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         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" groups="base.group_no_one"/>
  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" layout="manual">
  55                 <div class="oe_form_topbar">
  56                     <button name="case_cancel" string="Cancel" states="draft,open,pending" type="object" icon="gtk-cancel" groups="base.group_no_one"/>
  57                     <button name="case_open" string="Open" states="draft,pending" type="object" icon="gtk-go-forward" groups="base.group_no_one"/>
  58                     <button name="case_mark_lost" string="Close" states="open,pending" type="object" icon="gtk-close" groups="base.group_no_one"/>
  59                     <button name="case_pending" string="Pending" states="open" type="object" icon="gtk-media-pause" groups="base.group_no_one"/>
  60                     <button name="case_escalate" string="Escalate" states="open,pending" type="object" icon="gtk-go-up" groups="base.group_no_one"/>
  61                     <button name="case_reset" string="Reset to Draft" states="done,cancel" type="object" icon="gtk-convert" groups="base.group_no_one"/>
  62                     <div class="oe_right">
  63                         <field name="stage_id" nolabel="1" widget="statusbar" statusbar_visible="New,Qualification,Proposition,Won" statusbar_colors='{"Negotiation":"blue"}' groups="base.group_no_one"/>
  64                     </div>
  65                 </div>
  66                 <sheet layout="auto">
  67                 <group colspan="4" col="7">
  68                     <field name="name" required="1" string="Subject"/>
  69                     <field name="priority"/>
  70                     <field name="categ_id"
  71                         widget="selection"
  72                         domain="[('object_id.model','=','crm.lead')]"/>
  73                     <button
  74                          name="%(crm.action_crm_lead2opportunity_partner)d"
  75                          string="Convert to Opportunity"
  76                          help="Convert to Opportunity" icon="gtk-go-forward"
  77                          type="action"
  78                          />
  79                     <newline />
  80                     <field name="user_id" />
  81                     <field name="section_id" widget="selection" />
  82                     <group col="2" colspan="1">
  83                         <button name="stage_previous" string=""
  84                             states="open,pending,draft" type="object"
  85                             icon="gtk-go-back" context="{'stage_type': 'lead'}" />
  86                         <button name="stage_next" string=""
  87                             states="open,pending,draft" type="object"
  88                             icon="gtk-go-forward" context="{'stage_type': 'lead'}" />
  89                     </group>
  90                     <field name="type" invisible="1"/>
  91                 </group>
  92                 <notebook colspan="4">
  93                 <page string="Lead">
  94                     <group colspan="4" col="2">
  95                         <field name="partner_name" string="Company Name" />
  96                     </group>
  97                     <group colspan="2" col="4">
  98                         <separator string="Contact" colspan="4" col="4"/>
  99                         <field name="contact_name" colspan="4"/>
 100                         <newline/>
 101                         <field domain="[('domain', '=', 'contact')]" name="title" widget="selection"/>
 102                         <field name="function" />
 103                         <field name="street" colspan="4"/>
 104                         <field name="street2" colspan="4"/>
 105                         <field name="zip"/>
 106                         <field name="city"/>
 107                         <field name="country_id"/>
 108                         <field name="state_id"/>
 109                     </group>
 110                     <group colspan="2" col="3">
 111                         <separator string="Communication" colspan="4" col="3"/>
 112                         <field name="email_from" widget="email"/>
 113                         <button string="Mail"
 114                             name="%(mail.action_email_compose_message_wizard)d"
 115                             icon="terp-mail-message-new" type="action" colspan="1"/>
 116                         <newline/>
 117                         <field name="phone"/>
 118                         <newline/>
 119                         <field name="fax"/>
 120                         <newline/>
 121                         <field name="mobile"/>
 122                         <newline/>
