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_open" string="Open" states="draft,pending" type="object" />
  57                     <button name="case_mark_lost" string="Close" states="open,pending" type="object" />
  58                     <button name="case_pending" string="Pending" states="open" type="object" />
  59                     <button name="case_escalate" string="Escalate" states="open,pending" type="object" />
  60                     <button name="case_reset" string="Reset to Draft" states="done,cancel" type="object" />
  61                     <button name="case_cancel" string="Cancel" states="draft,open,pending" type="object" />
  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 class="oe_clear"/>
  66                 </div>
  67                 <sheet layout="auto">
  68                 <group colspan="4" col="7">
  69                     <field name="name" required="1" string="Subject"/>
  70                     <field name="priority"/>
  71                     <field name="categ_id"
  72                         widget="selection"
  73                         domain="[('object_id.model','=','crm.lead')]"/>
  74                     <button
  75                          name="%(crm.action_crm_lead2opportunity_partner)d"
  76                          string="Convert to Opportunity"
  77                          help="Convert to Opportunity" icon="gtk-go-forward"
  78                          type="action"
  79                          />
  80                     <newline />
  81                     <field name="user_id" />
  82                     <field name="section_id" widget="selection" />
  83                     <field name="stage_id" domain="section_id and [('section_ids', '=', section_id)] or []" />
  84                     <group col="2" colspan="1">
  85                         <button name="stage_previous" string=""
  86                             states="open,pending,draft" type="object"
  87                             icon="gtk-go-back" context="{'stage_type': 'lead'}" />
  88                         <button name="stage_next" string=""
  89                             states="open,pending,draft" type="object"
  90                             icon="gtk-go-forward" context="{'stage_type': 'lead'}" />
  91                     </group>
  92                     <field name="type" invisible="1"/>
  93                 </group>
  94                 <notebook colspan="4">
  95                 <page string="Lead">
  96                     <group colspan="4" col="2">
  97                         <field name="partner_name" string="Company Name" />
  98                     </group>
  99                     <group colspan="2" col="4">
 100                         <separator string="Contact" colspan="4" col="4"/>
 101                         <field name="contact_name" colspan="4"/>
 102                         <newline/>
 103                         <field domain="[('domain', '=', 'contact')]" name="title" widget="selection"/>
 104                         <field name="function" />
 105                         <field name="street" colspan="4"/>
 106                         <field name="street2" colspan="4"/>
 107                         <field name="zip"/>
 108                         <field name="city"/>
 109                         <field name="country_id"/>
 110                         <field name="state_id"/>
 111                     </group>
 112                     <group colspan="2" col="3">
 113                         <separator string="Communication" colspan="4" col="3"/>
 114                         <field name="email_from" widget="email"/>
 115                         <button string="Mail"
 116                             name="%(mail.action_email_compose_message_wizard)d"
 117                             icon="terp-mail-message-new" type="action" colspan="1"/>
 118                         <newline/>
 119                         <field name="phone"/>
 120                         <newline/>
 121                         <field name="fax"/>
 122                         <newline/>
 123                         <field name="mobile"/>
 124                         <newline/>
 125                         <separator string="Links" colspan="4" col="3"/>
 126                         <field name="partner_id" string="Customer"/>
 127                         <button
 128                             name="%(action_crm_lead2partner)d"
 129                             icon="terp-partner" type="action"
 130                             string="Create"
 131                             attrs="{'invisible':[('partner_id','!=',False)]}"/>
 132                     </group>
 133                     <separator colspan="4" string="Notes"/>
 134                     <field name="description" nolabel="1" colspan="4"/>
 135                  </page>
 136                  <page string="Extra Info">
 137                     <group colspan="2" col="2">
 138                         <separator string="Categorization" colspan="2" col="2"/>
 139                         <field name="company_id"
 140                             groups="base.group_multi_company"
 141                             widget="selection" colspan="2" />
 142                         <field name="type_id" select="1" widget="selection"/>
