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_no_one" 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" />
  57                     <button name="case_open" string="Open" states="draft,pending" type="object" icon="gtk-go-forward" />
  58                     <button name="case_mark_lost" string="Close" states="open,pending" type="object" icon="gtk-close" />
  59                     <button name="case_pending" string="Pending" states="open" type="object" icon="gtk-media-pause" />
  60                     <button name="case_escalate" string="Escalate" states="open,pending" type="object" icon="gtk-go-up" />
  61                     <button name="case_reset" string="Reset to Draft" states="done,cancel" type="object" icon="gtk-convert" />
  62                     <div class="oe_right">
  63                         <field name="state" nolabel="1" widget="statusbar" statusbar_visible="draft,open,done" statusbar_colors='{"pending":"blue"}'/>
  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                     <field name="stage_id" domain="section_id and [('section_ids', '=', section_id)] or []" />
  83                     <group col="2" colspan="1">
  84                         <button name="stage_previous" string=""
  85                             states="open,pending,draft" type="object"
  86                             icon="gtk-go-back" context="{'stage_type': 'lead'}" />
  87                         <button name="stage_next" string=""
  88                             states="open,pending,draft" type="object"
  89                             icon="gtk-go-forward" context="{'stage_type': 'lead'}" />
  90                     </group>
  91                     <field name="type" invisible="1"/>
  92                 </group>
  93                 <notebook colspan="4">
  94                 <page string="Lead">
  95                     <group colspan="4" col="2">
  96                         <field name="partner_name" string="Company Name" />
  97                     </group>
  98                     <group colspan="2" col="4">
  99                         <separator string="Contact" colspan="4" col="4"/>
 100                         <field name="contact_name" colspan="4"/>
 101                         <newline/>
 102                         <field domain="[('domain', '=', 'contact')]" name="title" widget="selection"/>
 103                         <field name="function" />
 104                         <field name="street" colspan="4"/>
 105                         <field name="street2" colspan="4"/>
 106                         <field name="zip"/>
 107                         <field name="city"/>
 108                         <field name="country_id"/>
 109                         <field name="state_id"/>
 110                     </group>
 111                     <group colspan="2" col="3">
 112                         <separator string="Communication" colspan="4" col="3"/>
 113                         <field name="email_from" widget="email"/>
 114                         <button string="Mail"
 115                             name="%(mail.action_email_compose_message_wizard)d"
 116                             icon="terp-mail-message-new" type="action" colspan="1"/>
 117                         <newline/>
 118                         <field name="phone"/>
 119                         <newline/>
 120                         <field name="fax"/>
 121                         <newline/>
 122                         <field name="mobile"/>
 123                         <newline/>
 124                         <separator string="Links" colspan="4" col="3"/>
 125                         <field name="partner_id" string="Customer"/>
 126                         <button
 127                             name="%(action_crm_lead2partner)d"
 128                             icon="terp-partner" type="action"
 129                             string="Create"
 130                             attrs="{'invisible':[('partner_id','!=',False)]}"/>
 131                     </group>
 132                     <separator colspan="4" string="Notes"/>
 133                     <field name="description" nolabel="1" colspan="4"/>
 134                  </page>
 135                  <page string="Extra Info">
 136                     <group colspan="2" col="2">
 137                         <separator string="Categorization" colspan="2" col="2"/>
 138                         <field name="company_id"
 139                             groups="base.group_multi_company"
 140                             widget="selection" colspan="2" />
 141                         <field name="type_id" select="1" widget="selection"/>
 142                         <field name="channel_id" select="1" widget="selection"/>
 143                         <field name="referred"/>
 144                     </group>
 145                     <group colspan="2" col="2">
 146                         <separator string="Mailings" colspan="2" col="2"/>
 147                         <field name="optin" on_change="on_change_optin(optin)"/>
 148                         <field name="optout" on_change="on_change_optout(optout)"/>
 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" />
 197                 <button name="case_open" string="Open"
 198                     states="draft,pending" type="object"
 199                     icon="gtk-go-forward" />
 200                 <button name="case_close" string="Close"
 201                     states="open,draft,pending" type="object"
 202                     icon="gtk-close" />
 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"/>
 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">