 123                         <separator string="Links" colspan="4" col="3"/>
 124                         <field name="partner_id" string="Customer"/>
 125                         <button
 126                             name="%(action_crm_lead2partner)d"
 127                             icon="terp-partner" type="action"
 128                             string="Create"
 129                             attrs="{'invisible':[('partner_id','!=',False)]}"/>
 130                     </group>
 131                     <separator colspan="4" string="Notes"/>
 132                     <field name="description" nolabel="1" colspan="4"/>
 133                  </page>
 134                  <page string="Extra Info">
 135                     <group colspan="2" col="2">
 136                         <separator string="Categorization" colspan="2" col="2"/>
 137                         <field name="company_id"
 138                             groups="base.group_multi_company"
 139                             widget="selection" colspan="2" />
 140                         <field name="type_id" select="1" widget="selection"/>
 141                         <field name="channel_id" select="1" widget="selection"/>
 142                         <field name="referred"/>
 143                         <field name="state" groups="base.group_no_one"/>
 144                     </group>
 145                     <group colspan="2" col="2">
 146                         <separator string="Mailings" colspan="2" col="2"/>
 147                         <field name="opt_in" on_change="on_change_opt_in(opt_in)"/>
 148                         <field name="opt_out" on_change="on_change_opt_out(opt_out)"/>
 149                     </group>
 150                     <group colspan="2" col="2" groups="base.group_no_one">
 151                         <separator string="Statistics" colspan="2" col="2"/>
 152                         <field name="day_open"/>
 153                         <field name="day_close"/>
 154                     </group>
 155                  </page>
 156                 </notebook>
 157                 </sheet>
 158                 <div class="oe_form_sheet_width">
 159                     <field name="message_ids_social" colspan="4" widget="ThreadView" nolabel="1"/>
 160                 </div>
 161             </form>
 162         </field>
 163     </record>
 164
 165     <!-- CRM Lead Tree View -->
 166
 167     <record model="ir.ui.view" id="crm_case_tree_view_leads">
 168         <field name="name">Leads</field>
 169         <field name="model">crm.lead</field>
 170         <field name="type">tree</field>
 171         <field name="arch" type="xml">
 172             <tree string="Leads" fonts="bold:needaction_pending==True" colors="blue:state=='pending';grey:state in ('cancel', 'done')">
 173                 <field name="needaction_pending" invisible="1"/>
 174                 <field name="date_deadline" invisible="1"/>
 175                 <field name="create_date" groups="base.group_no_one"/>
 176                 <field name="name" string="Subject"/>
 177                 <field name="contact_name"/>
 178                 <field name="country_id" invisible="context.get('invisible_country', True)" />
 179                 <field name="email_from"/>
 180                 <field name="phone"/>
 181
 182                 <field name="categ_id" invisible="1"/>
 183                 <field name="type_id" invisible="1"/>
 184                 <field name="referred" invisible="1"/>
 185                 <field name="channel_id" invisible="1"/>
 186                 <field name="subjects" invisible="1"/>
 187
 188                 <field name="stage_id"/>
 189                 <button name="stage_previous" string="Previous Stage"
 190                     states="open,pending" type="object" icon="gtk-go-back" />
 191                 <button name="stage_next" string="Next Stage"
 192                     states="open,pending" type="object"
 193                     icon="gtk-go-forward" />
 194                 <field name="section_id" invisible="context.get('invisible_section', True)" />
 195                 <field name="user_id" />
 196                 <field name="state" groups="base.group_no_one"/>
 197                 <button name="case_open" string="Open"
 198                     states="draft,pending" type="object"
 199                     icon="gtk-go-forward" groups="base.group_no_one"/>
 200                 <button name="case_close" string="Close"
 201                     states="open,draft,pending" type="object"
 202                     icon="gtk-close" groups="base.group_no_one"/>
 203                 <button name="%(crm.action_crm_lead2opportunity_partner)d"
 204                     string="Convert to Opportunity"
