addons/crm/crm_lead_view.xml

   1 <?xml version="1.0"?>
   2 <openerp>
   3 <data>
   4
   5     <!-- Stage Search view -->
   6     <record id="crm_lead_stage_search" model="ir.ui.view">
   7         <field name="name">Stage - Search</field>
   8         <field name="model">crm.case.stage</field>
   9         <field name="type">search</field>
  10         <field name="arch" type="xml">
  11             <search string="Stage Search">
  12                 <field name="name"/>
  13             </search>
  14         </field>
  15     </record>
  16
  17     <!--Lead Stage Form view -->
  18     <record id="crm_lead_stage_act" model="ir.actions.act_window">
  19         <field name="name">Stages</field>
  20         <field name="res_model">crm.case.stage</field>
  21         <field name="view_type">form</field>
  22         <field name="view_id" ref="crm.crm_case_stage_tree"/>
  23         <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>
  24     </record>
  25
  26      <menuitem action="crm_lead_stage_act" id="menu_crm_lead_stage_act" name="Stages"
  27         groups="base.group_extended" sequence="0"
  28         parent="base.menu_crm_config_lead" />
  29
  30
  31         <!-- Lead/Opportunity Categories Action -->
  32
  33         <record id="crm_lead_categ_action" model="ir.actions.act_window">
  34             <field name="name">Categories</field>
  35             <field name="res_model">crm.case.categ</field>
  36             <field name="view_type">form</field>
  37             <field name="view_id" ref="crm_case_categ_tree-view"/>
  38             <field name="context" eval="{'object_id': ref('model_crm_lead')}"/>
  39             <field name="domain">[('object_id.model', '=', 'crm.lead')]</field>
  40             <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>
  41         </record>
  42
  43         <menuitem action="crm_lead_categ_action"
  44             id="menu_crm_lead_categ" name="Categories"
  45             parent="base.menu_crm_config_lead" sequence="1"/>
  46
  47
  48         <!-- CRM Lead Form View  -->
  49         <record model="ir.ui.view" id="crm_case_form_view_leads">
  50         <field name="name">CRM - Leads Form</field>
  51         <field name="model">crm.lead</field>
  52         <field name="type">form</field>
  53         <field name="arch" type="xml">
  54             <form string="Leads Form">
  55                 <group colspan="4" col="7">
  56                     <field name="name" required="1" string="Subject"/>
  57                     <field name="priority"/>
  58                     <field name="categ_id"
  59                         widget="selection"
  60                         domain="[('object_id.model','=','crm.lead')]"/>
  61                     <button
  62                          name="%(crm.action_crm_lead2opportunity_partner)d"
  63                          string="Convert to Opportunity"
  64                          help="Convert to Opportunity" icon="gtk-go-forward"
  65                          type="action"
  66                          />
  67                     <newline />
  68                     <field name="user_id" />
  69                     <field name="section_id" widget="selection" />
  70                     <field name="stage_id" domain="section_id and [('section_ids', '=', section_id)] or []" />
  71                     <group col="2" colspan="1">
  72                         <button name="stage_previous" string=""
  73                             states="open,pending,draft" type="object"
  74                             icon="gtk-go-back" context="{'stage_type': 'lead'}" />
  75                         <button name="stage_next" string=""
  76                             states="open,pending,draft" type="object"
  77                             icon="gtk-go-forward" context="{'stage_type': 'lead'}" />
  78                     </group>
  79                     <field name="type" invisible="1"/>
  80                 </group>
  81                 <notebook colspan="4">
  82                 <page string="Lead">
  83                     <group colspan="4" col="2">
  84                         <field name="partner_name" string="Partner Name" />
  85                     </group>
  86                     <group colspan="2" col="4">
  87                         <separator string="Contact" colspan="4" col="4"/>
  88                         <field name="contact_name" colspan="4"/>
  89                         <newline/>
  90                         <field domain="[('domain', '=', 'contact')]" name="title" widget="selection"/>
  91                         <field name="function" />
  92                         <field name="street" colspan="4"/>
  93                         <field name="street2" colspan="4"/>
  94                         <field name="zip"/>
  95                         <field name="city"/>
  96                         <field name="country_id"/>
  97                         <field name="state_id"/>
  98                     </group>
  99                     <group colspan="2" col="3">
 100                         <separator string="Communication" colspan="4" col="3"/>
 101                         <field name="email_from" widget="email"/>