 304                                         <a name="case_mark_lost" string="Mark Lost" states="open,pending" type="object" icon="kanban-stop" />
 305                                         <a name="case_pending" string="Pending" states="draft,open" type="object" icon="kanban-pause" />
 306                                         <a name="case_open" string="Open" states="pending" type="object" icon="gtk-media-play" />
 307                                         <a name="case_mark_won" string="Mark Won" states="open,pending" type="object" icon="kanban-apply" />
 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"
 328                     string="New"
 329                     name="new" help="New Leads"
 330                     domain="[('state','=','draft')]"/>
 331                 <filter icon="terp-camera_test"
 332                     string="Open"
 333                     name="open"
 334                     domain="[('state','=','open')]"/>
 335                 <filter icon="terp-gtk-media-pause"
 336                     string="Pending"
 337                     name="pending"
 338                     domain="[('state','=','pending')]"/>
 339
 340                 <separator orientation="vertical"/>
 341                 <filter icon="terp-go-today" string="Today"
 342                     domain="[('create_date','&lt;', time.strftime('%%Y-%%m-%%d 23:59:59')), ('create_date','&gt;=', time.strftime('%%Y-%%m-%%d 00:00:00'))]"
 343                     help="Todays' Leads" />
 344                 <filter icon="terp-go-week" string="7 Days"
 345                     help="Leads creating during last 7 days"
 346                     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'))]"
 347                 />
 348                 <separator orientation="vertical"/>
 349                 <field name="name" string="Lead / Customer"
 350                     filter_domain="['|','|',('partner_name','ilike',self),('email_from','ilike',self),('name','ilike',self)]"/>
 351                 <field name="user_id">
 352                     <filter icon="terp-personal-"
 353                         domain="[('user_id','=', False)]"
 354                         help="Unassigned Leads" />
 355                 </field>
 356                 <field name="partner_id"/>
 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'}"/>
 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">
 405                     <button name="case_cancel" string="Cancel" states="draft" type="object" icon="gtk-cancel" />
 406                     <button name="case_mark_lost" string="Mark Lost" states="open,pending" type="object" icon="gtk-cancel" />
 407                     <button name="case_reset" string="Reset to Draft" states="done,cancel" type="object" icon="gtk-convert" />
 408                     <button name="case_open" string="Open" states="draft,pending" type="object" icon="gtk-go-forward" />
 409                     <button name="case_pending" string="Pending" states="draft,open" type="object" icon="gtk-media-pause" />
 410                     <button name="case_escalate" string="Escalate" states="open,pending" type="object" icon="gtk-go-up" />
 411                     <button name="case_mark_won" string="Mark Won" states="open,pending" type="object" icon="gtk-apply" />
 412                     <div class="oe_right">
 413                         <field name="state" nolabel="1" widget="statusbar" statusbar_visible="draft,open,done" statusbar_colors='{"pending":"blue"}'/>
 414                     </div>
 415                 </div>
 416                 <sheet layout="auto">
 417                 <group colspan="4" col="7">
 418                     <field name="name"  required="1" string="Opportunity"/>
 419                     <label string="Stage:" align="1.0"/>
 420                     <group colspan="1" col="4">
 421                         <field name="stage_id" nolabel="1"
 422                             on_change="onchange_stage_id(stage_id)"
 423                             domain="section_id and [('section_ids', '=', section_id)] or []"/>
 424                         <button name="stage_previous"
 425                             states="draft,open,pending" type="object"
 426                             icon="gtk-go-back" string="" context="{'stage_type': 'opportunity'}"/>
 427                         <button name="stage_next" states="draft,open,pending"
 428                             type="object" icon="gtk-go-forward" string="" context="{'stage_type': 'opportunity'}"/>
 429                     </group>
 430                     <field name="user_id"/>
 431
 432                     <button string="Schedule/Log Call"
 433                         name="%(opportunity2phonecall_act)d" icon="terp-call-start"
 434                         type="action"/>
 435
 436                     <field name="planned_revenue"/>
 437                     <field name="probability"/>
 438                     <field name="date_deadline"/>
 439
 440                     <button name="action_makeMeeting" type="object"
 441                     string="Schedule Meeting" icon="gtk-redo" />
 442                     <newline/>
 443                     <field name="date_action"/>
 444                     <field name="title_action"/>
 445                     <field name="priority" string="Priority"/>
 446                     <newline/>
 447                     <field name="type" invisible="1"/>
 448                 </group>
 449                 <notebook colspan="4">
 450                 <page string="Opportunity">
 451                     <group col="4" colspan="2">
 452                         <separator colspan="4" string="Contacts"/>
 453                         <group colspan="2">
 454                             <field name="partner_id" select="1"
