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                 <field name="section_id" invisible="context.get('invisible_section', True)" />
 191                 <field name="user_id" />
 192                 <field name="state" />
 193             </tree>
 194         </field>
 195     </record>
 196
 197     <!-- CRM Lead Calendar View -->
 198
 199     <record model="ir.ui.view" id="crm_case_calendar_view_leads">
 200         <field name="name">CRM - Leads Calendar</field>
 201         <field name="model">crm.lead</field>
 202         <field name="type">calendar</field>
 203         <field name="priority" eval="2"/>
 204         <field name="arch" type="xml">
 205             <calendar string="Leads Generation"
 206                 date_start="date_action" color="user_id">
 207                 <field name="name" />
 208                 <field name="partner_name" />
 209             </calendar>
 210         </field>
 211     </record>
 212
 213     <!-- CRM Lead Kanban View  -->
 214     <record model="ir.ui.view" id="crm_case_kanban_view_leads">
 215         <field name="name">CRM - Leads Kanban</field>
 216         <field name="model">crm.lead</field>
 217         <field name="type">kanban</field>
 218         <field name="arch" type="xml">
 219             <kanban default_group_by="stage_id">
 220                 <field name="state"/>
 221                 <field name="color"/>
 222                 <field name="priority"/>
 223                 <field name="planned_revenue" sum="Expected Revenues"/>
 224                 <field name="user_email"/>
 225                 <field name="user_id"/>
 226                 <field name="partner_address_email"/>
 227                 <templates>
 228                     <t t-name="lead_details">
 229                         <ul class="oe_kanban_tooltip">
 230                             <li t-if="record.phone.raw_value"><b>Phone:</b> <field name="phone"/></li>
 231                             <li><b>Probability:</b> <field name="probability"/>%%</li>
 232                             <li><b>Creation date:</b> <field name="create_date"/></li>
 233                             <li t-if="record.date_deadline.raw_value"><b>Date Deadline:</b> <field name="date_deadline"/></li>
 234                         </ul>
 235                     </t>
 236                     <t t-name="kanban-box">
 237                         <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>
 238                         <div t-attf-class="#{kanban_color(record.color.raw_value)} #{border || ''}">
 239                             <div class="oe_kanban_box oe_kanban_color_border">
 240                                 <table class="oe_kanban_table oe_kanban_box_header oe_kanban_color_bgdark oe_kanban_color_border oe_kanban_draghandle">
 241                                 <tr>
 242                                     <td align="left" valign="middle" width="16">
 243                                         <a t-if="record.priority.raw_value == 1" icon="star-on" type="object" name="set_normal_priority"/>
 244                                         <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);"/>
 245                                     </td>
 246                                     <td align="left" valign="middle" class="oe_kanban_title" tooltip="lead_details">
 247                                         <field name="partner_id"/>
 248                                         <t t-if="record.planned_revenue.raw_value">
 249                                             - <t t-esc="Math.round(record.planned_revenue.value)"/>
 250                                             <field name="company_currency"/>
 251                                         </t>
 252                                     </td>
 253                                     <td valign="top" width="22">
 254                                         <img t-att-src="kanban_image('res.users', 'avatar', record.user_id.raw_value[0])"  t-att-title="record.user_id.value"
 255                                         width="22" height="22" class="oe_kanban_gravatar"/>
 256                                     </td>
 257                                 </tr>
 258                                 </table>
 259
 260                                 <div class="oe_kanban_box_content oe_kanban_color_bglight oe_kanban_box_show_onclick_trigger">
 261                                     <div>
 262                                         <b>
 263                                             <a t-if="record.partner_address_email.raw_value" t-attf-href="mailto:#{record.partner_address_email.raw_value}">
 264                                                 <field name="partner_address_name"/>
 265                                             </a>
 266                                             <field t-if="!record.partner_address_email.raw_value" name="partner_address_name"/>
 267                                         </b>
 268                                     </div>
 269                                     <div>
 270                                         <field name="name"/>
 271                                     </div>
 272                                     <div style="padding-left: 0.5em">
 273                                         <i><field name="date_action"/><t t-if="record.date_action.raw_value"> : </t><field name="title_action"/></i>
 274                                     </div>
 275                                 </div>
 276
 277                                 <div class="oe_kanban_buttons_set oe_kanban_color_border oe_kanban_color_bglight oe_kanban_box_show_onclick">
 278                                     <div class="oe_kanban_left">
