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">{'object_id': 'crm.lead'}</field>
  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_ids', '=', section_id)]" />
  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="Extra Info" groups="base.group_extended">
 147                     <group colspan="2" col="2">
 148                         <separator string="Categorization" colspan="2" col="2"/>
 149                         <field name="company_id"
 150                             groups="base.group_multi_company"
 151                             widget="selection" colspan="2" />
 152                         <field name="type_id" select="1" widget="selection"/>
 153                         <field name="channel_id" select="1" widget="selection"/>
 154                         <field name="referred"/>
 155                     </group>
 156                     <group colspan="2" col="2">
 157                         <separator string="Dates" colspan="2" col="2"/>
 158                         <field name="create_date"/>
 159                         <field name="write_date"/>
 160                         <field name="date_open"/>
 161                         <field name="date_closed"/>
 162                     </group>
 163                     <group colspan="2" col="2">
 164                         <separator string="Mailings" colspan="2" col="2"/>
 165                         <field name="optin" on_change="on_change_optin(optin)"/>
 166                         <field name="optout" on_change="on_change_optout(optout)"/>
 167                     </group>
 168                     <group colspan="2" col="2">
 169                         <separator string="Statistics" colspan="2" col="2"/>
 170                         <field name="day_open"/>
 171                         <field name="day_close"/>
 172                     </group>
 173                  </page>
 174                  <page string="Communication &amp; History" groups="base.group_extended">
 175                    <group colspan="4">
 176                        <field colspan="4" name="email_cc" widget="char" size="512"/>
 177                    </group>
 178                     <field name="message_ids" colspan="4" nolabel="1" mode="tree,form" readonly="1">
 179                         <tree string="History">
 180                             <field name="display_text" string="History Information"/>
 181                             <field name="email_from" invisible="1"/>
 182                             <button
 183                                 string="Reply" attrs="{'invisible': [('email_from', '=', False)]}"
 184                                 name="%(mail.action_email_compose_message_wizard)d"
 185                                 context="{'mail.compose.message.mode':'reply', 'message_id':active_id}"
 186                                 icon="terp-mail-replied" type="action" />
 187                         </tree>
 188                         <form string="History">
 189                             <group col="4" colspan="4">
 190                                 <group col="2" colspan="2" attrs="{'invisible': [('email_from', '=', False)]}">
 191                                     <field name="email_from"/>
 192                                     <field name="email_to" size="512"/>
 193                                 </group>
 194                                 <group col="2" colspan="2">
 195                                     <field name="date"/>
 196                                     <field name="email_cc" size="512" attrs="{'invisible': [('email_from', '=', False)]}"/>
 197                                 </group>
 198                                 <field name="subject" colspan="4" widget="char" attrs="{'invisible': [('email_from', '=', False)]}" size="512"/>
 199                                 <field name="display_text" colspan="4" attrs="{'invisible': [('email_from', '!=', False)]}"/>
 200                             </group>
 201                             <notebook colspan="4">
 202                                 <page string="Details" attrs="{'invisible': [('email_from', '=', False)]}">
 203                                     <field name="body_text" colspan="4" nolabel="1"/>
 204                                     <group attrs="{'invisible': [('email_from', '=', False)]}">
 205                                         <button colspan="4" string="Reply"
 206                                             name="%(mail.action_email_compose_message_wizard)d"
 207                                             context="{'mail.compose.message.mode':'reply'}"
 208                                             icon="terp-mail-replied" type="action"/>
 209                                         </group>
 210
 211                                 </page>
