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         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="%(crm.action_crm_lead2opportunity_partner)d" type="action"
  57                             string="Convert to Opportunity" help="Convert to Opportunity" icon="gtk-go-forward"/>
  58                     <button name="case_cancel" string="Cancel" type="object"
  59                             states="draft,open,pending" icon="gtk-cancel"/>
  60                     <div class="oe_clear"/>
  61                 </div>
  62                 <sheet layout="auto">
  63                 <group colspan="4" col="7">
  64                     <field name="name" required="1" string="Subject"/>
  65                     <field name="priority"/>
  66                     <field name="categ_id"
  67                         widget="selection"
  68                         domain="[('object_id.model','=','crm.lead')]"/>
  69                     <newline />
  70                     <field name="user_id" />
  71                     <field name="section_id" widget="selection" />
  72                     <field name="type" invisible="1"/>
  73                 </group>
  74                 <notebook colspan="4">
  75                 <page string="Lead">
  76                     <group colspan="4" col="2">
  77                         <field name="partner_name" string="Company Name" />
  78                     </group>
  79                     <group colspan="2" col="4">
  80                         <separator string="Contact" colspan="4" col="4"/>
  81                         <field name="contact_name" colspan="4"/>
  82                         <newline/>
  83                         <field domain="[('domain', '=', 'contact')]" name="title" widget="selection"/>
  84                         <field name="function" />
  85                         <field name="street" colspan="4"/>
  86                         <field name="street2" colspan="4"/>
  87                         <field name="zip"/>
  88                         <field name="city"/>
  89                         <field name="country_id"/>
  90                         <field name="state_id"/>
  91                     </group>
  92                     <group colspan="2" col="3">
  93                         <separator string="Communication" colspan="4" col="3"/>
  94                         <field name="email_from" widget="email"/>
  95                         <button string="Mail"
  96                             name="%(mail.action_email_compose_message_wizard)d"
  97                             icon="terp-mail-message-new" type="action" colspan="1"/>
  98                         <newline/>
  99                         <field name="phone"/>
 100                         <newline/>
 101                         <field name="fax"/>
 102                         <newline/>
 103                         <field name="mobile"/>
 104                         <newline/>
 105                         <separator string="Links" colspan="4" col="3"/>
 106                         <field name="partner_id" string="Customer"/>
 107                         <button
 108                             name="%(action_crm_lead2partner)d"
 109                             icon="terp-partner" type="action"
 110                             string="Create"
 111                             attrs="{'invisible':[('partner_id','!=',False)]}"/>
 112                     </group>
 113                     <separator colspan="4" string="Notes"/>
 114                     <field name="description" nolabel="1" colspan="4"/>
 115                  </page>
 116                  <page string="Extra Info">
 117                     <group colspan="2" col="2">
 118                         <separator string="Categorization" colspan="2" col="2"/>
 119                         <field name="company_id"
 120                             groups="base.group_multi_company"
 121                             widget="selection" colspan="2" />
 122                         <field name="type_id" select="1" widget="selection"/>
 123                         <field name="channel_id" select="1" widget="selection"/>
 124                         <field name="referred"/>
 125                         <field name="state" groups="base.group_no_one"/>
 126                     </group>
 127                     <group colspan="2" col="2">
 128                         <separator string="Mailings" colspan="2" col="2"/>
 129                         <field name="opt_in" on_change="on_change_opt_in(opt_in)"/>
 130                         <field name="opt_out" on_change="on_change_opt_out(opt_out)"/>
 131                     </group>
 132                     <group colspan="2" col="2" groups="base.group_no_one">
 133                         <separator string="Statistics" colspan="2" col="2"/>
 134                         <field name="day_open"/>
 135                         <field name="day_close"/>
 136                     </group>
 137                  </page>
 138                 </notebook>
 139                 </sheet>
 140                 <div class="oe_form_bottom">
 141                     <field name="message_ids_social" colspan="4" widget="ThreadView" nolabel="1"/>
