addons/crm/crm_lead_view.xml

   1 <?xml version="1.0"?>
   2 <openerp>
   3 <data>
   4
   5     <!-- Stage Search view -->
   6     <record id="crm_lead_stage_search" model="ir.ui.view">
   7         <field name="name">Stage - Search</field>
   8         <field name="model">crm.case.stage</field>
   9         <field name="type">search</field>
  10         <field name="arch" type="xml">
  11             <search string="Stage Search">
  12                 <field name="name"/>
  13             </search>
  14         </field>
  15     </record>
  16
  17     <!--Lead Stage Form view -->
  18     <record id="crm_lead_stage_act" model="ir.actions.act_window">
  19         <field name="name">Stages</field>
  20         <field name="res_model">crm.case.stage</field>
  21         <field name="view_type">form</field>
  22         <field name="view_id" ref="crm.crm_case_stage_tree"/>
  23         <field name="help">Add specific stages to leads and opportunities allowing your sales to better organise their sales pipeline. Stages will allow them to easily track how a specific lead or opportunity is positioned in the sales cycle.</field>
  24     </record>
  25
  26      <menuitem action="crm_lead_stage_act" id="menu_crm_lead_stage_act" name="Stages"
  27         groups="base.group_no_one" sequence="0"
  28         parent="base.menu_crm_config_lead" />
  29
  30
  31         <!-- Lead/Opportunity Categories Action -->
  32
  33         <record id="crm_lead_categ_action" model="ir.actions.act_window">
  34             <field name="name">Categories</field>
  35             <field name="res_model">crm.case.categ</field>
  36             <field name="view_type">form</field>
  37             <field name="view_id" ref="crm_case_categ_tree-view"/>
  38             <field name="context" eval="{'object_id': ref('model_crm_lead')}"/>
  39             <field name="domain">[('object_id.model', '=', 'crm.lead')]</field>
  40             <field name="help">Create specific categories that fit your company's activities to better classify and analyse your leads and opportunities. Such categories could for instance reflect your product structure or the different types of sales you do.</field>
  41         </record>
  42
  43         <menuitem action="crm_lead_categ_action"
  44             id="menu_crm_lead_categ" name="Categories"
  45             parent="base.menu_crm_config_lead" sequence="1" groups="base.group_no_one"/>
  46
  47
  48         <!-- CRM Lead Form View  -->
  49         <record model="ir.ui.view" id="crm_case_form_view_leads">
  50         <field name="name">CRM - Leads Form</field>
  51         <field name="model">crm.lead</field>
  52         <field name="type">form</field>
  53         <field name="arch" type="xml">
  54             <form string="Leads Form" layout="manual">
  55                 <div class="oe_form_topbar">
  56                     <button name="case_cancel" string="Cancel" states="draft,open,pending" type="object" icon="gtk-cancel" />
  57                     <button name="case_open" string="Open" states="draft,pending" type="object" icon="gtk-go-forward" />
  58                     <button name="case_mark_lost" string="Close" states="open,pending" type="object" icon="gtk-close" />
  59                     <button name="case_pending" string="Pending" states="open" type="object" icon="gtk-media-pause" />
  60                     <button name="case_escalate" string="Escalate" states="open,pending" type="object" icon="gtk-go-up" />
  61                     <button name="case_reset" string="Reset to Draft" states="done,cancel" type="object" icon="gtk-convert" />
  62                     <div class="oe_right">
  63                         <field name="state" nolabel="1" widget="statusbar" statusbar_visible="draft,open,done" statusbar_colors='{"pending":"blue"}'/>
  64                     </div>
  65                 </div>
  66                 <sheet layout="auto">
  67                 <group colspan="4" col="7">
  68                     <field name="name" required="1" string="Subject"/>
  69                     <field name="priority"/>
  70                     <field name="categ_id"
  71                         widget="selection"
  72                         domain="[('object_id.model','=','crm.lead')]"/>
  73                     <button
  74                          name="%(crm.action_crm_lead2opportunity_partner)d"
  75                          string="Convert to Opportunity"
  76                          help="Convert to Opportunity" icon="gtk-go-forward"
  77                          type="action"
  78                          />
  79                     <newline />
  80                     <field name="user_id" />
  81                     <field name="section_id" widget="selection" />
  82                     <field name="stage_id" domain="section_id and [('section_ids', '=', section_id)] or []" />
  83                     <group col="2" colspan="1">
  84                         <button name="stage_previous" string=""
  85                             states="open,pending,draft" type="object"
  86                             icon="gtk-go-back" context="{'stage_type': 'lead'}" />
  87                         <button name="stage_next" string=""
  88                             states="open,pending,draft" type="object"
  89                             icon="gtk-go-forward" context="{'stage_type': 'lead'}" />
  90                     </group>
  91                     <field name="type" invisible="1"/>
  92                 </group>
  93                 <notebook colspan="4">
  94                 <page string="Lead">
  95                     <group colspan="4" col="2">
  96                         <field name="partner_name" string="Company Name" />
  97                     </group>
  98                     <group colspan="2" col="4">
  99                         <separator string="Contact" colspan="4" col="4"/>
 100                         <field name="contact_name" colspan="4"/>
 101                         <newline/>