 212                                 <page string="Attachments" attrs="{'invisible': [('email_from', '=', False)]}">
 213                                     <field name="attachment_ids" colspan="4" readonly="1" nolabel="1"/>
 214                                 </page>
 215                                 </notebook>
 216                         </form>
 217                     </field>
 218                     <button string="Add Internal Note"
 219                         name="%(crm.action_crm_add_note)d"
 220                         context="{'model': 'crm.lead' }"
 221                         icon="terp-document-new" type="action" />
 222                     <button string="Send New Email"
 223                         name="%(mail.action_email_compose_message_wizard)d"
 224                         icon="terp-mail-message-new" type="action"/>
 225                  </page>
 226                 </notebook>
 227             </form>
 228         </field>
 229     </record>
 230
 231     <!-- CRM Lead Tree View -->
 232
 233     <record model="ir.ui.view" id="crm_case_tree_view_leads">
 234         <field name="name">Leads</field>
 235         <field name="model">crm.lead</field>
 236         <field name="type">tree</field>
 237         <field name="arch" type="xml">
 238             <tree string="Leads"  colors="blue:state=='pending';grey:state in ('cancel', 'done')">
 239                 <field name="date_deadline" invisible="1"/>
 240                 <field name="create_date"/>
 241                 <field name="name" string="Subject"/>
 242                 <field name="contact_name"/>
 243                 <field name="country_id" invisible="context.get('invisible_country', True)" />
 244                 <field name="email_from"/>
 245                 <field name="phone"/>
 246
 247                 <field name="categ_id" invisible="1"/>
 248                 <field name="type_id" invisible="1"/>
 249                 <field name="referred" invisible="1"/>
 250                 <field name="channel_id" invisible="1"/>
 251                 <field name="subjects" invisible="1"/>
 252
 253                 <field name="stage_id"/>
 254                 <button name="stage_previous" string="Previous Stage"
 255                     states="open,pending" type="object" icon="gtk-go-back" />
 256                 <button name="stage_next" string="Next Stage"
 257                     states="open,pending" type="object"
 258                     icon="gtk-go-forward" />
 259                 <field name="section_id" invisible="context.get('invisible_section', True)" />
 260                 <field name="user_id" />
 261                 <field name="state" />
 262                 <button name="case_open" string="Open"
 263                     states="draft,pending" type="object"
 264                     icon="gtk-go-forward" />
 265                 <button name="case_close" string="Close"
 266                     states="open,draft,pending" type="object"
 267                     icon="gtk-close" />
 268                 <button string="Convert to Opportunity"
 269                     name="convert_opportunity"
 270                     states="draft,open,pending" icon="gtk-go-forward"
 271                     type="object" />
 272                 <button name="case_escalate" string="Escalate"
 273                     states="open,draft,pending" type="object"
 274                     icon="gtk-go-up" />
 275             </tree>
 276         </field>
 277     </record>
 278
 279     <!-- CRM Lead Calendar View -->
 280
 281     <record model="ir.ui.view" id="crm_case_calendar_view_leads">
 282         <field name="name">CRM - Leads Calendar</field>
 283         <field name="model">crm.lead</field>
 284         <field name="type">calendar</field>
 285         <field name="priority" eval="2"/>
 286         <field name="arch" type="xml">
 287             <calendar string="Leads Generation"
 288                 date_start="date_action" color="user_id">
 289                 <field name="name" />
 290                 <field name="partner_name" />
 291                 <field name="partner_address_id" />
 292             </calendar>
 293         </field>
 294     </record>
 295
 296     <!-- CRM Lead Kanban View  -->
 297     <record model="ir.ui.view" id="crm_case_kanban_view_leads">
 298         <field name="name">CRM - Leads Kanban</field>
 299         <field name="model">crm.lead</field>
 300         <field name="type">kanban</field>
 301         <field name="arch" type="xml">
 302             <kanban default_group_by="stage_id">
 303                 <field name="state"/>
 304                 <field name="color"/>
 305                 <field name="priority"/>
 306                 <field name="planned_revenue" sum="Expected Revenues"/>
 307                 <field name="user_email"/>
 308                 <templates>
 309                     <t t-name="kanban-box">
