addons/crm/crm_lead_view.xml

   1 <?xml version="1.0"?>
   2 <openerp>
   3     <data>
   4
   5         <!--
   6             CRM CASE STAGE
   7             -->
   8
   9         <!-- Stage Search view -->
  10         <record id="crm_lead_stage_search" model="ir.ui.view">
  11             <field name="name">Stage - Search</field>
  12             <field name="model">crm.case.stage</field>
  13             <field name="type">search</field>
  14             <field name="arch" type="xml">
  15                 <search string="Stage Search">
  16                     <field name="name"/>
  17                     <field name="state"/>
  18                     <field name="type"/>
  19                 </search>
  20             </field>
  21         </record>
  22
  23         <!-- Stage Form view -->
  24         <record id="crm_lead_stage_act" model="ir.actions.act_window">
  25             <field name="name">Stages</field>
  26             <field name="res_model">crm.case.stage</field>
  27             <field name="view_type">form</field>
  28             <field name="view_id" ref="crm.crm_case_stage_tree"/>
  29             <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>
  30         </record>
  31
  32         <menuitem action="crm_lead_stage_act" id="menu_crm_lead_stage_act" name="Stages" sequence="0" parent="base.menu_crm_config_lead" />
  33
  34         <!--
  35             LEADS/OPPORTUNITIES CATEGORIES
  36             -->
  37
  38         <!-- Categories Form View -->
  39         <record id="crm_lead_categ_action" model="ir.actions.act_window">
  40             <field name="name">Categories</field>
  41             <field name="res_model">crm.case.categ</field>
  42             <field name="view_type">form</field>
  43             <field name="view_id" ref="crm_case_categ_tree-view"/>
  44             <field name="context" eval="{'object_id': ref('model_crm_lead')}"/>
  45             <field name="domain">[('object_id.model', '=', 'crm.lead')]</field>
  46             <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>
  47         </record>
  48
  49         <menuitem action="crm_lead_categ_action"
  50             id="menu_crm_lead_categ" name="Categories"
  51             parent="base.menu_crm_config_lead" sequence="1" groups="base.group_no_one"/>
  52
  53         <!--
  54             LEADS
  55             -->
  56
  57         <!-- CRM Lead Form View  -->
  58         <record model="ir.ui.view" id="crm_case_form_view_leads">
  59         <field name="name">CRM - Leads Form</field>
  60         <field name="model">crm.lead</field>
  61         <field name="type">form</field>
  62         <field name="arch" type="xml">
  63             <form string="Leads Form" layout="manual">
  64                 <div class="oe_form_topbar">
  65                     <button name="%(crm.action_crm_lead2opportunity_partner)d" string="Convert to Opportunity" type="action"
  66                             help="Convert to Opportunity"/>
  67                     <button name="case_escalate" string="Escalate" type="object"
  68                             states="draft,open,pending"/>
  69                     <button name="case_cancel" string="Cancel" type="object"
  70                             states="draft,open,pending"/>
  71                     <div class="oe_right">
  72                         <field name="stage_id" nolabel="1" widget="statusbar"
  73                             on_change="onchange_stage_id(stage_id)"/>
  74                     </div>
  75                     <div class="oe_clear"/>
  76                 </div>
  77                 <sheet layout="auto">
  78                 <group colspan="4" col="7">
  79                     <field name="name" required="1" string="Subject"/>
  80                     <field name="priority"/>
  81                     <field name="categ_id"
  82                         widget="selection"
  83                         domain="[('object_id.model','=','crm.lead')]"/>
  84                     <newline />
  85                     <field name="user_id" />
  86                     <field name="section_id" widget="selection" />
  87                     <field name="type" invisible="1"/>
  88                 </group>
  89                 <notebook colspan="4">
  90                 <page string="Lead">
  91                     <group colspan="4" col="2">
  92                         <field name="partner_name" string="Company Name" />
  93                     </group>
  94                     <group colspan="2" col="4">
  95                         <separator string="Contact" colspan="4" col="4"/>
  96                         <field name="contact_name" colspan="4"/>
  97                         <newline/>
