addons/crm/crm_lead_view.xml

   1 <?xml version="1.0"?>
   2 <openerp>
   3     <data>
   4
   5         <!--
   6             CRM CASE STAGE
   7         -->
   8
   9         <!-- Stage Search view -->
  10         <record id="crm_lead_stage_search" model="ir.ui.view">
  11             <field name="name">Stage - Search</field>
  12             <field name="model">crm.case.stage</field>
  13             <field name="arch" type="xml">
  14                 <search string="Stage Search">
  15                     <field name="name"/>
  16                     <field name="type"/>
  17                     <field name="sequence"/>
  18                     <field name="probability"/>
  19                 </search>
  20             </field>
  21         </record>
  22
  23         <!-- Stage Form view -->
  24         <record id="crm_lead_stage_act" model="ir.actions.act_window">
  25             <field name="name">Stages</field>
  26             <field name="res_model">crm.case.stage</field>
  27             <field name="view_type">form</field>
  28             <field name="view_id" ref="crm.crm_case_stage_tree"/>
  29             <field name="help" type="html">
  30               <p class="oe_view_nocontent_create">
  31                 Click to set a new stage in your lead/opportunity pipeline.
  32               </p><p>
  33                 Stages will allow salespersons to easily track how a specific
  34                 lead or opportunity is positioned in the sales cycle.
  35               </p>
  36             </field>
  37         </record>
  38
  39         <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"/>
  40
  41         <!--
  42             LEADS/OPPORTUNITIES CATEGORIES
  43         -->
  44
  45         <!-- Categories Form View -->
  46         <record id="crm_lead_categ_action" model="ir.actions.act_window">
  47             <field name="name">Sales Tags</field>
  48             <field name="res_model">crm.case.categ</field>
  49             <field name="view_type">form</field>
  50             <field name="view_id" ref="crm_case_categ_tree-view"/>
  51             <field name="context" eval="{'object_id': ref('model_crm_lead')}"/>
  52             <field name="domain">[('object_id.model', '=', 'crm.lead')]</field>
  53             <field name="help" type="html">
  54               <p class="oe_view_nocontent_create">
  55                 Click to define a new sales tag.
  56               </p><p>
  57                 Create specific tags that fit your company's activities
  58                 to better classify and analyse your leads and opportunities.
  59                 Such categories could for instance reflect your product
  60                 structure or the different types of sales you do.
  61               </p>
  62             </field>
  63         </record>
  64
  65         <menuitem action="crm_lead_categ_action"
  66             id="menu_crm_lead_categ" name="Sales Tags"
  67             parent="base.menu_crm_config_lead" sequence="1" groups="base.group_no_one"/>
  68
  69         <!--
  70             LEADS
  71         -->
  72         <act_window
  73                 id="act_crm_opportunity_crm_phonecall_new"
  74                 name="Phone calls"
  75                 groups="base.group_sale_salesman"
  76                 res_model="crm.phonecall"
  77                 view_mode="tree,calendar,form"
  78                 context="{'default_duration': 1.0 ,'default_opportunity_id': active_id}"
  79                 view_type="form"/>
  80
  81         <act_window
  82                 id="act_crm_opportunity_crm_meeting_new"
  83                 name="Meetings"
  84                 res_model="crm.meeting"
  85                 view_mode="tree,form,calendar"
  86                 context="{'default_duration': 4.0, 'default_opportunity_id': active_id}"
  87                 view_type="form"/>
  88
  89
  90         <!-- CRM Lead Form View  -->
  91         <record model="ir.ui.view" id="crm_case_form_view_leads">
  92         <field name="name">CRM - Leads Form</field>
  93         <field name="model">crm.lead</field>
  94         <field name="arch" type="xml">
  95             <form string="Leads Form" version="7.0">
  96                 <header>
  97                     <button name="%(crm.action_crm_lead2opportunity_partner)d" string="Convert to Opportunity" type="action"
  98                             attrs="{'invisible': [('probability', '=', 100)]}"
  99                             help="Convert to Opportunity" class="oe_highlight"/>
 100                     <field name="stage_id" widget="statusbar" clickable="True"
 101                             domain="['&amp;', '|', ('case_default', '=', True), ('section_ids', '=', section_id), '|', ('type', '=', type), ('type', '=', 'both')]"
 102                             on_change="onchange_stage_id(stage_id)"/>
 103                 </header>
 104                 <sheet>