 310                         <t t-set="color" t-value="kanban_color(record.color.raw_value)"/>
 311                         <div t-att-class="color + (record.priority.raw_value == 1 ? ' oe_kanban_color_alert' : '')">
 312                             <div class="oe_kanban_box oe_kanban_color_border">
 313                                 <table class="oe_kanban_table oe_kanban_box_header oe_kanban_color_bgdark oe_kanban_color_border oe_kanban_draghandle">
 314                                 <tr>
 315                                     <td class="oe_kanban_title3" align="left" valign="middle">
 316                                         <a t-if="record.priority.raw_value == 1" icon="star-on" type="object" name="set_normal_priority"/>
 317                                         <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);"/>
 318                                         <field name="partner_id"/>
 319                                     </td>
 320                                     <td class="oe_kanban_title2" align="right" valign="middle" t-if="record.planned_revenue.raw_value" nowrap="nowrap">
 321                                         <t t-esc="Math.round(record.planned_revenue.value)"/> <field name="company_currency"/>
 322                                     </td>
 323                                     <td valign="top" width="22"><img t-att-src="kanban_gravatar(record.user_email.value, 22)" class="oe_kanban_gravatar"/></td>
 324                                 </tr>
 325                                 </table>
 326
 327                                 <div class="oe_kanban_box_content oe_kanban_color_bglight oe_kanban_box_show_onclick_trigger">
 328                                     <div class="oe_kanban_right oe_kanban_small">
 329                                         <field name="user_login"/>
 330                                     </div>
 331                                     <div>
 332                                         <b><field name="partner_address_name"/></b>
 333                                     </div>
 334                                     <div>
 335                                         <field name="name"/>
 336                                     </div>
 337                                     <div style="padding-left: 0.5em">
 338                                         <i><field name="date_action"/><t t-if="record.date_action.raw_value"> : </t><field name="title_action"/></i>
 339                                     </div>
 340                                 </div>
 341
 342                                 <div class="oe_kanban_buttons_set oe_kanban_color_border oe_kanban_color_bglight oe_kanban_box_show_onclick">
 343                                     <div class="oe_kanban_left">
 344                                         <a string="Edit" icon="gtk-edit" type="edit"/>
 345                                         <a string="Change Color" icon="color-picker" type="color" name="color"/>
 346                                         <a string="Send New Email" name="%(mail.action_email_compose_message_wizard)d" icon="terp-mail-message-new" type="action"/>
 347                                         <a string="Schedule/Log Call" name="%(opportunity2phonecall_act)d" icon="terp-call-start" type="action"/>
 348                                         <a string="Add Internal Note" name="%(crm.action_crm_add_note)d" context="{'model': 'crm.lead' }" icon="terp-document-new" type="action"/>
 349                                         <a string="Schedule Meeting" name="action_makeMeeting" type="object" icon="stock_calendar"/>
 350                                     </div>
 351                                     <div class="oe_kanban_right">
 352                                         <a name="case_pending" string="Pending" states="draft,open" type="object" icon="kanban-pause" />
 353                                         <a name="case_mark_won" string="Mark Won" states="open,pending" type="object" icon="kanban-apply" />
 354                                         <a name="case_mark_lost" string="Mark Lost" states="open,pending" type="object" icon="kanban-stop" />
 355                                     </div>
 356                                     <br class="oe_kanban_clear"/>
 357                                 </div>
 358                             </div>
 359                         </div>
 360                     </t>
 361                 </templates>
 362             </kanban>
 363         </field>
 364     </record>
 365
 366     <!-- CRM Lead Search View -->
 367
 368     <record id="view_crm_case_leads_filter" model="ir.ui.view">
 369         <field name="name">CRM - Leads Search</field>
 370         <field name="model">crm.lead</field>
 371         <field name="type">search</field>
