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" />
  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                     <button name="message_mark_as_unread" string="Mark Unread" type="object"
 131                             attrs="{'invisible':[('message_state', '==', False)]}"/>
 132                     <button name="message_mark_as_read" string="Mark Read" type="object"
 133                             attrs="{'invisible':[('message_state', '==', True)]}"/>
 134                     <field name="stage_id" widget="statusbar"
 135                             on_change="onchange_stage_id(stage_id)"/>
 136                 </header>
 137                 <sheet>
 138                     <div class="oe_right oe_button_box" name="buttons">
 139                         <button type="action"
 140                             name="%(act_crm_opportunity_crm_meeting_new)d"
 141                             string="Meetings" />
 142
 143                         <button type="action"
 144                             name="%(act_crm_opportunity_crm_phonecall_new)d"
 145                             string="Phone Calls" />
 146                     </div>
 147
 148                     <label for="name" class="oe_edit_only" string="Lead Description"/>
 149                     <h1><field name="name" placeholder="Describe the lead..."/></h1>
 150                     <field name="message_state"/>
 151                     <newline/>
 152                     <group>
 153                         <group>
 154                             <field name="user_id" />
 155                             <field name="section_id" widget="selection" />
 156                             <field name="type" invisible="1"/>
 157                         </group>
 158                         <group>
 159                             <field name="priority"/>
 160                             <field name="categ_id"
 161                                 widget="selection"
 162                                 domain="[('object_id.model','=','crm.lead')]"/>
 163                         </group>
 164                         <group>
 165                             <field name="partner_name" string="Company Name"/>
 166                             <field name="partner_id" string="Customer"/>
 167                             <label for="street" string="Address"/>
 168                             <div>
 169                                 <field name="street" placeholder="Street..."/>
 170                                 <field name="street2"/>
 171                                 <div>
 172                                     <field name="zip" class="oe_inline" placeholder="ZIP"/>
 173                                     <field name="city" class="oe_inline" placeholder="City"/>
 174                                 </div>
 175                                 <field name="state_id" placeholder="State"/>
 176                                 <field name="country_id" placeholder="Country"/>
 177                             </div>
 178                         </group>
 179                         <group>
 180                             <field name="contact_name" />
 181                             <field name="email_from" widget="email"/>
 182                             <field name="function" />
 183                             <field domain="[('domain', '=', 'contact')]" name="title"/>
 184                             <field name="phone"/>
 185                             <field name="mobile"/>
 186                             <field name="fax"/>
 187                             <!--
 188                             This should be integrated in Open Chatter
 189                             <button string="Mail"
 190                                 name="%(mail.action_email_compose_message_wizard)d"
 191                                 icon="terp-mail-message-new" type="action" colspan="1"/>
 192                             -->
 193                         </group>
 194                     </group>
 195                     <notebook colspan="4">
 196                     <page string="Notes">
 197                         <field name="description"/>
 198                     </page>
 199                     <page string="Extra Info">
 200                         <group>
 201                             <group string="Categorization">
 202                                 <field name="company_id"
 203                                     groups="base.group_multi_company"
 204                                     widget="selection" colspan="2" />
 205                                 <field name="type_id" widget="selection"/>
 206                                 <field name="channel_id" widget="selection"/>
 207                                 <field name="referred"/>
 208                                 <field name="state" groups="base.group_no_one"/>
 209                             </group>
 210                             <group string="Mailings">