 143                         <field name="channel_id" select="1" widget="selection"/>
 144                         <field name="referred"/>
 145                     </group>
 146                     <group colspan="2" col="2">
 147                         <separator string="Mailings" colspan="2" col="2"/>
 148                         <field name="opt_in" on_change="on_change_opt_in(opt_in)"/>
 149                         <field name="opt_out" on_change="on_change_opt_out(opt_out)"/>
 150                     </group>
 151                     <group colspan="2" col="2" groups="base.group_no_one">
 152                         <separator string="Statistics" colspan="2" col="2"/>
 153                         <field name="day_open"/>
 154                         <field name="day_close"/>
 155                     </group>
 156                  </page>
 157                 </notebook>
 158                 </sheet>
 159                 <div class="oe_form_bottom">
 160                     <field name="message_ids_social" colspan="4" widget="ThreadView" nolabel="1"/>
 161                 </div>
 162             </form>
 163         </field>
 164     </record>
 165
 166     <!-- CRM Lead Tree View -->
 167
 168     <record model="ir.ui.view" id="crm_case_tree_view_leads">
 169         <field name="name">Leads</field>
 170         <field name="model">crm.lead</field>
 171         <field name="type">tree</field>
 172         <field name="arch" type="xml">
 173             <tree string="Leads" fonts="bold:needaction_pending==True" colors="blue:state=='pending';grey:state in ('cancel', 'done')">
 174                 <field name="needaction_pending" invisible="1"/>
 175                 <field name="date_deadline" invisible="1"/>
 176                 <field name="create_date" groups="base.group_no_one"/>
 177                 <field name="name" string="Subject"/>
 178                 <field name="contact_name"/>
 179                 <field name="country_id" invisible="context.get('invisible_country', True)" />
 180                 <field name="email_from"/>
 181                 <field name="phone"/>
 182
 183                 <field name="categ_id" invisible="1"/>
 184                 <field name="type_id" invisible="1"/>
 185                 <field name="referred" invisible="1"/>
 186                 <field name="channel_id" invisible="1"/>
 187                 <field name="subjects" invisible="1"/>
 188
 189                 <field name="stage_id"/>
 190                 <button name="stage_previous" string="Previous Stage"
 191                     states="open,pending" type="object" icon="gtk-go-back" />
 192                 <button name="stage_next" string="Next Stage"
 193                     states="open,pending" type="object"
 194                     icon="gtk-go-forward" />
 195                 <field name="section_id" invisible="context.get('invisible_section', True)" />
 196                 <field name="user_id" />
 197                 <field name="state" />
 198                 <button name="case_open" string="Open"
 199                     states="draft,pending" type="object"
 200                     icon="gtk-go-forward" />
 201                 <button name="case_close" string="Close"
 202                     states="open,draft,pending" type="object"
 203                     icon="gtk-close" />
 204                 <button name="%(crm.action_crm_lead2opportunity_partner)d"
 205                     string="Convert to Opportunity"
 206                     states="draft,open,pending" icon="gtk-index"
 207                     type="action" />
 208                 <button name="case_escalate" string="Escalate"
 209                     states="open,draft,pending" type="object"
 210                     icon="gtk-go-up" />
 211             </tree>
 212         </field>
 213     </record>
 214
 215     <!-- CRM Lead Calendar View -->
 216
 217     <record model="ir.ui.view" id="crm_case_calendar_view_leads">
 218         <field name="name">CRM - Leads Calendar</field>
 219         <field name="model">crm.lead</field>
 220         <field name="type">calendar</field>
 221         <field name="priority" eval="2"/>
 222         <field name="arch" type="xml">
 223             <calendar string="Leads Generation"
 224                 date_start="date_action" color="user_id">
 225                 <field name="name" />
 226                 <field name="partner_name" />
 227             </calendar>
 228         </field>
 229     </record>
 230
 231     <!-- CRM Lead Kanban View  -->
 232     <record model="ir.ui.view" id="crm_case_kanban_view_leads">
 233         <field name="name">CRM - Leads Kanban</field>
 234         <field name="model">crm.lead</field>
 235         <field name="type">kanban</field>
 236         <field name="arch" type="xml">
 237             <kanban default_group_by="stage_id">
 238                 <field name="state"/>
 239                 <field name="color"/>
 240                 <field name="priority"/>
 241                 <field name="planned_revenue" sum="Expected Revenues"/>
 242                 <field name="user_email"/>
 243                 <field name="user_id"/>
 244                 <field name="partner_address_email"/>
 245                 <templates>
 246                     <t t-name="lead_details">
 247                         <ul class="oe_kanban_tooltip">