  98                         <field domain="[('domain', '=', 'contact')]" name="title" widget="selection"/>
  99                         <field name="function" />
 100                         <field name="street" colspan="4"/>
 101                         <field name="street2" colspan="4"/>
 102                         <field name="zip"/>
 103                         <field name="city"/>
 104                         <field name="country_id"/>
 105                         <field name="state_id"/>
 106                     </group>
 107                     <group colspan="2" col="3">
 108                         <separator string="Communication" colspan="4" col="3"/>
 109                         <field name="email_from" widget="email"/>
 110                         <button string="Mail"
 111                             name="%(mail.action_email_compose_message_wizard)d"
 112                             icon="terp-mail-message-new" type="action" colspan="1"/>
 113                         <newline/>
 114                         <field name="phone"/>
 115                         <newline/>
 116                         <field name="fax"/>
 117                         <newline/>
 118                         <field name="mobile"/>
 119                         <newline/>
 120                         <separator string="Links" colspan="4" col="3"/>
 121                         <field name="partner_id" string="Customer"/>
 122                         <button
 123                             name="%(action_crm_lead2partner)d"
 124                             icon="terp-partner" type="action"
 125                             string="Create"
 126                             attrs="{'invisible':[('partner_id','!=',False)]}"/>
 127                     </group>
 128                     <separator colspan="4" string="Notes"/>
 129                     <field name="description" nolabel="1" colspan="4"/>
 130                  </page>
 131                  <page string="Extra Info">
 132                     <group colspan="2" col="2">
 133                         <separator string="Categorization" colspan="2" col="2"/>
 134                         <field name="company_id"
 135                             groups="base.group_multi_company"
 136                             widget="selection" colspan="2" />
 137                         <field name="type_id" select="1" widget="selection"/>
 138                         <field name="channel_id" select="1" widget="selection"/>
 139                         <field name="referred"/>
 140                         <field name="state" groups="base.group_no_one"/>
 141                     </group>
 142                     <group colspan="2" col="2">
 143                         <separator string="Mailings" colspan="2" col="2"/>
 144                         <field name="opt_in" on_change="on_change_opt_in(opt_in)"/>
 145                         <field name="opt_out" on_change="on_change_opt_out(opt_out)"/>
 146                     </group>
 147                     <group colspan="2" col="2" groups="base.group_no_one">
 148                         <separator string="Statistics" colspan="2" col="2"/>
 149                         <field name="day_open"/>
 150                         <field name="day_close"/>
 151                     </group>
 152                  </page>
 153                 </notebook>
 154                 </sheet>
 155                 <div class="oe_form_bottom">
 156                     <field name="message_ids_social" colspan="4" widget="ThreadView" nolabel="1"/>
 157                 </div>
 158             </form>
 159         </field>
 160         </record>
 161
 162         <!-- CRM Lead Tree View -->
 163         <record model="ir.ui.view" id="crm_case_tree_view_leads">
 164             <field name="name">Leads</field>
 165             <field name="model">crm.lead</field>
 166             <field name="type">tree</field>
 167             <field name="arch" type="xml">
 168                 <tree string="Leads" fonts="bold:needaction_pending==True" colors="blue:state=='pending';grey:state in ('cancel', 'done')">
 169                     <field name="needaction_pending" invisible="1"/>
 170                     <field name="date_deadline" invisible="1"/>
 171                     <field name="create_date" groups="base.group_no_one"/>
 172                     <field name="name" string="Subject"/>
 173                     <field name="contact_name"/>
 174                     <field name="country_id" invisible="context.get('invisible_country', True)" />
 175                     <field name="email_from"/>
 176                     <field name="phone"/>
 177                     <field name="stage_id"/>
 178                     <field name="categ_id" invisible="1"/>