 102                         <button string="Mail"
 103                             name="%(mail.action_email_compose_message_wizard)d"
 104                             icon="terp-mail-message-new" type="action" colspan="1"/>
 105                         <newline/>
 106                         <field name="phone"/>
 107                         <newline/>
 108                         <field name="fax"/>
 109                         <newline/>
 110                         <field name="mobile"/>
 111                         <newline/>
 112                         <separator string="Links" colspan="4" col="3"/>
 113                         <field name="partner_id" string="Customer"/>
 114                         <button
 115                             name="%(action_crm_lead2partner)d"
 116                             icon="terp-partner" type="action"
 117                             string="Create"
 118                             attrs="{'invisible':[('partner_id','!=',False)]}"/>
 119                     </group>
 120                     <separator colspan="4" string="Notes"/>
 121                     <field name="description" nolabel="1" colspan="4"/>
 122                     <separator colspan="4"/>
 123                     <group col="8" colspan="4">
 124                         <field name="state" widget="statusbar" statusbar_visible="draft,open,done" statusbar_colors='{"pending":"blue"}'/>
 125                         <button name="case_cancel" string="Cancel"
 126                             states="draft,open,pending" type="object"
 127                             icon="gtk-cancel" />
 128                         <button name="case_open" string="Open"
 129                             states="draft,pending" type="object"
 130                             icon="gtk-go-forward" />
 131                         <button name="case_mark_lost" string="Close"
 132                             states="open,pending" type="object"
 133                             icon="gtk-close" />
 134                         <button name="case_pending" string="Pending"
 135                             states="open" type="object"
 136                             icon="gtk-media-pause" />
 137                         <button name="case_escalate" string="Escalate"
 138                             states="open,pending" type="object"
 139                             groups="base.group_extended"
 140                             icon="gtk-go-up" />
 141                         <button name="case_reset"
 142                             string="Reset to Draft" states="done,cancel"
 143                             type="object" icon="gtk-convert" />
 144                     </group>
 145                  </page>
 146                  <page string="Communication &amp; History" groups="base.group_extended">
 147                    <group colspan="4">
 148                        <field colspan="4" name="email_cc" widget="char" size="512"/>
 149                    </group>
 150                     <field name="message_ids" colspan="4" nolabel="1" mode="tree" readonly="1">
 151                         <tree string="History">
 152                             <field name="display_text" string="History Information"/>
 153                             <field name="email_from" invisible="1"/>
 154                             <button
 155                                 string="Reply" attrs="{'invisible': [('email_from', '=', False)]}"
 156                                 name="%(mail.action_email_compose_message_wizard)d"
 157                                 context="{'mail.compose.message.mode':'reply', 'message_id':active_id}"
 158                                 icon="terp-mail-replied" type="action" />
 159                         </tree>
 160                     </field>
 161                     <button string="Add Internal Note"
 162                         name="%(crm.action_crm_add_note)d"
 163                         context="{'model': 'crm.lead' }"
 164                         icon="terp-document-new" type="action" />
 165                     <button string="Send New Email"
 166                         name="%(mail.action_email_compose_message_wizard)d"
 167                         icon="terp-mail-message-new" type="action"/>
 168                  </page>
 169                  <page string="Extra Info" groups="base.group_extended">
 170                     <group colspan="2" col="2">
 171                         <separator string="Categorization" colspan="2" col="2"/>
 172                         <field name="company_id"
 173                             groups="base.group_multi_company"
 174                             widget="selection" colspan="2" />
 175                         <field name="type_id" select="1" widget="selection"/>
 176                         <field name="channel_id" select="1" widget="selection"/>
 177                         <field name="referred"/>
 178                     </group>
 179                     <group colspan="2" col="2">
 180                         <separator string="Dates" colspan="2" col="2"/>
 181                         <field name="create_date"/>
 182                         <field name="write_date"/>
 183                         <field name="date_open"/>