 105                     <div class="oe_right oe_button_box" name="buttons">
 106                         <button string="Schedule/Log Call"
 107                                 name="%(opportunity2phonecall_act)d"
 108                                 type="action"/>
 109                     </div>
 110                     <div class="oe_title">
 111                         <label for="name" class="oe_edit_only"/>
 112                         <h1><field name="name" placeholder="Describe the lead..."/></h1>
 113                     </div>
 114                     <group>
 115                         <group>
 116                             <field name="partner_name" string="Company Name"/>
 117                             <!-- Preload all the partner's information -->
 118                             <field name="partner_id" string="Customer"
 119                                 on_change="on_change_partner_id(partner_id)"
 120                                 options='{"create_name_field": "name"}'
 121                                 context="{'default_name': contact_name, 'default_street': street, 'default_city': city, 'default_state_id': state_id, 'default_zip': zip, 'default_country_id': country_id, 'default_function': function, 'default_phone': phone, 'default_mobile': mobile, 'default_fax': fax, 'default_email': email_from, 'default_user_id': user_id, 'default_section_id': section_id}"/>
 122                             <label for="street" string="Address"/>
 123                             <div>
 124                                 <field name="street" placeholder="Street..."/>
 125                                 <field name="street2"/>
 126                                 <div class="address_format">
 127                                     <field name="city" placeholder="City" style="width: 40%%"/>
 128                                     <field name="state_id" on_change="onchange_state(state_id)" options='{"no_open": True}' placeholder="State" style="width: 24%%"/>
 129                                     <field name="zip" placeholder="ZIP" style="width: 34%%"/>
 130                                 </div>
 131                                 <field name="country_id" placeholder="Country" options='{"no_open": True}'/>
 132                             </div>
 133                         </group>
 134                         <group>
 135                             <label for="contact_name"/>
 136                             <div>
 137                                 <field name="contact_name" class="oe_inline"/><span attrs="{'invisible': [('title', '=', '')]}">, </span>
 138                                 <field name="title" placeholder="Title" domain="[('domain', '=', 'contact')]" class="oe_inline" options='{"no_open": True}'/>
 139                             </div>
 140                             <field name="email_from" widget="email"/>
 141                             <field name="function"/>
 142                             <field name="phone"/>
 143                             <field name="mobile"/>
 144                             <field name="fax"/>
 145                         </group>
 146                         <group>
 147                             <field name="user_id" on_change="on_change_user(user_id, context)"
 148                                 context="{'default_groups_ref': ['base.group_user', 'base.group_sale_salesman_all_leads'] }"/>
 149                             <label for="section_id" groups="base.group_multi_salesteams"/>
 150                             <div groups="base.group_multi_salesteams">
 151                                 <field name="section_id"/>
 152                                 <button name="case_escalate" string="Escalate"
 153                                         type="object" class="oe_link"
 154                                         attrs="{'invisible': ['|', ('section_id','=',False), ('probability', '=', 100)]}"/>
 155                             </div>
 156                             <field name="type" invisible="1"/>
 157                         </group>
 158                         <group>
 159                             <field name="priority"/>
 160                             <field name="categ_ids"
 161                                 widget="many2many_tags"
 162                                 domain="[('object_id.model','=','crm.lead')]"
 163                                 context="{'object_name': 'crm.lead'}"
 164                             />
 165                         </group>
 166                     </group>
 167                     <notebook colspan="4">
 168                     <page string="Internal Notes">
 169                         <field name="description"/>
 170                     </page>
 171                     <page string="Extra Info">
 172                         <group>
 173                             <group string="Categorization" groups="base.group_multi_company,base.group_no_one" name="categorization">
