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,'default_partner_phone':phone}"
 101                 domain="[('opportunity_id', '=', active_id)]"
 102                 view_type="form"/>
 103
 104         <act_window
 105                 id="act_crm_opportunity_crm_meeting_new"
 106                 name="Meetings"
 107                 res_model="crm.meeting"
 108                 view_mode="tree,form,calendar"
 109                 context="{'default_duration': 4.0, 'default_opportunity_id': active_id}"
 110                 domain="[('opportunity_id', '=', active_id)]"
 111                 view_type="form"/>
 112
 113
 114         <!-- CRM Lead Form View  -->
 115         <record model="ir.ui.view" id="crm_case_form_view_leads">
 116         <field name="name">CRM - Leads Form</field>
 117         <field name="model">crm.lead</field>
 118         <field name="type">form</field>
 119         <field name="arch" type="xml">
 120             <form string="Leads Form" version="7.0">
 121                 <header>
 122                     <button name="%(crm.action_crm_lead2opportunity_partner)d" string="Convert to Opportunity" type="action"
 123                             states="draft,open,pending" help="Convert to Opportunity" class="oe_highlight"/>
 124                     <button name="case_escalate" string="Escalate" type="object"
 125                             states="draft,open,pending"/>
 126                     <button name="case_reset" string="Reset" type="object"
 127                             states="cancel"/>
 128                     <button name="case_cancel" string="Cancel" type="object"
 129                             states="draft,open,pending"/>
 130                     <field name="stage_id" widget="statusbar"
 131                             on_change="onchange_stage_id(stage_id)"/>
 132                 </header>
 133                 <sheet>
 134                     <div class="oe_right oe_button_box" name="buttons">
 135                         <button type="action"
 136                             name="%(act_crm_opportunity_crm_meeting_new)d"
 137                             string="Meetings" />
 138
 139                         <button type="action"
 140                             name="%(act_crm_opportunity_crm_phonecall_new)d"
 141                             string="Phone Calls" />
 142                     </div>
 143
 144                     <label for="name" class="oe_edit_only" string="Lead Description"/>
 145                     <h1><field name="name" placeholder="Describe the lead..."/></h1>
 146                     <group>
 147                         <group>
 148                             <field name="user_id" />
 149                             <field name="section_id"/>
 150                             <field name="type" invisible="1"/>
 151                         </group>
 152                         <group>
 153                             <field name="priority"/>
 154                             <field name="categ_id"
 155                                 widget="selection"
 156                                 domain="[('object_id.model','=','crm.lead')]"/>
 157                         </group>
 158                         <group>
 159                             <field name="partner_name" string="Company Name"/>
 160                             <field name="partner_id" string="Customer"/>
 161                             <label for="street" string="Address"/>
 162                             <div>
 163                                 <field name="street" placeholder="Street..."/>
 164                                 <field name="street2"/>
 165                                 <div>
 166                                     <field name="zip" class="oe_inline" placeholder="ZIP"/>
 167                                     <field name="city" class="oe_inline" placeholder="City"/>
 168                                 </div>
 169                                 <field name="state_id" placeholder="State"/>
 170                                 <field name="country_id" placeholder="Country"/>
 171                             </div>
 172                         </group>
 173                         <group>
 174                             <label for="contact_name" />
 175                             <div>
 176                                 <field name="contact_name" class="oe_inline"/>,
 177                                 <field name="title" placeholder="Title" domain="[('domain', '=', 'contact')]" class="oe_inline"/>
 178                             </div>
 179                             <field name="email_from" widget="email"/>
 180                             <field name="function" />
 181                             <field name="phone"/>
 182                             <field name="mobile"/>
 183                             <field name="fax"/>
 184                             <!--
 185                             This should be integrated in Open Chatter
 186                             <button string="Mail"
 187                                 name="%(mail.action_email_compose_message_wizard)d"