 184                         <field name="date_closed"/>
 185                     </group>
 186                     <group colspan="2" col="2">
 187                         <separator string="Mailings" colspan="2" col="2"/>
 188                         <field name="optin" on_change="on_change_optin(optin)"/>
 189                         <field name="optout" on_change="on_change_optout(optout)"/>
 190                     </group>
 191                     <group colspan="2" col="2">
 192                         <separator string="Statistics" colspan="2" col="2"/>
 193                         <field name="day_open"/>
 194                         <field name="day_close"/>
 195                     </group>
 196                  </page>
 197                 </notebook>
 198             </form>
 199         </field>
 200     </record>
 201
 202     <!-- CRM Lead Tree View -->
 203
 204     <record model="ir.ui.view" id="crm_case_tree_view_leads">
 205         <field name="name">Leads</field>
 206         <field name="model">crm.lead</field>
 207         <field name="type">tree</field>
 208         <field name="arch" type="xml">
 209             <tree string="Leads"  colors="blue:state=='pending';grey:state in ('cancel', 'done')">
 210                 <field name="date_deadline" invisible="1"/>
 211                 <field name="create_date"/>
 212                 <field name="name" string="Subject"/>
 213                 <field name="contact_name"/>
 214                 <field name="country_id" invisible="context.get('invisible_country', True)" />
 215                 <field name="email_from"/>
 216                 <field name="phone"/>
 217
 218                 <field name="categ_id" invisible="1"/>
 219                 <field name="type_id" invisible="1"/>
 220                 <field name="referred" invisible="1"/>
 221                 <field name="channel_id" invisible="1"/>
 222                 <field name="subjects" invisible="1"/>
 223
 224                 <field name="stage_id"/>
 225                 <button name="stage_previous" string="Previous Stage"
 226                     states="open,pending" type="object" icon="gtk-go-back" />
 227                 <button name="stage_next" string="Next Stage"
 228                     states="open,pending" type="object"
 229                     icon="gtk-go-forward" />
 230                 <field name="section_id" invisible="context.get('invisible_section', True)" />
 231                 <field name="user_id" />
 232                 <field name="state" />
 233                 <button name="case_open" string="Open"
 234                     states="draft,pending" type="object"
 235                     icon="gtk-go-forward" />
 236                 <button name="case_close" string="Close"
 237                     states="open,draft,pending" type="object"
 238                     icon="gtk-close" />
 239                 <button name="%(crm.action_crm_lead2opportunity_partner)d"
 240                     string="Convert to Opportunity"
 241                     states="draft,open,pending" icon="gtk-index"
 242                     type="action" />
 243                 <button name="case_escalate" string="Escalate"
 244                     states="open,draft,pending" type="object"
 245                     icon="gtk-go-up" />
 246             </tree>
 247         </field>
 248     </record>
 249
 250     <!-- CRM Lead Calendar View -->
 251
 252     <record model="ir.ui.view" id="crm_case_calendar_view_leads">
 253         <field name="name">CRM - Leads Calendar</field>
 254         <field name="model">crm.lead</field>
 255         <field name="type">calendar</field>
 256         <field name="priority" eval="2"/>
 257         <field name="arch" type="xml">
 258             <calendar string="Leads Generation"
 259                 date_start="date_action" color="user_id">
 260                 <field name="name" />
 261                 <field name="partner_name" />
 262                 <field name="partner_address_id" />
 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"/>
 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                 <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                         <t t-if="record.date_deadline.raw_value and record.date_deadline.raw_value lt (new Date())" t-set="border">oe_kanban_color_red</t>
 292                         <div t-attf-class="#{kanban_color(record.color.raw_value)} #{border || ''}">
 293                             <div class="oe_kanban_box oe_kanban_color_border">
 294                                 <table class="oe_kanban_table oe_kanban_box_header oe_kanban_color_bgdark oe_kanban_color_border oe_kanban_draghandle">
 295                                 <tr>
 296                                     <td align="left" valign="middle" width="16">
 297                                         <a t-if="record.priority.raw_value == 1" icon="star-on" type="object" name="set_normal_priority"/>
 298                                         <a t-if="record.priority.raw_value != 1" icon="star-off" type="object" name="set_high_priority" style="opacity:0.6; filter:alpha(opacity=60);"/>
 299                                     </td>