 248                             <li t-if="record.phone.raw_value"><b>Phone:</b> <field name="phone"/></li>
 249                             <li><b>Probability:</b> <field name="probability"/>%%</li>
 250                             <li><b>Creation date:</b> <field name="create_date"/></li>
 251                             <li t-if="record.date_deadline.raw_value"><b>Date Deadline:</b> <field name="date_deadline"/></li>
 252                         </ul>
 253                     </t>
 254                     <t t-name="kanban-box">
 255                         <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>
 256                         <div t-attf-class="#{kanban_color(record.color.raw_value)} #{border || ''}">
 257                             <div class="oe_kanban_box oe_kanban_color_border">
 258                                 <table class="oe_kanban_table oe_kanban_box_header oe_kanban_color_bgdark oe_kanban_color_border oe_kanban_draghandle">
 259                                 <tr>
 260                                     <td align="left" valign="middle" width="16">
 261                                         <a t-if="record.priority.raw_value == 1" icon="star-on" type="object" name="set_normal_priority"/>
 262                                         <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);"/>
 263                                     </td>
 264                                     <td align="left" valign="middle" class="oe_kanban_title" tooltip="lead_details">
 265                                         <field name="partner_id"/>
 266                                         <t t-if="record.planned_revenue.raw_value">
 267                                             - <t t-esc="Math.round(record.planned_revenue.value)"/>
 268                                             <field name="company_currency"/>
 269                                         </t>
 270                                     </td>
 271                                     <td valign="top" width="22">
 272                                         <img t-att-src="kanban_image('res.users', 'avatar', record.user_id.raw_value[0])"  t-att-title="record.user_id.value"
 273                                         width="22" height="22" class="oe_kanban_gravatar"/>
 274                                     </td>
 275                                 </tr>
 276                                 </table>
 277
 278                                 <div class="oe_kanban_box_content oe_kanban_color_bglight oe_kanban_box_show_onclick_trigger">
 279                                     <div>
 280                                         <b>
 281                                             <a t-if="record.partner_address_email.raw_value" t-attf-href="mailto:#{record.partner_address_email.raw_value}">
 282                                                 <field name="partner_address_name"/>
 283                                             </a>
 284                                             <field t-if="!record.partner_address_email.raw_value" name="partner_address_name"/>
 285                                         </b>
 286                                     </div>
 287                                     <div>
 288                                         <field name="name"/>
 289                                     </div>
 290                                     <div style="padding-left: 0.5em">
 291                                         <i><field name="date_action"/><t t-if="record.date_action.raw_value"> : </t><field name="title_action"/></i>
 292                                     </div>
 293                                 </div>
 294
 295                                 <div class="oe_kanban_buttons_set oe_kanban_color_border oe_kanban_color_bglight oe_kanban_box_show_onclick">
 296                                     <div class="oe_kanban_left">
 297                                         <a string="Edit" icon="gtk-edit" type="edit"/>
 298                                         <a string="Change Color" icon="color-picker" type="color" name="color"/>
 299                                         <a string="Send New Email" name="%(mail.action_email_compose_message_wizard)d" icon="terp-mail-message-new" type="action"/>
 300                                         <a string="Log Call" name="%(opportunity2phonecall_act)d" icon="terp-call-start" type="action"/>
 301                                         <a string="Schedule Meeting" name="action_makeMeeting" type="object" icon="stock_calendar"/>
 302                                         <a string="Add Internal Note" name="%(crm.action_crm_add_note)d" context="{'model': 'crm.lead' }" icon="terp-document-new" type="action"/>
 303                                     </div>
 304                                     <div class="oe_kanban_right">
 305                                         <a name="case_mark_lost" string="Mark Lost" states="open,pending" type="object" icon="kanban-stop" />
 306                                         <a name="case_pending" string="Pending" states="draft,open" type="object" icon="kanban-pause" />
 307                                         <a name="case_open" string="Open" states="pending" type="object" icon="gtk-media-play" />