 188                                 icon="terp-mail-message-new" type="action" colspan="1"/>
 189                             -->
 190                         </group>
 191                     </group>
 192                     <notebook colspan="4">
 193                     <page string="Notes">
 194                         <field name="description"/>
 195                     </page>
 196                     <page string="Extra Info">
 197                         <group>
 198                             <group string="Categorization">
 199                                 <field name="company_id"
 200                                     groups="base.group_multi_company"
 201                                     widget="selection" colspan="2" />
 202                                 <field name="type_id" widget="selection"/>
 203                                 <field name="channel_id" widget="selection"/>
 204                                 <field name="referred"/>
 205                                 <field name="state" groups="base.group_no_one"/>
 206                             </group>
 207                             <group string="Mailings">
 208                                 <field name="opt_in" on_change="on_change_opt_in(opt_in)"/>
 209                                 <field name="opt_out" on_change="on_change_opt_out(opt_out)"/>
 210                             </group>
 211                         </group>
 212                     </page>
 213                     </notebook>
 214                 </sheet>
 215                 <footer>
 216                     <field name="message_ids" widget="mail_thread"/>
 217                 </footer>
 218             </form>
 219         </field>
 220         </record>
 221
 222         <!-- CRM Lead Tree View -->
 223         <record model="ir.ui.view" id="crm_case_tree_view_leads">
 224             <field name="name">Leads</field>
 225             <field name="model">crm.lead</field>
 226             <field name="type">tree</field>
 227             <field name="arch" type="xml">
 228                 <tree string="Leads" fonts="bold:needaction_pending==True" colors="grey:state in ('cancel', 'done')">
 229                     <field name="date_deadline" invisible="1"/>
 230                     <field name="create_date" groups="base.group_no_one"/>
 231                     <field name="name"/>
 232                     <field name="contact_name"/>
 233                     <field name="country_id" invisible="context.get('invisible_country', True)" />
 234                     <field name="email_from"/>
 235                     <field name="phone"/>
 236                     <field name="stage_id"/>
 237                     <field name="categ_id" invisible="1"/>
 238                     <field name="user_id" invisible="1"/>
 239                     <field name="section_id" invisible="context.get('invisible_section', True)" />
 240                     <field name="state" groups="base.group_no_one"/>
 241                     <field name="type_id" invisible="1"/>
 242                     <field name="referred" invisible="1"/>
 243                     <field name="channel_id" invisible="1"/>
 244                     <field name="subjects" invisible="1"/>
 245                     <field name="needaction_pending" invisible="1"/>
 246                 </tree>
 247             </field>
 248         </record>
 249
 250         <!-- CRM Lead Calendar View -->
 251         <record model="ir.ui.view" id="crm_case_calendar_view_leads">
 252             <field name="name">CRM - Leads Calendar</field>
 253             <field name="model">crm.lead</field>
 254             <field name="type">calendar</field>
 255             <field name="priority" eval="2"/>
 256             <field name="arch" type="xml">
 257                 <calendar string="Leads Generation"
 258                     date_start="date_action" color="user_id">
 259                     <field name="name" />
 260                     <field name="partner_name" />
 261                 </calendar>
 262             </field>
 263         </record>
 264
 265     <!-- CRM Lead Kanban View  -->
 266     <record model="ir.ui.view" id="crm_case_kanban_view_leads">
 267         <field name="name">CRM - Leads Kanban</field>
 268         <field name="model">crm.lead</field>
 269         <field name="type">kanban</field>
 270         <field name="arch" type="xml">
 271             <kanban default_group_by="stage_id">
 272                 <field name="state" groups="base.group_no_one"/>
 273                 <field name="color"/>
 274                 <field name="priority"/>
 275                 <field name="planned_revenue" sum="Expected Revenues"/>
 276                 <field name="user_email"/>
 277                 <field name="user_id"/>
 278                 <field name="partner_address_email"/>
 279                 <field name="message_summary"/>
 280                 <field name="needaction_pending"/>
 281                 <templates>
 282                     <t t-name="lead_details">
 283                         <ul class="oe_kanban_tooltip">