 205                     states="draft,open,pending" icon="gtk-index"
 206                     type="action" />
 207                 <button name="case_escalate" string="Escalate"
 208                     states="open,draft,pending" type="object"
 209                     icon="gtk-go-up" />
 210             </tree>
 211         </field>
 212     </record>
 213
 214     <!-- CRM Lead Calendar View -->
 215
 216     <record model="ir.ui.view" id="crm_case_calendar_view_leads">
 217         <field name="name">CRM - Leads Calendar</field>
 218         <field name="model">crm.lead</field>
 219         <field name="type">calendar</field>
 220         <field name="priority" eval="2"/>
 221         <field name="arch" type="xml">
 222             <calendar string="Leads Generation"
 223                 date_start="date_action" color="user_id">
 224                 <field name="name" />
 225                 <field name="partner_name" />
 226             </calendar>
 227         </field>
 228     </record>
 229
 230     <!-- CRM Lead Kanban View  -->
 231     <record model="ir.ui.view" id="crm_case_kanban_view_leads">
 232         <field name="name">CRM - Leads Kanban</field>
 233         <field name="model">crm.lead</field>
 234         <field name="type">kanban</field>
 235         <field name="arch" type="xml">
 236             <kanban default_group_by="stage_id">
 237                 <field name="state" groups="base.group_no_one"/>
 238                 <field name="color"/>
 239                 <field name="priority"/>
 240                 <field name="planned_revenue" sum="Expected Revenues"/>
 241                 <field name="user_email"/>
 242                 <field name="user_id"/>
 243                 <field name="partner_address_email"/>
 244                 <templates>
 245                     <t t-name="lead_details">
 246                         <ul class="oe_kanban_tooltip">
 247                             <li t-if="record.phone.raw_value"><b>Phone:</b> <field name="phone"/></li>
 248                             <li><b>Probability:</b> <field name="probability"/>%%</li>
 249                             <li><b>Creation date:</b> <field name="create_date"/></li>
 250                             <li t-if="record.date_deadline.raw_value"><b>Date Deadline:</b> <field name="date_deadline"/></li>
 251                         </ul>
 252                     </t>
 253                     <t t-name="kanban-box">
 254                         <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>
 255                         <div t-attf-class="#{kanban_color(record.color.raw_value)} #{border || ''}">
 256                             <div class="oe_kanban_box oe_kanban_color_border">
 257                                 <table class="oe_kanban_table oe_kanban_box_header oe_kanban_color_bgdark oe_kanban_color_border oe_kanban_draghandle">
 258                                 <tr>
 259                                     <td align="left" valign="middle" width="16">
 260                                         <a t-if="record.priority.raw_value == 1" icon="star-on" type="object" name="set_normal_priority"/>
 261                                         <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);"/>
 262                                     </td>
 263                                     <td align="left" valign="middle" class="oe_kanban_title" tooltip="lead_details">
 264                                         <field name="partner_id"/>
 265                                         <t t-if="record.planned_revenue.raw_value">
 266                                             - <t t-esc="Math.round(record.planned_revenue.value)"/>
 267                                             <field name="company_currency"/>
 268                                         </t>
 269                                     </td>
 270                                     <td valign="top" width="22">
 271                                         <img t-att-src="kanban_image('res.users', 'avatar', record.user_id.raw_value[0])"  t-att-title="record.user_id.value"
 272                                         width="22" height="22" class="oe_kanban_gravatar"/>
 273                                     </td>
 274                                 </tr>
 275                                 </table>
 276
 277                                 <div class="oe_kanban_box_content oe_kanban_color_bglight oe_kanban_box_show_onclick_trigger">
 278                                     <div>
 279                                         <b>
 280                                             <a t-if="record.partner_address_email.raw_value" t-attf-href="mailto:#{record.partner_address_email.raw_value}">
 281                                                 <field name="partner_address_name"/>