 174                                 <field name="company_id"
 175                                     groups="base.group_multi_company"
 176                                     widget="selection" colspan="2"/>
 177                                 <field name="state" groups="base.group_no_one"/>
 178                             </group>
 179                             <group string="Mailings">
 180                                 <field name="opt_out"/>
 181                                 <field name="message_bounce"/>
 182                             </group>
 183                             <group string="Misc">
 184                                 <field name="probability" groups="base.group_no_one"/>
 185                                 <field name="active"/>
 186                                 <field name="referred"/>
 187                             </group>
 188                             <group>
 189                                 <field name="date_open" groups="base.group_no_one"/>
 190                                 <field name="date_closed" groups="base.group_no_one"/>
 191                             </group>
 192                         </group>
 193                     </page>
 194                     </notebook>
 195                 </sheet>
 196                 <div class="oe_chatter">
 197                     <field name="message_follower_ids" widget="mail_followers"/>
 198                     <field name="message_ids" widget="mail_thread"/>
 199                 </div>
 200             </form>
 201         </field>
 202         </record>
 203
 204         <!-- CRM Lead Graph View -->
 205         <record model="ir.ui.view" id="crm_case_graph_view_leads">
 206             <field name="name">Opportunities</field>
 207             <field name="model">crm.lead</field>
 208             <field name="arch" type="xml">
 209                 <graph string="Opportunities" type="bar">
 210                     <field name="stage_id"/>
 211                     <field name="planned_revenue" operator="+"/>
 212                 </graph>
 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="arch" type="xml">
 221                 <tree string="Leads" fonts="bold:message_unread==True" colors="grey:probability == 100">
 222                     <field name="date_deadline" invisible="1"/>
 223                     <field name="create_date"/>
 224                     <field name="name"/>
 225                     <field name="contact_name"/>
 226                     <field name="country_id" invisible="context.get('invisible_country', True)"/>
 227                     <field name="email_from"/>
 228                     <field name="phone"/>
 229                     <field name="stage_id"/>
 230                     <field name="user_id" invisible="1"/>
 231                     <field name="partner_id" invisible="1"/>
 232                     <field name="section_id" invisible="context.get('invisible_section', True)" groups="base.group_multi_salesteams"/>
 233                     <field name="probability" invisible="1"/>
 234                     <field name="type_id" invisible="1"/>
 235                     <field name="referred" invisible="1"/>
 236                     <field name="channel_id" invisible="1"/>
 237                     <field name="message_unread" invisible="1"/>
 238                 </tree>
 239             </field>
 240         </record>
 241
 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="priority" eval="2"/>
 248             <field name="arch" type="xml">
 249                 <calendar string="Leads Generation"
 250                     date_start="date_action" color="user_id">
 251                     <field name="name"/>
 252                     <field name="partner_name"/>
 253                 </calendar>
 254             </field>
 255         </record>
 256
 257         <!-- CRM Lead Kanban View  -->
 258         <record model="ir.ui.view" id="crm_case_kanban_view_leads">
 259             <field name="name">CRM - Leads Kanban</field>
 260             <field name="model">crm.lead</field>
 261             <field name="arch" type="xml">
 262                 <kanban default_group_by="stage_id">
 263                     <field name="stage_id"/>
 264                     <field name="color"/>
 265                     <field name="priority"/>
 266                     <field name="planned_revenue" sum="Expected Revenues"/>
 267                     <field name="user_email"/>
 268                     <field name="user_id"/>
 269                     <field name="partner_address_email"/>
 270                     <field name="message_summary"/>
 271                     <field name="message_unread"/>
 272                     <templates>
 273                         <field name="date_deadline"/>
 274                         <t t-name="kanban-box">
 275                             <div t-attf-class="oe_kanban_color_#{kanban_getcolor(record.color.raw_value)} oe_kanban_card oe_kanban_global_click">