 179                     <field name="section_id" invisible="context.get('invisible_section', True)" />
 180                     <field name="state" groups="base.group_no_one"/>
 181                     <field name="type_id" invisible="1"/>
 182                     <field name="referred" invisible="1"/>
 183                     <field name="channel_id" invisible="1"/>
 184                     <field name="subjects" invisible="1"/>
 185                     <button name="%(crm.action_crm_lead2opportunity_partner)d" string="Convert to Opportunity" type="action"
 186                             states="draft,open,pending" icon="gtk-go-forward"/>
 187                     <button name="case_escalate" string="Escalate" type="object"
 188                             states="draft,open,pending" icon="gtk-go-up"/>
 189                     <button name="case_cancel" string="Dead" type="object"
 190                             states="open,draft,pending" icon="gtk-cancel"/>
 191                 </tree>
 192             </field>
 193         </record>
 194
 195         <!-- CRM Lead Calendar View -->
 196         <record model="ir.ui.view" id="crm_case_calendar_view_leads">
 197             <field name="name">CRM - Leads Calendar</field>
 198             <field name="model">crm.lead</field>
 199             <field name="type">calendar</field>
 200             <field name="priority" eval="2"/>
 201             <field name="arch" type="xml">
 202                 <calendar string="Leads Generation"
 203                     date_start="date_action" color="user_id">
 204                     <field name="name" />
 205                     <field name="partner_name" />
 206                 </calendar>
 207             </field>
 208         </record>
 209
 210     <!-- CRM Lead Kanban View  -->
 211     <record model="ir.ui.view" id="crm_case_kanban_view_leads">
 212         <field name="name">CRM - Leads Kanban</field>
 213         <field name="model">crm.lead</field>
 214         <field name="type">kanban</field>
 215         <field name="arch" type="xml">
 216             <kanban default_group_by="stage_id">
 217                 <field name="state" groups="base.group_no_one"/>
 218                 <field name="color"/>
 219                 <field name="priority"/>
 220                 <field name="planned_revenue" sum="Expected Revenues"/>
 221                 <field name="user_email"/>
 222                 <field name="user_id"/>
 223                 <field name="partner_address_email"/>
 224                 <templates>
 225                     <t t-name="lead_details">
 226                         <ul class="oe_kanban_tooltip">
 227                             <li t-if="record.phone.raw_value"><b>Phone:</b> <field name="phone"/></li>
 228                             <li><b>Probability:</b> <field name="probability"/>%%</li>
 229                             <li><b>Creation date:</b> <field name="create_date"/></li>
 230                             <li t-if="record.date_deadline.raw_value"><b>Date Deadline:</b> <field name="date_deadline"/></li>
 231                         </ul>
 232                     </t>
 233                     <t t-name="kanban-box">
 234                         <div t-attf-class="oe_kanban_color_#{kanban_getcolor(record.color.raw_value)} oe_kanban_card">
 235                             <a class="oe_kanban_menuaction oe_i">B</a>
 236                             <ul class="oe_kanban_menu">
 237                                 <li><a type="edit" >Edit...</a></li>
 238                                 <li><a type="delete">Delete</a></li>
 239                                 <li><a name="%(mail.action_email_compose_message_wizard)d" type="action">Send New Email</a></li>
 240                                 <li><a name="%(opportunity2phonecall_act)d" type="action">Log Call</a></li>
 241                                 <li><a name="action_makeMeeting" type="object">Schedule Meeting</a></li>
 242                                 <li><a name="%(crm.action_crm_add_note)d" context="{'model': 'crm.lead' }" type="action">Add Internal Note</a></li>
 243                                 <li><ul class="oe_kanban_colorpicker" data-field="color"/></li>
 244                             </ul>
 245                             <div class="oe_kanban_content">
 246                                 <a type="edit"><h3>
 247                                     <field name="partner_id"/>
 248                                     <t t-if="record.planned_revenue.raw_value">
 249                                         - <t t-esc="Math.round(record.planned_revenue.value)"/>
 250                                         <field name="company_currency"/>
 251                                     </t>