 102                         <field domain="[('domain', '=', 'contact')]" name="title" widget="selection"/>
 103                         <field name="function" />
 104                         <field name="street" colspan="4"/>
 105                         <field name="street2" colspan="4"/>
 106                         <field name="zip"/>
 107                         <field name="city"/>
 108                         <field name="country_id"/>
 109                         <field name="state_id"/>
 110                     </group>
 111                     <group colspan="2" col="3">
 112                         <separator string="Communication" colspan="4" col="3"/>
 113                         <field name="email_from" widget="email"/>
 114                         <button string="Mail"
 115                             name="%(mail.action_email_compose_message_wizard)d"
 116                             icon="terp-mail-message-new" type="action" colspan="1"/>
 117                         <newline/>
 118                         <field name="phone"/>
 119                         <newline/>
 120                         <field name="fax"/>
 121                         <newline/>
 122                         <field name="mobile"/>
 123                         <newline/>
 124                         <separator string="Links" colspan="4" col="3"/>
 125                         <field name="partner_id" string="Customer"/>
 126                         <button
 127                             name="%(action_crm_lead2partner)d"
 128                             icon="terp-partner" type="action"
 129                             string="Create"
 130                             attrs="{'invisible':[('partner_id','!=',False)]}"/>
 131                     </group>
 132                     <separator colspan="4" string="Notes"/>
 133                     <field name="description" nolabel="1" colspan="4"/>
 134                  </page>
 135                  <page string="Extra Info">
 136                     <group colspan="2" col="2">
 137                         <separator string="Categorization" colspan="2" col="2"/>
 138                         <field name="company_id"
 139                             groups="base.group_multi_company"
 140                             widget="selection" colspan="2" />
 141                         <field name="type_id" select="1" widget="selection"/>
 142                         <field name="channel_id" select="1" widget="selection"/>
 143                         <field name="referred"/>
 144                     </group>
 145                     <group colspan="2" col="2">
 146                         <separator string="Mailings" colspan="2" col="2"/>
 147                         <field name="opt_in" on_change="on_change_opt_in(opt_in)"/>
 148                         <field name="opt_out" on_change="on_change_opt_out(opt_out)"/>
 149                     </group>
 150                     <group colspan="2" col="2" groups="base.group_no_one">
 151                         <separator string="Statistics" colspan="2" col="2"/>
 152                         <field name="day_open"/>
 153                         <field name="day_close"/>
 154                     </group>
 155                  </page>
 156                 </notebook>
 157                 </sheet>
 158                 <div class="oe_form_sheet_width">
 159                     <field name="message_ids_social" colspan="4" widget="ThreadView" nolabel="1"/>
 160                 </div>
 161             </form>
 162         </field>
 163     </record>
 164
 165     <!-- CRM Lead Tree View -->
 166
 167     <record model="ir.ui.view" id="crm_case_tree_view_leads">
 168         <field name="name">Leads</field>
 169         <field name="model">crm.lead</field>
 170         <field name="type">tree</field>
 171         <field name="arch" type="xml">
 172             <tree string="Leads" fonts="bold:needaction_pending==True" colors="blue:state=='pending';grey:state in ('cancel', 'done')">
 173                 <field name="needaction_pending" invisible="1"/>
 174                 <field name="date_deadline" invisible="1"/>
 175                 <field name="create_date" groups="base.group_no_one"/>
 176                 <field name="name" string="Subject"/>
 177                 <field name="contact_name"/>
 178                 <field name="country_id" invisible="context.get('invisible_country', True)" />
 179                 <field name="email_from"/>
 180                 <field name="phone"/>
 181
 182                 <field name="categ_id" invisible="1"/>
 183                 <field name="type_id" invisible="1"/>
 184                 <field name="referred" invisible="1"/>
 185                 <field name="channel_id" invisible="1"/>
 186                 <field name="subjects" invisible="1"/>
 187
 188                 <field name="stage_id"/>
 189                 <field name="section_id" invisible="context.get('invisible_section', True)" />
 190                 <field name="user_id" />
 191                 <field name="state" />
 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"/>
 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">
 286                                         <a name="case_mark_lost" string="Mark Lost" states="open,pending" type="object" icon="kanban-stop" />
 287                                         <a name="case_pending" string="Pending" states="draft,open" type="object" icon="kanban-pause" />
 288                                         <a name="case_open" string="Open" states="pending" type="object" icon="gtk-media-play" />
 289                                         <a name="case_mark_won" string="Mark Won" states="open,pending" type="object" icon="kanban-apply" />
 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"
 310                     string="New"
 311                     name="new" help="New Leads"
 312                     domain="[('state','=','draft')]"/>
 313                 <filter icon="terp-camera_test"
 314                     string="Open"
 315                     name="open"