 142                 </div>
 143             </form>
 144         </field>
 145     </record>
 146
 147     <!-- CRM Lead Tree View -->
 148
 149     <record model="ir.ui.view" id="crm_case_tree_view_leads">
 150         <field name="name">Leads</field>
 151         <field name="model">crm.lead</field>
 152         <field name="type">tree</field>
 153         <field name="arch" type="xml">
 154             <tree string="Leads" fonts="bold:needaction_pending==True" colors="blue:state=='pending';grey:state in ('cancel', 'done')">
 155                 <field name="needaction_pending" invisible="1"/>
 156                 <field name="date_deadline" invisible="1"/>
 157                 <field name="create_date" groups="base.group_no_one"/>
 158                 <field name="name" string="Subject"/>
 159                 <field name="contact_name"/>
 160                 <field name="country_id" invisible="context.get('invisible_country', True)" />
 161                 <field name="email_from"/>
 162                 <field name="phone"/>
 163
 164                 <field name="categ_id" invisible="1"/>
 165                 <field name="type_id" invisible="1"/>
 166                 <field name="referred" invisible="1"/>
 167                 <field name="channel_id" invisible="1"/>
 168                 <field name="subjects" invisible="1"/>
 169
 170                 <field name="stage_id"/>
 171                 <button name="stage_previous" string="Previous Stage"
 172                     states="open,pending" type="object" icon="gtk-go-back" />
 173                 <button name="stage_next" string="Next Stage"
 174                     states="open,pending" type="object"
 175                     icon="gtk-go-forward" />
 176                 <field name="section_id" invisible="context.get('invisible_section', True)" />
 177                 <field name="user_id" />
 178                 <field name="state" groups="base.group_no_one"/>
 179                 <button name="case_open" string="Open"
 180                     states="draft,pending" type="object"
 181                     icon="gtk-go-forward" groups="base.group_no_one"/>
 182                 <button name="case_close" string="Close"
 183                     states="open,draft,pending" type="object"
 184                     icon="gtk-close" groups="base.group_no_one"/>
 185                 <button name="%(crm.action_crm_lead2opportunity_partner)d"
 186                     string="Convert to Opportunity"
 187                     states="draft,open,pending" icon="gtk-index"
 188                     type="action" />
 189                 <button name="case_escalate" string="Escalate"
 190                     states="open,draft,pending" type="object"
 191                     icon="gtk-go-up" />
 192             </tree>
 193         </field>
 194     </record>
 195
 196     <!-- CRM Lead Calendar View -->
 197
 198     <record model="ir.ui.view" id="crm_case_calendar_view_leads">
 199         <field name="name">CRM - Leads Calendar</field>
 200         <field name="model">crm.lead</field>
 201         <field name="type">calendar</field>
 202         <field name="priority" eval="2"/>
 203         <field name="arch" type="xml">
 204             <calendar string="Leads Generation"
 205                 date_start="date_action" color="user_id">
 206                 <field name="name" />
 207                 <field name="partner_name" />
 208             </calendar>
 209         </field>
 210     </record>
 211
 212     <!-- CRM Lead Kanban View  -->
 213     <record model="ir.ui.view" id="crm_case_kanban_view_leads">
 214         <field name="name">CRM - Leads Kanban</field>
 215         <field name="model">crm.lead</field>
 216         <field name="type">kanban</field>
 217         <field name="arch" type="xml">
 218             <kanban default_group_by="stage_id">
 219                 <field name="state" groups="base.group_no_one"/>
 220                 <field name="color"/>
 221                 <field name="priority"/>
 222                 <field name="planned_revenue" sum="Expected Revenues"/>
 223                 <field name="user_email"/>
 224                 <field name="user_id"/>
 225                 <field name="partner_address_email"/>
 226                 <templates>
 227                     <t t-name="lead_details">
 228                         <ul class="oe_kanban_tooltip">
 229                             <li t-if="record.phone.raw_value"><b>Phone:</b> <field name="phone"/></li>
 230                             <li><b>Probability:</b> <field name="probability"/>%%</li>
 231                             <li><b>Creation date:</b> <field name="create_date"/></li>
 232                             <li t-if="record.date_deadline.raw_value"><b>Date Deadline:</b> <field name="date_deadline"/></li>
 233                         </ul>
 234                     </t>
 235                     <t t-name="kanban-box">
 236                         <t t-if="record.date_deadline.raw_value and record.date_deadline.raw_value lt (new Date())" t-set="border">oe_kanban_color_red</t>
 237                         <div t-attf-class="#{kanban_color(record.color.raw_value)} #{border || ''}">