 308                                         <a name="case_mark_won" string="Mark Won" states="open,pending" type="object" icon="kanban-apply" />
 309                                     </div>
 310                                     <br class="oe_kanban_clear"/>
 311                                 </div>
 312                             </div>
 313                         </div>
 314                     </t>
 315                 </templates>
 316             </kanban>
 317         </field>
 318     </record>
 319
 320     <!-- CRM Lead Search View -->
 321
 322     <record id="view_crm_case_leads_filter" model="ir.ui.view">
 323         <field name="name">CRM - Leads Search</field>
 324         <field name="model">crm.lead</field>
 325         <field name="type">search</field>
 326         <field name="arch" type="xml">
 327             <search string="Search Leads">
 328                 <filter icon="terp-check"
 329                     string="New"
 330                     name="new" help="New Leads"
 331                     domain="[('state','=','draft')]"/>
 332                 <filter icon="terp-camera_test"
 333                     string="Open"
 334                     name="open"
 335                     domain="[('state','=','open')]"/>
 336                 <filter icon="terp-gtk-media-pause"
 337                     string="Pending"
 338                     name="pending"
 339                     domain="[('state','=','pending')]"/>
 340
 341                 <separator orientation="vertical"/>
 342                 <filter icon="terp-go-today" string="Today"
 343                     domain="[('create_date','&lt;', time.strftime('%%Y-%%m-%%d 23:59:59')), ('create_date','&gt;=', time.strftime('%%Y-%%m-%%d 00:00:00'))]"
 344                     help="Todays' Leads" />
 345                 <filter icon="terp-go-week" string="7 Days"
 346                     help="Leads creating during last 7 days"
 347                     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'))]"
 348                 />
 349                 <separator orientation="vertical"/>
 350                 <field name="name" string="Lead / Customer"
 351                     filter_domain="['|','|',('partner_name','ilike',self),('email_from','ilike',self),('name','ilike',self)]"/>
 352                 <field name="user_id">
 353                     <filter icon="terp-personal-"
 354                         domain="[('user_id','=', False)]"
 355                         help="Unassigned Leads" />
 356                 </field>
 357                 <field name="partner_id"/>
 358                 <field name="subjects"/>
 359                 <field name="section_id" widget="selection"
 360                     context="{'invisible_section': False}">
 361                     <filter icon="terp-personal+"
 362                         context="{'invisible_section': False}"
 363                         domain="['|', ('section_id.user_id','=',uid), ('section_id.member_ids', 'in', [uid])]"
 364                         help="My Sales Team(s)"/>
 365                     <filter icon="terp-personal+"
 366                         context="{'invisible_section': False}"
 367                         domain="[]"
 368                         help="Show Sales Team"/>
 369                 </field>
 370                 <separator orientation="vertical"/>
 371                 <field name="country_id" context="{'invisible_country': False}">
 372                     <filter icon="terp-personal+" context="{'invisible_country': False}" help="Show countries"/>
 373                 </field>
 374                 <newline/>
 375                 <group expand="0" string="Group By...">
 376                     <filter string="Salesman" icon="terp-personal" domain="[]" context="{'group_by':'user_id'}"/>
 377                     <filter string="Team" icon="terp-personal+" domain="[]" context="{'group_by':'section_id'}"/>
 378                     <filter string="Referrer" icon="terp-personal" domain="[]" context="{'group_by':'referred'}"/>
 379                     <separator orientation="vertical"/>
 380                     <filter string="Category" icon="terp-stock_symbol-selection" domain="[]" context="{'group_by':'categ_id'}"/>
 381                     <filter string="Campaign" icon="terp-gtk-jump-to-rtl"
 382                         domain="[]" context="{'group_by':'type_id'}" />
 383                     <filter string="Channel" icon="terp-call-start"
 384                         domain="[]" context="{'group_by':'channel_id'}" />
 385                     <separator orientation="vertical"/>
 386                     <filter string="Stage" icon="terp-stage" domain="[]" context="{'group_by':'stage_id'}"/>
 387                     <filter string="State" icon="terp-stock_effects-object-colorize" domain="[]" context="{'group_by':'state'}"/>
 388                     <separator orientation="vertical" groups="base.group_no_one"/>
 389                     <filter string="Creation" help="Create date" icon="terp-go-month"
 390                         domain="[]" context="{'group_by':'create_date'}" groups="base.group_no_one"/>
 391                 </group>
 392            </search>
 393         </field>
 394     </record>
 395
 396
 397     <!-- Opportunities Form View -->
 398     <record model="ir.ui.view" id="crm_case_form_view_oppor">