 211                                 <field name="opt_in" on_change="on_change_opt_in(opt_in)"/>
 212                                 <field name="opt_out" on_change="on_change_opt_out(opt_out)"/>
 213                             </group>
 214                         </group>
 215                     </page>
 216                     </notebook>
 217                 </sheet>
 218                 <footer>
 219                     <field name="message_ids" widget="ThreadView"/>
 220                 </footer>
 221             </form>
 222         </field>
 223         </record>
 224
 225         <!-- CRM Lead Tree View -->
 226         <record model="ir.ui.view" id="crm_case_tree_view_leads">
 227             <field name="name">Leads</field>
 228             <field name="model">crm.lead</field>
 229             <field name="type">tree</field>
 230             <field name="arch" type="xml">
 231                 <tree string="Leads" fonts="bold:needaction_pending==True" colors="grey:state in ('cancel', 'done')">
 232                     <field name="date_deadline" invisible="1"/>
 233                     <field name="create_date" groups="base.group_no_one"/>
 234                     <field name="name"/>
 235                     <field name="contact_name"/>
 236                     <field name="country_id" invisible="context.get('invisible_country', True)" />
 237                     <field name="email_from"/>
 238                     <field name="phone"/>
 239                     <field name="stage_id"/>
 240                     <field name="categ_id" invisible="1"/>
 241                     <field name="section_id" invisible="context.get('invisible_section', True)" />
 242                     <field name="state" groups="base.group_no_one"/>
 243                     <field name="type_id" invisible="1"/>
 244                     <field name="referred" invisible="1"/>
 245                     <field name="channel_id" invisible="1"/>
 246                     <field name="subjects" invisible="1"/>
 247                     <field name="needaction_pending" invisible="1"/>
 248                 </tree>
 249             </field>
 250         </record>
 251
 252         <!-- CRM Lead Calendar View -->
 253         <record model="ir.ui.view" id="crm_case_calendar_view_leads">
 254             <field name="name">CRM - Leads Calendar</field>
 255             <field name="model">crm.lead</field>
 256             <field name="type">calendar</field>
 257             <field name="priority" eval="2"/>
 258             <field name="arch" type="xml">
 259                 <calendar string="Leads Generation"
 260                     date_start="date_action" color="user_id">
 261                     <field name="name" />
 262                     <field name="partner_name" />
 263                 </calendar>
 264             </field>
 265         </record>
 266
 267     <!-- CRM Lead Kanban View  -->
 268     <record model="ir.ui.view" id="crm_case_kanban_view_leads">
 269         <field name="name">CRM - Leads Kanban</field>
 270         <field name="model">crm.lead</field>
 271         <field name="type">kanban</field>
 272         <field name="arch" type="xml">
 273             <kanban default_group_by="stage_id">
 274                 <field name="state" groups="base.group_no_one"/>
 275                 <field name="color"/>
 276                 <field name="priority"/>
 277                 <field name="planned_revenue" sum="Expected Revenues"/>
 278                 <field name="user_email"/>
 279                 <field name="user_id"/>
 280                 <field name="partner_address_email"/>
 281                 <field name="message_summary"/>
 282                 <field name="needaction_pending"/>
 283                 <templates>
 284                     <t t-name="lead_details">
 285                         <ul class="oe_kanban_tooltip">
 286                             <li t-if="record.phone.raw_value"><b>Phone:</b> <field name="phone"/></li>
 287                             <li><b>Probability:</b> <field name="probability"/>%%</li>
 288                             <li><b>Creation date:</b> <field name="create_date"/></li>
 289                             <li t-if="record.date_deadline.raw_value"><b>Date Deadline:</b> <field name="date_deadline"/></li>
 290                         </ul>
 291                     </t>
 292                     <t t-name="kanban-box">
 293                         <div t-attf-class="oe_kanban_color_#{kanban_getcolor(record.color.raw_value)} oe_kanban_card oe_kanban_global_click">
 294                             <div class="oe_dropdown_toggle oe_dropdown_kanban">
 295                                 <span class="oe_e">i</span>
 296                                 <ul class="oe_dropdown_menu">
 297                                     <li><a type="edit" >Edit...</a></li>
 298                                     <li><a type="delete">Delete</a></li>