 279                                         <a string="Edit" icon="gtk-edit" type="edit"/>
 280                                         <a string="Change Color" icon="color-picker" type="color" name="color"/>
 281                                         <a string="Send New Email" name="%(mail.action_email_compose_message_wizard)d" icon="terp-mail-message-new" type="action"/>
 282                                         <a string="Log Call" name="%(opportunity2phonecall_act)d" icon="terp-call-start" type="action"/>
 283                                         <a string="Schedule Meeting" name="action_makeMeeting" type="object" icon="stock_calendar"/>
 284                                         <a string="Add Internal Note" name="%(crm.action_crm_add_note)d" context="{'model': 'crm.lead' }" icon="terp-document-new" type="action"/>
 285                                     </div>
 286                                     <div class="oe_kanban_right">
 287                                         <a name="case_mark_lost" string="Mark Lost" states="open,pending" type="object" icon="kanban-stop" />
 288                                         <a name="case_pending" string="Pending" states="draft,open" type="object" icon="kanban-pause" />
 289                                         <a name="case_open" string="Open" states="pending" type="object" icon="gtk-media-play" />
 290                                         <a name="case_mark_won" string="Mark Won" states="open,pending" type="object" icon="kanban-apply" />
 291                                     </div>
 292                                     <br class="oe_kanban_clear"/>
 293                                 </div>
 294                             </div>
 295                         </div>
 296                     </t>
 297                 </templates>
 298             </kanban>
 299         </field>
 300     </record>
 301
 302     <!-- CRM Lead Search View -->
 303
 304     <record id="view_crm_case_leads_filter" model="ir.ui.view">
 305         <field name="name">CRM - Leads Search</field>
 306         <field name="model">crm.lead</field>
 307         <field name="type">search</field>
 308         <field name="arch" type="xml">
 309             <search string="Search Leads">
 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="Salesperson" 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="Status" icon="terp-stock_effects-object-colorize" domain="[]" context="{'group_by':'state'}"/>
 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="case_mark_won" string="Mark Won" states="open,pending" type="object" />
 388                     <button name="case_open" string="Open" states="draft,pending" type="object" />
 389                     <button name="case_pending" string="Pending" states="draft,open" type="object" />
 390                     <button name="case_escalate" string="Escalate" states="open,pending" type="object" />
 391                     <button name="case_mark_lost" string="Mark Lost" states="open,pending" type="object" />
 392                     <button name="case_reset" string="Reset to Draft" states="done,cancel" type="object" />
 393                     <button name="case_cancel" string="Cancel" states="draft" type="object" />
 394                     <div class="oe_right">
 395                         <field name="state" nolabel="1" widget="statusbar" statusbar_visible="draft,open,done" statusbar_colors='{"pending":"blue"}'/>
 396                     </div>
 397                     <div class="oe_clear"/>
 398                 </div>
 399                 <sheet layout="auto">
 400                 <group colspan="4" col="2" width="auto">
 401                     <field name="name" required="1" nolabel="1" class="oe_form_title"/>
 402                     <div class="oe_text_right">
 403                         <button string="Schedule/Log Call"
 404                             name="%(opportunity2phonecall_act)d" icon="terp-call-start"
 405                             type="action"/>
 406                         <button string="Schedule Meeting" icon="gtk-redo"
 407                             name="action_makeMeeting"
 408                             type="object"/>
 409                     </div>
 410                 </group>
 411                 <group colspan="4" col="4" class="oe_form_group_label_border" style="margin-top: 20px;">
 412                     <field name="user_id"/>
 413                     <field name="planned_revenue"/>
 414
 415                     <field name="date_action"/>
 416                     <field name="date_deadline"/>
 417
 418                     <field name="title_action"/>
 419                     <field name="probability"/>
 420
 421                     <field name="type" invisible="1"/>
 422                 </group>
 423                 <notebook colspan="4">
 424                 <page string="Opportunity">
 425                     <group col="4" colspan="2">
 426                         <separator colspan="4" string="Contacts"/>
 427                         <group colspan="2" col="3" class="oe_form_group_label_border">
 428                             <field width="80%%" name="partner_id" select="1"
 429                                 on_change="onchange_partner_id(partner_id, email_from)" string="Customer"/>
 430                             <button name="%(action_crm_lead2partner)d"
 431                                 icon="terp-partner" type="action"
 432                                 string="Create"
 433                                 attrs="{'invisible':[('partner_id','!=',False)]}"/>
 434                             <field name="phone" colspan="3"/>
 435                             <field width="80%%" name="email_from" string="Email"/>
 436                             <button string="Mail"