 252                                 </h3></a>
 253                                 <div>
 254                                     <b> <field name="partner_address_name"/> </b>
 255                                 </div>
 256                                 <div>
 257                                     <field name="name"/>
 258                                 </div>
 259                                 <div style="padding-left: 0.5em">
 260                                     <i>
 261                                         <t t-if="record.date_deadline.raw_value and record.date_deadline.raw_value lt (new Date())" t-set="red">oe_kanban_text_red</t>
 262                                         <span t-attf-class="#{red || ''}">
 263                                             <field name="date_action"/>
 264                                         </span>
 265                                         <t t-if="record.date_action.raw_value"> : </t>
 266                                         <field name="title_action"/>
 267                                     </i>
 268                                 </div>
 269                                 <div class="oe_right">
 270                                     <a t-if="record.priority.raw_value == 1" icon="star-on" type="object" name="set_normal_priority"/>
 271                                     <a t-if="record.priority.raw_value != 1" icon="star-off" type="object" name="set_high_priority" style="opacity:0.7; filter:alpha(opacity=70);"/>
 272                                     <!--
 273                                     <t t-if="record.date_deadline.raw_value and record.date_deadline.raw_value lt (new Date())" t-set="red">oe_kaban_status_red</t>
 274                                     <span t-attf-class="oe_kanban_status #{red}"> </span>
 275                                     -->
 276                                     <img t-att-src="kanban_image('res.users', 'avatar', record.user_id.raw_value[0])" t-att-title="record.user_id.value" width="24" height="24" class="oe_kanban_avatar"/>
 277                                 </div>
 278                                 <div class="oe_kanban_footer_left">
 279                                 </div>
 280                             </div>
 281                             <div class="oe_clear"></div>
 282                         </div>
 283                         <!--
 284                             <div class="oe_kanban_right">
 285                                 <a name="case_mark_lost" string="Mark Lost" states="open,pending" type="object" icon="kanban-stop" />
 286                                 <a name="case_pending" string="Pending" states="draft,open" type="object" icon="kanban-pause" />
 287                                 <a name="case_open" string="Open" states="pending" type="object" icon="gtk-media-play" />
 288                                 <a name="case_mark_won" string="Mark Won" states="open,pending" type="object" icon="kanban-apply" />
 289                             </div>
 290                         -->
 291                     </t>
 292                 </templates>
 293             </kanban>
 294         </field>
 295     </record>
 296
 297     <!-- CRM Lead Search View -->
 298     <record id="view_crm_case_leads_filter" model="ir.ui.view">
 299         <field name="name">CRM - Leads Search</field>
 300         <field name="model">crm.lead</field>
 301         <field name="type">search</field>
 302         <field name="arch" type="xml">
 303             <search string="Search Leads">
 304                 <filter icon="terp-check" name="inbox" string="Inbox" domain="[('message_state','=','unread')]"/>
 305                 <filter icon="terp-check"
 306                     string="New"
 307                     name="new" help="New Leads"
 308                     domain="[('state','=','draft')]"/>
 309                 <filter icon="terp-camera_test"
 310                     string="Open"
 311                     name="open"
 312                     domain="[('state','=','open')]"/>
 313                 <filter icon="terp-gtk-media-pause"
 314                     string="Pending"
 315                     name="pending"
 316                     domain="[('state','=','pending')]"/>
 317
 318                 <separator orientation="vertical"/>
 319                 <filter icon="terp-go-today" string="Today"
 320                     domain="[('create_date','&lt;', time.strftime('%%Y-%%m-%%d 23:59:59')), ('create_date','&gt;=', time.strftime('%%Y-%%m-%%d 00:00:00'))]"
 321                     help="Todays' Leads" />
 322                 <filter icon="terp-go-week" string="7 Days"
 323                     help="Leads creating during last 7 days"