 299                                     <li><a name="%(mail.action_email_compose_message_wizard)d" type="action">Send Email</a></li>
 300                                     <li><a name="%(opportunity2phonecall_act)d" type="action">Log Call</a></li>
 301                                     <li><a name="action_makeMeeting" type="object">Schedule Meeting</a></li>
 302                                     <li><ul class="oe_kanban_colorpicker" data-field="color"/></li>
 303                                 </ul>
 304                             </div>
 305                             <div class="oe_kanban_content">
 306                                 <div>
 307                                     <b><field name="name"/></b>
 308                                     <t t-if="record.planned_revenue.raw_value">
 309                                         - <b><t t-esc="Math.round(record.planned_revenue.value)"/>
 310                                         <field name="company_currency"/></b>
 311                                     </t>
 312                                 </div>
 313                                 <div>
 314                                     <field name="partner_id"/>
 315                                 </div>
 316                                 <div style="padding-left: 0.5em">
 317                                     <i>
 318                                         <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>
 319                                         <span t-attf-class="#{red || ''}">
 320                                             <field name="date_action"/>
 321                                         </span>
 322                                         <t t-if="record.date_action.raw_value"> : </t>
 323                                         <field name="title_action"/>
 324                                     </i>
 325                                 </div>
 326                                 <div class="oe_right">
 327                                     <a t-if="record.priority.raw_value == 1" icon="star-on" type="object" name="set_normal_priority"/>
 328                                     <a t-if="record.priority.raw_value != 1" icon="star-off" type="object" name="set_high_priority" style="opacity:0.7; filter:alpha(opacity=70);"/>
 329                                     <!--
 330                                     <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>
 331                                     <span t-attf-class="oe_kanban_status #{red}"> </span>
 332                                     -->
 333                                     <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"/>
 334                                 </div>
 335                                 <div class="oe_kanban_footer_left">
 336                                     <t t-if="record.needaction_pending.raw_value"><span class="oe_kanban_mail_new">New</span></t>
 337                                     <t t-raw="record.message_summary.raw_value"/>
 338                                 </div>
 339                             </div>
 340                             <div class="oe_clear"></div>
 341                         </div>
 342                         <!--
 343                             <div class="oe_kanban_right">
 344                                 <a name="case_mark_lost" string="Mark Lost" states="open,pending" type="object" icon="kanban-stop" />
 345                                 <a name="case_pending" string="Pending" states="draft,open" type="object" icon="kanban-pause" />
 346                                 <a name="case_open" string="Open" states="pending" type="object" icon="gtk-media-play" />
 347                                 <a name="case_mark_won" string="Mark Won" states="open,pending" type="object" icon="kanban-apply" />
 348                             </div>
 349                         -->
 350                     </t>
 351                 </templates>
 352             </kanban>
 353         </field>
 354     </record>
 355
 356     <!-- CRM Lead Search View -->
 357     <record id="view_crm_case_leads_filter" model="ir.ui.view">
 358         <field name="name">CRM - Leads Search</field>
 359         <field name="model">crm.lead</field>
 360         <field name="type">search</field>
 361         <field name="arch" type="xml">
 362             <search string="Search Leads">
 363                 <filter icon="terp-mail-message-new"
 364                     string="Inbox" help="Unread messages"
 365                     name="needaction_pending"
 366                     domain="[('needaction_pending','=',True)]"/>
 367                 <field name="name" string="Lead / Customer" filter_domain="['|','|',('partner_name','ilike',self),('email_from','ilike',self),('name','ilike',self)]"/>
 368                 <!-- subjects is not set as store=True so, it is placed outside filter_domain-->
 369                 <field name="subjects"/>
 370                 <separator orientation="vertical"/>
