addons/crm/crm_lead_view.xml

   1 <?xml version="1.0"?>
   2 <openerp>
   3     <data>
   4
   5         <!-- Read/Unread actions -->
   6         <record id="actions_server_crm_lead_unread" model="ir.actions.server">
   7             <field name="name">Mark unread</field>
   8             <field name="condition">True</field>
   9             <field name="type">ir.actions.server</field>
  10             <field name="model_id" ref="model_crm_lead"/>
  11             <field name="state">code</field>
  12             <field name="code">self.message_check_and_set_unread(cr, uid, context.get('active_ids'), context=context)</field>
  13         </record>
  14         <record id="action_crm_lead_unread" model="ir.values">
  15             <field name="name">action_crm_lead_unread</field>
  16             <field name="action_id" ref="actions_server_crm_lead_unread"/>
  17             <field name="value" eval="'ir.actions.server,' + str(ref('actions_server_crm_lead_unread'))" />
  18             <field name="key">action</field>
  19             <field name="model_id" ref="model_crm_lead" />
  20             <field name="model">crm.lead</field>
  21             <field name="key2">client_action_multi</field>
  22         </record>
  23
  24         <record id="actions_server_crm_lead_read" model="ir.actions.server">
  25             <field name="name">Mark read</field>
  26             <field name="condition">True</field>
  27             <field name="type">ir.actions.server</field>
  28             <field name="model_id" ref="model_crm_lead"/>
  29             <field name="state">code</field>
  30             <field name="code">self.message_check_and_set_read(cr, uid, context.get('active_ids'), context=context)</field>
  31         </record>
  32         <record id="action_crm_lead_read" model="ir.values">
  33             <field name="name">action_crm_lead_read</field>
  34             <field name="action_id" ref="actions_server_crm_lead_read"/>
  35             <field name="value" eval="'ir.actions.server,' + str(ref('actions_server_crm_lead_read'))" />
  36             <field name="key">action</field>
  37             <field name="model_id" ref="model_crm_lead" />
  38             <field name="model">crm.lead</field>
  39             <field name="key2">client_action_multi</field>
  40         </record>
  41
  42         <!--
  43             CRM CASE STAGE
  44             -->
  45
  46         <!-- Stage Search view -->
  47         <record id="crm_lead_stage_search" model="ir.ui.view">
  48             <field name="name">Stage - Search</field>
  49             <field name="model">crm.case.stage</field>
  50             <field name="type">search</field>
  51             <field name="arch" type="xml">
  52                 <search string="Stage Search">
  53                     <field name="name" string="Stage Name"/>
  54                     <separator orientation="vertical"/>
  55                     <field name="state"/>
  56                     <field name="type"/>
  57                 </search>
  58             </field>
  59         </record>
  60
  61         <!-- Stage Form view -->
  62         <record id="crm_lead_stage_act" model="ir.actions.act_window">
  63             <field name="name">Stages</field>
  64             <field name="res_model">crm.case.stage</field>
  65             <field name="view_type">form</field>
  66             <field name="view_id" ref="crm.crm_case_stage_tree"/>
  67             <field name="help">Add specific stages to leads and opportunities allowing your sales to better organise their sales pipeline. Stages will allow them to easily track how a specific lead or opportunity is positioned in the sales cycle.</field>
  68         </record>
  69
  70         <menuitem action="crm_lead_stage_act" id="menu_crm_lead_stage_act" name="Stages" sequence="0" parent="base.menu_crm_config_lead" groups="base.group_no_one"/>
  71
  72         <!--
  73             LEADS/OPPORTUNITIES CATEGORIES
  74             -->
  75
  76         <!-- Categories Form View -->
  77         <record id="crm_lead_categ_action" model="ir.actions.act_window">
  78             <field name="name">Categories</field>
  79             <field name="res_model">crm.case.categ</field>
  80             <field name="view_type">form</field>
  81             <field name="view_id" ref="crm_case_categ_tree-view"/>
  82             <field name="context" eval="{'object_id': ref('model_crm_lead')}"/>
  83             <field name="domain">[('object_id.model', '=', 'crm.lead')]</field>
  84             <field name="help">Create specific categories that fit your company's activities to better classify and analyse your leads and opportunities. Such categories could for instance reflect your product structure or the different types of sales you do.</field>
  85         </record>
  86
  87         <menuitem action="crm_lead_categ_action"
  88             id="menu_crm_lead_categ" name="Categories"
  89             parent="base.menu_crm_config_lead" sequence="1" groups="base.group_no_one"/>
  90
