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="opt_in" on_change="on_change_opt_in(opt_in)"/>
 148                         <field name="opt_out" on_change="on_change_opt_out(opt_out)"/>
 149                     </group>
 150                     <group colspan="2" col="2" groups="base.group_no_one">
 151                         <separator string="Statistics" colspan="2" col="2"/>
 152                         <field name="day_open"/>
 153                         <field name="day_close"/>
 154                     </group>
 155                  </page>
 156                 </notebook>
 157                 </sheet>
 158                 <div class="oe_form_bottom">
 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                         <div t-attf-class="oe_kanban_color_#{kanban_getcolor(record.color.raw_value)} oe_kanban_card">
 255                             <a class="oe_kanban_menuaction oe_i">B</a>
 256                             <ul class="oe_kanban_menu">
 257                                 <li><a type="edit" >Edit...</a></li>
 258                                 <li><a type="delete">Delete</a></li>
 259                                 <li><ul class="oe_kanban_colorpicker" data-field="color"/></li>
 260                             </ul>
 261                             <div class="oe_kanban_content">
 262                                 <h3>
 263                                     <field name="partner_id"/>
 264                                     <t t-if="record.planned_revenue.raw_value">
 265                                         - <t t-esc="Math.round(record.planned_revenue.value)"/>
 266                                         <field name="company_currency"/>
 267                                     </t>
 268                                 </h3>
 269                                 <div>
 270                                     <b> <field name="partner_address_name"/> </b>
 271                                 </div>
 272                                 <div>
 273                                     <field name="name"/>
 274                                 </div>
 275                                 <div style="padding-left: 0.5em">
 276                                     <i>
 277                                         <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>
 278                                         <span t-attf-class="#{red || ''}">
 279                                             <field name="date_action"/>
 280                                         </span>
 281                                         <t t-if="record.date_action.raw_value"> : </t>
 282                                         <field name="title_action"/>
 283                                     </i>
 284                                 </div>
 285                                 <div class="oe_right">
 286                                     <a t-if="record.priority.raw_value == 1" icon="star-on" type="object" name="set_normal_priority"/>
 287                                     <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);"/>
 288                                     <!--
 289                                     <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>
 290                                     <span t-attf-class="oe_kanban_status #{red}"> </span>
 291                                     -->
 292                                     <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"/>
 293                                 </div>
 294                                 <div class="oe_kanban_footer_left">
 295                                 </div>
 296                             </div>
 297                             <div class="oe_clear"></div>
 298                         </div>
 299
 300                         <!--
 301                         <div t-attf-class="#{kanban_color(record.color.raw_value)} #{border || ''}">
 302                             <div class="oe_kanban_box oe_kanban_color_border">
 303                                 <table class="oe_kanban_draghandle">
 304                                 </table>
 305                                 <div class="oe_kanban_box_show_onclick_trigger">
 306                                 </div>
 307                                 <div class="oe_kanban_buttons_set oe_kanban_color_border oe_kanban_color_bglight oe_kanban_box_show_onclick">
 308                                     <div class="oe_kanban_left">
 309                                         <a string="Edit" icon="gtk-edit" type="edit"/>
 310                                         <a string="Change Color" icon="color-picker" type="color" name="color"/>
 311                                         <a string="Send New Email" name="%(mail.action_email_compose_message_wizard)d" icon="terp-mail-message-new" type="action"/>
 312                                         <a string="Log Call" name="%(opportunity2phonecall_act)d" icon="terp-call-start" type="action"/>
 313                                         <a string="Schedule Meeting" name="action_makeMeeting" type="object" icon="stock_calendar"/>
 314                                         <a string="Add Internal Note" name="%(crm.action_crm_add_note)d" context="{'model': 'crm.lead' }" icon="terp-document-new" type="action"/>
 315                                     </div>
 316                                     <div class="oe_kanban_right">