 276                                 <div class="oe_dropdown_toggle oe_dropdown_kanban">
 277                                     <span class="oe_e">í</span>
 278                                     <ul class="oe_dropdown_menu">
 279                                         <t t-if="widget.view.is_action_enabled('edit')"><li><a type="edit">Edit...</a></li></t>
 280                                         <t t-if="widget.view.is_action_enabled('delete')"><li><a type="delete">Delete</a></li></t>
 281                                         <li><a name="%(mail.action_email_compose_message_wizard)d" type="action">Send Email</a></li>
 282                                         <li><a name="%(opportunity2phonecall_act)d" type="action">Schedule/Log Call</a></li>
 283                                         <li><a name="action_makeMeeting" type="object">Schedule Meeting</a></li>
 284                                         <li><ul class="oe_kanban_colorpicker" data-field="color"/></li>
 285                                     </ul>
 286                                 </div>
 287                                 <div class="oe_kanban_content">
 288                                     <div>
 289                                         <b><field name="name"/></b>
 290                                         <t t-if="record.planned_revenue.raw_value">
 291                                             - <b><t t-esc="record.planned_revenue.value"/>
 292                                             <field name="company_currency"/></b>
 293                                         </t>
 294                                     </div>
 295                                     <div>
 296                                         <field name="partner_id"/>
 297                                     </div>
 298                                     <div style="padding-left: 0.5em">
 299                                         <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>
 300                                         <span t-attf-class="#{red || ''}"><field name="date_action"/></span>
 301                                         <t t-if="record.date_action.raw_value"> : </t>
 302                                         <field name="title_action"/>
 303                                     </div>
 304                                     <div class="oe_kanban_bottom_right">
 305                                         <a t-if="record.priority.raw_value == 1" type="object" name="set_normal_priority" class="oe_e oe_star_on">7</a>
 306                                         <a t-if="record.priority.raw_value != 1" type="object" name="set_high_priority" class="oe_e oe_star_off">7</a>
 307                                         <img t-att-src="kanban_image('res.users', 'image_small', record.user_id.raw_value)" t-att-title="record.user_id.value" width="24" height="24" class="oe_kanban_avatar" t-if="record.user_id.value"/>
 308                                     </div>
 309                                     <div class="oe_kanban_footer_left">
 310                                         <t t-raw="record.message_summary.raw_value"/>
 311                                     </div>
 312                                 </div>
 313                                 <div class="oe_clear"></div>
 314                             </div>
 315                         </t>
 316                     </templates>
 317                 </kanban>
 318             </field>
 319         </record>
 320
 321         <!-- CRM Lead Search View -->
 322         <record id="view_crm_case_leads_filter" model="ir.ui.view">
 323             <field name="name">CRM - Leads Search</field>
 324             <field name="model">crm.lead</field>
 325             <field name="arch" type="xml">
 326                 <search string="Search Leads">
 327                     <field name="name" string="Lead / Customer" filter_domain="['|','|',('partner_name','ilike',self),('email_from','ilike',self),('name','ilike',self)]"/>
 328                     <field name="categ_ids" string="Category" filter_domain="[('categ_ids','ilike',self)]"/>
 329                     <field name="section_id" context="{'invisible_section': False}" groups="base.group_multi_salesteams"/>
 330                     <field name="user_id"/>
 331                     <field name="partner_id" filter_domain="[('partner_id','child_of',self)]"/>
 332                     <field name="create_date"/>
 333                     <field name="country_id" context="{'invisible_country': False}"/>
 334                     <separator/>
 335                     <filter string="Unassigned" name="unassigned"
 336                             domain="[('user_id','=', False)]"
 337                             help="No salesperson"/>
 338                     <filter string="Assigned to Me"
 339                             domain="[('user_id','=',uid)]" context="{'invisible_section': False}"