 282                                             </a>
 283                                             <field t-if="!record.partner_address_email.raw_value" name="partner_address_name"/>
 284                                         </b>
 285                                     </div>
 286                                     <div>
 287                                         <field name="name"/>
 288                                     </div>
 289                                     <div style="padding-left: 0.5em">
 290                                         <i><field name="date_action"/><t t-if="record.date_action.raw_value"> : </t><field name="title_action"/></i>
 291                                     </div>
 292                                 </div>
 293
 294                                 <div class="oe_kanban_buttons_set oe_kanban_color_border oe_kanban_color_bglight oe_kanban_box_show_onclick">
 295                                     <div class="oe_kanban_left">
 296                                         <a string="Edit" icon="gtk-edit" type="edit"/>
 297                                         <a string="Change Color" icon="color-picker" type="color" name="color"/>
 298                                         <a string="Send New Email" name="%(mail.action_email_compose_message_wizard)d" icon="terp-mail-message-new" type="action"/>
 299                                         <a string="Log Call" name="%(opportunity2phonecall_act)d" icon="terp-call-start" type="action"/>
 300                                         <a string="Schedule Meeting" name="action_makeMeeting" type="object" icon="stock_calendar"/>
 301                                         <a string="Add Internal Note" name="%(crm.action_crm_add_note)d" context="{'model': 'crm.lead' }" icon="terp-document-new" type="action"/>
 302                                     </div>
 303                                     <div class="oe_kanban_right" groups="base.group_no_one">
 304                                         <a name="case_mark_lost" string="Mark Lost" states="open,pending" type="object" icon="kanban-stop" groups="base.group_no_one"/>
 305                                         <a name="case_pending" string="Pending" states="draft,open" type="object" icon="kanban-pause" groups="base.group_no_one"/>
 306                                         <a name="case_open" string="Open" states="pending" type="object" icon="gtk-media-play" groups="base.group_no_one"/>
 307                                         <a name="case_mark_won" string="Mark Won" states="open,pending" type="object" icon="kanban-apply" groups="base.group_no_one"/>
 308                                     </div>
 309                                     <br class="oe_kanban_clear"/>
 310                                 </div>
 311                             </div>
 312                         </div>
 313                     </t>
 314                 </templates>
 315             </kanban>
 316         </field>
 317     </record>
 318
 319     <!-- CRM Lead Search View -->
 320
 321     <record id="view_crm_case_leads_filter" model="ir.ui.view">
 322         <field name="name">CRM - Leads Search</field>
 323         <field name="model">crm.lead</field>
 324         <field name="type">search</field>
 325         <field name="arch" type="xml">
 326             <search string="Search Leads">
 327                 <filter icon="terp-check" name="inbox" string="Inbox" domain="[('message_state','=','unread')]"/>
 328                 <filter icon="terp-check"
 329                     string="New"
 330                     name="new" help="New Leads"
 331                     domain="[('state','=','draft')]"/>
 332                 <filter icon="terp-camera_test"
 333                     string="Open"
 334                     name="open"
 335                     domain="[('state','=','open')]"/>
 336                 <filter icon="terp-gtk-media-pause"
 337                     string="Pending"
 338                     name="pending"
 339                     domain="[('state','=','pending')]"/>
 340
 341                 <separator orientation="vertical"/>
 342                 <filter icon="terp-go-today" string="Today"
 343                     domain="[('create_date','&lt;', time.strftime('%%Y-%%m-%%d 23:59:59')), ('create_date','&gt;=', time.strftime('%%Y-%%m-%%d 00:00:00'))]"
 344                     help="Todays' Leads" />
 345                 <filter icon="terp-go-week" string="7 Days"
 346                     help="Leads creating during last 7 days"
 347                     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'))]"
 348                 />
 349                 <separator orientation="vertical"/>
 350                 <field name="name" string="Lead / Customer"