 372         <field name="arch" type="xml">
 373             <search string="Search Leads">
 374                 <filter icon="terp-check"
 375                     string="New"
 376                     name="new" help="New Leads"
 377                     domain="[('state','=','draft')]"/>
 378                 <filter icon="terp-camera_test"
 379                     string="Open"
 380                     name="open"
 381                     domain="[('state','=','open')]"/>
 382                 <filter icon="terp-gtk-media-pause"
 383                     string="Pending"
 384                     name="pending"
 385                     domain="[('state','=','pending')]"/>
 386
 387                 <separator orientation="vertical"/>
 388                 <filter icon="terp-go-today" string="Today"
 389                     domain="[('create_date','&lt;', time.strftime('%%Y-%%m-%%d 23:59:59')), ('create_date','&gt;=', time.strftime('%%Y-%%m-%%d 00:00:00'))]"
 390                     help="Todays' Leads" />
 391                 <filter icon="terp-go-week" string="7 Days"
 392                     help="Leads creating during last 7 days"
 393                     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'))]"
 394                 />
 395                 <separator orientation="vertical"/>
 396                 <field name="name" string="Lead / Customer"
 397                     filter_domain="['|','|',('partner_name','ilike',self),('email_from','ilike',self),('name','ilike',self)]"/>
 398                 <field name="user_id">
 399                     <filter icon="terp-personal-"
 400                         domain="[('user_id','=', False)]"
 401                         help="Unassigned Leads" />
 402                 </field>
 403                 <field name="subjects" groups="base.group_extended"/>
 404                 <field name="section_id" widget="selection"
 405                     context="{'invisible_section': False}">
 406                     <filter icon="terp-personal+" groups="base.group_extended"
 407                         context="{'invisible_section': False}"
 408                         domain="['|', ('section_id', '=', context.get('section_id')), '|', ('section_id.user_id','=',uid), ('section_id.member_ids', 'in', [uid])]"
 409                         help="My Sales Team(s)"/>
 410                     <filter icon="terp-personal+" groups="base.group_extended"
 411                         context="{'invisible_section': False}"
 412                         domain="[]"
 413                         help="Show Sales Team"/>
 414                 </field>
 415                 <separator orientation="vertical"/>
 416                 <field name="country_id" context="{'invisible_country': False}">
 417                     <filter icon="terp-personal+" context="{'invisible_country': False}" help="Show countries"/>
 418                 </field>
 419                 <newline/>
 420                 <group expand="0" string="Group By...">
 421                     <filter string="Salesman" icon="terp-personal" domain="[]" context="{'group_by':'user_id'}"/>
 422                     <filter string="Team" icon="terp-personal+" domain="[]" context="{'group_by':'section_id'}"/>
 423                     <filter string="Referrer" icon="terp-personal" domain="[]" context="{'group_by':'referred'}"/>
 424                     <separator orientation="vertical"/>
 425                     <filter string="Category" icon="terp-stock_symbol-selection" domain="[]" context="{'group_by':'categ_id'}"/>
 426                     <filter string="Campaign" icon="terp-gtk-jump-to-rtl"
 427                         domain="[]" context="{'group_by':'type_id'}" />
 428                     <filter string="Channel" icon="terp-call-start"
 429                         domain="[]" context="{'group_by':'channel_id'}" />
 430                     <separator orientation="vertical"/>
 431                     <filter string="Stage" icon="terp-stage" domain="[]" context="{'group_by':'stage_id'}"/>
 432                     <filter string="State" icon="terp-stock_effects-object-colorize" domain="[]" context="{'group_by':'state'}"/>
 433                     <separator orientation="vertical"/>
 434                     <filter string="Creation" help="Create date" icon="terp-go-month"
 435                         domain="[]" context="{'group_by':'create_date'}" />
 436                 </group>
 437            </search>
 438         </field>
 439     </record>
 440
 441
 442     <!-- Opportunities Form View -->
 443     <record model="ir.ui.view" id="crm_case_form_view_oppor">
 444         <field name="name">Opportunities</field>
 445         <field name="model">crm.lead</field>
 446         <field name="type">form</field>
 447         <field name="priority">10</field>
 448         <field name="arch" type="xml">