 340                             help="Leads that are assigned to me"/>
 341                     <filter string="Assigned to My Team(s)" groups="base.group_multi_salesteams"
 342                             domain="[('section_id.member_ids', 'in', [uid])]" context="{'invisible_section': False}"
 343                             help="Leads that are assigned to any sales teams I am member of"/>
 344                     <filter string="Dead" name="dead"
 345                             domain="[('probability', '=', '0'), ('stage_id.sequence', '!=', 1)]"/>
 346                     <separator />
 347                     <filter string="Available for mass mailing"
 348                             name='not_opt_out' domain="[('opt_out', '=', False)]"
 349                             help="Leads that did not ask not to be included in mass mailing campaigns"/>
 350                     <separator />
 351                     <group expand="0" string="Group By...">
 352                         <filter string="Salesperson" domain="[]" context="{'group_by':'user_id'}"/>
 353                         <filter string="Team" domain="[]" context="{'group_by':'section_id'}" groups="base.group_multi_salesteams"/>
 354                         <filter string="Stage" domain="[]" context="{'group_by':'stage_id'}"/>
 355                         <filter string="Customer" help="Partner" domain="[]" context="{'group_by':'partner_id'}"/>
 356                         <filter string="Country" domain="[]" context="{'group_by':'country_id'}"/>
 357                         <filter string="Referrer" domain="[]" context="{'group_by':'referred'}"/>
 358                         <filter string="Campaign" domain="[]" context="{'group_by':'type_id'}"/>
 359                         <filter string="Channel" domain="[]" context="{'group_by':'channel_id'}"/>
 360                         <filter string="Creation" domain="[]" context="{'group_by':'create_date'}"/>
 361                     </group>
 362                     <group string="Display">
 363                         <filter string="Show Countries" context="{'invisible_country': False}" help="Show Countries"/>
 364                         <filter string="Show Sales Team" context="{'invisible_section': False}" domain="[]" help="Show Sales Team" groups="base.group_multi_salesteams"/>
 365                     </group>
 366                 </search>
 367             </field>
 368         </record>
 369
 370
 371         <!--
 372             OPPORTUNITY
 373         -->
 374
 375         <!-- Opportunities Form View -->
 376         <record model="ir.ui.view" id="crm_case_form_view_oppor">
 377             <field name="name">Opportunities</field>
 378             <field name="model">crm.lead</field>
 379             <field name="priority">20</field>
 380             <field name="arch" type="xml">
 381                 <form string="Opportunities" version="7.0">
 382                     <header>
 383                         <button name="case_mark_won" string="Mark Won" type="object" class="oe_highlight"
 384                                 attrs="{'invisible': [('probability', '=', 100)]}"/>
 385                         <button name="case_mark_lost" string="Mark Lost" type="object" class="oe_highlight"
 386                                 attrs="{'invisible': ['|', ('probability', '=', 0), ('probability', '=', 100)]}"/>
 387                         <field name="stage_id" widget="statusbar" clickable="True"
 388                                 domain="['&amp;', ('section_ids', '=', section_id), '|', ('type', '=', type), ('type', '=', 'both')]"/>
 389                     </header>
 390                     <sheet>
 391                         <div class="oe_right oe_button_box">
 392                             <button string="Schedule/Log Call" type="action"
 393                                 name="%(opportunity2phonecall_act)d"/>
 394                             <button string="Meeting" type="object"
 395                                 name="action_makeMeeting"
 396                                 context="{'search_default_attendee_id': active_id, 'default_attendee_id' : active_id}"/>
 397                         </div>
 398                         <div class="oe_title">
 399                             <label for="name" class="oe_edit_only"/>
 400                             <h1><field name="name"/></h1>
 401                             <label for="planned_revenue" class="oe_edit_only"/>
 402                             <h2>
 403                                 <field name="company_currency" invisible="1"/>
 404                                 <field name="planned_revenue" class="oe_inline" widget='monetary' options="{'currency_field': 'company_currency'}"/>
 405                                 <span class="oe_grey"> at </span>
 406                                 <field name="probability" class="oe_inline" widget="integer"/>%%
 407                             </h2>