 300                                     <td align="left" valign="middle" class="oe_kanban_title" tooltip="lead_details">
 301                                         <field name="partner_id"/>
 302                                         <t t-if="record.planned_revenue.raw_value">
 303                                             - <t t-esc="record.planned_revenue.value"/>
 304                                             <field name="company_currency"/>
 305                                         </t>
 306                                     </td>
 307                                     <td valign="top" width="22"><img t-att-src="kanban_gravatar(record.user_email.value, 22)" class="oe_kanban_gravatar" t-att-title="record.user_id.value"/></td>
 308                                 </tr>
 309                                 </table>
 310
 311                                 <div class="oe_kanban_box_content oe_kanban_color_bglight oe_kanban_box_show_onclick_trigger">
 312                                     <div>
 313                                         <b>
 314                                             <a t-if="record.partner_address_email.raw_value" t-attf-href="mailto:#{record.partner_address_email.raw_value}">
 315                                                 <field name="partner_address_name"/>
 316                                             </a>
 317                                             <field t-if="!record.partner_address_email.raw_value" name="partner_address_name"/>
 318                                         </b>
 319                                     </div>
 320                                     <div>
 321                                         <field name="name"/>
 322                                     </div>
 323                                     <div style="padding-left: 0.5em">
 324                                         <i><field name="date_action"/><t t-if="record.date_action.raw_value"> : </t><field name="title_action"/></i>
 325                                     </div>
 326                                 </div>
 327
 328                                 <div class="oe_kanban_buttons_set oe_kanban_color_border oe_kanban_color_bglight oe_kanban_box_show_onclick">
 329                                     <div class="oe_kanban_left">
 330                                         <a string="Edit" icon="gtk-edit" type="edit"/>
 331                                         <a string="Change Color" icon="color-picker" type="color" name="color"/>
 332                                         <a string="Send New Email" name="%(mail.action_email_compose_message_wizard)d" icon="terp-mail-message-new" type="action"/>
 333                                         <a string="Log Call" name="%(opportunity2phonecall_act)d" icon="terp-call-start" type="action"/>
 334                                         <a string="Schedule Meeting" name="action_makeMeeting" type="object" icon="stock_calendar"/>
 335                                         <a string="Add Internal Note" name="%(crm.action_crm_add_note)d" context="{'model': 'crm.lead' }" icon="terp-document-new" type="action"/>
 336                                     </div>
 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                                     <br class="oe_kanban_clear"/>
 344                                 </div>
 345                             </div>
 346                         </div>
 347                     </t>
 348                 </templates>
 349             </kanban>
 350         </field>
 351     </record>
 352
 353     <!-- CRM Lead Search View -->
 354
 355     <record id="view_crm_case_leads_filter" model="ir.ui.view">
 356         <field name="name">CRM - Leads Search</field>
 357         <field name="model">crm.lead</field>
 358         <field name="type">search</field>
 359         <field name="arch" type="xml">
 360             <search string="Search Leads">
 361                 <filter icon="terp-check"
 362                     string="New"
 363                     name="new" help="New Leads"
 364                     domain="[('state','=','draft')]"/>
 365                 <filter icon="terp-camera_test"
 366                     string="Open"
 367                     name="open"
 368                     domain="[('state','=','open')]"/>
 369                 <filter icon="terp-gtk-media-pause"
 370                     string="Pending"
 371                     name="pending"
 372                     domain="[('state','=','pending')]"/>
 373
 374                 <separator orientation="vertical"/>
 375                 <filter icon="terp-go-today" string="Today"
 376                     domain="[('create_date','&lt;', time.strftime('%%Y-%%m-%%d 23:59:59')), ('create_date','&gt;=', time.strftime('%%Y-%%m-%%d 00:00:00'))]"
 377                     help="Todays' Leads" />
 378                 <filter icon="terp-go-week" string="7 Days"
 379                     help="Leads creating during last 7 days"
 380                     domain="[('create_date','&lt;', time.strftime('%%Y-%%m-%%d 23:59:59')),('create_date','&gt;=',(datetime.date.today()-datetime.timedelta(days=7)).strftime('%%Y-%%m-%%d 00:00:00'))]"
 381                 />