 351                     filter_domain="['|','|',('partner_name','ilike',self),('email_from','ilike',self),('name','ilike',self)]"/>
 352                 <field name="user_id">
 353                     <filter icon="terp-personal-"
 354                         domain="[('user_id','=', False)]"
 355                         help="Unassigned Leads" />
 356                 </field>
 357                 <field name="subjects"/>
 358                 <field name="section_id" widget="selection"
 359                     context="{'invisible_section': False}">
 360                     <filter icon="terp-personal+"
 361                         context="{'invisible_section': False}"
 362                         domain="['|', ('section_id', '=', context.get('section_id')), '|', ('section_id.user_id','=',uid), ('section_id.member_ids', 'in', [uid])]"
 363                         help="My Sales Team(s)"/>
 364                     <filter icon="terp-personal+"
 365                         context="{'invisible_section': False}"
 366                         domain="[]"
 367                         help="Show Sales Team"/>
 368                 </field>
 369                 <separator orientation="vertical"/>
 370                 <field name="country_id" context="{'invisible_country': False}">
 371                     <filter icon="terp-personal+" context="{'invisible_country': False}" help="Show countries"/>
 372                 </field>
 373                 <newline/>
 374                 <group expand="0" string="Group By...">
 375                     <filter string="Salesman" icon="terp-personal" domain="[]" context="{'group_by':'user_id'}"/>
 376                     <filter string="Team" icon="terp-personal+" domain="[]" context="{'group_by':'section_id'}"/>
 377                     <filter string="Referrer" icon="terp-personal" domain="[]" context="{'group_by':'referred'}"/>
 378                     <separator orientation="vertical"/>
 379                     <filter string="Category" icon="terp-stock_symbol-selection" domain="[]" context="{'group_by':'categ_id'}"/>
 380                     <filter string="Campaign" icon="terp-gtk-jump-to-rtl"
 381                         domain="[]" context="{'group_by':'type_id'}" />
 382                     <filter string="Channel" icon="terp-call-start"
 383                         domain="[]" context="{'group_by':'channel_id'}" />
 384                     <separator orientation="vertical"/>
 385                     <filter string="Stage" icon="terp-stage" domain="[]" context="{'group_by':'stage_id'}"/>
 386                     <filter string="State" icon="terp-stock_effects-object-colorize" domain="[]" context="{'group_by':'state'}" groups="base.group_no_one"/>
 387                     <separator orientation="vertical" groups="base.group_no_one"/>
 388                     <filter string="Creation" help="Create date" icon="terp-go-month"
 389                         domain="[]" context="{'group_by':'create_date'}" groups="base.group_no_one"/>
 390                 </group>
 391            </search>
 392         </field>
 393     </record>
 394
 395
 396     <!-- Opportunities Form View -->
 397     <record model="ir.ui.view" id="crm_case_form_view_oppor">
 398         <field name="name">Opportunities</field>
 399         <field name="model">crm.lead</field>
 400         <field name="type">form</field>
 401         <field name="priority">20</field>
 402         <field name="arch" type="xml">
 403             <form string="Opportunities" layout="manual">
 404                 <div class="oe_form_topbar oe_form_topbar_hifirst">
 405                     <button name="stage_previous" string="Previous" type="object"
 406                             states="draft,open,pending" icon="gtk-go-back" context="{'stage_type': 'opportunity'}"/>
 407                     <button name="stage_next" string="Next" type="object"
 408                             states="draft,open,pending" icon="gtk-go-forward" context="{'stage_type': 'opportunity'}"/>
 409                     <button name="case_cancel" string="Cancel" type="object"
 410                             states="draft" icon="gtk-cancel"/>
 411                     <button name="case_mark_won" string="Mark Won" type="object"
 412                             states="open" icon="gtk-apply"/>
 413                     <button name="case_mark_lost" string="Mark Lost" type="object"
 414                             states="open" icon="gtk-cancel"/>
 415                     <button name="case_reset" string="Reset to Draft" type="object"
 416                             states="cancel,done" icon="gtk-convert"/>
 417                     <button name="case_escalate" string="Escalate" type="object"
 418                             states="open" icon="gtk-go-up"/>