 371                 <field name="create_date"/>
 372                 <separator orientation="vertical"/>
 373                 <filter icon="terp-check"
 374                     string="New"
 375                     name="new" help="New Leads"
 376                     domain="[('state','=','draft')]"/>
 377                 <filter icon="terp-camera_test"
 378                     string="Open"
 379                     name="open"
 380                     domain="[('state','=','open')]"/>
 381                 <filter string="Unassigned Leads"
 382                         icon="terp-personal-"
 383                         domain="[('user_id','=', False)]"
 384                         help="Unassigned Leads" />
 385                 <filter string="Leads Assigned to Me or My Team(s)"
 386                         icon="terp-personal+"
 387                         context="{'invisible_section': False}"
 388                         domain="['|', ('section_id.user_id','=',uid), ('section_id.member_ids', 'in', [uid])]"
 389                         help="Leads that are assigned to one of the sale teams I manage, or to me"/>
 390                 <separator orientation="vertical"/>
 391                 <field name="user_id"/>
 392                 <field name="section_id" widget="selection"
 393                     context="{'invisible_section': False}"/>
 394                 <field name="country_id" context="{'invisible_country': False}"/>
 395                 <separator orientation="vertical"/>
 396                 <newline/>
 397                 <group expand="0" string="Group By...">
 398                     <filter string="Salesperson" icon="terp-personal" domain="[]" context="{'group_by':'user_id'}"/>
 399                     <filter string="Team" icon="terp-personal+" domain="[]" context="{'group_by':'section_id'}"/>
 400                     <filter string="Referrer" icon="terp-personal" domain="[]" context="{'group_by':'referred'}"/>
 401                     <separator orientation="vertical"/>
 402                     <filter string="Category" icon="terp-stock_symbol-selection" domain="[]" context="{'group_by':'categ_id'}"/>
 403                     <filter string="Campaign" icon="terp-gtk-jump-to-rtl"
 404                         domain="[]" context="{'group_by':'type_id'}" />
 405                     <filter string="Channel" icon="terp-call-start"
 406                         domain="[]" context="{'group_by':'channel_id'}" />
 407                     <separator orientation="vertical"/>
 408                     <filter string="Stage" icon="terp-stage" domain="[]" context="{'group_by':'stage_id'}"/>
 409                     <filter string="Status" icon="terp-stock_effects-object-colorize" domain="[]" context="{'group_by':'state'}"/>
 410                     <separator orientation="vertical" groups="base.group_no_one"/>
 411                     <filter string="Creation" help="Create date" icon="terp-go-month"
 412                         domain="[]" context="{'group_by':'create_date'}" groups="base.group_no_one"/>
 413                 </group>
 414                 <separator orientation="vertical"/>
 415                 <group string="Display">
 416                     <filter string="Show Countries" icon="terp-personal+" context="{'invisible_country': False}" help="Show Countries"/>
 417                     <filter string="Show Sales Team"
 418                         icon="terp-personal+"
 419                         context="{'invisible_section': False}"
 420                         domain="[]"
 421                         help="Show Sales Team"/>
 422                 </group>
 423            </search>
 424         </field>
 425     </record>
 426
 427
 428     <!--
 429         OPPORTUNITY
 430         -->
 431
 432     <!-- Opportunities Form View -->
 433     <record model="ir.ui.view" id="crm_case_form_view_oppor">
 434         <field name="name">Opportunities</field>
 435         <field name="model">crm.lead</field>
 436         <field name="type">form</field>
 437         <field name="priority">20</field>
 438         <field name="arch" type="xml">
 439             <form string="Opportunities" version="7.0">
 440                 <header>
 441                     <button name="stage_previous" string="Previous" type="object"
 442                             states="open" icon="gtk-go-back" context="{'stage_type': 'opportunity'}"/>
 443                     <button name="stage_next" string="Next" type="object"
 444                             states="open" icon="gtk-go-forward" context="{'stage_type': 'opportunity'}"/>
 445                     <button name="case_mark_won" string="Mark Won" type="object"
 446                             states="open" class="oe_highlight"/>
 447                     <button name="case_mark_won" string="Mark Won" type="object"
 448                             states="draft,pending"/>
 449                     <button name="case_open" string="Open" type="object" class="oe_highlight"
