good_crm/views/crm_view.xml
<odoo>
<data>
<record model="ir.ui.view" id="opportunity_form">
<field name="name">商机</field>
<field name="model">opportunity</field>
<field name="arch" type="xml">
<form string="商机">
<header>
<field name="status" widget="statusbar" clickable="True"/>
</header>
<sheet>
<group>
<group>
<field name="name"/>
<field name="partner_id"
domain="[('c_category_id', '!=', False)]"
context="{'form_view_ref': 'core.customer_address_form'}"
options="{'no_create': True,'no_open': True}"
/>
<field name="user_id"
options="{'no_create': True,'no_open': True}"/>
<field name="date"/>
<field name="planned_revenue"/>
</group>
<group>
<field name="next_action"/>
<field name="next_datetime"/>
<field name="ref"/>
<field name="tag_ids" widget="many2many_tags"/>
<field name="success_reason_id"/>
</group>
</group>
<field name="line_ids">
<tree string="商品报价" editable='bottom'>
<field name='goods_id'/>
<field name='quantity' sum="数量总计"/>
<field name='price'/>
<field name='note'/>
</tree>
</field>
<group>
<field name="total_amount"/>
</group>
<field name="note" placeholder='描述......'/>
<field name="timeline_ids">
<tree string="进展" editable='bottom'>
<field name='just_done' string='跟进记录'/>
</tree>
</field>
</sheet>
<div class="oe_chatter">
<field name="message_follower_ids" widget="mail_followers"/>
<field name="message_ids" widget="mail_thread"/>
</div>
</form>
</field>
</record>
<record id="opportunity_kanban" model="ir.ui.view">
<field name="name">opportunity kanban</field>
<field name="model">opportunity</field>
<field name="arch" type="xml">
<kanban class="o_kanban_mobile">
<field name="name"/>
<field name="user_id"/>
<field name="planned_revenue"/>
<field name="next_action"/>
<field name="next_datetime"/>
<field name="color"/>
<field name="priority"/>
<templates>
<t t-name="kanban-box">
<div t-attf-class="#{kanban_color(record.color.raw_value)} oe_kanban_card oe_kanban_global_click">
<ul class="oe_kanban_colorpicker" data-field="color"/>
<div class="o_kanban_image">
<t>
<img t-att-src="kanban_image('res.users', 'image_small', record.user_id.raw_value)"/>
</t>
<p>
<t t-esc="record.user_id.value"/>
</p>
</div>
<div class="oe_kanban_details">
<p>
<t t-esc="record.name.value"/>
</p>
<p>
<t t-esc="record.planned_revenue.value"/>
</p>
<p>
<t t-esc="record.next_datetime.value"/>
</p>
<p>
<t t-esc="record.next_action.value"/>
</p>
<field name="priority" widget="priority"/>
</div>
</div>
</t>
</templates>
</kanban>
</field>
</record>
<record id="opportunity_search" model="ir.ui.view">
<field name="name">opportunity.search</field>
<field name="model">opportunity</field>
<field name="arch" type="xml">
<search string="Search Opportunities">
<field name="name" filter_domain="['|',('project_id','ilike',self),('name', 'ilike', self)]"/>
<field name="user_id"/>
<field name="status"/>
<separator/>
<filter string="我的商机" name="assigned_to_me"
domain="[('user_id', '=', uid)]"
help="指派给我的商机"/>
<filter string="未指派的" name="unassigned"
domain="[('user_id','=', False)]" help="未指派的商机"/>
<separator/>
<group expand="0" string="分组" colspan="4">
<filter name="group_user_id" string="指派给" context="{'group_by':'user_id'}"/>
<filter name="group_status" string="阶段" context="{'group_by':'status'}"/>
<separator orientation="vertical" />
<filter string="创建月份" context="{'group_by':'create_date:month'}" name="month"/>
</group>
</search>
</field>
</record>
<record id="opportunity_tree" model="ir.ui.view">
<field name="name">opportunity.tree</field>
<field name="model">opportunity</field>
<field name="arch" type="xml">
<tree string="商机" create='false' edit='false'>
<field name="name"/>
<field name="partner_id"/>
<field name="user_id"/>
<field name="date"/>
<field name="planned_revenue"/>
<field name="total_amount"/>
<button name="assign_to_me" type="object" string="指派给我" class="oe_highlight"
attrs="{'invisible': [('user_id', '!=', False)]}"/>
</tree>
</field>
</record>
<record id="opportunity_calendar" model="ir.ui.view">
<field name="name">opportunity.calendar</field>
<field name="model">opportunity</field>
<field name="arch" type="xml">
<calendar color="user_id" date_start="next_datetime" quick_add="False" string="商机">
<field name="name"/>
<field name="next_action"/>
</calendar>
</field>
</record>
<!--action-->
<record model="ir.actions.act_window" id="action_opportunity">
<field name="name">商机</field>
<field name="res_model">opportunity</field>
<field name="view_mode">kanban,form,calendar,search</field>
<field name="context">{
'search_default_group_status': 1,
}
</field>
<field name="help" type="html">
<p class="oe_view_nocontent_create">点击创建一个商机</p>
</field>
</record>
<record model="ir.actions.act_window" id="action_opportunity_private">
<field name="name">私海</field>
<field name="res_model">opportunity</field>
<field name="view_mode">kanban,form,search</field>
<field name="domain">[('user_id', '=', uid)]</field>
<field name="context">{
'search_default_group_status': 1,
}
</field>
<field name="help" type="html">
<p class="oe_view_nocontent_create">点击创建一个商机</p>
</field>
</record>
<record model="ir.actions.act_window" id="action_opportunity_public">
<field name="name">公海</field>
<field name="res_model">opportunity</field>
<field name="view_mode">tree</field>
<field name="domain">[('user_id', '=', False)]</field>
<field name="context">{}</field>
<field name="help" type="html">
<p class="oe_view_nocontent_create">点击创建一个商机</p>
</field>
</record>
<menuitem name="商机" id="menu_crm" web_icon="good_crm,static/description/icon.png"
groups='good_crm.group_crm'/>
<menuitem name="商机" id="menu_opportunity" parent="menu_crm"
action="action_opportunity" sequence='1' groups="good_crm.group_manager"/>
<menuitem name="私海" id="menu_opportunity_private" parent="menu_crm"
action="action_opportunity_private" sequence='5'/>
<menuitem name="公海" id="menu_opportunity_public" parent="menu_crm"
action="action_opportunity_public" sequence='10'/>
</data>
</odoo>