 408                         </div>
 409                         <group>
 410                             <group>
 411                                 <field name="partner_id"
 412                                     on_change="on_change_partner_id(partner_id)"
 413                                     string="Customer"
 414                                     context="{'default_name': partner_name, 'default_email': email_from, 'default_phone': phone}"/>
 415                                 <field name="email_from" string="Email"/>
 416                                 <field name="phone"/>
 417                             </group>
 418
 419                             <group>
 420                                 <label for="title_action"/>
 421                                 <div>
 422                                     <field name="date_action" nolabel="1"/> <label string="-" attrs="{'invisible': ['|', ('date_action', '=', False), ('title_action', '=', False)]}"/>
 423                                     <field name="title_action" class="oe_inline" nolabel="1" placeholder="e.g. Call for proposal"/>
 424                                 </div>
 425                                 <field name="date_deadline"/>
 426                                 <field name="priority"/>
 427                             </group>
 428
 429                             <group>
 430                                 <field name="user_id" on_change="on_change_user(user_id, context)" context="{'default_groups_ref': ['base.group_user', 'base.group_sale_salesman_all_leads']}"/>
 431                                 <label for="section_id" groups="base.group_multi_salesteams"/>
 432                                 <div groups="base.group_multi_salesteams">
 433                                     <field name="section_id" widget="selection"/>
 434                                     <button name="case_escalate" string="Escalate" type="object" class="oe_link"
 435                                             attrs="{'invisible': ['|', ('section_id','=',False), ('probability', '=', 100)]}"/>
 436                                 </div>
 437                             </group>
 438                             <group>
 439                                 <field name="categ_ids"
 440                                     string="Categories" widget="many2many_tags"
 441                                     context="{'object_name': 'crm.lead'}"
 442                                     domain="[('object_id.model', '=', 'crm.lead')]"/>
 443
 444                             </group>
 445                         </group>
 446
 447                         <notebook colspan="4">
 448                         <page string="Internal Notes">
 449                             <field name="description"/>
 450                         </page>
 451                         <page string="Lead">
 452                             <group>
 453                                 <group>
 454                                     <field name="partner_name"/>
 455                                     <label for="street" string="Address"/>
 456                                     <div>
 457                                         <field name="street" placeholder="Street..."/>
 458                                         <field name="street2"/>
 459                                         <div class="address_format">
 460                                             <field name="city" placeholder="City" style="width: 40%%"/>
 461                                             <field name="state_id" options='{"no_open": True}' on_change="onchange_state(state_id)" placeholder="State" style="width: 24%%"/>
 462                                             <field name="zip" placeholder="ZIP" style="width: 34%%"/>
 463                                         </div>
 464                                         <field name="country_id" placeholder="Country" options='{"no_open": True}'/>
 465                                     </div>
 466                                 </group>
 467
 468                                 <group>
 469                                     <label for="contact_name"/>
 470                                     <div>
 471                                         <field name="contact_name" class="oe_inline"/>
 472                                         <field name="title" placeholder="Title" domain="[('domain', '=', 'contact')]" options='{"no_open": True}' class="oe_inline"/>
 473                                     </div>
 474                                     <field name="function"/>
 475                                     <field name="mobile"/>
 476                                     <field name="fax"/>
 477                                 </group>
 478                                 <group string="Mailings" name="mailings">
 479                                     <field name="opt_out"/>
 480                                 </group>