 399         <field name="name">Opportunities</field>
 400         <field name="model">crm.lead</field>
 401         <field name="type">form</field>
 402         <field name="priority">20</field>
 403         <field name="arch" type="xml">
 404             <form string="Opportunities" layout="manual">
 405                 <div class="oe_form_topbar oe_form_topbar_hifirst">
 406                     <button name="case_mark_won" string="Mark Won" states="open,pending" type="object" />
 407                     <button name="case_open" string="Open" states="draft,pending" type="object" />
 408                     <button name="case_pending" string="Pending" states="draft,open" type="object" />
 409                     <button name="case_escalate" string="Escalate" states="open,pending" type="object" />
 410                     <button name="case_mark_lost" string="Mark Lost" states="open,pending" type="object" />
 411                     <button name="case_reset" string="Reset to Draft" states="done,cancel" type="object" />
 412                     <button name="case_cancel" string="Cancel" states="draft" type="object" />
 413                     <div class="oe_right">
 414                         <field name="state" nolabel="1" widget="statusbar" statusbar_visible="draft,open,done" statusbar_colors='{"pending":"blue"}'/>
 415                     </div>
 416                     <div class="oe_clear"/>
 417                 </div>
 418                 <sheet layout="auto">
 419                 <group colspan="4" col="2" width="auto">
 420                     <field name="name" required="1" nolabel="1" class="oe_form_title"/>
 421                     <div class="oe_text_right">
 422                         <button string="Schedule/Log Call"
 423                             name="%(opportunity2phonecall_act)d" icon="terp-call-start"
 424                             type="action"/>
 425                         <button string="Schedule Meeting" icon="gtk-redo"
 426                             name="action_makeMeeting"
 427                             type="object"/>
 428                     </div>
 429                 </group>
 430                 <group colspan="4" col="4" class="oe_form_group_label_border" style="margin-top: 20px;">
 431                     <field name="user_id"/>
 432                     <field name="planned_revenue"/>
 433
 434                     <field name="date_action"/>
 435                     <field name="date_deadline"/>
 436
 437                     <field name="title_action"/>
 438                     <field name="probability"/>
 439
 440                     <field name="type" invisible="1"/>
 441                 </group>
 442                 <notebook colspan="4">
 443                 <page string="Opportunity">
 444                     <group col="4" colspan="2">
 445                         <separator colspan="4" string="Contacts"/>
 446                         <group colspan="2" col="3" class="oe_form_group_label_border">
 447                             <field width="80%%" name="partner_id" select="1"
 448                                 on_change="onchange_partner_id(partner_id, email_from)" string="Customer"/>
 449                             <button name="%(action_crm_lead2partner)d"
 450                                 icon="terp-partner" type="action"
 451                                 string="Create"
 452                                 attrs="{'invisible':[('partner_id','!=',False)]}"/>
 453                             <field name="phone" colspan="3"/>
 454                             <field width="80%%" name="email_from" string="Email"/>
 455                             <button string="Mail"
 456                                 name="%(mail.action_email_compose_message_wizard)d"
 457                                 context="{'mail':'new', 'model': 'crm.lead'}"
 458                                 icon="terp-mail-message-new" type="action" />
 459                         </group>
 460                     </group>
 461                     <group col="2" colspan="2" class="oe_form_group_label_border">
 462                         <separator colspan="2" string="Categorization"/>
 463                         <field name="section_id" colspan="1" widget="selection"/>
 464                         <field name="categ_id" select="1"
 465                             string="Category" widget="selection"
 466                             domain="[('object_id.model', '=', 'crm.lead')]" />
 467
 468                         <label string="Stage" for="stage_id" align="1.0"/>
 469                         <group colspan="1" col="3">
 470                             <field name="stage_id" nolabel="1"
 471                                 on_change="onchange_stage_id(stage_id)"
 472                                 domain="section_id and [('section_ids', '=', section_id)] or []" width="60%%"/>
 473                             <button name="stage_previous"
 474                                 states="draft,open,pending" type="object"
 475                                 icon="gtk-go-back" string="" context="{'stage_type': 'opportunity'}"/>
 476                             <button name="stage_next" states="draft,open,pending"
 477                                 type="object" icon="gtk-go-forward" string="" context="{'stage_type': 'opportunity'}"/>