 437                                 name="%(mail.action_email_compose_message_wizard)d"
 438                                 context="{'mail':'new', 'model': 'crm.lead'}"
 439                                 icon="terp-mail-message-new" type="action" />
 440                         </group>
 441                     </group>
 442                     <group col="2" colspan="2" class="oe_form_group_label_border">
 443                         <separator colspan="2" string="Category"/>
 444                         <field name="section_id" colspan="1" widget="selection"/>
 445                         <field name="categ_id" select="1"
 446                             string="Category" widget="selection"
 447                             domain="[('object_id.model', '=', 'crm.lead')]" />
 448
 449                         <label string="Stage" for="stage_id" align="1.0"/>
 450                         <group colspan="1" col="3">
 451                             <field name="stage_id" nolabel="1"
 452                                 on_change="onchange_stage_id(stage_id)"
 453                                 domain="section_id and [('section_ids', '=', section_id)] or []" width="60%%"/>
 454                             <button name="stage_previous"
 455                                 states="draft,open,pending" type="object"
 456                                 icon="gtk-go-back" string="" context="{'stage_type': 'opportunity'}"/>
 457                             <button name="stage_next" states="draft,open,pending"
 458                                 type="object" icon="gtk-go-forward" string="" context="{'stage_type': 'opportunity'}"/>
 459                         </group>
 460
 461                         <field name="priority" string="Priority"/>
 462                     </group>
 463
 464                     <separator colspan="4" string="Details"/>
 465                     <field name="description" nolabel="1" colspan="4"/>
 466                 </page>
 467                 <page string="Lead">
 468                     <separator string="Contact" colspan="4"/>
 469                     <group colspan="4" col="4" class="oe_form_group_label_border">
 470                         <field name="partner_name" string="Customer Name" colspan="4"/>
 471                     </group>
 472                     <group colspan="2" col="2" class="oe_form_group_label_border">
 473                         <field domain="[('domain', '=', 'contact')]" name="title" widget="selection"/>
 474                         <field name="fax"/>
 475                         <field name="street"/>
 476                         <field name="zip"/>
 477                         <field name="country_id"/>
 478                     </group>
 479                     <group colspan="2" col="2" class="oe_form_group_label_border">
 480                         <field name="function" />
 481                         <field name="mobile"/>
 482                         <field name="street2"/>
 483                         <field name="city"/>
 484                         <field name="state_id"/>
 485                     </group>
 486
 487                     <group colspan="2" col="2" class="oe_form_group_label_border">
 488                         <separator string="Categorization" colspan="2"/>
 489                         <field name="type_id" widget="selection"/>
 490                         <field name="channel_id" widget="selection"/>
 491                     </group>
 492                     <group colspan="2" col="2" class="oe_form_group_label_border">
 493                         <separator string="Mailings" colspan="2"/>
 494                         <field name="opt_in" on_change="on_change_opt_in(opt_in)"/>
 495                         <field name="opt_out" on_change="on_change_opt_out(opt_out)"/>
 496                     </group>
 497                 </page>
 498                 <page string="Extra Info">
 499                     <group col="2" colspan="2" class="oe_form_group_label_border">
 500                         <separator string="Misc" colspan="2"/>
 501                         <field name="active"/>
 502                         <field name="day_open" groups="base.group_no_one"/>
 503                         <field name="day_close" groups="base.group_no_one"/>
 504                         <field name="referred"/>
 505                     </group>
 506                     <group col="2" colspan="2" class="oe_form_group_label_border">
 507                         <separator colspan="4" string="References"/>
 508                         <field name="ref"/>
 509                         <field name="ref2"/>
 510                     </group>
 511                 </page>
 512                 </notebook>
 513                 </sheet>
 514                 <div class="oe_form_bottom">
 515                     <field name="message_ids_social" colspan="4" widget="ThreadView" nolabel="1"/>
 516                 </div>
 517             </form>
 518         </field>
 519     </record>
 520
 521     <!-- Opportunities Tree View -->
 522     <record model="ir.ui.view" id="crm_case_tree_view_oppor">
 523         <field name="name">Opportunities Tree</field>
 524         <field name="model">crm.lead</field>
 525         <field name="type">tree</field>
 526         <field name="arch" type="xml">
 527             <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)">
 528                 <field name="needaction_pending" invisible="1"/>
 529                 <field name="date_deadline" invisible="1"/>
 530                 <field name="create_date" groups="base.group_no_one"/>
 531                 <field name="name" string="Opportunity"/>
 532                 <field name="partner_id" string="Customer"/>