 450                             states="draft,pending"/>
 451                     <button name="case_escalate" string="Escalate" type="object"
 452                             states="open" />
 453                     <button name="case_mark_lost" string="Mark Lost" type="object"
 454                             states="draft,open"/>
 455                     <button name="case_reset" string="Reset to Draft" type="object"
 456                             states="done,cancel" />
 457                     <button name="case_cancel" string="Cancel" type="object"
 458                             states="draft"/>
 459                     <button name="message_mark_as_unread" string="Mark Unread" type="object"
 460                             attrs="{'invisible':[('message_state', '==', False)]}"/>
 461                     <button name="message_mark_as_read" string="Mark Read" type="object"
 462                             attrs="{'invisible':[('message_state', '==', True)]}"/>
 463                     <field name="stage_id" widget="statusbar"
 464                             on_change="onchange_stage_id(stage_id)"/>
 465                 </header>
 466                 <sheet>
 467                     <div class="oe_right oe_button_box">
 468                         <button string="Schedule/Log Call"
 469                             name="%(opportunity2phonecall_act)d"
 470                             type="action"/>
 471                         <button string="Schedule Meeting"
 472                             name="action_makeMeeting"
 473                             type="object"/>
 474                     </div>
 475                     <div class="oe_title">
 476                         <label for="name" class="oe_edit_only"/>
 477                         <h1><field name="name"/></h1>
 478                         <newline/>
 479                         <field name="message_state"/>
 480                         <newline/>
 481
 482                         <label for="planned_revenue" class="oe_edit_only"/>
 483                         <h2>
 484                             <field name="planned_revenue" class="oe_inline"/>
 485                             <field name="company_currency" class="oe_edit_only oe_inline"/> at
 486                             <field name="probability" class="oe_inline"/> %% success rate
 487                         </h2>
 488                     </div>
 489                     <group>
 490                         <group>
 491                             <field name="partner_id"
 492                                 on_change="onchange_partner_id(partner_id, email_from)"
 493                                 string="Customer"
 494                                 context="{'default_name': partner_name, 'default_email': email_from, 'default_phone': phone}"/>
 495                             <field name="email_from" string="Email"/>
 496                             <field name="phone"/>
 497                         </group>
 498
 499                         <group>
 500                             <label for="title_action"/>
 501                             <div>
 502                                 <field name="date_action" nolabel="1"/> -
 503                                 <field name="title_action" class="oe_inline" nolabel="1" placeholder="Call for proposal"/>
 504                             </div>
 505                             <field name="date_deadline"/>
 506                             <field name="priority"/>
 507                         </group>
 508
 509                         <group>
 510                             <field name="user_id"/>
 511                             <field name="section_id" colspan="1" widget="selection"/>
 512                         </group>
 513                         <group>
 514                             <field name="categ_id"
 515                                 string="Category" widget="selection"
 516                                 domain="[('object_id.model', '=', 'crm.lead')]" />
 517
 518                         </group>
 519                     </group>
 520
 521                                     <!--<button string="Mail"
 522                                         name="%(mail.action_email_compose_message_wizard)d"
 523                                         context="{'mail':'new', 'model': 'crm.lead'}"
 524                                         icon="terp-mail-message-new" type="action" />-->
 525
 526                     <notebook colspan="4">
 527                     <page string="Internal Notes">
 528                         <field name="description"/>
 529                     </page>
 530                     <page string="Lead">
 531                         <group>
 532                             <group>
 533                                 <field name="partner_name"/>
 534                                 <label for="street" string="Address"/>
 535                                 <div>