  91         <!--
  92             LEADS
  93             -->
  94         <act_window
  95                 id="act_crm_opportunity_crm_phonecall_new"
  96                 name="Phone calls"
  97                 groups="base.group_sale_salesman"
  98                 res_model="crm.phonecall"
  99                 view_mode="tree,calendar,form"
 100                 context="{'default_duration': 1.0 ,'default_opportunity_id': active_id}"
 101                 view_type="form"/>
 102
 103         <act_window
 104                 id="act_crm_opportunity_crm_meeting_new"
 105                 name="Meetings"
 106                 res_model="crm.meeting"
 107                 view_mode="tree,form,calendar"
 108                 context="{'default_duration': 4.0, 'default_opportunity_id': active_id}"
 109                 view_type="form"/>
 110
 111
 112         <!-- CRM Lead Form View  -->
 113         <record model="ir.ui.view" id="crm_case_form_view_leads">
 114         <field name="name">CRM - Leads Form</field>
 115         <field name="model">crm.lead</field>
 116         <field name="type">form</field>
 117         <field name="arch" type="xml">
 118             <form string="Leads Form" version="7.0">
 119                 <header>
 120                     <button name="%(crm.action_crm_lead2opportunity_partner)d" string="Convert to Opportunity" type="action"
 121                             states="draft,open,pending" help="Convert to Opportunity" class="oe_highlight"/>
 122                     <button name="case_escalate" string="Escalate" type="object"
 123                             states="draft,open,pending"/>
 124                     <button name="case_reset" string="Reset" type="object"
 125                             states="cancel"/>
 126                     <button name="case_cancel" string="Cancel" type="object"
 127                             states="draft,open,pending"/>
 128                     <field name="stage_id" widget="statusbar"
 129                             on_change="onchange_stage_id(stage_id)"/>
 130                 </header>
 131                 <sheet>
 132                     <div class="oe_right oe_button_box" name="buttons">
 133                         <button type="action"
 134                             name="%(act_crm_opportunity_crm_meeting_new)d"
 135                             string="Meetings" />
 136
 137                         <button type="action"
 138                             name="%(act_crm_opportunity_crm_phonecall_new)d"
 139                             string="Phone Calls" />
 140                     </div>
 141                     <div class="oe_title">
 142                         <label for="name" class="oe_edit_only" string="Lead Description"/>
 143                         <h1><field name="name" placeholder="Describe the lead..."/></h1>
 144                     </div>
 145                     <group>
 146                         <group>
 147                             <field name="user_id" />
 148                             <field name="section_id"/>
 149                             <field name="type" invisible="1"/>
 150                         </group>
 151                         <group>
 152                             <field name="priority"/>
 153                             <field name="categ_ids"
 154                                 widget="many2many_tags"
 155                                 domain="[('object_id.model','=','crm.lead')]"/>
 156                         </group>
 157                         <group>
 158                             <field name="partner_name" string="Company Name"/>
 159                             <field name="partner_id" string="Customer"/>
 160                             <label for="street" string="Address"/>
 161                             <div>
 162                                 <field name="street" placeholder="Street..."/>
 163                                 <field name="street2"/>
 164                                 <div>
 165                                     <field name="zip" class="oe_inline" placeholder="ZIP"/>
 166                                     <field name="city" class="oe_inline" placeholder="City"/>
 167                                 </div>
 168                                 <field name="state_id" placeholder="State"/>
 169                                 <field name="country_id" placeholder="Country"/>
 170                             </div>
 171                         </group>
 172                         <group>
 173                             <label for="contact_name" />
 174                             <div>
 175                                 <field name="contact_name" class="oe_inline"/>,
 176                                 <field name="title" placeholder="Title" domain="[('domain', '=', 'contact')]" class="oe_inline"/>
 177                             </div>
 178                             <field name="email_from" widget="email"/>
 179                             <field name="function" />
 180                             <field name="phone"/>