 317                                         <a name="case_mark_lost" string="Mark Lost" states="open,pending" type="object" icon="kanban-stop" />
 318                                         <a name="case_pending" string="Pending" states="draft,open" type="object" icon="kanban-pause" />
 319                                         <a name="case_open" string="Open" states="pending" type="object" icon="gtk-media-play" />
 320                                         <a name="case_mark_won" string="Mark Won" states="open,pending" type="object" icon="kanban-apply" />
 321                                     </div>
 322                                     <br class="oe_kanban_clear"/>
 323                                 </div>
 324                             </div>
 325                         </div>
 326                         -->
 327                     </t>
 328                 </templates>
 329             </kanban>
 330         </field>
 331     </record>
 332
 333     <!-- CRM Lead Search View -->
 334
 335     <record id="view_crm_case_leads_filter" model="ir.ui.view">
 336         <field name="name">CRM - Leads Search</field>
 337         <field name="model">crm.lead</field>
 338         <field name="type">search</field>
 339         <field name="arch" type="xml">
 340             <search string="Search Leads">
 341                 <filter icon="terp-check"
 342                     string="New"
 343                     name="new" help="New Leads"
 344                     domain="[('state','=','draft')]"/>
 345                 <filter icon="terp-camera_test"
 346                     string="Open"
 347                     name="open"
 348                     domain="[('state','=','open')]"/>
 349                 <filter icon="terp-gtk-media-pause"
 350                     string="Pending"
 351                     name="pending"
 352                     domain="[('state','=','pending')]"/>
 353
 354                 <separator orientation="vertical"/>
 355                 <filter icon="terp-go-today" string="Today"
 356                     domain="[('create_date','&lt;', time.strftime('%%Y-%%m-%%d 23:59:59')), ('create_date','&gt;=', time.strftime('%%Y-%%m-%%d 00:00:00'))]"
 357                     help="Todays' Leads" />
 358                 <filter icon="terp-go-week" string="7 Days"
 359                     help="Leads creating during last 7 days"
 360                     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'))]"
 361                 />
 362                 <separator orientation="vertical"/>
 363                 <field name="name" string="Lead / Customer"
 364                     filter_domain="['|','|',('partner_name','ilike',self),('email_from','ilike',self),('name','ilike',self)]"/>
 365                 <field name="user_id">
 366                     <filter icon="terp-personal-"
 367                         domain="[('user_id','=', False)]"
 368                         help="Unassigned Leads" />
 369                 </field>
 370                 <field name="subjects"/>
 371                 <field name="section_id" widget="selection"
 372                     context="{'invisible_section': False}">
 373                     <filter icon="terp-personal+"
 374                         context="{'invisible_section': False}"
 375                         domain="['|', ('section_id.user_id','=',uid), ('section_id.member_ids', 'in', [uid])]"
 376                         help="My Sales Team(s)"/>
 377                     <filter icon="terp-personal+"
 378                         context="{'invisible_section': False}"
 379                         domain="[]"
 380                         help="Show Sales Team"/>
 381                 </field>
 382                 <separator orientation="vertical"/>
 383                 <field name="country_id" context="{'invisible_country': False}">
 384                     <filter icon="terp-personal+" context="{'invisible_country': False}" help="Show countries"/>
 385                 </field>
 386                 <newline/>
 387                 <group expand="0" string="Group By...">
 388                     <filter string="Salesman" icon="terp-personal" domain="[]" context="{'group_by':'user_id'}"/>
 389                     <filter string="Team" icon="terp-personal+" domain="[]" context="{'group_by':'section_id'}"/>
 390                     <filter string="Referrer" icon="terp-personal" domain="[]" context="{'group_by':'referred'}"/>
 391                     <separator orientation="vertical"/>
 392                     <filter string="Category" icon="terp-stock_symbol-selection" domain="[]" context="{'group_by':'categ_id'}"/>
 393                     <filter string="Campaign" icon="terp-gtk-jump-to-rtl"
 394                         domain="[]" context="{'group_by':'type_id'}" />
 395                     <filter string="Channel" icon="terp-call-start"
 396                         domain="[]" context="{'group_by':'channel_id'}" />
 397                     <separator orientation="vertical"/>
 398                     <filter string="Stage" icon="terp-stage" domain="[]" context="{'group_by':'stage_id'}"/>
 399                     <filter string="State" icon="terp-stock_effects-object-colorize" domain="[]" context="{'group_by':'state'}"/>
 400                     <separator orientation="vertical" groups="base.group_no_one"/>
 401                     <filter string="Creation" help="Create date" icon="terp-go-month"