 324                     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'))]"
 325                 />
 326                 <separator orientation="vertical"/>
 327                 <field name="name" string="Lead / Customer"
 328                     filter_domain="['|','|',('partner_name','ilike',self),('email_from','ilike',self),('name','ilike',self)]"/>
 329                 <field name="user_id">
 330                     <filter icon="terp-personal-"
 331                         domain="[('user_id','=', False)]"
 332                         help="Unassigned Leads" />
 333                 </field>
 334                 <field name="subjects"/>
 335                 <field name="section_id" widget="selection"
 336                     context="{'invisible_section': False}">
 337                     <filter icon="terp-personal+"
 338                         context="{'invisible_section': False}"
 339                         domain="['|', ('section_id.user_id','=',uid), ('section_id.member_ids', 'in', [uid])]"
 340                         help="My Sales Team(s)"/>
 341                     <filter icon="terp-personal+"
 342                         context="{'invisible_section': False}"
 343                         domain="[]"
 344                         help="Show Sales Team"/>
 345                 </field>
 346                 <separator orientation="vertical"/>
 347                 <field name="country_id" context="{'invisible_country': False}">
 348                     <filter icon="terp-personal+" context="{'invisible_country': False}" help="Show countries"/>
 349                 </field>
 350                 <newline/>
 351                 <group expand="0" string="Group By...">
 352                     <filter string="Salesperson" icon="terp-personal" domain="[]" context="{'group_by':'user_id'}"/>
 353                     <filter string="Team" icon="terp-personal+" domain="[]" context="{'group_by':'section_id'}"/>
 354                     <filter string="Referrer" icon="terp-personal" domain="[]" context="{'group_by':'referred'}"/>
 355                     <separator orientation="vertical"/>
 356                     <filter string="Category" icon="terp-stock_symbol-selection" domain="[]" context="{'group_by':'categ_id'}"/>
 357                     <filter string="Campaign" icon="terp-gtk-jump-to-rtl"
 358                         domain="[]" context="{'group_by':'type_id'}" />
 359                     <filter string="Channel" icon="terp-call-start"
 360                         domain="[]" context="{'group_by':'channel_id'}" />
 361                     <separator orientation="vertical"/>
 362                     <filter string="Stage" icon="terp-stage" domain="[]" context="{'group_by':'stage_id'}"/>
 363                     <filter string="Status" icon="terp-stock_effects-object-colorize" domain="[]" context="{'group_by':'state'}"/>
 364                     <separator orientation="vertical" groups="base.group_no_one"/>
 365                     <filter string="Creation" help="Create date" icon="terp-go-month"
 366                         domain="[]" context="{'group_by':'create_date'}" groups="base.group_no_one"/>
 367                 </group>
 368            </search>
 369         </field>
 370     </record>
 371
 372
 373     <!--
 374         OPPORTUNITY
 375         -->
 376
 377     <!-- Opportunities Form View -->
 378     <record model="ir.ui.view" id="crm_case_form_view_oppor">
 379         <field name="name">Opportunities</field>
 380         <field name="model">crm.lead</field>
 381         <field name="type">form</field>
 382         <field name="priority">20</field>
 383         <field name="arch" type="xml">
 384             <form string="Opportunities" layout="manual">
 385                 <div class="oe_form_topbar oe_form_topbar_hifirst">
 386                     <button name="stage_previous" string="Previous" type="object"
 387                             states="open" icon="gtk-go-back" context="{'stage_type': 'opportunity'}"/>
 388                     <button name="stage_next" string="Next" type="object"
 389                             states="open" icon="gtk-go-forward" context="{'stage_type': 'opportunity'}"/>
 390                     <button name="case_open" string="Open" type="object"
 391                             states="draft" icon="gtk-go-forward"/>
 392                     <button name="case_escalate" string="Escalate" type="object"
 393                             states="open" icon="gtk-go-up"/>
 394                     <button name="case_mark_won" string="Mark Won" type="object"
 395                             states="open" icon="gtk-apply"/>
 396                     <button name="case_mark_lost" string="Mark Lost" type="object"