 449             <form string="Opportunities">
 450                 <group colspan="4" col="7">
 451                     <field name="name"  required="1" string="Opportunity"/>
 452                     <label string="Stage:" align="1.0"/>
 453                     <group colspan="1" col="4">
 454                         <field name="stage_id" nolabel="1"
 455                             on_change="onchange_stage_id(stage_id)"
 456                             domain="[('section_ids', '=', section_id)]"/>
 457                         <button name="stage_previous"
 458                             states="draft,open,pending" type="object"
 459                             icon="gtk-go-back" string="" context="{'stage_type': 'opportunity'}"/>
 460                         <button name="stage_next" states="draft,open,pending"
 461                             type="object" icon="gtk-go-forward" string="" context="{'stage_type': 'opportunity'}"/>
 462                     </group>
 463                     <field name="user_id"/>
 464
 465                     <button string="Schedule/Log Call"
 466                     name="%(opportunity2phonecall_act)d" icon="terp-call-start" type="action"/>
 467
 468                     <field name="planned_revenue"/>
 469                     <field name="probability"/>
 470                     <field name="date_deadline"/>
 471
 472                     <button name="action_makeMeeting" type="object"
 473                     string="Schedule Meeting" icon="gtk-redo" />
 474                     <newline/>
 475                     <field name="date_action"/>
 476                     <field name="title_action"/>
 477                     <field name="priority" string="Priority"/>
 478                     <newline/>
 479                     <field name="type" invisible="1"/>
 480                 </group>
 481                 <notebook colspan="4">
 482                 <page string="Opportunity">
 483                     <group col="4" colspan="2">
 484                         <separator colspan="4" string="Contacts"/>
 485                         <group colspan="2">
 486                             <field name="partner_id" select="1"
 487                                 on_change="onchange_partner_id(partner_id, email_from)" string="Customer"
 488                                 colspan="2" />
 489                             <button name="%(action_crm_lead2partner)d"
 490                                 icon="terp-partner" type="action"
 491                                 string="Create"
 492                                 attrs="{'invisible':[('partner_id','!=',False)]}"/>
 493                         </group>
 494                         <field name="partner_address_id"
 495                             string="Contact"
 496                             on_change="onchange_partner_address_id(partner_address_id, email_from)"
 497                             colspan="1" />
 498                         <group col="3" colspan="2">
 499                             <field name="email_from" string="Email" />
 500                             <button string="Mail"
 501                             name="%(mail.action_email_compose_message_wizard)d"
 502                             context="{'mail':'new', 'model': 'crm.lead'}"
 503                             icon="terp-mail-message-new" type="action" />
 504                         </group>
 505                             <field name="phone"/>
 506
 507                     </group>
 508                     <group col="2" colspan="2">
 509                         <separator colspan="2" string="Categorization"/>
 510                         <field name="section_id" colspan="1" widget="selection"/>
 511                         <field name="categ_id" select="1"
 512                         string="Category" widget="selection"
 513                         domain="[('object_id.model', '=', 'crm.lead')]" />
 514                     </group>
 515
 516                     <separator colspan="4" string="Details"/>
 517                     <field name="description" nolabel="1" colspan="4"/>
 518
 519                     <separator colspan="4"/>
 520                     <group col="10" colspan="4">
 521                         <field name="state" widget="statusbar" statusbar_visible="draft,open,done" statusbar_colors='{"pending":"blue"}'/>
 522                         <button name="case_cancel" string="Cancel" states="draft" type="object" icon="gtk-cancel" />
 523                         <button name="case_mark_lost" string="Mark Lost" states="open,pending" type="object" icon="gtk-cancel" />
 524                         <button name="case_reset" string="Reset to Draft" states="done,cancel" type="object" icon="gtk-convert" />
 525                         <button name="case_open" string="Open" states="draft,pending" type="object" icon="gtk-go-forward" />