 402                         domain="[]" context="{'group_by':'create_date'}" groups="base.group_no_one"/>
 403                 </group>
 404            </search>
 405         </field>
 406     </record>
 407
 408
 409     <!-- Opportunities Form View -->
 410     <record model="ir.ui.view" id="crm_case_form_view_oppor">
 411         <field name="name">Opportunities</field>
 412         <field name="model">crm.lead</field>
 413         <field name="type">form</field>
 414         <field name="priority">20</field>
 415         <field name="arch" type="xml">
 416             <form string="Opportunities" layout="manual">
 417                 <div class="oe_form_topbar oe_form_topbar_hifirst">
 418                     <button name="case_cancel" string="Cancel" states="draft" type="object" icon="gtk-cancel" />
 419                     <button name="case_mark_lost" string="Mark Lost" states="open,pending" type="object" icon="gtk-cancel" />
 420                     <button name="case_reset" string="Reset to Draft" states="done,cancel" type="object" icon="gtk-convert" />
 421                     <button name="case_open" string="Open" states="draft,pending" type="object" icon="gtk-go-forward" />
 422                     <button name="case_pending" string="Pending" states="draft,open" type="object" icon="gtk-media-pause" />
 423                     <button name="case_escalate" string="Escalate" states="open,pending" type="object" icon="gtk-go-up" />
 424                     <button name="case_mark_won" string="Mark Won" states="open,pending" type="object" icon="gtk-apply" />
 425                     <div class="oe_right">
 426                         <field name="state" nolabel="1" widget="statusbar" statusbar_visible="draft,open,done" statusbar_colors='{"pending":"blue"}'/>
 427                     </div>
 428                     <div class="oe_clear"/>
 429                 </div>
 430                 <sheet layout="auto">
 431                 <group colspan="4" col="2" width="auto">
 432                     <field name="name" required="1" nolabel="1" class="oe_form_title"/>
 433                     <div class="oe_text_right">
 434                         <button string="Schedule/Log Call"
 435                             name="%(opportunity2phonecall_act)d" icon="terp-call-start"
 436                             type="action"/>
 437                         <button string="Schedule Meeting" icon="gtk-redo"
 438                             name="action_makeMeeting"
 439                             type="object"/>
 440                     </div>
 441                 </group>
 442                 <group colspan="4" col="4" class="oe_form_group_label_border" style="margin-top: 20px;">
 443                     <field name="user_id"/>
 444                     <field name="planned_revenue"/>
 445
 446                     <field name="date_action"/>
 447                     <field name="date_deadline"/>
 448
 449                     <field name="title_action"/>
 450                     <field name="probability"/>
 451
 452                     <field name="type" invisible="1"/>
 453                 </group>
 454                 <notebook colspan="4">
 455                 <page string="Opportunity">
 456                     <group col="4" colspan="2">
 457                         <separator colspan="4" string="Contacts"/>
 458                         <group colspan="2" col="3" class="oe_form_group_label_border">
 459                             <field width="80%%" name="partner_id" select="1"
 460                                 on_change="onchange_partner_id(partner_id, email_from)" string="Customer"/>
 461                             <button name="%(action_crm_lead2partner)d"
 462                                 icon="terp-partner" type="action"
 463                                 string="Create"
 464                                 attrs="{'invisible':[('partner_id','!=',False)]}"/>
 465
 466                             <field name="phone" colspan="3"/>
 467
 468                             <field width="80%%" name="email_from" string="Email"/>
 469                             <button string="Mail"
 470                                 name="%(mail.action_email_compose_message_wizard)d"
 471                                 context="{'mail':'new', 'model': 'crm.lead'}"
 472                                 icon="terp-mail-message-new" type="action" />
 473                         </group>
 474                     </group>
 475                     <group col="2" colspan="2" class="oe_form_group_label_border">
 476                         <separator colspan="2" string="Categorization"/>
 477                         <field name="section_id" colspan="1" widget="selection"/>
 478                         <field name="categ_id" select="1"
 479                             string="Category" widget="selection"
 480                             domain="[('object_id.model', '=', 'crm.lead')]" />
 481
 482                         <label string="Stage" for="stage_id" align="1.0"/>
 483                         <group colspan="1" col="3">
 484                             <field name="stage_id" nolabel="1"
 485                                 on_change="onchange_stage_id(stage_id)"
 486                                 domain="section_id and [('section_ids', '=', section_id)] or []" width="60%%"/>
 487                             <button name="stage_previous"
 488                                 states="draft,open,pending" type="object"