 419                     <div class="oe_right">
 420                         <field name="stage_id" nolabel="1" widget="statusbar"
 421                                 statusbar_visible="New,Qualification,Proposition,Won"
 422                                 statusbar_colors='{"Negotiation":"blue"}'/>
 423                     </div>
 424                     <div class="oe_clear"/>
 425                 </div>
 426                 <sheet layout="auto">
 427                 <group colspan="4" col="2" width="auto">
 428                     <field name="name" required="1" nolabel="1" class="oe_form_title"/>
 429                     <div class="oe_text_right">
 430                         <button string="Schedule/Log Call"
 431                             name="%(opportunity2phonecall_act)d" icon="terp-call-start"
 432                             type="action"/>
 433                         <button string="Schedule Meeting" icon="gtk-redo"
 434                             name="action_makeMeeting"
 435                             type="object"/>
 436                     </div>
 437                 </group>
 438                 <group colspan="4" col="4" class="oe_form_group_label_border" style="margin-top: 20px;">
 439                     <field name="user_id"/>
 440                     <field name="planned_revenue"/>
 441
 442                     <field name="date_action"/>
 443                     <field name="date_deadline"/>
 444
 445                     <field name="title_action"/>
 446                     <field name="probability"/>
 447
 448                     <field name="type" invisible="1"/>
 449                 </group>
 450                 <notebook colspan="4">
 451                 <page string="Opportunity">
 452                     <group col="4" colspan="2">
 453                         <separator colspan="4" string="Contacts"/>
 454                         <group colspan="2" col="3" class="oe_form_group_label_border">
 455                             <field width="80%%" name="partner_id" select="1"
 456                                 on_change="onchange_partner_id(partner_id, email_from)" string="Customer"/>
 457                             <button name="%(action_crm_lead2partner)d"
 458                                 icon="terp-partner" type="action"
 459                                 string="Create"
 460                                 attrs="{'invisible':[('partner_id','!=',False)]}"/>
 461
 462                             <field name="phone" colspan="3"/>
 463
 464                             <field width="80%%" name="email_from" string="Email"/>
 465                             <button string="Mail"
 466                                 name="%(mail.action_email_compose_message_wizard)d"
 467                                 context="{'mail':'new', 'model': 'crm.lead'}"
 468                                 icon="terp-mail-message-new" type="action" />
 469                         </group>
 470                     </group>
 471                     <group col="2" colspan="2" class="oe_form_group_label_border">
 472                         <separator colspan="2" string="Categorization"/>
 473                         <field name="section_id" colspan="1" widget="selection"/>
 474                         <field name="categ_id" select="1"
 475                             string="Category" widget="selection"
 476                             domain="[('object_id.model', '=', 'crm.lead')]" />
 477                         <field name="state"/>
 478                         <field name="priority"/>
 479                     </group>
 480
 481                     <separator colspan="4" string="Details"/>
 482                     <field name="description" nolabel="1" colspan="4"/>
 483                 </page>
 484                 <page string="Lead">
 485                     <separator string="Contact" colspan="4"/>
 486                     <group colspan="4" col="4" class="oe_form_group_label_border">
 487                         <field name="partner_name" string="Customer Name" colspan="4"/>
 488                     </group>
 489                     <group colspan="2" col="2" class="oe_form_group_label_border">
 490                         <field domain="[('domain', '=', 'contact')]" name="title" widget="selection"/>
 491                         <field name="fax"/>
 492                         <field name="street"/>
 493                         <field name="zip"/>
 494                         <field name="country_id"/>
 495                     </group>
 496                     <group colspan="2" col="2" class="oe_form_group_label_border">
 497                         <field name="function" />
 498                         <field name="mobile"/>