 181                             <field name="mobile"/>
 182                             <field name="fax"/>
 183                             <!--
 184                             This should be integrated in Open Chatter
 185                             <button string="Mail"
 186                                 name="%(mail.action_email_compose_message_wizard)d"
 187                                 icon="terp-mail-message-new" type="action" colspan="1"/>
 188                             -->
 189                         </group>
 190                     </group>
 191                     <notebook colspan="4">
 192                     <page string="Notes">
 193                         <field name="description"/>
 194                     </page>
 195                     <page string="Extra Info">
 196                         <group>
 197                             <group string="Categorization">
 198                                 <field name="company_id"
 199                                     groups="base.group_multi_company"
 200                                     widget="selection" colspan="2" />
 201                                 <field name="type_id" widget="selection"/>
 202                                 <field name="channel_id" widget="selection"/>
 203                                 <field name="referred"/>
 204                                 <field name="state" groups="base.group_no_one"/>
 205                             </group>
 206                             <group string="Mailings">
 207                                 <field name="opt_in" on_change="on_change_opt_in(opt_in)"/>
 208                                 <field name="opt_out" on_change="on_change_opt_out(opt_out)"/>
 209                             </group>
 210                         </group>
 211                     </page>
 212                     </notebook>
 213                 </sheet>
 214                 <div class="oe_chatter">
 215                     <field name="message_ids" widget="mail_thread"/>
 216                 </div>
 217             </form>
 218         </field>
 219         </record>
 220
 221         <!-- CRM Lead Tree View -->
 222         <record model="ir.ui.view" id="crm_case_tree_view_leads">
 223             <field name="name">Leads</field>
 224             <field name="model">crm.lead</field>
 225             <field name="type">tree</field>
 226             <field name="arch" type="xml">
 227                 <tree string="Leads" fonts="bold:needaction_pending==True" colors="grey:state in ('cancel', 'done')">
 228                     <field name="date_deadline" invisible="1"/>
 229                     <field name="create_date" groups="base.group_no_one"/>
 230                     <field name="name"/>
 231                     <field name="contact_name"/>
 232                     <field name="country_id" invisible="context.get('invisible_country', True)" />
 233                     <field name="email_from"/>
 234                     <field name="phone"/>
 235                     <field name="stage_id"/>
 236                     <field name="user_id" invisible="1"/>
 237                     <field name="section_id" invisible="context.get('invisible_section', True)" />
 238                     <field name="state" groups="base.group_no_one"/>
 239                     <field name="type_id" invisible="1"/>
 240                     <field name="referred" invisible="1"/>
 241                     <field name="channel_id" invisible="1"/>
 242                     <field name="subjects" invisible="1"/>
 243                     <field name="needaction_pending" invisible="1"/>
 244                 </tree>
 245             </field>
 246         </record>
 247
 248         <!-- CRM Lead Calendar View -->
 249         <record model="ir.ui.view" id="crm_case_calendar_view_leads">
 250             <field name="name">CRM - Leads Calendar</field>
 251             <field name="model">crm.lead</field>
 252             <field name="type">calendar</field>
 253             <field name="priority" eval="2"/>
 254             <field name="arch" type="xml">
 255                 <calendar string="Leads Generation"
 256                     date_start="date_action" color="user_id">
 257                     <field name="name" />
 258                     <field name="partner_name" />
 259                 </calendar>
 260             </field>
 261         </record>
 262
 263     <!-- CRM Lead Kanban View  -->
 264     <record model="ir.ui.view" id="crm_case_kanban_view_leads">
 265         <field name="name">CRM - Leads Kanban</field>
 266         <field name="model">crm.lead</field>
 267         <field name="type">kanban</field>
 268         <field name="arch" type="xml">
 269             <kanban default_group_by="stage_id">
 270                 <field name="state" groups="base.group_no_one"/>
 271                 <field name="color"/>
 272                 <field name="priority"/>
 273                 <field name="planned_revenue" sum="Expected Revenues"/>