 284                             <li t-if="record.phone.raw_value"><b>Phone:</b> <field name="phone"/></li>
 285                             <li><b>Probability:</b> <field name="probability"/>%%</li>
 286                             <li><b>Creation date:</b> <field name="create_date"/></li>
 287                             <li t-if="record.date_deadline.raw_value"><b>Date Deadline:</b> <field name="date_deadline"/></li>
 288                         </ul>
 289                     </t>
 290                     <t t-name="kanban-box">
 291                         <div t-attf-class="oe_kanban_color_#{kanban_getcolor(record.color.raw_value)} oe_kanban_card oe_kanban_global_click">
 292                             <div class="oe_dropdown_toggle oe_dropdown_kanban">
 293                                 <span class="oe_e">í</span>
 294                                 <ul class="oe_dropdown_menu">
 295                                     <li><a type="edit" >Edit...</a></li>
 296                                     <li><a type="delete">Delete</a></li>
 297                                     <li><a name="%(mail.action_email_compose_message_wizard)d" type="action">Send Email</a></li>
 298                                     <li><a name="%(opportunity2phonecall_act)d" type="action">Log Call</a></li>
 299                                     <li><a name="action_makeMeeting" type="object">Schedule Meeting</a></li>
 300                                     <li><ul class="oe_kanban_colorpicker" data-field="color"/></li>
 301                                 </ul>
 302                             </div>
 303                             <div class="oe_kanban_content">
 304                                 <div>
 305                                     <b><field name="name"/></b>
 306                                     <t t-if="record.planned_revenue.raw_value">
 307                                         - <b><t t-esc="Math.round(record.planned_revenue.value)"/>
 308                                         <field name="company_currency"/></b>
 309                                     </t>
 310                                 </div>
 311                                 <div>
 312                                     <field name="partner_id"/>
 313                                 </div>
 314                                 <div style="padding-left: 0.5em">
 315                                     <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>
 316                                     <span t-attf-class="#{red || ''}"><field name="date_action"/></span>
 317                                     <t t-if="record.date_action.raw_value"> : </t>
 318                                     <field name="title_action"/>
 319                                 </div>
 320                                 <div class="oe_kanban_bottom_right">
 321                                     <a t-if="record.priority.raw_value == 1" type="object" name="set_normal_priority" class="oe_e oe_star_on">7</a>
 322                                     <a t-if="record.priority.raw_value != 1" type="object" name="set_high_priority" class="oe_e oe_star_off">7</a>
 323                                     <!--
 324                                     <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>
 325                                     <span t-attf-class="oe_kanban_status #{red}"> </span>
 326                                     -->
 327                                     <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"/>
 328                                 </div>
 329                                 <div class="oe_kanban_footer_left">
 330                                     <t t-if="record.needaction_pending.raw_value"><span class="oe_kanban_mail_new">New</span></t>
 331                                     <t t-raw="record.message_summary.raw_value"/>
 332                                 </div>
 333                             </div>
 334                             <div class="oe_clear"></div>
 335                         </div>
 336                         <!--
 337                             <div class="oe_kanban_right">
 338                                 <a name="case_mark_lost" string="Mark Lost" states="open,pending" type="object" icon="kanban-stop" />
 339                                 <a name="case_pending" string="Pending" states="draft,open" type="object" icon="kanban-pause" />
 340                                 <a name="case_open" string="Open" states="pending" type="object" icon="gtk-media-play" />
 341                                 <a name="case_mark_won" string="Mark Won" states="open,pending" type="object" icon="kanban-apply" />
 342                             </div>
 343                         -->
 344                     </t>
 345                 </templates>
 346             </kanban>
 347         </field>
 348     </record>
 349
 350     <!-- CRM Lead Search View -->
 351     <record id="view_crm_case_leads_filter" model="ir.ui.view">
 352         <field name="name">CRM - Leads Search</field>
 353         <field name="model">crm.lead</field>