 536                                     <field name="street" placeholder="Street..."/>
 537                                     <field name="street2"/>
 538                                     <div>
 539                                         <field name="zip" class="oe_inline" placeholder="ZIP"/>
 540                                         <field name="city" class="oe_inline" placeholder="City"/>
 541                                     </div>
 542                                     <field name="state_id" placeholder="State"/>
 543                                     <field name="country_id" placeholder="Country"/>
 544                                 </div>
 545                             </group>
 546
 547                             <group>
 548                                 <field name="contact_name" />
 549                                 <field name="function" />
 550                                 <field domain="[('domain', '=', 'contact')]" name="title"/>
 551                                 <field name="mobile"/>
 552                                 <field name="fax"/>
 553                             </group>
 554
 555                             <group string="Categorization">
 556                                 <field name="type_id" widget="selection"/>
 557                                 <field name="channel_id" widget="selection"/>
 558                             </group>
 559                             <group string="Mailings">
 560                                 <field name="opt_in" on_change="on_change_opt_in(opt_in)"/>
 561                                 <field name="opt_out" on_change="on_change_opt_out(opt_out)"/>
 562                             </group>
 563                             <group string="Misc">
 564                                 <field name="active"/>
 565                                 <field name="day_open" groups="base.group_no_one"/>
 566                                 <field name="day_close" groups="base.group_no_one"/>
 567                                 <field name="referred"/>
 568                                 <field name="state" groups="base.group_no_one"/>
 569                                 <field name="type" invisible="1"/>
 570                             </group>
 571                             <group string="References">
 572                                 <field name="ref"/>
 573                                 <field name="ref2"/>
 574                             </group>
 575                         </group>
 576                     </page>
 577                     </notebook>
 578                 </sheet>
 579                 <footer>
 580                     <field name="message_ids" widget="ThreadView"/>
 581                 </footer>
 582             </form>
 583         </field>
 584     </record>
 585
 586         <!-- Opportunities Tree View -->
 587         <record model="ir.ui.view" id="crm_case_tree_view_oppor">
 588             <field name="name">Opportunities Tree</field>
 589             <field name="model">crm.lead</field>
 590             <field name="type">tree</field>
 591             <field name="arch" type="xml">
 592                 <tree string="Opportunities" fonts="bold:needaction_pending==True" colors="gray:state in ('cancel', 'done');red:date_deadline and (date_deadline &lt; current_date)">
 593                     <field name="date_deadline" invisible="1"/>
 594                     <field name="create_date" groups="base.group_no_one"/>
 595                     <field name="name" string="Opportunity"/>
 596                     <field name="partner_id" string="Customer"/>
 597                     <field name="country_id" invisible="context.get('invisible_country', True)" />
 598                     <field name="date_action"/>
 599                     <field name="title_action" />
 600                     <field name="channel_id" invisible="1"/>
 601                     <field name="type_id" invisible="1"/>
 602                     <field name="subjects" invisible="1"/>
 603                     <field name="stage_id"/>
 604                     <field name="planned_revenue" sum="Expected Revenues"/>
 605                     <field name="probability" widget="progressbar" avg="Avg. of Probability"/>
 606                     <field name="section_id" invisible="context.get('invisible_section', True)" />
 607                     <field name="user_id"/>
 608                     <field name="priority" invisible="1"/>
 609                     <field name="categ_id" invisible="1"/>
 610                     <field name="state" groups="base.group_no_one"/>
 611                     <field name="needaction_pending" invisible="1"/>
 612                 </tree>
 613             </field>
 614         </record>
 615
 616
 617     <!-- Opportunities Search View -->
 618     <record id="view_crm_case_opportunities_filter" model="ir.ui.view">
 619         <field name="name">CRM - Opportunities Search</field>
 620         <field name="model">crm.lead</field>