 238                             <div class="oe_kanban_box oe_kanban_color_border">
 239                                 <table class="oe_kanban_table oe_kanban_box_header oe_kanban_color_bgdark oe_kanban_color_border oe_kanban_draghandle">
 240                                 <tr>
 241                                     <td align="left" valign="middle" width="16">
 242                                         <a t-if="record.priority.raw_value == 1" icon="star-on" type="object" name="set_normal_priority"/>
 243                                         <a t-if="record.priority.raw_value != 1" icon="star-off" type="object" name="set_high_priority" style="opacity:0.6; filter:alpha(opacity=60);"/>
 244                                     </td>
 245                                     <td align="left" valign="middle" class="oe_kanban_title" tooltip="lead_details">
 246                                         <field name="partner_id"/>
 247                                         <t t-if="record.planned_revenue.raw_value">
 248                                             - <t t-esc="Math.round(record.planned_revenue.value)"/>
 249                                             <field name="company_currency"/>
 250                                         </t>
 251                                     </td>
 252                                     <td valign="top" width="22">
 253                                         <img t-att-src="kanban_image('res.users', 'avatar', record.user_id.raw_value[0])"  t-att-title="record.user_id.value"
 254                                         width="22" height="22" class="oe_kanban_gravatar"/>
 255                                     </td>
 256                                 </tr>
 257                                 </table>
 258
 259                                 <div class="oe_kanban_box_content oe_kanban_color_bglight oe_kanban_box_show_onclick_trigger">
 260                                     <div>
 261                                         <b>
 262                                             <a t-if="record.partner_address_email.raw_value" t-attf-href="mailto:#{record.partner_address_email.raw_value}">
 263                                                 <field name="partner_address_name"/>
 264                                             </a>
 265                                             <field t-if="!record.partner_address_email.raw_value" name="partner_address_name"/>
 266                                         </b>
 267                                     </div>
 268                                     <div>
 269                                         <field name="name"/>
 270                                     </div>
 271                                     <div style="padding-left: 0.5em">
 272                                         <i><field name="date_action"/><t t-if="record.date_action.raw_value"> : </t><field name="title_action"/></i>
 273                                     </div>
 274                                 </div>
 275
 276                                 <div class="oe_kanban_buttons_set oe_kanban_color_border oe_kanban_color_bglight oe_kanban_box_show_onclick">
 277                                     <div class="oe_kanban_left">
 278                                         <a string="Edit" icon="gtk-edit" type="edit"/>
 279                                         <a string="Change Color" icon="color-picker" type="color" name="color"/>
 280                                         <a string="Send New Email" name="%(mail.action_email_compose_message_wizard)d" icon="terp-mail-message-new" type="action"/>
 281                                         <a string="Log Call" name="%(opportunity2phonecall_act)d" icon="terp-call-start" type="action"/>
 282                                         <a string="Schedule Meeting" name="action_makeMeeting" type="object" icon="stock_calendar"/>
 283                                         <a string="Add Internal Note" name="%(crm.action_crm_add_note)d" context="{'model': 'crm.lead' }" icon="terp-document-new" type="action"/>
 284                                     </div>
 285                                     <div class="oe_kanban_right" groups="base.group_no_one">
 286                                         <a name="case_mark_lost" string="Mark Lost" states="open,pending" type="object" icon="kanban-stop" groups="base.group_no_one"/>
 287                                         <a name="case_pending" string="Pending" states="draft,open" type="object" icon="kanban-pause" groups="base.group_no_one"/>
 288                                         <a name="case_open" string="Open" states="pending" type="object" icon="gtk-media-play" groups="base.group_no_one"/>
 289                                         <a name="case_mark_won" string="Mark Won" states="open,pending" type="object" icon="kanban-apply" groups="base.group_no_one"/>
 290                                     </div>
 291                                     <br class="oe_kanban_clear"/>
 292                                 </div>
 293                             </div>
 294                         </div>
 295                     </t>
 296                 </templates>
 297             </kanban>