 455                                 on_change="onchange_partner_id(partner_id, email_from)" string="Customer"
 456                                 colspan="2" />
 457                             <button name="%(action_crm_lead2partner)d"
 458                                 icon="terp-partner" type="action"
 459                                 string="Create"
 460                                 attrs="{'invisible':[('partner_id','!=',False)]}"/>
 461                         </group>
 462
 463                         <group col="3" colspan="2">
 464                             <field 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                             <field name="phone"/>
 471
 472                     </group>
 473                     <group col="2" colspan="2">
 474                         <separator colspan="2" string="Categorization"/>
 475                         <field name="section_id" colspan="1" widget="selection"/>
 476                         <field name="categ_id" select="1"
 477                         string="Category" widget="selection"
 478                         domain="[('object_id.model', '=', 'crm.lead')]" />
 479                     </group>
 480
 481                     <separator colspan="4" string="Details"/>
 482                     <field name="description" nolabel="1" colspan="4"/>
 483                 </page>
 484                 <page string="Lead">
 485                     <group colspan="2" col="4">
 486                         <separator string="Contact" colspan="4" col="4"/>
 487                         <field name="partner_name" string="Customer Name" colspan="4"/>
 488                         <newline/>
 489                         <field domain="[('domain', '=', 'contact')]" name="title" widget="selection"/>
 490                         <field name="function" />
 491                         <field name="street" colspan="4"/>
 492                         <field name="street2" colspan="4"/>
 493                         <field name="zip"/>
 494                         <field name="city"/>
 495                         <field name="country_id"/>
 496                         <field name="state_id"/>
 497                     </group>
 498                     <group colspan="2" col="2">
 499                         <separator string="Communication" colspan="2"/>
 500                         <field name="fax"/>
 501                         <field name="mobile"/>
 502                     </group>
 503                     <group colspan="2" col="2">
 504                         <separator string="Categorization" colspan="2"/>
 505                         <field name="type_id" widget="selection"/>
 506                         <field name="channel_id" widget="selection"/>
 507                     </group>
 508                     <group colspan="2" col="2">
 509                         <separator string="Mailings" colspan="2"/>
 510                         <field name="optin" on_change="on_change_optin(optin)"/>
 511                         <field name="optout" on_change="on_change_optout(optout)"/>
 512                     </group>
 513                 </page>
 514                 <page string="Extra Info">
 515                     <group col="2" colspan="2">
 516                         <separator string="Misc" colspan="2"/>
 517                         <field name="active"/>
 518                         <field name="day_open" groups="base.group_no_one"/>
 519                         <field name="day_close" groups="base.group_no_one"/>
 520                         <field name="referred"/>
 521                     </group>
 522                     <separator colspan="4" string="References"/>
 523                     <field name="ref"/>
 524                     <field name="ref2"/>
 525                 </page>
 526                 </notebook>
 527                 </sheet>
 528                 <div class="oe_form_sheet_width">
 529                     <field name="message_ids_social" colspan="4" widget="ThreadView" nolabel="1"/>
 530                 </div>
 531             </form>
 532         </field>
 533     </record>
 534
 535     <!-- Opportunities Tree View -->
 536     <record model="ir.ui.view" id="crm_case_tree_view_oppor">
 537         <field name="name">Opportunities Tree</field>
 538         <field name="model">crm.lead</field>
 539         <field name="type">tree</field>
 540         <field name="arch" type="xml">
 541             <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)">
 542                 <field name="needaction_pending" invisible="1"/>
 543                 <field name="date_deadline" invisible="1"/>
 544                 <field name="create_date" groups="base.group_no_one"/>
 545                 <field name="name" string="Opportunity"/>
 546                 <field name="partner_id" string="Customer"/>
 547                 <field name="country_id" invisible="context.get('invisible_country', True)" />
 548                 <field name="date_action"/>
 549                 <field name="title_action" />
 550                 <field name="channel_id" invisible="1"/>
 551                 <field name="type_id" invisible="1"/>
 552                 <field name="subjects" invisible="1"/>
 553                 <field name="stage_id"/>
 554                 <button name="stage_previous" string="Previous Stage" states="open,pending" type="object" icon="gtk-go-back" />
 555                 <button name="stage_next" string="Next Stage" states="open,pending" type="object" icon="gtk-go-forward" />
 556                 <field name="planned_revenue" sum="Expected Revenues"/>
 557                 <field name="probability" widget="progressbar" avg="Avg. of Probability"/>
