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