 526                         <button name="case_pending" string="Pending" states="draft,open" type="object" icon="gtk-media-pause" />
 527                         <button name="case_escalate" string="Escalate" states="open,pending" type="object" groups="base.group_extended" icon="gtk-go-up" />
 528                         <button name="case_mark_won" string="Mark Won" states="open,pending" type="object" icon="gtk-apply" />
 529                     </group>
 530                 </page>
 531                 <page string="Lead">
 532                     <group colspan="2" col="4">
 533                         <separator string="Contact" colspan="4" col="4"/>
 534                         <field name="partner_name" string="Customer Name" colspan="4"/>
 535                         <newline/>
 536                         <field domain="[('domain', '=', 'contact')]" name="title" widget="selection"/>
 537                         <field name="function" />
 538                         <field name="street" colspan="4"/>
 539                         <field name="street2" colspan="4"/>
 540                         <field name="zip"/>
 541                         <field name="city"/>
 542                         <field name="country_id"/>
 543                         <field name="state_id"/>
 544                     </group>
 545                     <group colspan="2" col="2">
 546                         <separator string="Communication" colspan="2"/>
 547                         <field name="fax"/>
 548                         <field name="mobile"/>
 549                     </group>
 550                     <group colspan="2" col="2">
 551                         <separator string="Categorization" colspan="2"/>
 552                         <field name="type_id" widget="selection" groups="base.group_extended"/>
 553                         <field name="channel_id" widget="selection"/>
 554                     </group>
 555                     <group colspan="2" col="2">
 556                         <separator string="Mailings" colspan="2"/>
 557                         <field name="optin" on_change="on_change_optin(optin)"/>
 558                         <field name="optout" on_change="on_change_optout(optout)"/>
 559                     </group>
 560                 </page>
 561                 <page string="Communication &amp; History" groups="base.group_extended">
 562                   <group colspan="4">
 563                       <field colspan="4" name="email_cc" widget="char" size="512"/>
 564                   </group>
 565                    <field name="message_ids" colspan="4" nolabel="1" mode="tree,form" readonly="1">
 566                        <tree string="History">
 567                            <field name="display_text" string="History Information"/>
 568                            <field name="email_from" invisible="1"/>
 569                            <button
 570                                string="Reply" attrs="{'invisible': [('email_from', '=', False)]}"
 571                                name="%(mail.action_email_compose_message_wizard)d"
 572                                context="{'mail.compose.message.mode':'reply', 'message_id':active_id}"
 573                                icon="terp-mail-replied" type="action" />
 574                        </tree>
 575                        <form string="History">
 576                            <group col="4" colspan="4">
 577                                <group col="2" colspan="2" attrs="{'invisible': [('email_from', '=', False)]}">
 578                                    <field name="email_from"/>
 579                                    <field name="email_to" size="512"/>
 580                                </group>
 581                                <group col="2" colspan="2">
 582                                    <field name="date"/>
 583                                    <field name="email_cc" size="512" attrs="{'invisible': [('email_from', '=', False)]}"/>
 584                                </group>
 585                                <field name="subject" colspan="4" widget="char" attrs="{'invisible': [('email_from', '=', False)]}" size="512"/>
 586                                <field name="display_text" colspan="4" attrs="{'invisible': [('email_from', '!=', False)]}"/>
 587                            </group>
 588                            <notebook colspan="4">
 589                                <page string="Details" attrs="{'invisible': [('email_from', '=', False)]}">
 590                                    <field name="body_text" colspan="4" nolabel="1"/>
 591                                    <group attrs="{'invisible': [('email_from', '=', False)]}">
 592                                        <button colspan="4" string="Reply"
 593                                            name="%(mail.action_email_compose_message_wizard)d"