 533                 <field name="country_id" invisible="context.get('invisible_country', True)" />
 534                 <field name="date_action"/>
 535                 <field name="title_action" />
 536                 <field name="channel_id" invisible="1"/>
 537                 <field name="type_id" invisible="1"/>
 538                 <field name="subjects" invisible="1"/>
 539                 <field name="stage_id"/>
 540                 <field name="planned_revenue" sum="Expected Revenues"/>
 541                 <field name="probability" widget="progressbar" avg="Avg. of Probability"/>
 542                 <field name="section_id" invisible="context.get('invisible_section', True)" />
 543                 <field name="user_id"/>
 544                 <field name="priority" invisible="1"/>
 545                 <field name="categ_id" invisible="1"/>
 546                 <field name="state"/>
 547             </tree>
 548         </field>
 549     </record>
 550
 551
 552     <!-- Opportunities Search View -->
 553     <record id="view_crm_case_opportunities_filter" model="ir.ui.view">
 554         <field name="name">CRM - Opportunities Search</field>
 555         <field name="model">crm.lead</field>
 556         <field name="type">search</field>
 557         <field name="arch" type="xml">
 558             <search string="Search Opportunities">
 559                 <filter icon="terp-check"
 560                     string="New"  help="New Opportunities"
 561                     name="new"
 562                     domain="[('state','=','draft')]"/>
 563                 <filter icon="terp-camera_test"
 564                     string="Open"  help="Open Opportunities"
 565                     name="open"
 566                     domain="[('state','=','open')]"/>
 567                 <filter icon="terp-gtk-media-pause"
 568                     string="Pending"  help="Pending Opportunities"
 569                     name="pending"
 570                     domain="[('state','=','pending')]"/>
 571                 <separator orientation="vertical"/>
 572                 <field name="name" string="Opportunity / Customer"
 573                     filter_domain="['|','|','|',('partner_id','ilike',self),('partner_name','ilike',self),('email_from','ilike',self),('name', 'ilike', self)]"/>
 574                 <field name="user_id">
 575                     <filter icon="terp-personal-"
 576                         domain="[('user_id','=', False)]"
 577                         help="Unassigned Opportunities" />
 578                 </field>
 579                 <field name="section_id"
 580                     context="{'invisible_section': False}"
 581                     widget="selection">
 582                     <filter icon="terp-personal+"
 583                         domain="['|', ('section_id.user_id','=',uid), ('section_id.member_ids', 'in', [uid])]"
 584                         context="{'invisible_section': False}"
 585                         help="My Sales Team(s)" />
 586                     <filter icon="terp-personal+"
 587                         context="{'invisible_section': False}"
 588                         domain="[]"
 589                         help="Show Sales Team"/>
 590                 </field>
 591                 <newline/>
 592                 <group expand="0" string="Group By..." colspan="16">
 593                     <filter string="Salesperson" icon="terp-personal" domain="[]" context="{'group_by':'user_id'}" />
 594                     <filter string="Team" help="Sales Team" icon="terp-personal+" domain="[]" context="{'group_by':'section_id'}"/>
 595                     <filter string="Customer" help="Partner" icon="terp-personal+" domain="[]" context="{'group_by':'partner_id'}"/>
 596                     <separator orientation="vertical" />
 597                     <filter string="Stage" icon="terp-stage" domain="[]" context="{'group_by':'stage_id'}" />
 598                     <filter string="Priority" icon="terp-rating-rated" domain="[]" context="{'group_by':'priority'}" />
 599                     <filter string="Category" icon="terp-stock_symbol-selection" domain="[]" context="{'group_by':'categ_id'}" />
 600                     <filter string="Campaign" icon="terp-gtk-jump-to-rtl" domain="[]" context="{'group_by':'type_id'}"/>
 601                     <filter string="Channel" icon="terp-call-start" domain="[]" context="{'group_by':'channel_id'}" />
 602                     <filter string="Status" icon="terp-stock_effects-object-colorize" domain="[]" context="{'group_by':'state'}"/>
 603                     <separator orientation="vertical" />
 604                     <filter string="Creation" icon="terp-go-month" domain="[]" context="{'group_by':'create_date'}" groups="base.group_no_one"/>
 605                     <filter string="Exp.Closing" icon="terp-go-month" help="Expected Closing" domain="[]" context="{'group_by':'date_deadline'}" />
 606                 </group>
 607             </search>
 608         </field>
 609     </record>
 610
 611     <!-- crm.lead Opportunities Graph View -->
 612     <record model="ir.ui.view" id="crm_case_graph_view_opportunity">
 613         <field name="name">CRM - Opportunity Graph</field>
 614         <field name="model">crm.lead</field>
 615         <field name="type">graph</field>
 616         <field name="arch" type="xml">
 617             <graph string="Opportunity by Categories" type="bar" orientation="horizontal">
 618                 <field name="categ_id"/>
 619                 <field name="planned_revenue" operator="+"/>
 620                 <field name="state" group="True"/>
 621             </graph>
 622         </field>
 623     </record>
 624
 625 </data>
 626 </openerp>