 397                             states="open" icon="gtk-cancel"/>
 398                     <button name="case_reset" string="Reset to Draft" type="object"
 399                             states="cancel,done" icon="gtk-convert"/>
 400                     <button name="case_cancel" string="Cancel" type="object"
 401                             states="draft" icon="gtk-cancel"/>
 402                     <div class="oe_right">
 403                         <field name="stage_id" nolabel="1" widget="statusbar"
 404                             on_change="onchange_stage_id(stage_id)"/>
 405                     </div>
 406                     <div class="oe_clear"/>
 407                 </div>
 408                 <sheet layout="auto">
 409                 <group colspan="4" col="2" width="auto">
 410                     <field name="name" required="1" nolabel="1" class="oe_form_title"/>
 411                     <div class="oe_text_right">
 412                         <button string="Schedule/Log Call"
 413                             name="%(opportunity2phonecall_act)d" icon="terp-call-start"
 414                             type="action"/>
 415                         <button string="Schedule Meeting" icon="gtk-redo"
 416                             name="action_makeMeeting"
 417                             type="object"/>
 418                     </div>
 419                 </group>
 420                 <group colspan="4" col="4" class="oe_form_group_label_border" style="margin-top: 20px;">
 421                     <field name="user_id"/>
 422                     <field name="planned_revenue"/>
 423
 424                     <field name="date_action"/>
 425                     <field name="date_deadline"/>
 426
 427                     <field name="title_action"/>
 428                     <field name="probability"/>
 429
 430                     <field name="type" invisible="1"/>
 431                 </group>
 432                 <notebook colspan="4">
 433                 <page string="Opportunity">
 434                     <group col="4" colspan="2">
 435                         <separator colspan="4" string="Contacts"/>
 436                         <group colspan="2" col="3" class="oe_form_group_label_border">
 437                             <field width="80%%" name="partner_id" select="1"
 438                                 on_change="onchange_partner_id(partner_id, email_from)" string="Customer"/>
 439                             <button name="%(action_crm_lead2partner)d"
 440                                 icon="terp-partner" type="action"
 441                                 string="Create"
 442                                 attrs="{'invisible':[('partner_id','!=',False)]}"/>
 443                             <field name="phone" colspan="3"/>
 444                             <field width="80%%" name="email_from" string="Email"/>
 445                             <button string="Mail"
 446                                 name="%(mail.action_email_compose_message_wizard)d"
 447                                 context="{'mail':'new', 'model': 'crm.lead'}"
 448                                 icon="terp-mail-message-new" type="action" />
 449                         </group>
 450                     </group>
 451                     <group col="2" colspan="2" class="oe_form_group_label_border">
 452                         <separator colspan="2" string="Category"/>
 453                         <field name="section_id" colspan="1" widget="selection"/>
 454                         <field name="categ_id" select="1"
 455                             string="Category" widget="selection"
 456                             domain="[('object_id.model', '=', 'crm.lead')]" />
 457                         <field name="state"/>
 458                         <field name="priority"/>
 459                     </group>
 460
 461                     <separator colspan="4" string="Details"/>
 462                     <field name="description" nolabel="1" colspan="4"/>
 463                 </page>
 464                 <page string="Lead">
 465                     <separator string="Contact" colspan="4"/>
 466                     <group colspan="4" col="4" class="oe_form_group_label_border">
 467                         <field name="partner_name" string="Customer Name" colspan="4"/>
 468                     </group>
 469                     <group colspan="2" col="2" class="oe_form_group_label_border">
 470                         <field domain="[('domain', '=', 'contact')]" name="title" widget="selection"/>
 471                         <field name="fax"/>
 472                         <field name="street"/>
 473                         <field name="zip"/>