 298         </field>
 299     </record>
 300
 301     <!-- CRM Lead Search View -->
 302
 303     <record id="view_crm_case_leads_filter" model="ir.ui.view">
 304         <field name="name">CRM - Leads Search</field>
 305         <field name="model">crm.lead</field>
 306         <field name="type">search</field>
 307         <field name="arch" type="xml">
 308             <search string="Search Leads">
 309                 <filter icon="terp-check" name="inbox" string="Inbox" domain="[('message_state','=','unread')]"/>
 310                 <filter icon="terp-check"
 311                     string="New"
 312                     name="new" help="New Leads"
 313                     domain="[('state','=','draft')]"/>
 314                 <filter icon="terp-camera_test"
 315                     string="Open"
 316                     name="open"
 317                     domain="[('state','=','open')]"/>
 318                 <filter icon="terp-gtk-media-pause"
 319                     string="Pending"
 320                     name="pending"
 321                     domain="[('state','=','pending')]"/>
 322
 323                 <separator orientation="vertical"/>
 324                 <filter icon="terp-go-today" string="Today"
 325                     domain="[('create_date','&lt;', time.strftime('%%Y-%%m-%%d 23:59:59')), ('create_date','&gt;=', time.strftime('%%Y-%%m-%%d 00:00:00'))]"
 326                     help="Todays' Leads" />
 327                 <filter icon="terp-go-week" string="7 Days"
 328                     help="Leads creating during last 7 days"
 329                     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'))]"
 330                 />
 331                 <separator orientation="vertical"/>
 332                 <field name="name" string="Lead / Customer"
 333                     filter_domain="['|','|',('partner_name','ilike',self),('email_from','ilike',self),('name','ilike',self)]"/>
 334                 <field name="user_id">
 335                     <filter icon="terp-personal-"
 336                         domain="[('user_id','=', False)]"
 337                         help="Unassigned Leads" />
 338                 </field>
 339                 <field name="subjects"/>
 340                 <field name="section_id" widget="selection"
 341                     context="{'invisible_section': False}">
 342                     <filter icon="terp-personal+"
 343                         context="{'invisible_section': False}"
 344                         domain="['|', ('section_id.user_id','=',uid), ('section_id.member_ids', 'in', [uid])]"
 345                         help="My Sales Team(s)"/>
 346                     <filter icon="terp-personal+"
 347                         context="{'invisible_section': False}"
 348                         domain="[]"
 349                         help="Show Sales Team"/>
 350                 </field>
 351                 <separator orientation="vertical"/>
 352                 <field name="country_id" context="{'invisible_country': False}">
 353                     <filter icon="terp-personal+" context="{'invisible_country': False}" help="Show countries"/>
 354                 </field>
 355                 <newline/>
 356                 <group expand="0" string="Group By...">
 357                     <filter string="Salesman" icon="terp-personal" domain="[]" context="{'group_by':'user_id'}"/>
 358                     <filter string="Team" icon="terp-personal+" domain="[]" context="{'group_by':'section_id'}"/>
 359                     <filter string="Referrer" icon="terp-personal" domain="[]" context="{'group_by':'referred'}"/>
 360                     <separator orientation="vertical"/>
 361                     <filter string="Category" icon="terp-stock_symbol-selection" domain="[]" context="{'group_by':'categ_id'}"/>
 362                     <filter string="Campaign" icon="terp-gtk-jump-to-rtl"
 363                         domain="[]" context="{'group_by':'type_id'}" />
 364                     <filter string="Channel" icon="terp-call-start"
 365                         domain="[]" context="{'group_by':'channel_id'}" />
 366                     <separator orientation="vertical"/>
 367                     <filter string="Stage" icon="terp-stage" domain="[]" context="{'group_by':'stage_id'}"/>
 368                     <filter string="State" icon="terp-stock_effects-object-colorize" domain="[]" context="{'group_by':'state'}" groups="base.group_no_one"/>
 369                     <separator orientation="vertical" groups="base.group_no_one"/>
 370                     <filter string="Creation" help="Create date" icon="terp-go-month"
 371                         domain="[]" context="{'group_by':'create_date'}" groups="base.group_no_one"/>
 372                 </group>
 373            </search>
 374         </field>
 375     </record>
 376
 377
 378     <!-- Opportunities Form View -->
 379     <record model="ir.ui.view" id="crm_case_form_view_oppor">
 380         <field name="name">Opportunities</field>
 381         <field name="model">crm.lead</field>
 382         <field name="type">form</field>
 383         <field name="priority">20</field>
 384         <field name="arch" type="xml">