 382                 <separator orientation="vertical"/>
 383                 <field name="name" string="Lead / Customer"
 384                     filter_domain="['|','|',('partner_name','ilike',self),('email_from','ilike',self),('name','ilike',self)]"/>
 385                 <field name="user_id">
 386                     <filter icon="terp-personal-"
 387                         domain="[('user_id','=', False)]"
 388                         help="Unassigned Leads" />
 389                 </field>
 390                 <field name="subjects" groups="base.group_extended"/>
 391                 <field name="section_id" widget="selection"
 392                     context="{'invisible_section': False}">
 393                     <filter icon="terp-personal+" groups="base.group_extended"
 394                         context="{'invisible_section': False}"
 395                         domain="['|', ('section_id', '=', context.get('section_id')), '|', ('section_id.user_id','=',uid), ('section_id.member_ids', 'in', [uid])]"
 396                         help="My Sales Team(s)"/>
 397                     <filter icon="terp-personal+" groups="base.group_extended"
 398                         context="{'invisible_section': False}"
 399                         domain="[]"
 400                         help="Show Sales Team"/>
 401                 </field>
 402                 <separator orientation="vertical"/>
 403                 <field name="country_id" context="{'invisible_country': False}">
 404                     <filter icon="terp-personal+" context="{'invisible_country': False}" help="Show countries"/>
 405                 </field>
 406                 <newline/>
 407                 <group expand="0" string="Group By...">
 408                     <filter string="Salesman" icon="terp-personal" domain="[]" context="{'group_by':'user_id'}"/>
 409                     <filter string="Team" icon="terp-personal+" domain="[]" context="{'group_by':'section_id'}"/>
 410                     <filter string="Referrer" icon="terp-personal" domain="[]" context="{'group_by':'referred'}"/>
 411                     <separator orientation="vertical"/>
 412                     <filter string="Category" icon="terp-stock_symbol-selection" domain="[]" context="{'group_by':'categ_id'}"/>
 413                     <filter string="Campaign" icon="terp-gtk-jump-to-rtl"
 414                         domain="[]" context="{'group_by':'type_id'}" />
 415                     <filter string="Channel" icon="terp-call-start"
 416                         domain="[]" context="{'group_by':'channel_id'}" />
 417                     <separator orientation="vertical"/>
 418                     <filter string="Stage" icon="terp-stage" domain="[]" context="{'group_by':'stage_id'}"/>
 419                     <filter string="State" icon="terp-stock_effects-object-colorize" domain="[]" context="{'group_by':'state'}"/>
 420                     <separator orientation="vertical"/>
 421                     <filter string="Creation" help="Create date" icon="terp-go-month"
 422                         domain="[]" context="{'group_by':'create_date'}" />
 423                 </group>
 424            </search>
 425         </field>
 426     </record>
 427
 428
 429     <!-- Opportunities Form View -->
 430     <record model="ir.ui.view" id="crm_case_form_view_oppor">
 431         <field name="name">Opportunities</field>
 432         <field name="model">crm.lead</field>
 433         <field name="type">form</field>
 434         <field name="priority">20</field>
 435         <field name="arch" type="xml">
 436             <form string="Opportunities">
 437                 <group colspan="4" col="7">
 438                     <field name="name"  required="1" string="Opportunity"/>
 439                     <label string="Stage:" align="1.0"/>
 440                     <group colspan="1" col="4">
 441                         <field name="stage_id" nolabel="1"
 442                             on_change="onchange_stage_id(stage_id)"
 443                             domain="section_id and [('section_ids', '=', section_id)] or []"/>
 444                         <button name="stage_previous"
 445                             states="draft,open,pending" type="object"
 446                             icon="gtk-go-back" string="" context="{'stage_type': 'opportunity'}"/>
 447                         <button name="stage_next" states="draft,open,pending"
 448                             type="object" icon="gtk-go-forward" string="" context="{'stage_type': 'opportunity'}"/>
 449                     </group>
 450                     <field name="user_id"/>
 451
 452                     <button string="Schedule/Log Call"
 453                         name="%(opportunity2phonecall_act)d" icon="terp-call-start"
 454                         type="action"/>
 455
 456                     <field name="planned_revenue"/>
 457                     <field name="probability"/>
 458                     <field name="date_deadline"/>
 459
 460                     <button name="action_makeMeeting" type="object"
 461                     string="Schedule Meeting" icon="gtk-redo" />
 462                     <newline/>