 594                                            context="{'mail.compose.message.mode':'reply'}"
 595                                            icon="terp-mail-replied" type="action"/>
 596                                        </group>
 597                                 </page>
 598                                <page string="Attachments" attrs="{'invisible': [('email_from', '=', False)]}">
 599                                    <field name="attachment_ids" colspan="4" readonly="1" nolabel="1"/>
 600                                </page>
 601                                </notebook>
 602                        </form>
 603                    </field>
 604                    <button string="Add Internal Note"
 605                        name="%(crm.action_crm_add_note)d"
 606                        context="{'model': 'crm.lead' }"
 607                        icon="terp-document-new" type="action" />
 608                    <button string="Send New Email"
 609                        name="%(mail.action_email_compose_message_wizard)d"
 610                        icon="terp-mail-message-new" type="action"/>
 611                 </page>
 612                 <page string="Extra Info" groups="base.group_extended">
 613                     <group col="2" colspan="2">
 614                         <separator string="Dates" colspan="2"/>
 615                         <field name="create_date"/>
 616                         <field name="write_date"/>
 617                         <field name="date_closed"/>
 618                         <field name="date_open"/>
 619                     </group>
 620                     <group col="2" colspan="2">
 621                         <separator string="Misc" colspan="2"/>
 622                         <field name="active"/>
 623                         <field name="day_open"/>
 624                         <field name="day_close"/>
 625                         <field name="referred"/>
 626                     </group>
 627                     <separator colspan="4" string="References"/>
 628                     <field name="ref"/>
 629                     <field name="ref2"/>
 630                 </page>
 631                 </notebook>
 632             </form>
 633         </field>
 634     </record>
 635
 636     <!-- Opportunities Tree View -->
 637     <record model="ir.ui.view" id="crm_case_tree_view_oppor">
 638         <field name="name">Opportunities Tree</field>
 639         <field name="model">crm.lead</field>
 640         <field name="type">tree</field>
 641         <field name="arch" type="xml">
 642             <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)">
 643                 <field name="date_deadline" invisible="1"/>
 644                 <field name="create_date"/>
 645                 <field name="name" string="Opportunity"/>
 646                 <field name="partner_id" string="Customer"/>
 647                 <field name="country_id" invisible="context.get('invisible_country', True)" />
 648                 <field name="date_action"/>
 649                 <field name="title_action" />
 650                 <field name="channel_id" invisible="1"/>
 651                 <field name="type_id" invisible="1"/>
 652                 <field name="subjects" invisible="1"/>
 653                 <field name="stage_id"/>
 654                 <button name="stage_previous" string="Previous Stage" states="open,pending" type="object" icon="gtk-go-back" />
 655                 <button name="stage_next" string="Next Stage" states="open,pending" type="object" icon="gtk-go-forward" />
 656                 <field name="planned_revenue" sum="Expected Revenues"/>
 657                 <field name="probability" widget="progressbar" avg="Avg. of Probability"/>
 658                 <field name="section_id" invisible="context.get('invisible_section', True)" />
 659                 <field name="user_id"/>
 660                 <field name="priority" invisible="1"/>
 661                 <field name="categ_id" invisible="1"/>
 662                 <field name="state"/>
 663                 <button name="case_open" string="Open" states="draft,pending" type="object" icon="gtk-go-forward" />
 664                 <button name="case_pending" string="Pending" states="open,draft" type="object" icon="gtk-media-pause" />
 665                 <button name="case_mark_lost" string="Lost" states="open,pending" type="object" icon="gtk-cancel" />
 666                 <button name="case_mark_won" string="Won" states="open,pending" type="object" icon="gtk-apply" />
 667             </tree>
 668         </field>
 669     </record>
 670
 671
 672     <!-- Opportunities Search View -->
 673     <record id="view_crm_case_opportunities_filter" model="ir.ui.view">
 674         <field name="name">CRM - Opportunities Search</field>