 499                         <field name="street2"/>
 500                         <field name="city"/>
 501                         <field name="state_id"/>
 502                     </group>
 503
 504                     <group colspan="2" col="2" class="oe_form_group_label_border">
 505                         <separator string="Categorization" colspan="2"/>
 506                         <field name="type_id" widget="selection"/>
 507                         <field name="channel_id" widget="selection"/>
 508                     </group>
 509                     <group colspan="2" col="2" class="oe_form_group_label_border">
 510                         <separator string="Mailings" colspan="2"/>
 511                         <field name="opt_in" on_change="on_change_opt_in(opt_in)"/>
 512                         <field name="opt_out" on_change="on_change_opt_out(opt_out)"/>
 513                     </group>
 514                 </page>
 515                 <page string="Extra Info">
 516                     <group col="2" colspan="2" class="oe_form_group_label_border">
 517                         <separator string="Misc" colspan="2"/>
 518                         <field name="active"/>
 519                         <field name="day_open" groups="base.group_no_one"/>
 520                         <field name="day_close" groups="base.group_no_one"/>
 521                         <field name="referred"/>
 522                     </group>
 523                     <group col="2" colspan="2" class="oe_form_group_label_border">
 524                         <separator colspan="4" string="References"/>
 525                         <field name="ref"/>
 526                         <field name="ref2"/>
 527                     </group>
 528                 </page>
 529                 </notebook>
 530                 </sheet>
 531                 <div class="oe_form_sheet_width">
 532                     <field name="message_ids_social" colspan="4" widget="ThreadView" nolabel="1"/>
 533                 </div>
 534             </form>
 535         </field>
 536     </record>
 537
 538     <!-- Opportunities Tree View -->
 539     <record model="ir.ui.view" id="crm_case_tree_view_oppor">
 540         <field name="name">Opportunities Tree</field>
 541         <field name="model">crm.lead</field>
 542         <field name="type">tree</field>
 543         <field name="arch" type="xml">
 544             <tree string="Opportunities" fonts="bold:needaction_pending==True" 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)">
 545                 <field name="needaction_pending" invisible="1"/>
 546                 <field name="date_deadline" invisible="1"/>
 547                 <field name="create_date" groups="base.group_no_one"/>
 548                 <field name="name" string="Opportunity"/>
 549                 <field name="partner_id" string="Customer"/>
 550                 <field name="country_id" invisible="context.get('invisible_country', True)" />
 551                 <field name="date_action"/>
 552                 <field name="title_action" />
 553                 <field name="channel_id" invisible="1"/>
 554                 <field name="type_id" invisible="1"/>
 555                 <field name="subjects" invisible="1"/>
 556                 <field name="stage_id"/>
 557                 <button name="stage_previous" string="Previous Stage" states="open,pending" type="object" icon="gtk-go-back" />
 558                 <button name="stage_next" string="Next Stage" states="open,pending" type="object" icon="gtk-go-forward" />
 559                 <field name="planned_revenue" sum="Expected Revenues"/>
 560                 <field name="probability" widget="progressbar" avg="Avg. of Probability"/>
 561                 <field name="section_id" invisible="context.get('invisible_section', True)" />
 562                 <field name="user_id"/>
 563                 <field name="priority" invisible="1"/>
 564                 <field name="categ_id" invisible="1"/>
 565                 <field name="state" groups="base.group_no_one"/>
 566                 <button name="case_open" string="Open" states="draft,pending" type="object" icon="gtk-go-forward" groups="base.group_no_one"/>
 567                 <button name="case_pending" string="Pending" states="open,draft" type="object" icon="gtk-media-pause" groups="base.group_no_one"/>
 568                 <button name="case_mark_lost" string="Lost" states="open,pending" type="object" icon="gtk-cancel" groups="base.group_no_one"/>
 569                 <button name="case_mark_won" string="Won" states="open,pending" type="object" icon="gtk-apply" groups="base.group_no_one"/>
 570             </tree>
 571         </field>
 572     </record>
 573
 574
 575     <!-- Opportunities Search View -->