 489                                 icon="gtk-go-back" string="" context="{'stage_type': 'opportunity'}"/>
 490                             <button name="stage_next" states="draft,open,pending"
 491                                 type="object" icon="gtk-go-forward" string="" context="{'stage_type': 'opportunity'}"/>
 492                         </group>
 493
 494                         <field name="priority" string="Priority"/>
 495                     </group>
 496
 497                     <separator colspan="4" string="Details"/>
 498                     <field name="description" nolabel="1" colspan="4"/>
 499                 </page>
 500                 <page string="Lead">
 501                     <separator string="Contact" colspan="4"/>
 502                     <group colspan="4" col="4" class="oe_form_group_label_border">
 503                         <field name="partner_name" string="Customer Name" colspan="4"/>
 504                     </group>
 505                     <group colspan="2" col="2" class="oe_form_group_label_border">
 506                         <field domain="[('domain', '=', 'contact')]" name="title" widget="selection"/>
 507                         <field name="fax"/>
 508                         <field name="street"/>
 509                         <field name="zip"/>
 510                         <field name="country_id"/>
 511                     </group>
 512                     <group colspan="2" col="2" class="oe_form_group_label_border">
 513                         <field name="function" />
 514                         <field name="mobile"/>
 515                         <field name="street2"/>
 516                         <field name="city"/>
 517                         <field name="state_id"/>
 518                     </group>
 519
 520                     <group colspan="2" col="2" class="oe_form_group_label_border">
 521                         <separator string="Categorization" colspan="2"/>
 522                         <field name="type_id" widget="selection"/>
 523                         <field name="channel_id" widget="selection"/>
 524                     </group>
 525                     <group colspan="2" col="2" class="oe_form_group_label_border">
 526                         <separator string="Mailings" colspan="2"/>
 527                         <field name="opt_in" on_change="on_change_opt_in(opt_in)"/>
 528                         <field name="opt_out" on_change="on_change_opt_out(opt_out)"/>
 529                     </group>
 530                 </page>
 531                 <page string="Extra Info">
 532                     <group col="2" colspan="2" class="oe_form_group_label_border">
 533                         <separator string="Misc" colspan="2"/>
 534                         <field name="active"/>
 535                         <field name="day_open" groups="base.group_no_one"/>
 536                         <field name="day_close" groups="base.group_no_one"/>
 537                         <field name="referred"/>
 538                     </group>
 539                     <group col="2" colspan="2" class="oe_form_group_label_border">
 540                         <separator colspan="4" string="References"/>
 541                         <field name="ref"/>
 542                         <field name="ref2"/>
 543                     </group>
 544                 </page>
 545                 </notebook>
 546                 </sheet>
 547                 <div class="oe_form_bottom">
 548                     <field name="message_ids_social" colspan="4" widget="ThreadView" nolabel="1"/>
 549                 </div>
 550             </form>
 551         </field>
 552     </record>
 553
 554     <!-- Opportunities Tree View -->
 555     <record model="ir.ui.view" id="crm_case_tree_view_oppor">
 556         <field name="name">Opportunities Tree</field>
 557         <field name="model">crm.lead</field>
 558         <field name="type">tree</field>
 559         <field name="arch" type="xml">
 560             <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)">
 561                 <field name="needaction_pending" invisible="1"/>
 562                 <field name="date_deadline" invisible="1"/>
 563                 <field name="create_date" groups="base.group_no_one"/>
 564                 <field name="name" string="Opportunity"/>
 565                 <field name="partner_id" string="Customer"/>
 566                 <field name="country_id" invisible="context.get('invisible_country', True)" />
 567                 <field name="date_action"/>
 568                 <field name="title_action" />
 569                 <field name="channel_id" invisible="1"/>
 570                 <field name="type_id" invisible="1"/>
 571                 <field name="subjects" invisible="1"/>
 572                 <field name="stage_id"/>
 573                 <button name="stage_previous" string="Previous Stage" states="open,pending" type="object" icon="gtk-go-back" />
 574                 <button name="stage_next" string="Next Stage" states="open,pending" type="object" icon="gtk-go-forward" />
 575                 <field name="planned_revenue" sum="Expected Revenues"/>
 576                 <field name="probability" widget="progressbar" avg="Avg. of Probability"/>
 577                 <field name="section_id" invisible="context.get('invisible_section', True)" />
 578                 <field name="user_id"/>
 579                 <field name="priority" invisible="1"/>