 558                 <field name="section_id" invisible="context.get('invisible_section', True)" />
 559                 <field name="user_id"/>
 560                 <field name="priority" invisible="1"/>
 561                 <field name="categ_id" invisible="1"/>
 562                 <field name="state"/>
 563                 <button name="case_open" string="Open" states="draft,pending" type="object" icon="gtk-go-forward" />
 564                 <button name="case_pending" string="Pending" states="open,draft" type="object" icon="gtk-media-pause" />
 565                 <button name="case_mark_lost" string="Lost" states="open,pending" type="object" icon="gtk-cancel" />
 566                 <button name="case_mark_won" string="Won" states="open,pending" type="object" icon="gtk-apply" />
 567             </tree>
 568         </field>
 569     </record>
 570
 571
 572     <!-- Opportunities Search View -->
 573     <record id="view_crm_case_opportunities_filter" model="ir.ui.view">
 574         <field name="name">CRM - Opportunities Search</field>
 575         <field name="model">crm.lead</field>
 576         <field name="type">search</field>
 577         <field name="arch" type="xml">
 578             <search string="Search Opportunities">
 579                 <filter icon="terp-check"
 580                     string="New"  help="New Opportunities"
 581                     name="new"
 582                     domain="[('state','=','draft')]"/>
 583                 <filter icon="terp-camera_test"
 584                     string="Open"  help="Open Opportunities"
 585                     name="open"
 586                     domain="[('state','=','open')]"/>
 587                 <filter icon="terp-gtk-media-pause"
 588                     string="Pending"  help="Pending Opportunities"
 589                     name="pending"
 590                     domain="[('state','=','pending')]"/>
 591                 <separator orientation="vertical"/>
 592                 <field name="name" string="Opportunity / Customer"
 593                     filter_domain="['|','|','|',('partner_id','ilike',self),('partner_name','ilike',self),('email_from','ilike',self),('name', 'ilike', self)]"/>
 594                 <field name="user_id">
 595                     <filter icon="terp-personal-"
 596                         domain="[('user_id','=', False)]"
 597                         help="Unassigned Opportunities" />
 598                 </field>
 599                 <field name="section_id"
 600                     context="{'invisible_section': False}"
 601                     widget="selection">
 602                     <filter icon="terp-personal+"
 603                         domain="['|', ('section_id', '=', context.get('section_id')), '|', ('section_id.user_id','=',uid), ('section_id.member_ids', 'in', [uid])]"
 604                         context="{'invisible_section': False}"
 605                         help="My Sales Team(s)" />
 606                     <filter icon="terp-personal+"
 607                         context="{'invisible_section': False}"
 608                         domain="[]"
 609                         help="Show Sales Team"/>
 610                 </field>
 611                                 <field name="partner_id"/>
 612                 <newline/>
 613                 <group expand="0" string="Group By..." colspan="16">
 614                     <filter string="Salesman" icon="terp-personal" domain="[]" context="{'group_by':'user_id'}" />
 615                     <filter string="Team" help="Sales Team" icon="terp-personal+" domain="[]" context="{'group_by':'section_id'}"/>
 616                     <filter string="Customer" help="Partner" icon="terp-personal+" domain="[]" context="{'group_by':'partner_id'}"/>
 617                     <separator orientation="vertical" />
 618                     <filter string="Stage" icon="terp-stage" domain="[]" context="{'group_by':'stage_id'}" />
 619                     <filter string="Priority" icon="terp-rating-rated" domain="[]" context="{'group_by':'priority'}" />
 620                     <filter string="Category" icon="terp-stock_symbol-selection" domain="[]" context="{'group_by':'categ_id'}" />
 621                     <filter string="Campaign" icon="terp-gtk-jump-to-rtl" domain="[]" context="{'group_by':'type_id'}"/>
 622                     <filter string="Channel" icon="terp-call-start" domain="[]" context="{'group_by':'channel_id'}" />
 623                     <filter string="State" icon="terp-stock_effects-object-colorize" domain="[]" context="{'group_by':'state'}"/>
 624                     <separator orientation="vertical" />
 625                     <filter string="Creation" icon="terp-go-month" domain="[]" context="{'group_by':'create_date'}" groups="base.group_no_one"/>
 626                     <filter string="Exp.Closing" icon="terp-go-month" help="Expected Closing" domain="[]" context="{'group_by':'date_deadline'}" />
 627                 </group>
 628             </search>
 629         </field>
 630     </record>
 631
 632     <!-- crm.lead Opportunities Graph View -->
 633     <record model="ir.ui.view" id="crm_case_graph_view_opportunity">
 634         <field name="name">CRM - Opportunity Graph</field>
 635         <field name="model">crm.lead</field>
 636         <field name="type">graph</field>
 637         <field name="arch" type="xml">
 638             <graph string="Opportunity by Categories" type="bar" orientation="horizontal">
 639                 <field name="categ_id"/>
 640                 <field name="planned_revenue" operator="+"/>
 641                 <field name="state" group="True"/>
 642             </graph>
 643         </field>
 644     </record>
 645
 646 </data>
 647 </openerp>