 478                         </group>
 479
 480                         <field name="priority" string="Priority"/>
 481                     </group>
 482
 483                     <separator colspan="4" string="Details"/>
 484                     <field name="description" nolabel="1" colspan="4"/>
 485                 </page>
 486                 <page string="Lead">
 487                     <separator string="Contact" colspan="4"/>
 488                     <group colspan="4" col="4" class="oe_form_group_label_border">
 489                         <field name="partner_name" string="Customer Name" colspan="4"/>
 490                     </group>
 491                     <group colspan="2" col="2" class="oe_form_group_label_border">
 492                         <field domain="[('domain', '=', 'contact')]" name="title" widget="selection"/>
 493                         <field name="fax"/>
 494                         <field name="street"/>
 495                         <field name="zip"/>
 496                         <field name="country_id"/>
 497                     </group>
 498                     <group colspan="2" col="2" class="oe_form_group_label_border">
 499                         <field name="function" />
 500                         <field name="mobile"/>
 501                         <field name="street2"/>
 502                         <field name="city"/>
 503                         <field name="state_id"/>
 504                     </group>
 505
 506                     <group colspan="2" col="2" class="oe_form_group_label_border">
 507                         <separator string="Categorization" colspan="2"/>
 508                         <field name="type_id" widget="selection"/>
 509                         <field name="channel_id" widget="selection"/>
 510                     </group>
 511                     <group colspan="2" col="2" class="oe_form_group_label_border">
 512                         <separator string="Mailings" colspan="2"/>
 513                         <field name="opt_in" on_change="on_change_opt_in(opt_in)"/>
 514                         <field name="opt_out" on_change="on_change_opt_out(opt_out)"/>
 515                     </group>
 516                 </page>
 517                 <page string="Extra Info">
 518                     <group col="2" colspan="2" class="oe_form_group_label_border">
 519                         <separator string="Misc" colspan="2"/>
 520                         <field name="active"/>
 521                         <field name="day_open" groups="base.group_no_one"/>
 522                         <field name="day_close" groups="base.group_no_one"/>
 523                         <field name="referred"/>
 524                     </group>
 525                     <group col="2" colspan="2" class="oe_form_group_label_border">
 526                         <separator colspan="4" string="References"/>
 527                         <field name="ref"/>
 528                         <field name="ref2"/>
 529                     </group>
 530                 </page>
 531                 </notebook>
 532                 </sheet>
 533                 <div class="oe_form_bottom">
 534                     <field name="message_ids_social" colspan="4" widget="ThreadView" nolabel="1"/>
 535                 </div>
 536             </form>
 537         </field>
 538     </record>
 539
 540     <!-- Opportunities Tree View -->
 541     <record model="ir.ui.view" id="crm_case_tree_view_oppor">
 542         <field name="name">Opportunities Tree</field>
 543         <field name="model">crm.lead</field>
 544         <field name="type">tree</field>
 545         <field name="arch" type="xml">
 546             <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)">
 547                 <field name="needaction_pending" invisible="1"/>
 548                 <field name="date_deadline" invisible="1"/>
 549                 <field name="create_date" groups="base.group_no_one"/>
 550                 <field name="name" string="Opportunity"/>
 551                 <field name="partner_id" string="Customer"/>
 552                 <field name="country_id" invisible="context.get('invisible_country', True)" />
 553                 <field name="date_action"/>
 554                 <field name="title_action" />
 555                 <field name="channel_id" invisible="1"/>
 556                 <field name="type_id" invisible="1"/>
 557                 <field name="subjects" invisible="1"/>
 558                 <field name="stage_id"/>
 559                 <button name="stage_previous" string="Previous Stage" states="open,pending" type="object" icon="gtk-go-back" />
 560                 <button name="stage_next" string="Next Stage" states="open,pending" type="object" icon="gtk-go-forward" />
 561                 <field name="planned_revenue" sum="Expected Revenues"/>
 562                 <field name="probability" widget="progressbar" avg="Avg. of Probability"/>
 563                 <field name="section_id" invisible="context.get('invisible_section', True)" />
 564                 <field name="user_id"/>
 565                 <field name="priority" invisible="1"/>
 566                 <field name="categ_id" invisible="1"/>
 567                 <field name="state"/>
 568                 <button name="case_open" string="Open" states="draft,pending" type="object" icon="gtk-go-forward" />