 481                                 <group string="Misc">
 482                                     <field name="active"/>
 483                                     <field name="day_open" groups="base.group_no_one"/>
 484                                     <field name="day_close" groups="base.group_no_one"/>
 485                                     <field name="referred"/>
 486                                     <field name="type" invisible="1"/>
 487                                 </group>
 488                                 <group string="References">
 489                                     <field name="ref"/>
 490                                     <field name="ref2"/>
 491                                 </group>
 492                             </group>
 493                         </page>
 494                         <page string="Fund Raising" groups="crm.group_fund_raising">
 495                             <group>
 496                                 <field name="payment_mode" widget="selection"/>
 497                                 <field name="planned_cost"/>
 498                             </group>
 499                         </page>
 500                         </notebook>
 501                     </sheet>
 502                     <div class="oe_chatter">
 503                         <field name="message_follower_ids" widget="mail_followers"/>
 504                         <field name="message_ids" widget="mail_thread"/>
 505                     </div>
 506                 </form>
 507             </field>
 508         </record>
 509
 510         <!-- Opportunities Tree View -->
 511         <record model="ir.ui.view" id="crm_case_tree_view_oppor">
 512             <field name="name">Opportunities Tree</field>
 513             <field name="model">crm.lead</field>
 514             <field name="arch" type="xml">
 515                 <tree string="Opportunities" fonts="bold:message_unread==True" colors="gray:probability == 100;red:date_deadline and (date_deadline &lt; current_date)">
 516                     <field name="date_deadline" invisible="1"/>
 517                     <field name="create_date"/>
 518                     <field name="name" string="Opportunity"/>
 519                     <field name="partner_id" string="Customer"/>
 520                     <field name="country_id" invisible="context.get('invisible_country', True)"/>
 521                     <field name="date_action"/>
 522                     <field name="title_action"/>
 523                     <field name="channel_id" invisible="1"/>
 524                     <field name="type_id" invisible="1"/>
 525                     <field name="stage_id"/>
 526                     <field name="planned_revenue" sum="Expected Revenues"/>
 527                     <field name="probability" avg="Avg. of Probability"/>
 528                     <field name="section_id" invisible="context.get('invisible_section', True)" groups="base.group_multi_salesteams"/>
 529                     <field name="user_id"/>
 530                     <field name="referred" invisible="1"/>
 531                     <field name="priority" invisible="1"/>
 532                     <field name="message_unread" invisible="1"/>
 533                     <field name="probability" invisible="1"/>
 534                     <field name="write_date" invisible="1"/>
 535                 </tree>
 536             </field>
 537         </record>
 538
 539
 540         <!-- Opportunities Search View -->
 541         <record id="view_crm_case_opportunities_filter" model="ir.ui.view">
 542             <field name="name">CRM - Opportunities Search</field>
 543             <field name="model">crm.lead</field>
 544             <field name="arch" type="xml">
 545                 <search string="Search Opportunities">
 546                     <field name="name" string="Opportunity" filter_domain="['|','|','|',('partner_id','ilike',self),('partner_name','ilike',self),('email_from','ilike',self),('name', 'ilike', self)]"/>
 547                     <field name="categ_ids" string="Category" filter_domain="[('categ_ids','ilike', self)]"/>
 548                     <field name="section_id" context="{'invisible_section': False}" groups="base.group_multi_salesteams"/>
 549                     <field name="user_id"/>
 550                     <field name="partner_id" filter_domain="[('partner_id','child_of',self)]"/>
 551                     <field name="stage_id" domain="[]"/>
 552                     <field name="probability"/>
 553                     <separator/>
 554                     <filter string="New" name="new"
 555                             domain="[('probability', '=', 0), ('stage_id.sequence', '=', 1)]"/>
 556                     <filter string="Won" name="won"
 557                             domain="[('probability', '=', 100), ('stage_id.on_change', '=', 1)]"/>
 558                     <filter string="Lost" name="lost"