 274                 <field name="user_email"/>
 275                 <field name="user_id"/>
 276                 <field name="partner_address_email"/>
 277                 <field name="message_summary"/>
 278                 <field name="needaction_pending"/>
 279                 <templates>
 280                     <t t-name="lead_details">
 281                         <ul class="oe_kanban_tooltip">
 282                             <li t-if="record.phone.raw_value"><b>Phone:</b> <field name="phone"/></li>
 283                             <li><b>Probability:</b> <field name="probability"/>%%</li>
 284                             <li><b>Creation date:</b> <field name="create_date"/></li>
 285                             <li t-if="record.date_deadline.raw_value"><b>Date Deadline:</b> <field name="date_deadline"/></li>
 286                         </ul>
 287                     </t>
 288                     <t t-name="kanban-box">
 289                         <div t-attf-class="oe_kanban_color_#{kanban_getcolor(record.color.raw_value)} oe_kanban_card oe_kanban_global_click">
 290                             <div class="oe_dropdown_toggle oe_dropdown_kanban">
 291                                 <span class="oe_e">í</span>
 292                                 <ul class="oe_dropdown_menu">
 293                                     <li><a type="edit" >Edit...</a></li>
 294                                     <li><a type="delete">Delete</a></li>
 295                                     <li><a name="%(mail.action_email_compose_message_wizard)d" type="action">Send Email</a></li>
 296                                     <li><a name="%(opportunity2phonecall_act)d" type="action">Log Call</a></li>
 297                                     <li><a name="action_makeMeeting" type="object">Schedule Meeting</a></li>
 298                                     <li><ul class="oe_kanban_colorpicker" data-field="color"/></li>
 299                                 </ul>
 300                             </div>
 301                             <div class="oe_kanban_content">
 302                                 <div>
 303                                     <b><field name="name"/></b>
 304                                     <t t-if="record.planned_revenue.raw_value">
 305                                         - <b><t t-esc="Math.round(record.planned_revenue.value)"/>
 306                                         <field name="company_currency"/></b>
 307                                     </t>
 308                                 </div>
 309                                 <div>
 310                                     <field name="partner_id"/>
 311                                 </div>
 312                                 <div style="padding-left: 0.5em">
 313                                     <t t-if="record.date_deadline.raw_value and record.date_deadline.raw_value lt (new Date())" t-set="red">oe_kanban_text_red</t>
 314                                     <span t-attf-class="#{red || ''}"><field name="date_action"/></span>
 315                                     <t t-if="record.date_action.raw_value"> : </t>
 316                                     <field name="title_action"/>
 317                                 </div>
 318                                 <div class="oe_kanban_bottom_right">
 319                                     <a t-if="record.priority.raw_value == 1" type="object" name="set_normal_priority" class="oe_e oe_star_on">7</a>
 320                                     <a t-if="record.priority.raw_value != 1" type="object" name="set_high_priority" class="oe_e oe_star_off">7</a>
 321                                     <!--
 322                                     <t t-if="record.date_deadline.raw_value and record.date_deadline.raw_value lt (new Date())" t-set="red">oe_kaban_status_red</t>
 323                                     <span t-attf-class="oe_kanban_status #{red}"> </span>
 324                                     -->
 325                                     <img t-att-src="kanban_image('res.users', 'avatar', record.user_id.raw_value[0])" t-att-title="record.user_id.value" width="24" height="24" class="oe_kanban_avatar"/>
 326                                 </div>
 327                                 <div class="oe_kanban_footer_left">
 328                                     <t t-if="record.needaction_pending.raw_value"><span class="oe_kanban_mail_new">New</span></t>
 329                                     <t t-raw="record.message_summary.raw_value"/>
 330                                 </div>
 331                             </div>
 332                             <div class="oe_clear"></div>
 333                         </div>
 334                         <!--
 335                             <div class="oe_kanban_right">
 336                                 <a name="case_mark_lost" string="Mark Lost" states="open,pending" type="object" icon="kanban-stop" />
 337                                 <a name="case_pending" string="Pending" states="draft,open" type="object" icon="kanban-pause" />