 569                 <button name="case_pending" string="Pending" states="open,draft" type="object" icon="gtk-media-pause" />
 570                 <button name="case_mark_lost" string="Lost" states="open,pending" type="object" icon="gtk-cancel" />
 571                 <button name="case_mark_won" string="Won" states="open,pending" type="object" icon="gtk-apply" />
 572             </tree>
 573         </field>
 574     </record>
 575
 576
 577     <!-- Opportunities Search View -->
 578     <record id="view_crm_case_opportunities_filter" model="ir.ui.view">
 579         <field name="name">CRM - Opportunities Search</field>
 580         <field name="model">crm.lead</field>
 581         <field name="type">search</field>
 582         <field name="arch" type="xml">
 583             <search string="Search Opportunities">
 584                 <filter icon="terp-check"
 585                     string="New"  help="New Opportunities"
 586                     name="new"
 587                     domain="[('state','=','draft')]"/>
 588                 <filter icon="terp-camera_test"
 589                     string="Open"  help="Open Opportunities"
 590                     name="open"
 591                     domain="[('state','=','open')]"/>
 592                 <filter icon="terp-gtk-media-pause"
 593                     string="Pending"  help="Pending Opportunities"
 594                     name="pending"
 595                     domain="[('state','=','pending')]"/>
 596                 <separator orientation="vertical"/>
 597                 <field name="name" string="Opportunity / Customer"
 598                     filter_domain="['|','|','|',('partner_id','ilike',self),('partner_name','ilike',self),('email_from','ilike',self),('name', 'ilike', self)]"/>
 599                 <field name="user_id">
 600                     <filter icon="terp-personal-"
 601                         domain="[('user_id','=', False)]"
 602                         help="Unassigned Opportunities" />
 603                 </field>
 604                 <field name="section_id"
 605                     context="{'invisible_section': False}"
 606                     widget="selection">
 607                     <filter icon="terp-personal+"
 608                         domain="['|', ('section_id.user_id','=',uid), ('section_id.member_ids', 'in', [uid])]"
 609                         context="{'invisible_section': False}"
 610                         help="My Sales Team(s)" />
 611                     <filter icon="terp-personal+"
 612                         context="{'invisible_section': False}"
 613                         domain="[]"
 614                         help="Show Sales Team"/>
 615                 </field>
 616                                 <field name="partner_id"/>
 617                 <newline/>
 618                 <group expand="0" string="Group By..." colspan="16">
 619                     <filter string="Salesman" icon="terp-personal" domain="[]" context="{'group_by':'user_id'}" />
 620                     <filter string="Team" help="Sales Team" icon="terp-personal+" domain="[]" context="{'group_by':'section_id'}"/>
 621                     <filter string="Customer" help="Partner" icon="terp-personal+" domain="[]" context="{'group_by':'partner_id'}"/>
 622                     <separator orientation="vertical" />
 623                     <filter string="Stage" icon="terp-stage" domain="[]" context="{'group_by':'stage_id'}" />
 624                     <filter string="Priority" icon="terp-rating-rated" domain="[]" context="{'group_by':'priority'}" />
 625                     <filter string="Category" icon="terp-stock_symbol-selection" domain="[]" context="{'group_by':'categ_id'}" />
 626                     <filter string="Campaign" icon="terp-gtk-jump-to-rtl" domain="[]" context="{'group_by':'type_id'}"/>
 627                     <filter string="Channel" icon="terp-call-start" domain="[]" context="{'group_by':'channel_id'}" />
 628                     <filter string="State" icon="terp-stock_effects-object-colorize" domain="[]" context="{'group_by':'state'}"/>
 629                     <separator orientation="vertical" />
 630                     <filter string="Creation" icon="terp-go-month" domain="[]" context="{'group_by':'create_date'}" groups="base.group_no_one"/>
 631                     <filter string="Exp.Closing" icon="terp-go-month" help="Expected Closing" domain="[]" context="{'group_by':'date_deadline'}" />
 632                 </group>
 633             </search>
 634         </field>
 635     </record>
 636
 637     <!-- crm.lead Opportunities Graph View -->
 638     <record model="ir.ui.view" id="crm_case_graph_view_opportunity">
 639         <field name="name">CRM - Opportunity Graph</field>
 640         <field name="model">crm.lead</field>
 641         <field name="type">graph</field>
 642         <field name="arch" type="xml">
 643             <graph string="Opportunity by Categories" type="bar" orientation="horizontal">
 644                 <field name="categ_id"/>
 645                 <field name="planned_revenue" operator="+"/>
 646                 <field name="state" group="True"/>
 647             </graph>
 648         </field>
 649     </record>
 650
 651 </data>
 652 </openerp>