 463                     <field name="date_action"/>
 464                     <field name="title_action"/>
 465                     <field name="priority" string="Priority"/>
 466                     <newline/>
 467                     <field name="type" invisible="1"/>
 468                 </group>
 469                 <notebook colspan="4">
 470                 <page string="Opportunity">
 471                     <group col="4" colspan="2">
 472                         <separator colspan="4" string="Contacts"/>
 473                         <group colspan="2">
 474                             <field name="partner_id" select="1"
 475                                 on_change="onchange_partner_id(partner_id, email_from)" string="Customer"
 476                                 colspan="2" />
 477                             <button name="%(action_crm_lead2partner)d"
 478                                 icon="terp-partner" type="action"
 479                                 string="Create"
 480                                 attrs="{'invisible':[('partner_id','!=',False)]}"/>
 481                         </group>
 482                         <field name="partner_address_id"
 483                             string="Contact"
 484                             on_change="onchange_partner_address_id(partner_address_id, email_from)"
 485                             colspan="1" />
 486                         <group col="3" colspan="2">
 487                             <field name="email_from" string="Email" />
 488                             <button string="Mail"
 489                             name="%(mail.action_email_compose_message_wizard)d"
 490                             context="{'mail':'new', 'model': 'crm.lead'}"
 491                             icon="terp-mail-message-new" type="action" />
 492                         </group>
 493                             <field name="phone"/>
 494
 495                     </group>
 496                     <group col="2" colspan="2">
 497                         <separator colspan="2" string="Categorization"/>
 498                         <field name="section_id" colspan="1" widget="selection"/>
 499                         <field name="categ_id" select="1"
 500                         string="Category" widget="selection"
 501                         domain="[('object_id.model', '=', 'crm.lead')]" />
 502                     </group>
 503
 504                     <separator colspan="4" string="Details"/>
 505                     <field name="description" nolabel="1" colspan="4"/>
 506
 507                     <separator colspan="4"/>
 508                     <group col="10" colspan="4">
 509                         <field name="state" widget="statusbar" statusbar_visible="draft,open,done" statusbar_colors='{"pending":"blue"}'/>
 510                         <button name="case_cancel" string="Cancel" states="draft" type="object" icon="gtk-cancel" />
 511                         <button name="case_mark_lost" string="Mark Lost" states="open,pending" type="object" icon="gtk-cancel" />
 512                         <button name="case_reset" string="Reset to Draft" states="done,cancel" type="object" icon="gtk-convert" />
 513                         <button name="case_open" string="Open" states="draft,pending" type="object" icon="gtk-go-forward" />
 514                         <button name="case_pending" string="Pending" states="draft,open" type="object" icon="gtk-media-pause" />
 515                         <button name="case_escalate" string="Escalate" states="open,pending" type="object" groups="base.group_extended" icon="gtk-go-up" />
 516                         <button name="case_mark_won" string="Mark Won" states="open,pending" type="object" icon="gtk-apply" />
 517                     </group>
 518                 </page>
 519                 <page string="Lead">
 520                     <group colspan="2" col="4">
 521                         <separator string="Contact" colspan="4" col="4"/>
 522                         <field name="partner_name" string="Customer Name" colspan="4"/>
 523                         <newline/>
 524                         <field domain="[('domain', '=', 'contact')]" name="title" widget="selection"/>
 525                         <field name="function" />
 526                         <field name="street" colspan="4"/>
 527                         <field name="street2" colspan="4"/>
 528                         <field name="zip"/>
 529                         <field name="city"/>
 530                         <field name="country_id"/>
 531                         <field name="state_id"/>
 532                     </group>
 533                     <group colspan="2" col="2">
 534                         <separator string="Communication" colspan="2"/>
 535                         <field name="fax"/>
 536                         <field name="mobile"/>
 537                     </group>
 538                     <group colspan="2" col="2">
 539                         <separator string="Categorization" colspan="2"/>
 540                         <field name="type_id" widget="selection" groups="base.group_extended"/>
 541                         <field name="channel_id" widget="selection"/>