 675         <field name="model">crm.lead</field>
 676         <field name="type">search</field>
 677         <field name="arch" type="xml">
 678             <search string="Search Opportunities">
 679                 <filter icon="terp-check"
 680                     string="New"  help="New Opportunities"
 681                     name="new"
 682                     domain="[('state','=','draft')]"/>
 683                 <filter icon="terp-camera_test"
 684                     string="Open"  help="Open Opportunities"
 685                     name="open"
 686                     domain="[('state','=','open')]"/>
 687                 <filter icon="terp-gtk-media-pause"
 688                     string="Pending"  help="Pending Opportunities"
 689                     name="pending"
 690                     domain="[('state','=','pending')]"/>
 691                 <separator orientation="vertical"/>
 692                 <field name="name" string="Opportunity / Customer" filter_domain="['|','|','|',('partner_id','ilike',self),('partner_name','ilike',self),('email_from','ilike',self),('name', 'ilike', self)]"/>
 693                 <field name="partner_id" string="Customer / Email" filter_domain="['|','|',('partner_id','ilike',self),('partner_name','ilike',self),('email_from','ilike',self)]"/>
 694                 <field name="user_id">
 695                     <filter icon="terp-personal-"
 696                         domain="[('user_id','=', False)]"
 697                         help="Unassigned Opportunities" />
 698                 </field>
 699                 <field name="section_id"
 700                     context="{'invisible_section': False}"
 701                     widget="selection">
 702                     <filter icon="terp-personal+" groups="base.group_extended"
 703                         domain="['|', ('section_id', '=', context.get('section_id')), '|', ('section_id.user_id','=',uid), ('section_id.member_ids', 'in', [uid])]"
 704                         context="{'invisible_section': False}"
 705                         help="My Sales Team(s)" />
 706                     <filter icon="terp-personal+" groups="base.group_extended"
 707                         context="{'invisible_section': False}"
 708                         domain="[]"
 709                         help="Show Sales Team"/>
 710                 </field>
 711
 712                 <newline/>
 713                 <group expand="0" string="Group By..." colspan="16">
 714                     <filter string="Salesman" icon="terp-personal" domain="[]" context="{'group_by':'user_id'}" />
 715                     <filter string="Team" help="Sales Team" icon="terp-personal+" domain="[]" context="{'group_by':'section_id'}"/>
 716                     <filter string="Customer" help="Partner" icon="terp-personal+" domain="[]" context="{'group_by':'partner_id'}"/>
 717                     <separator orientation="vertical" />
 718                     <filter string="Stage" icon="terp-stage" domain="[]" context="{'group_by':'stage_id'}" />
 719                     <filter string="Priority" icon="terp-rating-rated" domain="[]" context="{'group_by':'priority'}" />
 720                     <filter string="Category" icon="terp-stock_symbol-selection" domain="[]" context="{'group_by':'categ_id'}" />
 721                     <filter string="Campaign" icon="terp-gtk-jump-to-rtl" domain="[]" context="{'group_by':'type_id'}" groups="base.group_extended"/>
 722                     <filter string="Channel" icon="terp-call-start" domain="[]" context="{'group_by':'channel_id'}" />
 723                     <filter string="State" icon="terp-stock_effects-object-colorize" domain="[]" context="{'group_by':'state'}"/>
 724                     <separator orientation="vertical" />
 725                     <filter string="Creation" icon="terp-go-month" domain="[]" context="{'group_by':'create_date'}" />
 726                     <filter string="Exp.Closing" icon="terp-go-month" help="Expected Closing" domain="[]" context="{'group_by':'date_deadline'}" />
 727                 </group>
 728             </search>
 729         </field>
 730     </record>
 731
 732     <!-- crm.lead Opportunities Graph View -->
 733     <record model="ir.ui.view" id="crm_case_graph_view_opportunity">
 734         <field name="name">CRM - Opportunity Graph</field>
 735         <field name="model">crm.lead</field>
 736         <field name="type">graph</field>
 737         <field name="arch" type="xml">
 738             <graph string="Opportunity by Categories" type="bar" orientation="horizontal">
 739                 <field name="categ_id"/>
 740                 <field name="planned_revenue" operator="+"/>
 741                 <field name="state" group="True"/>
 742             </graph>
 743         </field>
 744     </record>
 745
 746 </data>
 747 </openerp>