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<field name="planned_revenue" required="1"/>
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<field name="planned_cost"/>
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<field name="probability"/>
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<field name="date_deadline" string="Expected Close Date" required="1"/>
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<group colspan="4" col="5">
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<label string="" colspan="2"/>
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<button string="Schedule Meeting"
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name="%(wizard_crm_opportunity_meeting_set)d" icon="gtk-redo" type="action" />
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<button string="Schedule Call"
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name="%(wizard_crm_opportunity_reschedule_phone_call)d" icon="gtk-redo" type="action" />
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</group>
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</group>
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<group colspan="4" col="4">
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<notebook>
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<page string="Opportunity">
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<separator colspan="4" string="Communication"/>
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<field name="partner_id" required="1" select="1" on_change="onchange_partner_id(partner_id, email_from)" colspan="2"/>
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<field name="partner_address_id" string="Contact" on_change="onchange_partner_address_id(partner_address_id, email_from)" colspan="1"/>
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<field name="email_from" colspan="2" string="Email"/>
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<field name="partner_phone" colspan="2"/>
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<separator colspan="4" string="Status and Categarization"/>
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<group colspan="4" col="6">
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<field name="user_id" select="2" string="Responsible"/>
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<field name="stage_id" select="1" string="Sales Stage" required="1" widget="selection" domain="[('object_id.model', '=', 'crm.opportunity')]"/>
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<field name="categ_id" select="1" on_change="onchange_categ_id(categ_id)" string="Lead Source" widget="selection" domain="[('object_id.model', '=', 'crm.opportunity')]"/>
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<field name="type_id" select="1" string="Campaign"/>
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<field name="section_id" colspan="1" widget="selection"/>
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<field name="priority" string="Priority"/>
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<field name="date" string="Create Date"/>
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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="8" colspan="4">
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<field name="state" select="2"/>
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<button name="case_close" string="Done" states="open,draft,pending" type="object" icon="gtk-close"/>
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<button name="case_open" string="Open" states="draft,pending" type="object" icon="gtk-go-forward"/>
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<button name="case_cancel" string="Cancel" states="draft,open,pending" type="object" icon="gtk-cancel"/>
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<button name="case_pending" string="Pending" states="draft,open" type="object" icon="gtk-media-pause"/>
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<button name="case_escalate" string="Escalate" states="open,draft,pending" type="object" icon="gtk-go-up"/>
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<button name="case_reset" string="Reset to Draft" states="done,cancel" type="object" icon="gtk-convert"/>
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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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<field name="active"/>
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<field name="canal_id"/>
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<field name="som"/>
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<separator colspan="4" string="Dates"/>
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<field name="create_date"/>
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<field name="date_closed"/>
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<separator colspan="4" string="References"/>
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<field name="ref" colspan="4"/>
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<field name="ref2" colspan="4"/>
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<field name="log_ids" nolabel="1" colspan="4">
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<form string="Actions">
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<separator string="Action Information" colspan="4"/>
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<field name="name" colspan="4"/>
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<field name="date"/>
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<field name="user_id"/>
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<field name="som"/>
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<field name="canal_id"/>
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</form>
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</field>
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</page>
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<page string="Emails" groups="base.group_extended">
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<group colspan="4">
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<field colspan="4" name="email_cc" string="CC"/>
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</group>
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<field name="history_line" colspan="4" nolabel="1" mode="form,tree">
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<form string="Communication history">
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<group col="7" colspan="4">
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<field name="date"/>
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<field name="email"/>
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<field name="canal_id"/>
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<button
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string="Add a CC"
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name="%(crm.action_view_crm_email_add_cc_wizard)d"
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icon="gtk-add" type="action"/>
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</group>
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<newline/>
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<field name="description" colspan="4" nolabel="1"/>
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<button colspan="4" string="Reply to Last Email" name="%(crm.wizard_crm_send_mail)d" context="{'mail':'reply'}" icon="gtk-undo" type="action"/>
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</form>
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<tree string="Communication history">
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<field name="description"/>
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<field name="email"/>
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<field name="date"/>
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</tree>
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</field>
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<button colspan="4" string="Send New Email" name="%(crm.wizard_crm_new_send_mail)d" context="{'mail':'new'}" icon="gtk-go-forward" type="action"/>
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</page>
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</notebook>
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</group>
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</form>
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</field>
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</record>
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<record model="ir.ui.view" id="crm_case_tree_view_oppor">
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<field name="name">CRM - Opportunities Tree</field>
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<field name="model">crm.opportunity</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 Tree" colors="red:state=='open';black:state in ('draft', 'cancel','done','pending')">
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<field name="id"/>
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<field name="name" string="Opportunities"/>
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<field name="stage_id" string="Sales Stage"/>
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<field name="partner_id" string="Partner"/>
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<field name="planned_revenue" sum="Total of Planned Revenue"/>
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<field name="probability" avg="Avg. of Probability"/>
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<field name="date" string="Create Date"/>
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<field name="date_deadline" string="Excepted Close Date"/>
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<field name="user_id"/>
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<field name="state"/>
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<button name="case_open" string="Open" states="draft,pending" type="object" icon="gtk-go-forward"/>
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<button name="case_close" string="Done" states="open,draft,pending" type="object" icon="gtk-close"/>
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<button name="case_escalate" string="Escalate" states="open,draft,pending" type="object" icon="gtk-go-up"/>
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<button name="case_cancel" string="Cancel" states="draft,open,pending" type="object" icon="gtk-cancel"/>
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</tree>
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</field>
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</record>
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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.opportunity</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_cost" 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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<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.opportunity</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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<group colspan="4">
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<group col="3" colspan="1">
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<filter icon="gtk-home" string=" Today "
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separator="1"
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domain="[('date::date','=',time.strftime('%%Y-%%m-%%d'))]"
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help="Todays's Opportunities"
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/>
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<filter icon="gtk-media-rewind" string=" 7 Days "
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separator="1" help="Opportunities during last 7 days"
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domain="[('date','<', time.strftime('%%Y-%%m-%%d')), ('date','>=',(datetime.date.today()-datetime.timedelta(days=7)).strftime('%%Y-%%m-%%d'))]"
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/>
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</group>
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<separator orientation="vertical"/>
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<group col="6" colspan="2">
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<field name="name" select="1" string="Opportunity"/>
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<field name="user_id" select="1" widget="selection">
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<filter icon="terp-partner"
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domain="[('user_id','=',uid)]"
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help="My Opportunities" default="1"
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/>
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</field>
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<field name="partner_id" select="1"/>
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<field name="state" select="1">
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<filter icon="gtk-index" domain="[('state','in',('open','draft'))]" help="Current " default="1"/>
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</field>
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<field name="section_id" default="context.get('section_id', False)" select="1" widget="selection" string="Section">
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<filter icon="terp-crm"
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domain="[('section_id','=',context.get('section_id',False))]"
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help="My section"/>
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</field>
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</group>
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</group>
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<newline/>
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<group expand="1" string="Group By..." colspan="4">
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<filter string="By Stage" icon="terp-crm" domain="[]" context="{'group_by':'stage_id'}"/>
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<filter string="By Partner" icon="terp-crm" domain="[]" context="{'group_by':'partner_id'}"/>
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<filter string="By Responsible" icon="terp-crm" domain="[]" context="{'group_by':'user_id'}"/>
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<filter string="By Create Date" icon="terp-crm" domain="[]" context="{'group_by':'date'}"/>
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</group>
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</search>
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</field>
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</record>
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</data>
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</openerp>
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