 354         <field name="type">search</field>
 355         <field name="arch" type="xml">
 356             <search string="Search Leads">
 357                 <filter icon="terp-mail-message-new"
 358                     string="Inbox" help="Unread messages"
 359                     name="needaction_pending"
 360                     domain="[('needaction_pending','=',True)]"/>
 361                 <field name="name" string="Lead / Customer" filter_domain="['|','|',('partner_name','ilike',self),('email_from','ilike',self),('name','ilike',self)]"/>
 362                 <!-- subjects is not set as store=True so, it is placed outside filter_domain-->
 363                 <field name="subjects"/>
 364                 <separator orientation="vertical"/>
 365                 <field name="create_date"/>
 366                 <separator orientation="vertical"/>
 367                 <filter icon="terp-check"
 368                     string="New"
 369                     name="new" help="New Leads"
 370                     domain="[('state','=','draft')]"/>
 371                 <filter icon="terp-camera_test"
 372                     string="Open"
 373                     name="open"
 374                     domain="[('state','=','open')]"/>
 375                 <filter string="Unassigned Leads"
 376                         icon="terp-personal-"
 377                         domain="[('user_id','=', False)]"
 378                         help="Unassigned Leads" />
 379                 <filter string="Leads Assigned to Me or My Team(s)"
 380                         icon="terp-personal+"
 381                         context="{'invisible_section': False}"
 382                         domain="['|', ('section_id.user_id','=',uid), ('section_id.member_ids', 'in', [uid])]"
 383                         help="Leads that are assigned to one of the sale teams I manage, or to me"/>
 384                 <separator orientation="vertical"/>
 385                 <field name="user_id"/>
 386                 <field name="section_id" widget="selection"
 387                     context="{'invisible_section': False}"/>
 388                 <field name="country_id" context="{'invisible_country': False}"/>
 389                 <separator orientation="vertical"/>
 390                 <newline/>
 391                 <group expand="0" string="Group By...">
 392                     <filter string="Salesperson" icon="terp-personal" domain="[]" context="{'group_by':'user_id'}"/>
 393                     <filter string="Team" icon="terp-personal+" domain="[]" context="{'group_by':'section_id'}"/>
 394                     <filter string="Referrer" icon="terp-personal" domain="[]" context="{'group_by':'referred'}"/>
 395                     <separator orientation="vertical"/>
 396                     <filter string="Category" icon="terp-stock_symbol-selection" domain="[]" context="{'group_by':'categ_id'}"/>
 397                     <filter string="Campaign" icon="terp-gtk-jump-to-rtl"
 398                         domain="[]" context="{'group_by':'type_id'}" />
 399                     <filter string="Channel" icon="terp-call-start"
 400                         domain="[]" context="{'group_by':'channel_id'}" />
 401                     <separator orientation="vertical"/>
 402                     <filter string="Stage" icon="terp-stage" domain="[]" context="{'group_by':'stage_id'}"/>
 403                     <filter string="Status" icon="terp-stock_effects-object-colorize" domain="[]" context="{'group_by':'state'}"/>
 404                     <separator orientation="vertical" groups="base.group_no_one"/>
 405                     <filter string="Creation" help="Create date" icon="terp-go-month"
 406                         domain="[]" context="{'group_by':'create_date'}" groups="base.group_no_one"/>
 407                 </group>
 408                 <separator orientation="vertical"/>
 409                 <group string="Display">
 410                     <filter string="Show Countries" icon="terp-personal+" context="{'invisible_country': False}" help="Show Countries"/>
 411                     <filter string="Show Sales Team"
 412                         icon="terp-personal+"
 413                         context="{'invisible_section': False}"
 414                         domain="[]"
 415                         help="Show Sales Team"/>
 416                 </group>
 417            </search>
 418         </field>
 419     </record>
 420
 421
 422     <!--
 423         OPPORTUNITY
 424         -->
 425
 426     <!-- Opportunities Form View -->
 427     <record model="ir.ui.view" id="crm_case_form_view_oppor">
 428         <field name="name">Opportunities</field>
 429         <field name="model">crm.lead</field>
 430         <field name="type">form</field>
 431         <field name="priority">20</field>
 432         <field name="arch" type="xml">
 433             <form string="Opportunities" version="7.0">
 434                 <header>
 435                     <button name="stage_previous" string="Previous" type="object"
 436                             states="open" context="{'stage_type': 'opportunity'}"/>