 385             <form string="Opportunities" layout="manual">
 386                 <div class="oe_form_topbar oe_form_topbar_hifirst">
 387                     <button name="stage_previous" string="Previous" type="object"
 388                             states="open" icon="gtk-go-back" context="{'stage_type': 'opportunity'}"/>
 389                     <button name="stage_next" string="Next" type="object"
 390                             states="open" icon="gtk-go-forward" context="{'stage_type': 'opportunity'}"/>
 391                     <button name="case_open" string="Open" type="object"
 392                             states="draft" icon="gtk-go-forward"/>
 393                     <button name="case_escalate" string="Escalate" type="object"
 394                             states="open" icon="gtk-go-up"/>
 395                     <button name="case_mark_won" string="Mark Won" type="object"
 396                             states="open" icon="gtk-apply"/>
 397                     <button name="case_mark_lost" string="Mark Lost" type="object"
 398                             states="open" icon="gtk-cancel"/>
 399                     <button name="case_reset" string="Reset to Draft" type="object"
 400                             states="cancel,done" icon="gtk-convert"/>
 401                     <button name="case_cancel" string="Cancel" type="object"
 402                             states="draft" icon="gtk-cancel"/>
 403                     <div class="oe_right">
 404                         <field name="stage_id" nolabel="1" widget="statusbar"/>
 405 <!--
 406                                 statusbar_visible="New,Qualification,Proposition,Won"
 407                                 statusbar_colors='{"Negotiation":"blue"}'/>
 408 -->
 409                     </div>
 410                     <div class="oe_clear"/>
 411                 </div>
 412                 <sheet layout="auto">
 413                 <group colspan="4" col="2" width="auto">
 414                     <field name="name" required="1" nolabel="1" class="oe_form_title"/>
 415                     <div class="oe_text_right">
 416                         <button string="Schedule/Log Call"
 417                             name="%(opportunity2phonecall_act)d" icon="terp-call-start"
 418                             type="action"/>
 419                         <button string="Schedule Meeting" icon="gtk-redo"
 420                             name="action_makeMeeting"
 421                             type="object"/>
 422                     </div>
 423                 </group>
 424                 <group colspan="4" col="4" class="oe_form_group_label_border" style="margin-top: 20px;">
 425                     <field name="user_id"/>
 426                     <field name="planned_revenue"/>
 427
 428                     <field name="date_action"/>
 429                     <field name="date_deadline"/>
 430
 431                     <field name="title_action"/>
 432                     <field name="probability"/>
 433
 434                     <field name="type" invisible="1"/>
 435                 </group>
 436                 <notebook colspan="4">
 437                 <page string="Opportunity">
 438                     <group col="4" colspan="2">
 439                         <separator colspan="4" string="Contacts"/>
 440                         <group colspan="2" col="3" class="oe_form_group_label_border">
 441                             <field width="80%%" name="partner_id" select="1"
 442                                 on_change="onchange_partner_id(partner_id, email_from)" string="Customer"/>
 443                             <button name="%(action_crm_lead2partner)d"
 444                                 icon="terp-partner" type="action"
 445                                 string="Create"
 446                                 attrs="{'invisible':[('partner_id','!=',False)]}"/>
 447                             <field name="phone" colspan="3"/>
 448                             <field width="80%%" name="email_from" string="Email"/>
 449                             <button string="Mail"
 450                                 name="%(mail.action_email_compose_message_wizard)d"
 451                                 context="{'mail':'new', 'model': 'crm.lead'}"
 452                                 icon="terp-mail-message-new" type="action" />
 453                         </group>
 454                     </group>
 455                     <group col="2" colspan="2" class="oe_form_group_label_border">
 456                         <separator colspan="2" string="Categorization"/>
 457                         <field name="section_id" colspan="1" widget="selection"/>
 458                         <field name="categ_id" select="1"
 459                             string="Category" widget="selection"
 460                             domain="[('object_id.model', '=', 'crm.lead')]" />
 461                         <field name="state"/>
 462                         <field name="priority"/>
 463                     </group>
 464
 465                     <separator colspan="4" string="Details"/>
 466                     <field name="description" nolabel="1" colspan="4"/>