 542                     </group>
 543                     <group colspan="2" col="2">
 544                         <separator string="Mailings" colspan="2"/>
 545                         <field name="optin" on_change="on_change_optin(optin)"/>
 546                         <field name="optout" on_change="on_change_optout(optout)"/>
 547                     </group>
 548                 </page>
 549                 <page string="Communication &amp; History" groups="base.group_extended">
 550                   <group colspan="4">
 551                       <field colspan="4" name="email_cc" widget="char" size="512"/>
 552                   </group>
 553                    <field name="message_ids" colspan="4" nolabel="1" mode="tree" readonly="1">
 554                        <tree string="History">
 555                            <field name="display_text" string="History Information"/>
 556                            <field name="email_from" invisible="1"/>
 557                            <button
 558                                string="Reply" attrs="{'invisible': [('email_from', '=', False)]}"
 559                                name="%(mail.action_email_compose_message_wizard)d"
 560                                context="{'mail.compose.message.mode':'reply', 'message_id':active_id}"
 561                                icon="terp-mail-replied" type="action" />
 562                        </tree>
 563                    </field>
 564                    <button string="Add Internal Note"
 565                        name="%(crm.action_crm_add_note)d"
 566                        context="{'model': 'crm.lead' }"
 567                        icon="terp-document-new" type="action" />
 568                    <button string="Send New Email"
 569                        name="%(mail.action_email_compose_message_wizard)d"
 570                        icon="terp-mail-message-new" type="action"/>
 571                 </page>
 572                 <page string="Extra Info" groups="base.group_extended">
 573                     <group col="2" colspan="2">
 574                         <separator string="Dates" colspan="2"/>
 575                         <field name="create_date"/>
 576                         <field name="write_date"/>
 577                         <field name="date_closed"/>
 578                         <field name="date_open"/>
 579                     </group>
 580                     <group col="2" colspan="2">
 581                         <separator string="Misc" colspan="2"/>
 582                         <field name="active"/>
 583                         <field name="day_open"/>
 584                         <field name="day_close"/>
 585                         <field name="referred"/>
 586                     </group>
 587                     <separator colspan="4" string="References"/>
 588                     <field name="ref"/>
 589                     <field name="ref2"/>
 590                 </page>
 591                 </notebook>
 592             </form>
 593         </field>
 594     </record>
 595
 596     <!-- Opportunities Tree View -->
 597     <record model="ir.ui.view" id="crm_case_tree_view_oppor">
 598         <field name="name">Opportunities Tree</field>
 599         <field name="model">crm.lead</field>
 600         <field name="type">tree</field>
 601         <field name="arch" type="xml">
 602             <tree string="Opportunities" colors="blue:state=='pending' and not(date_deadline and (date_deadline &lt; current_date));gray:state in ('cancel', 'done');red:date_deadline and (date_deadline &lt; current_date)">
 603                 <field name="date_deadline" invisible="1"/>
 604                 <field name="create_date"/>
 605                 <field name="name" string="Opportunity"/>
 606                 <field name="partner_id" string="Customer"/>
 607                 <field name="country_id" invisible="context.get('invisible_country', True)" />
 608                 <field name="date_action"/>
 609                 <field name="title_action" />
 610                 <field name="channel_id" invisible="1"/>
 611                 <field name="type_id" invisible="1"/>
 612                 <field name="subjects" invisible="1"/>
 613                 <field name="stage_id"/>
 614                 <button name="stage_previous" string="Previous Stage" states="open,pending" type="object" icon="gtk-go-back" />
 615                 <button name="stage_next" string="Next Stage" states="open,pending" type="object" icon="gtk-go-forward" />
 616                 <field name="planned_revenue" sum="Expected Revenues"/>
 617                 <field name="probability" widget="progressbar" avg="Avg. of Probability"/>
 618                 <field name="section_id" invisible="context.get('invisible_section', True)" />
 619                 <field name="user_id"/>
 620                 <field name="priority" invisible="1"/>
 621                 <field name="categ_id" invisible="1"/>
 622                 <field name="state"/>
 623                 <button name="case_open" string="Open" states="draft,pending" type="object" icon="gtk-go-forward" />
 624                 <button name="case_pending" string="Pending" states="open,draft" type="object" icon="gtk-media-pause" />