 338                                 <a name="case_open" string="Open" states="pending" type="object" icon="gtk-media-play" />
 339                                 <a name="case_mark_won" string="Mark Won" states="open,pending" type="object" icon="kanban-apply" />
 340                             </div>
 341                         -->
 342                     </t>
 343                 </templates>
 344             </kanban>
 345         </field>
 346     </record>
 347
 348     <!-- CRM Lead Search View -->
 349     <record id="view_crm_case_leads_filter" model="ir.ui.view">
 350         <field name="name">CRM - Leads Search</field>
 351         <field name="model">crm.lead</field>
 352         <field name="type">search</field>
 353         <field name="arch" type="xml">
 354             <search string="Search Leads">
 355                 <filter icon="terp-mail-message-new"
 356                     string="Inbox" help="Unread messages"
 357                     name="needaction_pending"
 358                     domain="[('needaction_pending','=',True)]"/>
 359                 <field name="name" string="Lead / Customer" filter_domain="['|','|',('partner_name','ilike',self),('email_from','ilike',self),('name','ilike',self)]"/>
 360                 <!-- subjects is not set as store=True so, it is placed outside filter_domain-->
 361                 <field name="subjects"/>
 362                 <separator orientation="vertical"/>
 363                 <field name="create_date"/>
 364                 <separator orientation="vertical"/>
 365                 <filter icon="terp-check"
 366                     string="New"
 367                     name="new" help="New Leads"
 368                     domain="[('state','=','draft')]"/>
 369                 <filter icon="terp-camera_test"
 370                     string="Open"
 371                     name="open"
 372                     domain="[('state','=','open')]"/>
 373                 <filter string="Unassigned Leads"
 374                         icon="terp-personal-"
 375                         domain="[('user_id','=', False)]"
 376                         help="Unassigned Leads" />
 377                 <filter string="Leads Assigned to Me or My Team(s)"
 378                         icon="terp-personal+"
 379                         context="{'invisible_section': False}"
 380                         domain="['|', ('section_id.user_id','=',uid), ('section_id.member_ids', 'in', [uid])]"
 381                         help="Leads that are assigned to one of the sale teams I manage, or to me"/>
 382                 <separator orientation="vertical"/>
 383                 <field name="user_id"/>
 384                 <field name="section_id" widget="selection"
 385                     context="{'invisible_section': False}"/>
 386                 <field name="country_id" context="{'invisible_country': False}"/>
 387                 <separator orientation="vertical"/>
 388                 <newline/>
 389                 <group expand="0" string="Group By...">
 390                     <filter string="Salesperson" icon="terp-personal" domain="[]" context="{'group_by':'user_id'}"/>
 391                     <filter string="Team" icon="terp-personal+" domain="[]" context="{'group_by':'section_id'}"/>
 392                     <filter string="Referrer" icon="terp-personal" domain="[]" context="{'group_by':'referred'}"/>
 393                     <separator orientation="vertical"/>
 394                     <filter string="Campaign" icon="terp-gtk-jump-to-rtl"
 395                         domain="[]" context="{'group_by':'type_id'}" />
 396                     <filter string="Channel" icon="terp-call-start"
 397                         domain="[]" context="{'group_by':'channel_id'}" />
 398                     <separator orientation="vertical"/>
 399                     <filter string="Stage" icon="terp-stage" domain="[]" context="{'group_by':'stage_id'}"/>
 400                     <filter string="Status" icon="terp-stock_effects-object-colorize" domain="[]" context="{'group_by':'state'}"/>
 401                     <separator orientation="vertical" groups="base.group_no_one"/>
 402                     <filter string="Creation" help="Create date" icon="terp-go-month"
 403                         domain="[]" context="{'group_by':'create_date'}" groups="base.group_no_one"/>
 404                 </group>
 405                 <separator orientation="vertical"/>
 406                 <group string="Display">
 407                     <filter string="Show Countries" icon="terp-personal+" context="{'invisible_country': False}" help="Show Countries"/>
 408                     <filter string="Show Sales Team"
 409                         icon="terp-personal+"
 410                         context="{'invisible_section': False}"
 411                         domain="[]"
 412                         help="Show Sales Team"/>
 413                 </group>
 414            </search>
 415         </field>
 416     </record>
 417
 418
 419     <!--