 576     <record id="view_crm_case_opportunities_filter" model="ir.ui.view">
 577         <field name="name">CRM - Opportunities Search</field>
 578         <field name="model">crm.lead</field>
 579         <field name="type">search</field>
 580         <field name="arch" type="xml">
 581             <search string="Search Opportunities">
 582                 <filter icon="terp-check"
 583                     string="New"  help="New Opportunities"
 584                     name="new"
 585                     domain="[('state','=','draft')]"/>
 586                 <filter icon="terp-camera_test"
 587                     string="Open"  help="Open Opportunities"
 588                     name="open"
 589                     domain="[('state','=','open')]"/>
 590                 <filter icon="terp-gtk-media-pause"
 591                     string="Pending"  help="Pending Opportunities"
 592                     name="pending"
 593                     domain="[('state','=','pending')]"/>
 594                 <separator orientation="vertical"/>
 595                 <field name="name" string="Opportunity / Customer"
 596                     filter_domain="['|','|','|',('partner_id','ilike',self),('partner_name','ilike',self),('email_from','ilike',self),('name', 'ilike', self)]"/>
 597                 <field name="user_id">
 598                     <filter icon="terp-personal-"
 599                         domain="[('user_id','=', False)]"
 600                         help="Unassigned Opportunities" />
 601                 </field>
 602                 <field name="section_id"
 603                     context="{'invisible_section': False}"
 604                     widget="selection">
 605                     <filter icon="terp-personal+"
 606                         domain="['|', ('section_id', '=', context.get('section_id')), '|', ('section_id.user_id','=',uid), ('section_id.member_ids', 'in', [uid])]"
 607                         context="{'invisible_section': False}"
 608                         help="My Sales Team(s)" />
 609                     <filter icon="terp-personal+"
 610                         context="{'invisible_section': False}"
 611                         domain="[]"
 612                         help="Show Sales Team"/>
 613                 </field>
 614
 615                 <newline/>
 616                 <group expand="0" string="Group By..." colspan="16">
 617                     <filter string="Salesman" icon="terp-personal" domain="[]" context="{'group_by':'user_id'}" />
 618                     <filter string="Team" help="Sales Team" icon="terp-personal+" domain="[]" context="{'group_by':'section_id'}"/>
 619                     <filter string="Customer" help="Partner" icon="terp-personal+" domain="[]" context="{'group_by':'partner_id'}"/>
 620                     <separator orientation="vertical" />
 621                     <filter string="Stage" icon="terp-stage" domain="[]" context="{'group_by':'stage_id'}" />
 622                     <filter string="Priority" icon="terp-rating-rated" domain="[]" context="{'group_by':'priority'}" />
 623                     <filter string="Category" icon="terp-stock_symbol-selection" domain="[]" context="{'group_by':'categ_id'}" />
 624                     <filter string="Campaign" icon="terp-gtk-jump-to-rtl" domain="[]" context="{'group_by':'type_id'}"/>
 625                     <filter string="Channel" icon="terp-call-start" domain="[]" context="{'group_by':'channel_id'}" />
 626                     <filter string="State" icon="terp-stock_effects-object-colorize" domain="[]" context="{'group_by':'state'}" groups="base.group_no_one"/>
 627                     <separator orientation="vertical" />
 628                     <filter string="Creation" icon="terp-go-month" domain="[]" context="{'group_by':'create_date'}" groups="base.group_no_one"/>
 629                     <filter string="Exp.Closing" icon="terp-go-month" help="Expected Closing" domain="[]" context="{'group_by':'date_deadline'}" />
 630                 </group>
 631             </search>
 632         </field>
 633     </record>
 634
 635     <!-- crm.lead Opportunities Graph View -->
 636     <record model="ir.ui.view" id="crm_case_graph_view_opportunity">
 637         <field name="name">CRM - Opportunity Graph</field>
 638         <field name="model">crm.lead</field>
 639         <field name="type">graph</field>
 640         <field name="arch" type="xml">
 641             <graph string="Opportunity by Categories" type="bar" orientation="horizontal">
 642                 <field name="categ_id"/>
 643                 <field name="planned_revenue" operator="+"/>
 644                 <field name="state" group="True"/>
 645             </graph>
 646         </field>
 647     </record>
 648
 649 </data>
 650 </openerp>