 625                 <button name="case_mark_lost" string="Lost" states="open,pending" type="object" icon="gtk-cancel" />
 626                 <button name="case_mark_won" string="Won" states="open,pending" type="object" icon="gtk-apply" />
 627             </tree>
 628         </field>
 629     </record>
 630
 631
 632     <!-- Opportunities Search View -->
 633     <record id="view_crm_case_opportunities_filter" model="ir.ui.view">
 634         <field name="name">CRM - Opportunities Search</field>
 635         <field name="model">crm.lead</field>
 636         <field name="type">search</field>
 637         <field name="arch" type="xml">
 638             <search string="Search Opportunities">
 639                 <filter icon="terp-check"
 640                     string="New"  help="New Opportunities"
 641                     name="new"
 642                     domain="[('state','=','draft')]"/>
 643                 <filter icon="terp-camera_test"
 644                     string="Open"  help="Open Opportunities"
 645                     name="open"
 646                     domain="[('state','=','open')]"/>
 647                 <filter icon="terp-gtk-media-pause"
 648                     string="Pending"  help="Pending Opportunities"
 649                     name="pending"
 650                     domain="[('state','=','pending')]"/>
 651                 <separator orientation="vertical"/>
 652                 <field name="name" string="Opportunity / Customer"
 653                     filter_domain="['|','|','|',('partner_id','ilike',self),('partner_name','ilike',self),('email_from','ilike',self),('name', 'ilike', self)]"/>
 654                 <field name="user_id">
 655                     <filter icon="terp-personal-"
 656                         domain="[('user_id','=', False)]"
 657                         help="Unassigned Opportunities" />
 658                 </field>
 659                 <field name="section_id"
 660                     context="{'invisible_section': False}"
 661                     widget="selection">
 662                     <filter icon="terp-personal+" groups="base.group_extended"
 663                         domain="['|', ('section_id', '=', context.get('section_id')), '|', ('section_id.user_id','=',uid), ('section_id.member_ids', 'in', [uid])]"
 664                         context="{'invisible_section': False}"
 665                         help="My Sales Team(s)" />
 666                     <filter icon="terp-personal+" groups="base.group_extended"
 667                         context="{'invisible_section': False}"
 668                         domain="[]"
 669                         help="Show Sales Team"/>
 670                 </field>
 671
 672                 <newline/>
 673                 <group expand="0" string="Group By..." colspan="16">
 674                     <filter string="Salesman" icon="terp-personal" domain="[]" context="{'group_by':'user_id'}" />
 675                     <filter string="Team" help="Sales Team" icon="terp-personal+" domain="[]" context="{'group_by':'section_id'}"/>
 676                     <filter string="Customer" help="Partner" icon="terp-personal+" domain="[]" context="{'group_by':'partner_id'}"/>
 677                     <separator orientation="vertical" />
 678                     <filter string="Stage" icon="terp-stage" domain="[]" context="{'group_by':'stage_id'}" />
 679                     <filter string="Priority" icon="terp-rating-rated" domain="[]" context="{'group_by':'priority'}" />
 680                     <filter string="Category" icon="terp-stock_symbol-selection" domain="[]" context="{'group_by':'categ_id'}" />
 681                     <filter string="Campaign" icon="terp-gtk-jump-to-rtl" domain="[]" context="{'group_by':'type_id'}" groups="base.group_extended"/>
 682                     <filter string="Channel" icon="terp-call-start" domain="[]" context="{'group_by':'channel_id'}" />
 683                     <filter string="State" icon="terp-stock_effects-object-colorize" domain="[]" context="{'group_by':'state'}"/>
 684                     <separator orientation="vertical" />
 685                     <filter string="Creation" icon="terp-go-month" domain="[]" context="{'group_by':'create_date'}" />
 686                     <filter string="Exp.Closing" icon="terp-go-month" help="Expected Closing" domain="[]" context="{'group_by':'date_deadline'}" />
 687                 </group>
 688             </search>
 689         </field>
 690     </record>
 691
 692     <!-- crm.lead Opportunities Graph View -->
 693     <record model="ir.ui.view" id="crm_case_graph_view_opportunity">
 694         <field name="name">CRM - Opportunity Graph</field>
 695         <field name="model">crm.lead</field>
 696         <field name="type">graph</field>
 697         <field name="arch" type="xml">
 698             <graph string="Opportunity by Categories" type="bar" orientation="horizontal">
 699                 <field name="categ_id"/>
 700                 <field name="planned_revenue" operator="+"/>
 701                 <field name="state" group="True"/>
 702             </graph>
 703         </field>
 704     </record>
 705
 706 </data>
 707 </openerp>