 420         OPPORTUNITY
 421         -->
 422
 423     <!-- Opportunities Form View -->
 424     <record model="ir.ui.view" id="crm_case_form_view_oppor">
 425         <field name="name">Opportunities</field>
 426         <field name="model">crm.lead</field>
 427         <field name="type">form</field>
 428         <field name="priority">20</field>
 429         <field name="arch" type="xml">
 430             <form string="Opportunities" version="7.0">
 431                 <header>
 432                     <button name="stage_previous" string="Previous" type="object"
 433                             states="open" context="{'stage_type': 'opportunity'}"/>
 434                     <button name="stage_next" string="Next" type="object"
 435                             states="open" context="{'stage_type': 'opportunity'}"/>
 436                     <button name="case_mark_won" string="Mark Won" type="object"
 437                             states="open" class="oe_highlight"/>
 438                     <button name="case_mark_won" string="Mark Won" type="object"
 439                             states="draft,pending"/>
 440                     <button name="case_open" string="Open" type="object" class="oe_highlight"
 441                             states="draft,pending"/>
 442                     <button name="case_escalate" string="Escalate" type="object"
 443                             states="open" />
 444                     <button name="case_mark_lost" string="Mark Lost" type="object"
 445                             states="draft,open"/>
 446                     <button name="case_reset" string="Reset to Draft" type="object"
 447                             states="done,cancel" />
 448                     <button name="case_cancel" string="Cancel" type="object"
 449                             states="draft"/>
 450                     <field name="stage_id" widget="statusbar"
 451                             on_change="onchange_stage_id(stage_id)"/>
 452                 </header>
 453                 <sheet>
 454                     <div class="oe_right oe_button_box">
 455                         <button string="Schedule/Log Call"
 456                             name="%(opportunity2phonecall_act)d"
 457                             type="action"/>
 458                         <button string="Schedule Meeting"
 459                             name="action_makeMeeting"
 460                             type="object"/>
 461                     </div>
 462                     <div class="oe_title">
 463                         <label for="name" class="oe_edit_only"/>
 464                         <h1><field name="name"/></h1>
 465                         <label for="planned_revenue" class="oe_edit_only"/>
 466                         <h2>
 467                             <field name="planned_revenue" class="oe_inline"/>
 468                             <field name="company_currency" class="oe_inline"/> at
 469                             <field name="probability" class="oe_inline"/>%% success rate
 470                         </h2>
 471                     </div>
 472                     <group>
 473                         <group>
 474                             <field name="partner_id"
 475                                 on_change="onchange_partner_id(partner_id, email_from)"
 476                                 string="Customer"
 477                                 context="{'default_name': partner_name, 'default_email': email_from, 'default_phone': phone}"/>
 478                             <field name="email_from" string="Email"/>
 479                             <field name="phone"/>
 480                         </group>
 481
 482                         <group>
 483                             <label for="title_action"/>
 484                             <div>
 485                                 <field name="date_action" nolabel="1"/> <label string="-" attrs="{'invisible': ['|', ('date_action', '=', False), ('title_action', '=', False)]}"/>
 486                                 <field name="title_action" class="oe_inline" nolabel="1" placeholder="Call for proposal"/>
 487                             </div>
 488                             <field name="date_deadline"/>
 489                             <field name="priority"/>
 490                         </group>
 491
 492                         <group>
 493                             <field name="user_id"/>
 494                             <field name="section_id" colspan="1" widget="selection"/>
 495                         </group>
 496                         <group>
 497                             <field name="categ_ids"
 498                                 string="Categories" widget="many2many_tags"
 499                                 domain="[('object_id.model', '=', 'crm.lead')]"/>
 500
 501                         </group>
 502                     </group>
 503
 504                                     <!--<button string="Mail"
 505                                         name="%(mail.action_email_compose_message_wizard)d"