 467                 </page>
 468                 <page string="Lead">
 469                     <separator string="Contact" colspan="4"/>
 470                     <group colspan="4" col="4" class="oe_form_group_label_border">
 471                         <field name="partner_name" string="Customer Name" colspan="4"/>
 472                     </group>
 473                     <group colspan="2" col="2" class="oe_form_group_label_border">
 474                         <field domain="[('domain', '=', 'contact')]" name="title" widget="selection"/>
 475                         <field name="fax"/>
 476                         <field name="street"/>
 477                         <field name="zip"/>
 478                         <field name="country_id"/>
 479                     </group>
 480                     <group colspan="2" col="2" class="oe_form_group_label_border">
 481                         <field name="function" />
 482                         <field name="mobile"/>
 483                         <field name="street2"/>
 484                         <field name="city"/>
 485                         <field name="state_id"/>
 486                     </group>
 487
 488                     <group colspan="2" col="2" class="oe_form_group_label_border">
 489                         <separator string="Categorization" colspan="2"/>
 490                         <field name="type_id" widget="selection"/>
 491                         <field name="channel_id" widget="selection"/>
 492                     </group>
 493                     <group colspan="2" col="2" class="oe_form_group_label_border">
 494                         <separator string="Mailings" colspan="2"/>
 495                         <field name="opt_in" on_change="on_change_opt_in(opt_in)"/>
 496                         <field name="opt_out" on_change="on_change_opt_out(opt_out)"/>
 497                     </group>
 498                 </page>
 499                 <page string="Extra Info">
 500                     <group col="2" colspan="2" class="oe_form_group_label_border">
 501                         <separator string="Misc" colspan="2"/>
 502                         <field name="active"/>
 503                         <field name="day_open" groups="base.group_no_one"/>
 504                         <field name="day_close" groups="base.group_no_one"/>
 505                         <field name="referred"/>
 506                     </group>
 507                     <group col="2" colspan="2" class="oe_form_group_label_border">
 508                         <separator colspan="4" string="References"/>
 509                         <field name="ref"/>
 510                         <field name="ref2"/>
 511                     </group>
 512                 </page>
 513                 </notebook>
 514                 </sheet>
 515                 <div class="oe_form_bottom">
 516                     <field name="message_ids_social" colspan="4" widget="ThreadView" nolabel="1"/>
 517                 </div>
 518             </form>
 519         </field>
 520     </record>
 521
 522     <!-- Opportunities Tree View -->
 523     <record model="ir.ui.view" id="crm_case_tree_view_oppor">
 524         <field name="name">Opportunities Tree</field>
 525         <field name="model">crm.lead</field>
 526         <field name="type">tree</field>
 527         <field name="arch" type="xml">
 528             <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)">
 529                 <field name="needaction_pending" invisible="1"/>
 530                 <field name="date_deadline" invisible="1"/>
 531                 <field name="create_date" groups="base.group_no_one"/>
 532                 <field name="name" string="Opportunity"/>
 533                 <field name="partner_id" string="Customer"/>
 534                 <field name="country_id" invisible="context.get('invisible_country', True)" />
 535                 <field name="date_action"/>
 536                 <field name="title_action" />
 537                 <field name="channel_id" invisible="1"/>
 538                 <field name="type_id" invisible="1"/>
 539                 <field name="subjects" invisible="1"/>
 540                 <field name="stage_id"/>
 541                 <button name="stage_previous" string="Previous Stage" states="open,pending" type="object" icon="gtk-go-back" />
 542                 <button name="stage_next" string="Next Stage" states="open,pending" type="object" icon="gtk-go-forward" />
 543                 <field name="planned_revenue" sum="Expected Revenues"/>
 544                 <field name="probability" widget="progressbar" avg="Avg. of Probability"/>
 545                 <field name="section_id" invisible="context.get('invisible_section', True)" />
 546                 <field name="user_id"/>
 547                 <field name="priority" invisible="1"/>
 548                 <field name="categ_id" invisible="1"/>
 549                 <field name="state" groups="base.group_no_one"/>
 550                 <button name="case_open" string="Open" states="draft,pending" type="object" icon="gtk-go-forward" groups="base.group_no_one"/>
 551                 <button name="case_pending" string="Pending" states="open,draft" type="object" icon="gtk-media-pause" groups="base.group_no_one"/>