 437                     <button name="stage_next" string="Next" type="object"
 438                             states="open" context="{'stage_type': 'opportunity'}"/>
 439                     <button name="case_mark_won" string="Mark Won" type="object"
 440                             states="open" class="oe_highlight"/>
 441                     <button name="case_mark_won" string="Mark Won" type="object"
 442                             states="draft,pending"/>
 443                     <button name="case_open" string="Open" type="object" class="oe_highlight"
 444                             states="draft,pending"/>
 445                     <button name="case_escalate" string="Escalate" type="object"
 446                             states="open" />
 447                     <button name="case_mark_lost" string="Mark Lost" type="object"
 448                             states="draft,open"/>
 449                     <button name="case_reset" string="Reset to Draft" type="object"
 450                             states="done,cancel" />
 451                     <button name="case_cancel" string="Cancel" type="object"
 452                             states="draft"/>
 453                     <field name="stage_id" widget="statusbar"
 454                             on_change="onchange_stage_id(stage_id)"/>
 455                 </header>
 456                 <sheet>
 457                     <div class="oe_right oe_button_box">
 458                         <button string="Schedule/Log Call"
 459                             name="%(opportunity2phonecall_act)d"
 460                             type="action"/>
 461                         <button string="Schedule Meeting"
 462                             name="action_makeMeeting"
 463                             type="object"/>
 464                     </div>
 465                     <div class="oe_title">
 466                         <label for="name" class="oe_edit_only"/>
 467                         <h1><field name="name"/></h1>
 468                         <label for="planned_revenue" class="oe_edit_only"/>
 469                         <h2>
 470                             <field name="planned_revenue" class="oe_inline"/>
 471                             <field name="company_currency" class="oe_inline"/> at
 472                             <field name="probability" class="oe_inline"/>%% success rate
 473                         </h2>
 474                     </div>
 475                     <group>
 476                         <group>
 477                             <field name="partner_id"
 478                                 on_change="onchange_partner_id(partner_id, email_from)"
 479                                 string="Customer"
 480                                 context="{'default_name': partner_name, 'default_email': email_from, 'default_phone': phone}"/>
 481                             <field name="email_from" string="Email"/>
 482                             <field name="phone"/>
 483                         </group>
 484
 485                         <group>
 486                             <label for="title_action"/>
 487                             <div>
 488                                 <field name="date_action" nolabel="1"/> <label string="-" attrs="{'invisible': ['|', ('date_action', '=', False), ('title_action', '=', False)]}"/>
 489                                 <field name="title_action" class="oe_inline" nolabel="1" placeholder="Call for proposal"/>
 490                             </div>
 491                             <field name="date_deadline"/>
 492                             <field name="priority"/>
 493                         </group>
 494
 495                         <group>
 496                             <field name="user_id"/>
 497                             <field name="section_id" colspan="1" widget="selection"/>
 498                         </group>
 499                         <group>
 500                             <field name="categ_id"
 501                                 string="Category" widget="selection"
 502                                 domain="[('object_id.model', '=', 'crm.lead')]" />
 503
 504                         </group>
 505                     </group>
 506
 507                                     <!--<button string="Mail"
 508                                         name="%(mail.action_email_compose_message_wizard)d"
 509                                         context="{'mail':'new', 'model': 'crm.lead'}"
 510                                         icon="terp-mail-message-new" type="action" />-->
 511
 512                     <notebook colspan="4">
 513                     <page string="Internal Notes">
 514                         <field name="description"/>
 515                     </page>
 516                     <page string="Lead">
 517                         <group>
 518                             <group>
 519                                 <field name="partner_name"/>
 520                                 <label for="street" string="Address"/>
 521                                 <div>