 474                         <field name="country_id"/>
 475                     </group>
 476                     <group colspan="2" col="2" class="oe_form_group_label_border">
 477                         <field name="function" />
 478                         <field name="mobile"/>
 479                         <field name="street2"/>
 480                         <field name="city"/>
 481                         <field name="state_id"/>
 482                     </group>
 483
 484                     <group colspan="2" col="2" class="oe_form_group_label_border">
 485                         <separator string="Categorization" colspan="2"/>
 486                         <field name="type_id" widget="selection"/>
 487                         <field name="channel_id" widget="selection"/>
 488                     </group>
 489                     <group colspan="2" col="2" class="oe_form_group_label_border">
 490                         <separator string="Mailings" colspan="2"/>
 491                         <field name="opt_in" on_change="on_change_opt_in(opt_in)"/>
 492                         <field name="opt_out" on_change="on_change_opt_out(opt_out)"/>
 493                     </group>
 494                 </page>
 495                 <page string="Extra Info">
 496                     <group col="2" colspan="2" class="oe_form_group_label_border">
 497                         <separator string="Misc" colspan="2"/>
 498                         <field name="active"/>
 499                         <field name="day_open" groups="base.group_no_one"/>
 500                         <field name="day_close" groups="base.group_no_one"/>
 501                         <field name="referred"/>
 502                     </group>
 503                     <group col="2" colspan="2" class="oe_form_group_label_border">
 504                         <separator colspan="4" string="References"/>
 505                         <field name="ref"/>
 506                         <field name="ref2"/>
 507                     </group>
 508                 </page>
 509                 </notebook>
 510                 </sheet>
 511                 <div class="oe_form_bottom">
 512                     <field name="message_ids_social" colspan="4" widget="ThreadView" nolabel="1"/>
 513                 </div>
 514             </form>
 515         </field>
 516     </record>
 517
 518         <!-- Opportunities Tree View -->
 519         <record model="ir.ui.view" id="crm_case_tree_view_oppor">
 520             <field name="name">Opportunities Tree</field>
 521             <field name="model">crm.lead</field>
 522             <field name="type">tree</field>
 523             <field name="arch" type="xml">
 524                 <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)">
 525                     <field name="needaction_pending" invisible="1"/>
 526                     <field name="date_deadline" invisible="1"/>
 527                     <field name="create_date" groups="base.group_no_one"/>
 528                     <field name="name" string="Opportunity"/>
 529                     <field name="partner_id" string="Customer"/>
 530                     <field name="country_id" invisible="context.get('invisible_country', True)" />
 531                     <field name="date_action"/>
 532                     <field name="title_action" />
 533                     <field name="channel_id" invisible="1"/>
 534                     <field name="type_id" invisible="1"/>
 535                     <field name="subjects" invisible="1"/>
 536                     <field name="stage_id"/>
 537                     <field name="planned_revenue" sum="Expected Revenues"/>
 538                     <field name="probability" widget="progressbar" avg="Avg. of Probability"/>
 539                     <field name="section_id" invisible="context.get('invisible_section', True)" />
 540                     <field name="user_id"/>
 541                     <field name="priority" invisible="1"/>
 542                     <field name="categ_id" invisible="1"/>
 543                     <field name="state" groups="base.group_no_one"/>
 544                     <button name="case_open" string="Open" type="object"
 545                             states="draft,pending" icon="gtk-go-forward"/>
 546                     <button name="case_mark_won" string="Won" type="object"
 547                             states="open,pending" icon="gtk-apply"/>
 548                     <button name="case_mark_lost" string="Lost" type="object"
 549                             states="open,pending" icon="gtk-cancel"/>
 550                 </tree>
 551             </field>
 552         </record>
 553
 554
 555     <!-- Opportunities Search View -->