 552                 <button name="case_mark_lost" string="Lost" states="open,pending" type="object" icon="gtk-cancel" groups="base.group_no_one"/>
 553                 <button name="case_mark_won" string="Won" states="open,pending" type="object" icon="gtk-apply" groups="base.group_no_one"/>
 554             </tree>
 555         </field>
 556     </record>
 557
 558
 559     <!-- Opportunities Search View -->
 560     <record id="view_crm_case_opportunities_filter" model="ir.ui.view">
 561         <field name="name">CRM - Opportunities Search</field>
 562         <field name="model">crm.lead</field>
 563         <field name="type">search</field>
 564         <field name="arch" type="xml">
 565             <search string="Search Opportunities">
 566                 <filter icon="terp-check"
 567                     string="New"  help="New Opportunities"
 568                     name="new"
 569                     domain="[('state','=','draft')]"/>
 570                 <filter icon="terp-camera_test"
 571                     string="Open"  help="Open Opportunities"
 572                     name="open"
 573                     domain="[('state','=','open')]"/>
 574                 <filter icon="terp-gtk-media-pause"
 575                     string="Pending"  help="Pending Opportunities"
 576                     name="pending"
 577                     domain="[('state','=','pending')]"/>
 578                 <separator orientation="vertical"/>
 579                 <field name="name" string="Opportunity / Customer"
 580                     filter_domain="['|','|','|',('partner_id','ilike',self),('partner_name','ilike',self),('email_from','ilike',self),('name', 'ilike', self)]"/>
 581                 <field name="user_id">
 582                     <filter icon="terp-personal-"
 583                         domain="[('user_id','=', False)]"
 584                         help="Unassigned Opportunities" />
 585                 </field>
 586                 <field name="section_id"
 587                     context="{'invisible_section': False, 'section_id': self}">
 588                     <filter icon="terp-personal+"
 589                         domain="['|', ('section_id.user_id','=',uid), ('section_id.member_ids', 'in', [uid])]"
 590                         context="{'invisible_section': False}"
 591                         help="My Sales Team(s)" />
 592                     <filter icon="terp-personal+"
 593                         context="{'invisible_section': False}"
 594                         domain="[]"
 595                         help="Show Sales Team"/>
 596                 </field>
 597
 598                 <newline/>
 599                 <group expand="0" string="Group By..." colspan="16">
 600                     <filter string="Salesman" icon="terp-personal" domain="[]" context="{'group_by':'user_id'}" />
 601                     <filter string="Team" help="Sales Team" icon="terp-personal+" domain="[]" context="{'group_by':'section_id'}"/>
 602                     <filter string="Customer" help="Partner" icon="terp-personal+" domain="[]" context="{'group_by':'partner_id'}"/>
 603                     <separator orientation="vertical" />
 604                     <filter string="Stage" icon="terp-stage" domain="[]" context="{'group_by':'stage_id'}" />
 605                     <filter string="Priority" icon="terp-rating-rated" domain="[]" context="{'group_by':'priority'}" />
 606                     <filter string="Category" icon="terp-stock_symbol-selection" domain="[]" context="{'group_by':'categ_id'}" />
 607                     <filter string="Campaign" icon="terp-gtk-jump-to-rtl" domain="[]" context="{'group_by':'type_id'}"/>
 608                     <filter string="Channel" icon="terp-call-start" domain="[]" context="{'group_by':'channel_id'}" />
 609                     <filter string="State" icon="terp-stock_effects-object-colorize" domain="[]" context="{'group_by':'state'}" groups="base.group_no_one"/>
 610                     <separator orientation="vertical" />
 611                     <filter string="Creation" icon="terp-go-month" domain="[]" context="{'group_by':'create_date'}" groups="base.group_no_one"/>
 612                     <filter string="Exp.Closing" icon="terp-go-month" help="Expected Closing" domain="[]" context="{'group_by':'date_deadline'}" />
 613                 </group>
 614             </search>
 615         </field>
 616     </record>
 617
 618     <!-- crm.lead Opportunities Graph View -->
 619     <record model="ir.ui.view" id="crm_case_graph_view_opportunity">
 620         <field name="name">CRM - Opportunity Graph</field>
 621         <field name="model">crm.lead</field>
 622         <field name="type">graph</field>
 623         <field name="arch" type="xml">
 624             <graph string="Opportunity by Categories" type="bar" orientation="horizontal">
 625                 <field name="categ_id"/>
 626                 <field name="planned_revenue" operator="+"/>
 627                 <field name="state" group="True"/>
 628             </graph>
 629         </field>
 630     </record>
 631
 632 </data>
 633 </openerp>