 522                                     <field name="street" placeholder="Street..."/>
 523                                     <field name="street2"/>
 524                                     <div>
 525                                         <field name="zip" class="oe_inline" placeholder="ZIP"/>
 526                                         <field name="city" class="oe_inline" placeholder="City"/>
 527                                     </div>
 528                                     <field name="state_id" placeholder="State"/>
 529                                     <field name="country_id" placeholder="Country"/>
 530                                 </div>
 531                             </group>
 532
 533                             <group>
 534                                 <label for="contact_name" />
 535                                 <div>
 536                                     <field name="contact_name" class="oe_inline"/>,
 537                                     <field name="title" placeholder="Title" domain="[('domain', '=', 'contact')]" class="oe_inline"/>
 538                                 </div>
 539                                 <field name="function" />
 540                                 <field name="mobile"/>
 541                                 <field name="fax"/>
 542                             </group>
 543
 544                             <group string="Categorization">
 545                                 <field name="type_id" widget="selection"/>
 546                                 <field name="channel_id" widget="selection"/>
 547                             </group>
 548                             <group string="Mailings">
 549                                 <field name="opt_in" on_change="on_change_opt_in(opt_in)"/>
 550                                 <field name="opt_out" on_change="on_change_opt_out(opt_out)"/>
 551                             </group>
 552                             <group string="Misc">
 553                                 <field name="active"/>
 554                                 <field name="day_open" groups="base.group_no_one"/>
 555                                 <field name="day_close" groups="base.group_no_one"/>
 556                                 <field name="referred"/>
 557                                 <field name="state" groups="base.group_no_one"/>
 558                                 <field name="type" invisible="1"/>
 559                             </group>
 560                             <group string="References">
 561                                 <field name="ref"/>
 562                                 <field name="ref2"/>
 563                             </group>
 564                         </group>
 565                     </page>
 566                     </notebook>
 567                 </sheet>
 568                 <footer>
 569                     <field name="message_ids" widget="mail_thread"/>
 570                 </footer>
 571             </form>
 572         </field>
 573     </record>
 574
 575         <!-- Opportunities Tree View -->
 576         <record model="ir.ui.view" id="crm_case_tree_view_oppor">
 577             <field name="name">Opportunities Tree</field>
 578             <field name="model">crm.lead</field>
 579             <field name="type">tree</field>
 580             <field name="arch" type="xml">
 581                 <tree string="Opportunities" fonts="bold:needaction_pending==True" colors="gray:state in ('cancel', 'done');red:date_deadline and (date_deadline &lt; current_date)">
 582                     <field name="date_deadline" invisible="1"/>
 583                     <field name="create_date" groups="base.group_no_one"/>
 584                     <field name="name" string="Opportunity"/>
 585                     <field name="partner_id" string="Customer"/>
 586                     <field name="country_id" invisible="context.get('invisible_country', True)" />
 587                     <field name="date_action"/>
 588                     <field name="title_action" />
 589                     <field name="channel_id" invisible="1"/>
 590                     <field name="type_id" invisible="1"/>
 591                     <field name="subjects" invisible="1"/>
 592                     <field name="stage_id"/>
 593                     <field name="planned_revenue" sum="Expected Revenues"/>
 594                     <field name="probability" widget="progressbar" avg="Avg. of Probability"/>
 595                     <field name="section_id" invisible="context.get('invisible_section', True)" />
 596                     <field name="user_id"/>
 597                     <field name="priority" invisible="1"/>
 598                     <field name="categ_id" invisible="1"/>
 599                     <field name="state" groups="base.group_no_one"/>
 600                     <field name="needaction_pending" invisible="1"/>
 601                 </tree>
 602             </field>
 603         </record>
 604
 605
 606     <!-- Opportunities Search View -->
 607     <record id="view_crm_case_opportunities_filter" model="ir.ui.view">
