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