 621         <field name="type">search</field>
 622         <field name="arch" type="xml">
 623             <search string="Search Opportunities">
 624                 <filter icon="terp-mail-message-new"
 625                     string="Inbox" help="Unread messages"
 626                     name="needaction_pending"
 627                     domain="[('needaction_pending','=',True)]"/>
 628                 <field name="name" string="Opportunity / Customer"
 629                     filter_domain="['|','|','|',('partner_id','ilike',self),('partner_name','ilike',self),('email_from','ilike',self),('name', 'ilike', self)]"/>
 630                 <separator orientation="vertical"/>
 631                 <filter icon="terp-check"
 632                     string="New" help="New Opportunities"
 633                     name="new"
 634                     domain="[('state','=','draft')]"/>
 635                 <filter icon="terp-camera_test"
 636                     string="Open" help="Open Opportunities"
 637                     name="open"
 638                     domain="[('state','=','open')]"/>
 639                 <filter string="Unassigned Opportunities"
 640                         icon="terp-personal-"
 641                         domain="[('user_id','=', False)]"
 642                         help="Unassigned Opportunities" />
 643                <filter string="Opportunities Assigned to Me or My Team(s)"  icon="terp-personal+"
 644                         domain="['|', ('section_id.user_id','=',uid), ('section_id.member_ids', 'in', [uid])]"
 645                         context="{'invisible_section': False}"
 646                         help="Opportunities that are assigned to either me or one of the sale teams I manage" />
 647                 <separator orientation="vertical"/>
 648                 <field name="user_id"/>
 649                 <field name="country_id"/>
 650                 <field name="partner_id"/>
 651                 <field name="section_id"
 652                     context="{'invisible_section': False, 'default_section_id': self}"/>
 653                 <newline/>
 654                 <group expand="0" string="Group By..." colspan="16">
 655                     <filter string="Salesperson" icon="terp-personal" domain="[]" context="{'group_by':'user_id'}" />
 656                     <filter string="Team" help="Sales Team" icon="terp-personal+" domain="[]" context="{'group_by':'section_id'}"/>
 657                     <filter string="Customer" help="Partner" icon="terp-personal+" domain="[]" context="{'group_by':'partner_id'}"/>
 658                     <separator orientation="vertical" />
 659                     <filter string="Stage" icon="terp-stage" domain="[]" context="{'group_by':'stage_id'}" />
 660                     <filter string="Priority" icon="terp-rating-rated" domain="[]" context="{'group_by':'priority'}" />
 661                     <filter string="Category" icon="terp-stock_symbol-selection" domain="[]" context="{'group_by':'categ_id'}" />
 662                     <filter string="Campaign" icon="terp-gtk-jump-to-rtl" domain="[]" context="{'group_by':'type_id'}"/>
 663                     <filter string="Channel" icon="terp-call-start" domain="[]" context="{'group_by':'channel_id'}" />
 664                     <filter string="Status" icon="terp-stock_effects-object-colorize" domain="[]" context="{'group_by':'state'}"/>
 665                     <separator orientation="vertical" />
 666                     <filter string="Creation" icon="terp-go-month" domain="[]" context="{'group_by':'create_date'}" groups="base.group_no_one"/>
 667                     <filter string="Exp.Closing" icon="terp-go-month" help="Expected Closing" domain="[]" context="{'group_by':'date_deadline'}" />
 668                 </group>
 669                 <group string="Display">
 670                     <filter string="Show Sales Team"
 671                         icon="terp-personal+"
 672                         context="{'invisible_section': False}"
 673                         domain="[]"
 674                         help="Show Sales Team"/>
 675                 </group>
 676             </search>
 677         </field>
 678     </record>
 679
 680         <!-- crm.lead Opportunities Graph View -->
 681         <record model="ir.ui.view" id="crm_case_graph_view_opportunity">
 682             <field name="name">CRM - Opportunity Graph</field>
 683             <field name="model">crm.lead</field>
 684             <field name="type">graph</field>
 685             <field name="arch" type="xml">
 686                 <graph string="Opportunity by Categories" type="bar" orientation="horizontal">
 687                     <field name="categ_id"/>
 688                     <field name="planned_revenue" operator="+"/>
 689                     <field name="state" group="True"/>
 690                 </graph>
 691             </field>
 692         </record>
 693
 694     </data>
 695 </openerp>