 580                 <field name="categ_id" invisible="1"/>
 581                 <field name="state"/>
 582                 <button name="case_open" string="Open" states="draft,pending" type="object" icon="gtk-go-forward" />
 583                 <button name="case_pending" string="Pending" states="open,draft" type="object" icon="gtk-media-pause" />
 584                 <button name="case_mark_lost" string="Lost" states="open,pending" type="object" icon="gtk-cancel" />
 585                 <button name="case_mark_won" string="Won" states="open,pending" type="object" icon="gtk-apply" />
 586             </tree>
 587         </field>
 588     </record>
 589
 590
 591     <!-- Opportunities Search View -->
 592     <record id="view_crm_case_opportunities_filter" model="ir.ui.view">
 593         <field name="name">CRM - Opportunities Search</field>
 594         <field name="model">crm.lead</field>
 595         <field name="type">search</field>
 596         <field name="arch" type="xml">
 597             <search string="Search Opportunities">
 598                 <filter icon="terp-check"
 599                     string="New"  help="New Opportunities"
 600                     name="new"
 601                     domain="[('state','=','draft')]"/>
 602                 <filter icon="terp-camera_test"
 603                     string="Open"  help="Open Opportunities"
 604                     name="open"
 605                     domain="[('state','=','open')]"/>
 606                 <filter icon="terp-gtk-media-pause"
 607                     string="Pending"  help="Pending Opportunities"
 608                     name="pending"
 609                     domain="[('state','=','pending')]"/>
 610                 <separator orientation="vertical"/>
 611                 <field name="name" string="Opportunity / Customer"
 612                     filter_domain="['|','|','|',('partner_id','ilike',self),('partner_name','ilike',self),('email_from','ilike',self),('name', 'ilike', self)]"/>
 613                 <field name="user_id">
 614                     <filter icon="terp-personal-"
 615                         domain="[('user_id','=', False)]"
 616                         help="Unassigned Opportunities" />
 617                 </field>
 618                 <field name="section_id"
 619                     context="{'invisible_section': False}"
 620                     widget="selection">
 621                     <filter icon="terp-personal+"
 622                         domain="['|', ('section_id.user_id','=',uid), ('section_id.member_ids', 'in', [uid])]"
 623                         context="{'invisible_section': False}"
 624                         help="My Sales Team(s)" />
 625                     <filter icon="terp-personal+"
 626                         context="{'invisible_section': False}"
 627                         domain="[]"
 628                         help="Show Sales Team"/>
 629                 </field>
 630
 631                 <newline/>
 632                 <group expand="0" string="Group By..." colspan="16">
 633                     <filter string="Salesman" icon="terp-personal" domain="[]" context="{'group_by':'user_id'}" />
 634                     <filter string="Team" help="Sales Team" icon="terp-personal+" domain="[]" context="{'group_by':'section_id'}"/>
 635                     <filter string="Customer" help="Partner" icon="terp-personal+" domain="[]" context="{'group_by':'partner_id'}"/>
 636                     <separator orientation="vertical" />
 637                     <filter string="Stage" icon="terp-stage" domain="[]" context="{'group_by':'stage_id'}" />
 638                     <filter string="Priority" icon="terp-rating-rated" domain="[]" context="{'group_by':'priority'}" />
 639                     <filter string="Category" icon="terp-stock_symbol-selection" domain="[]" context="{'group_by':'categ_id'}" />
 640                     <filter string="Campaign" icon="terp-gtk-jump-to-rtl" domain="[]" context="{'group_by':'type_id'}"/>
 641                     <filter string="Channel" icon="terp-call-start" domain="[]" context="{'group_by':'channel_id'}" />
 642                     <filter string="State" icon="terp-stock_effects-object-colorize" domain="[]" context="{'group_by':'state'}"/>
 643                     <separator orientation="vertical" />
 644                     <filter string="Creation" icon="terp-go-month" domain="[]" context="{'group_by':'create_date'}" groups="base.group_no_one"/>
 645                     <filter string="Exp.Closing" icon="terp-go-month" help="Expected Closing" domain="[]" context="{'group_by':'date_deadline'}" />
 646                 </group>
 647             </search>
 648         </field>
 649     </record>
 650
 651     <!-- crm.lead Opportunities Graph View -->
 652     <record model="ir.ui.view" id="crm_case_graph_view_opportunity">
 653         <field name="name">CRM - Opportunity Graph</field>
 654         <field name="model">crm.lead</field>
 655         <field name="type">graph</field>
 656         <field name="arch" type="xml">
 657             <graph string="Opportunity by Categories" type="bar" orientation="horizontal">
 658                 <field name="categ_id"/>
 659                 <field name="planned_revenue" operator="+"/>
 660                 <field name="state" group="True"/>
 661             </graph>
 662         </field>
 663     </record>
 664
 665 </data>
 666 </openerp>