 559                             domain="[('probability', '=', 0), ('stage_id.sequence', '!=', 1)]"/>
 560                     <filter string="Unassigned" name="unassigned"
 561                             domain="[('user_id','=', False)]" help="No salesperson"/>
 562                     <filter string="My Opportunities" name="assigned_to_me"
 563                             domain="[('user_id', '=', uid)]" context="{'invisible_section': False}"
 564                             help="Opportunities that are assigned to me"/>
 565                     <filter string="Assigned to My Team(s)"
 566                             domain="[('section_id.member_ids', 'in', [uid])]" context="{'invisible_section': False}"
 567                             help="Opportunities that are assigned to any sales teams I am member of"/>
 568                     <separator/>
 569                     <group expand="0" string="Group By..." colspan="16">
 570                         <filter string="Salesperson" domain="[]" context="{'group_by':'user_id'}"/>
 571                         <filter string="Team" domain="[]" context="{'group_by':'section_id'}"/>
 572                         <filter string="Stage" domain="[]" context="{'group_by':'stage_id'}"/>
 573                         <filter string="Customer" help="Partner" domain="[]" context="{'group_by':'partner_id'}"/>
 574                         <filter string="Country" domain="[]" context="{'group_by':'country_id'}"/>
 575                         <filter string="Priority" domain="[]" context="{'group_by':'priority'}"/>
 576                         <filter string="Expected Closing" domain="[]" context="{'group_by':'date_deadline'}"/>
 577                         <filter string="Referrer" domain="[]" context="{'group_by':'referred'}"/>
 578                         <filter string="Campaign" domain="[]" context="{'group_by':'type_id'}"/>
 579                         <filter string="Channel" domain="[]" context="{'group_by':'channel_id'}"/>
 580                         <filter string="Creation" domain="[]" context="{'group_by':'create_date'}"/>
 581                         <filter string="Last Update Month" domain="[]" context="{'group_by':'write_date'}"/>
 582                     </group>
 583                     <group string="Display">
 584                         <filter string="Show Sales Team" context="{'invisible_section': False}" domain="[]" help="Show Sales Team" groups="base.group_multi_salesteams"/>
 585                         <filter string="Show Countries" context="{'invisible_country': False}" help="Show Countries"/>
 586                     </group>
 587                 </search>
 588             </field>
 589         </record>
 590
 591         <!--
 592             MASS MAILING
 593         -->
 594         <act_window name="Lead/Opportunity Mass Mail"
 595                 res_model="mail.compose.message"
 596                 src_model="crm.lead"
 597                 view_mode="form"
 598                 multi="True"
 599                 target="new"
 600                 key2="client_action_multi"
 601                 id="crm.action_lead_mass_mail"
 602                 context="{
 603                             'default_composition_mode': 'mass_mail',
 604                             'default_email_to':'{$object.email or \'\'}',
 605                             'default_use_template': True,
 606                             'default_template_id': ref('crm.email_template_opportunity_mail'),
 607                         }"
 608                 groups="base.group_sale_salesman"
 609                 />
 610
 611         <!--Update of email_template defined in crm_lead_data, to add ref_ir_act_window
 612             allowing to have a well formed email template (context action considered as set). -->
 613         <record id="email_template_opportunity_mail" model="email.template">
 614             <field name="ref_ir_act_window" ref="crm.action_lead_mass_mail"/>
 615         </record>
 616
 617         <record id="action_mark_as_lost" model="ir.actions.server">
 618             <field name="name">Mark As Lost</field>
 619             <field name="model_id" ref="model_crm_lead"/>
 620             <field name="state">code</field>
 621             <field name="code">
 622                 if context.get('active_model') == 'crm.lead' and context.get('active_ids'):
 623                     self.case_mark_lost(cr, uid, context['active_ids'], context=context)
 624             </field>
 625             <field name="groups_id" eval="[(4,ref('base.group_sale_salesman'))]"/>
 626         </record>
 627
 628         <record id="ir_mark_as_lost" model="ir.values">
 629             <field eval="'client_action_multi'" name="key2"/>
 630             <field eval="'crm.lead'" name="model"/>
 631             <field name="name">Mark As Lost</field>
 632             <field eval="'ir.actions.server,%d'%action_mark_as_lost" name="value"/>
 633         </record>
 634
 635     </data>
 636 </openerp>