 506                                         context="{'mail':'new', 'model': 'crm.lead'}"
 507                                         icon="terp-mail-message-new" type="action" />-->
 508
 509                     <notebook colspan="4">
 510                     <page string="Internal Notes">
 511                         <field name="description"/>
 512                     </page>
 513                     <page string="Lead">
 514                         <group>
 515                             <group>
 516                                 <field name="partner_name"/>
 517                                 <label for="street" string="Address"/>
 518                                 <div>
 519                                     <field name="street" placeholder="Street..."/>
 520                                     <field name="street2"/>
 521                                     <div class="address_format">
 522                                         <field name="city" placeholder="City" style="width: 40%%"/>
 523                                         <field name="state_id" class="oe_no_button" placeholder="State" style="width: 24%%"/>
 524                                         <field name="zip" placeholder="ZIP" style="width: 34%%"/>
 525                                     </div>
 526                                     <field name="country_id" placeholder="Country"/>
 527                                 </div>
 528                             </group>
 529
 530                             <group>
 531                                 <label for="contact_name" />
 532                                 <div>
 533                                     <field name="contact_name" class="oe_inline"/>
 534                                     <field name="title" placeholder="Title" domain="[('domain', '=', 'contact')]" class="oe_inline oe_no_button"/>
 535                                 </div>
 536                                 <field name="function" />
 537                                 <field name="mobile"/>
 538                                 <field name="fax"/>
 539                             </group>
 540
 541                             <group string="Categorization">
 542                                 <field name="type_id" widget="selection"/>
 543                                 <field name="channel_id" widget="selection"/>
 544                             </group>
 545                             <group string="Mailings">
 546                                 <field name="opt_in" on_change="on_change_opt_in(opt_in)"/>
 547                                 <field name="opt_out" on_change="on_change_opt_out(opt_out)"/>
 548                             </group>
 549                             <group string="Misc">
 550                                 <field name="active"/>
 551                                 <field name="day_open" groups="base.group_no_one"/>
 552                                 <field name="day_close" groups="base.group_no_one"/>
 553                                 <field name="referred"/>
 554                                 <field name="state" groups="base.group_no_one"/>
 555                                 <field name="type" invisible="1"/>
 556                             </group>
 557                             <group string="References">
 558                                 <field name="ref"/>
 559                                 <field name="ref2"/>
 560                             </group>
 561                         </group>
 562                     </page>
 563                     </notebook>
 564                 </sheet>
 565                 <div class="oe_chatter">
 566                     <field name="message_ids" widget="mail_thread"/>
 567                 </div>
 568             </form>
 569         </field>
 570     </record>
 571
 572         <!-- Opportunities Tree View -->
 573         <record model="ir.ui.view" id="crm_case_tree_view_oppor">
 574             <field name="name">Opportunities Tree</field>
 575             <field name="model">crm.lead</field>
 576             <field name="type">tree</field>
 577             <field name="arch" type="xml">
 578                 <tree string="Opportunities" fonts="bold:needaction_pending==True" colors="gray:state in ('cancel', 'done');red:date_deadline and (date_deadline &lt; current_date)">
 579                     <field name="date_deadline" invisible="1"/>
 580                     <field name="create_date" groups="base.group_no_one"/>
 581                     <field name="name" string="Opportunity"/>
 582                     <field name="partner_id" string="Customer"/>
 583                     <field name="country_id" invisible="context.get('invisible_country', True)" />
 584                     <field name="date_action"/>
 585                     <field name="title_action" />
 586                     <field name="channel_id" invisible="1"/>
 587                     <field name="type_id" invisible="1"/>
 588                     <field name="subjects" invisible="1"/>