 556     <record id="view_crm_case_opportunities_filter" model="ir.ui.view">
 557         <field name="name">CRM - Opportunities Search</field>
 558         <field name="model">crm.lead</field>
 559         <field name="type">search</field>
 560         <field name="arch" type="xml">
 561             <search string="Search Opportunities">
 562                 <filter icon="terp-check"
 563                     string="New"  help="New Opportunities"
 564                     name="new"
 565                     domain="[('state','=','draft')]"/>
 566                 <filter icon="terp-camera_test"
 567                     string="Open"  help="Open Opportunities"
 568                     name="open"
 569                     domain="[('state','=','open')]"/>
 570                 <filter icon="terp-gtk-media-pause"
 571                     string="Pending"  help="Pending Opportunities"
 572                     name="pending"
 573                     domain="[('state','=','pending')]"/>
 574                 <separator orientation="vertical"/>
 575                 <field name="name" string="Opportunity / Customer"
 576                     filter_domain="['|','|','|',('partner_id','ilike',self),('partner_name','ilike',self),('email_from','ilike',self),('name', 'ilike', self)]"/>
 577                 <field name="user_id">
 578                     <filter icon="terp-personal-"
 579                         domain="[('user_id','=', False)]"
 580                         help="Unassigned Opportunities" />
 581                 </field>
 582                 <field name="section_id"
 583                     context="{'invisible_section': False, 'default_section_id': self}">
 584                     <filter icon="terp-personal+"
 585                         domain="['|', ('section_id.user_id','=',uid), ('section_id.member_ids', 'in', [uid])]"
 586                         context="{'invisible_section': False}"
 587                         help="My Sales Team(s)" />
 588                     <filter icon="terp-personal+"
 589                         context="{'invisible_section': False}"
 590                         domain="[]"
 591                         help="Show Sales Team"/>
 592                 </field>
 593                 <newline/>
 594                 <group expand="0" string="Group By..." colspan="16">
 595                     <filter string="Salesperson" icon="terp-personal" domain="[]" context="{'group_by':'user_id'}" />
 596                     <filter string="Team" help="Sales Team" icon="terp-personal+" domain="[]" context="{'group_by':'section_id'}"/>
 597                     <filter string="Customer" help="Partner" icon="terp-personal+" domain="[]" context="{'group_by':'partner_id'}"/>
 598                     <separator orientation="vertical" />
 599                     <filter string="Stage" icon="terp-stage" domain="[]" context="{'group_by':'stage_id'}" />
 600                     <filter string="Priority" icon="terp-rating-rated" domain="[]" context="{'group_by':'priority'}" />
 601                     <filter string="Category" icon="terp-stock_symbol-selection" domain="[]" context="{'group_by':'categ_id'}" />
 602                     <filter string="Campaign" icon="terp-gtk-jump-to-rtl" domain="[]" context="{'group_by':'type_id'}"/>
 603                     <filter string="Channel" icon="terp-call-start" domain="[]" context="{'group_by':'channel_id'}" />
 604                     <filter string="Status" icon="terp-stock_effects-object-colorize" domain="[]" context="{'group_by':'state'}"/>
 605                     <separator orientation="vertical" />
 606                     <filter string="Creation" icon="terp-go-month" domain="[]" context="{'group_by':'create_date'}" groups="base.group_no_one"/>
 607                     <filter string="Exp.Closing" icon="terp-go-month" help="Expected Closing" domain="[]" context="{'group_by':'date_deadline'}" />
 608                 </group>
 609             </search>
 610         </field>
 611     </record>
 612
 613         <!-- crm.lead Opportunities Graph View -->
 614         <record model="ir.ui.view" id="crm_case_graph_view_opportunity">
 615             <field name="name">CRM - Opportunity Graph</field>
 616             <field name="model">crm.lead</field>
 617             <field name="type">graph</field>
 618             <field name="arch" type="xml">
 619                 <graph string="Opportunity by Categories" type="bar" orientation="horizontal">
 620                     <field name="categ_id"/>
 621                     <field name="planned_revenue" operator="+"/>
 622                     <field name="state" group="True"/>
 623                 </graph>
 624             </field>
 625         </record>
 626
 627     </data>
 628 </openerp>