 608         <field name="name">CRM - Opportunities Search</field>
 609         <field name="model">crm.lead</field>
 610         <field name="type">search</field>
 611         <field name="arch" type="xml">
 612             <search string="Search Opportunities">
 613                 <filter icon="terp-mail-message-new"
 614                     string="Inbox" help="Unread messages"
 615                     name="needaction_pending"
 616                     domain="[('needaction_pending','=',True)]"/>
 617                 <field name="name" string="Opportunity / Customer"
 618                     filter_domain="['|','|','|',('partner_id','ilike',self),('partner_name','ilike',self),('email_from','ilike',self),('name', 'ilike', self)]"/>
 619                 <separator orientation="vertical"/>
 620                 <filter icon="terp-check"
 621                     string="New" help="New Opportunities"
 622                     name="new"
 623                     domain="[('state','=','draft')]"/>
 624                 <filter icon="terp-camera_test"
 625                     string="Open" help="Open Opportunities"
 626                     name="open"
 627                     domain="[('state','=','open')]"/>
 628                 <filter string="Unassigned Opportunities"
 629                         icon="terp-personal-"
 630                         domain="[('user_id','=', False)]"
 631                         help="Unassigned Opportunities" />
 632                <filter string="Opportunities Assigned to Me or My Team(s)"  icon="terp-personal+"
 633                         domain="['|', ('section_id.user_id','=',uid), ('section_id.member_ids', 'in', [uid])]"
 634                         context="{'invisible_section': False}"
 635                         help="Opportunities that are assigned to either me or one of the sale teams I manage" />
 636                 <separator orientation="vertical"/>
 637                 <field name="user_id"/>
 638                 <field name="country_id"/>
 639                 <field name="partner_id"/>
 640                 <field name="section_id"
 641                     context="{'invisible_section': False, 'default_section_id': self}"/>
 642                 <newline/>
 643                 <group expand="0" string="Group By..." colspan="16">
 644                     <filter string="Salesperson" icon="terp-personal" domain="[]" context="{'group_by':'user_id'}" />
 645                     <filter string="Team" help="Sales Team" icon="terp-personal+" domain="[]" context="{'group_by':'section_id'}"/>
 646                     <filter string="Customer" help="Partner" icon="terp-personal+" domain="[]" context="{'group_by':'partner_id'}"/>
 647                     <separator orientation="vertical" />
 648                     <filter string="Stage" icon="terp-stage" domain="[]" context="{'group_by':'stage_id'}" />
 649                     <filter string="Priority" icon="terp-rating-rated" domain="[]" context="{'group_by':'priority'}" />
 650                     <filter string="Category" icon="terp-stock_symbol-selection" domain="[]" context="{'group_by':'categ_id'}" />
 651                     <filter string="Campaign" icon="terp-gtk-jump-to-rtl" domain="[]" context="{'group_by':'type_id'}"/>
 652                     <filter string="Channel" icon="terp-call-start" domain="[]" context="{'group_by':'channel_id'}" />
 653                     <filter string="Status" icon="terp-stock_effects-object-colorize" domain="[]" context="{'group_by':'state'}"/>
 654                     <separator orientation="vertical" />
 655                     <filter string="Creation" icon="terp-go-month" domain="[]" context="{'group_by':'create_date'}" groups="base.group_no_one"/>
 656                     <filter string="Exp.Closing" icon="terp-go-month" help="Expected Closing" domain="[]" context="{'group_by':'date_deadline'}" />
 657                 </group>
 658                 <group string="Display">
 659                     <filter string="Show Sales Team"
 660                         icon="terp-personal+"
 661                         context="{'invisible_section': False}"
 662                         domain="[]"
 663                         help="Show Sales Team"/>
 664                 </group>
 665             </search>
 666         </field>
 667     </record>
 668
 669         <!-- crm.lead Opportunities Graph View -->
 670         <record model="ir.ui.view" id="crm_case_graph_view_opportunity">
 671             <field name="name">CRM - Opportunity Graph</field>
 672             <field name="model">crm.lead</field>
 673             <field name="type">graph</field>
 674             <field name="arch" type="xml">
 675                 <graph string="Opportunity by Categories" type="bar" orientation="horizontal">
 676                     <field name="categ_id"/>
 677                     <field name="planned_revenue" operator="+"/>
 678                     <field name="state" group="True"/>
 679                 </graph>
 680             </field>
 681         </record>
 682
 683     </data>
 684 </openerp>