 589                     <field name="stage_id"/>
 590                     <field name="planned_revenue" sum="Expected Revenues"/>
 591                     <field name="probability" widget="progressbar" avg="Avg. of Probability"/>
 592                     <field name="section_id" invisible="context.get('invisible_section', True)" />
 593                     <field name="user_id"/>
 594                     <field name="priority" invisible="1"/>
 595                     <field name="state" groups="base.group_no_one"/>
 596                     <field name="needaction_pending" invisible="1"/>
 597                 </tree>
 598             </field>
 599         </record>
 600
 601
 602     <!-- Opportunities Search View -->
 603     <record id="view_crm_case_opportunities_filter" model="ir.ui.view">
 604         <field name="name">CRM - Opportunities Search</field>
 605         <field name="model">crm.lead</field>
 606         <field name="type">search</field>
 607         <field name="arch" type="xml">
 608             <search string="Search Opportunities">
 609                 <filter icon="terp-mail-message-new"
 610                     string="Inbox" help="Unread messages"
 611                     name="needaction_pending"
 612                     domain="[('needaction_pending','=',True)]"/>
 613                 <field name="name" string="Opportunity / Customer"
 614                     filter_domain="['|','|','|',('partner_id','ilike',self),('partner_name','ilike',self),('email_from','ilike',self),('name', 'ilike', self)]"/>
 615                 <separator orientation="vertical"/>
 616                 <filter icon="terp-check"
 617                     string="New" help="New Opportunities"
 618                     name="new"
 619                     domain="[('state','=','draft')]"/>
 620                 <filter icon="terp-camera_test"
 621                     string="Open" help="Open Opportunities"
 622                     name="open"
 623                     domain="[('state','=','open')]"/>
 624                 <filter string="Unassigned Opportunities"
 625                         icon="terp-personal-"
 626                         domain="[('user_id','=', False)]"
 627                         help="Unassigned Opportunities" />
 628                <filter string="Opportunities Assigned to Me or My Team(s)"  icon="terp-personal+"
 629                         domain="['|', ('section_id.user_id','=',uid), ('section_id.member_ids', 'in', [uid])]"
 630                         context="{'invisible_section': False}"
 631                         help="Opportunities that are assigned to either me or one of the sale teams I manage" />
 632                 <separator orientation="vertical"/>
 633                 <field name="user_id"/>
 634                 <field name="country_id"/>
 635                 <field name="partner_id"/>
 636                 <field name="section_id"
 637                     context="{'invisible_section': False, 'default_section_id': self}"/>
 638                 <newline/>
 639                 <group expand="0" string="Group By..." colspan="16">
 640                     <filter string="Salesperson" icon="terp-personal" domain="[]" context="{'group_by':'user_id'}" />
 641                     <filter string="Team" help="Sales Team" icon="terp-personal+" domain="[]" context="{'group_by':'section_id'}"/>
 642                     <filter string="Customer" help="Partner" icon="terp-personal+" domain="[]" context="{'group_by':'partner_id'}"/>
 643                     <separator orientation="vertical" />
 644                     <filter string="Stage" icon="terp-stage" domain="[]" context="{'group_by':'stage_id'}" />
 645                     <filter string="Priority" icon="terp-rating-rated" domain="[]" context="{'group_by':'priority'}" />
 646                     <filter string="Campaign" icon="terp-gtk-jump-to-rtl" domain="[]" context="{'group_by':'type_id'}"/>
 647                     <filter string="Channel" icon="terp-call-start" domain="[]" context="{'group_by':'channel_id'}" />
 648                     <filter string="Status" icon="terp-stock_effects-object-colorize" domain="[]" context="{'group_by':'state'}"/>
 649                     <separator orientation="vertical" />
 650                     <filter string="Creation" icon="terp-go-month" domain="[]" context="{'group_by':'create_date'}" groups="base.group_no_one"/>
 651                     <filter string="Exp.Closing" icon="terp-go-month" help="Expected Closing" domain="[]" context="{'group_by':'date_deadline'}" />
 652                 </group>
 653                 <group string="Display">
 654                     <filter string="Show Sales Team"
 655                         icon="terp-personal+"
 656                         context="{'invisible_section': False}"
 657                         domain="[]"
 658                         help="Show Sales Team"/>
 659                 </group>
 660             </search>
 661         </field>
 662     </record>
 663
 664     </data>
 665 </openerp>