 316                     domain="[('state','=','open')]"/>
 317                 <filter icon="terp-gtk-media-pause"
 318                     string="Pending"
 319                     name="pending"
 320                     domain="[('state','=','pending')]"/>
 321
 322                 <separator orientation="vertical"/>
 323                 <filter icon="terp-go-today" string="Today"
 324                     domain="[('create_date','&lt;', time.strftime('%%Y-%%m-%%d 23:59:59')), ('create_date','&gt;=', time.strftime('%%Y-%%m-%%d 00:00:00'))]"
 325                     help="Todays' Leads" />
 326                 <filter icon="terp-go-week" string="7 Days"
 327                     help="Leads creating during last 7 days"
 328                     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'))]"
 329                 />
 330                 <separator orientation="vertical"/>
 331                 <field name="name" string="Lead / Customer"
 332                     filter_domain="['|','|',('partner_name','ilike',self),('email_from','ilike',self),('name','ilike',self)]"/>
 333                 <field name="user_id">
 334                     <filter icon="terp-personal-"
 335                         domain="[('user_id','=', False)]"
 336                         help="Unassigned Leads" />
 337                 </field>
 338                 <field name="subjects"/>
 339                 <field name="section_id" widget="selection"
 340                     context="{'invisible_section': False}">
 341                     <filter icon="terp-personal+"
 342                         context="{'invisible_section': False}"
 343                         domain="['|', ('section_id', '=', context.get('section_id')), '|', ('section_id.user_id','=',uid), ('section_id.member_ids', 'in', [uid])]"
 344                         help="My Sales Team(s)"/>
 345                     <filter icon="terp-personal+"
 346                         context="{'invisible_section': False}"
 347                         domain="[]"
 348                         help="Show Sales Team"/>
 349                 </field>
 350                 <separator orientation="vertical"/>
 351                 <field name="country_id" context="{'invisible_country': False}">
 352                     <filter icon="terp-personal+" context="{'invisible_country': False}" help="Show countries"/>
 353                 </field>
 354                 <newline/>
 355                 <group expand="0" string="Group By...">
 356                     <filter string="Salesman" icon="terp-personal" domain="[]" context="{'group_by':'user_id'}"/>
 357                     <filter string="Team" icon="terp-personal+" domain="[]" context="{'group_by':'section_id'}"/>
 358                     <filter string="Referrer" icon="terp-personal" domain="[]" context="{'group_by':'referred'}"/>
 359                     <separator orientation="vertical"/>
 360                     <filter string="Category" icon="terp-stock_symbol-selection" domain="[]" context="{'group_by':'categ_id'}"/>
 361                     <filter string="Campaign" icon="terp-gtk-jump-to-rtl"
 362                         domain="[]" context="{'group_by':'type_id'}" />
 363                     <filter string="Channel" icon="terp-call-start"
 364                         domain="[]" context="{'group_by':'channel_id'}" />
 365                     <separator orientation="vertical"/>
 366                     <filter string="Stage" icon="terp-stage" domain="[]" context="{'group_by':'stage_id'}"/>
 367                     <filter string="State" icon="terp-stock_effects-object-colorize" domain="[]" context="{'group_by':'state'}"/>
 368                     <separator orientation="vertical" groups="base.group_no_one"/>
 369                     <filter string="Creation" help="Create date" icon="terp-go-month"
 370                         domain="[]" context="{'group_by':'create_date'}" groups="base.group_no_one"/>
 371                 </group>
 372            </search>
 373         </field>
 374     </record>
 375
 376
 377     <!-- Opportunities Form View -->
 378     <record model="ir.ui.view" id="crm_case_form_view_oppor">
 379         <field name="name">Opportunities</field>
 380         <field name="model">crm.lead</field>
 381         <field name="type">form</field>
 382         <field name="priority">20</field>
 383         <field name="arch" type="xml">
 384             <form string="Opportunities" layout="manual">
 385                 <div class="oe_form_topbar oe_form_topbar_hifirst">
 386                     <button name="case_cancel" string="Cancel" states="draft" type="object" icon="gtk-cancel" />
 387                     <button name="case_mark_lost" string="Mark Lost" states="open,pending" type="object" icon="gtk-cancel" />
 388                     <button name="case_reset" string="Reset to Draft" states="done,cancel" type="object" icon="gtk-convert" />
 389                     <button name="case_open" string="Open" states="draft,pending" type="object" icon="gtk-go-forward" />
 390                     <button name="case_pending" string="Pending" states="draft,open" type="object" icon="gtk-media-pause" />
 391                     <button name="case_escalate" string="Escalate" states="open,pending" type="object" icon="gtk-go-up" />
 392                     <button name="case_mark_won" string="Mark Won" states="open,pending" type="object" icon="gtk-apply" />
 393                     <div class="oe_right">
 394                         <field name="state" nolabel="1" widget="statusbar" statusbar_visible="draft,open,done" statusbar_colors='{"pending":"blue"}'/>
 395                     </div>
 396                     <div class="oe_clear"/>
 397                 </div>
 398                 <sheet layout="auto">
 399                 <group colspan="4" col="2" width="auto">
 400                     <field name="name" required="1" nolabel="1" class="oe_form_title"/>
 401                     <div class="oe_text_right">
 402                         <button string="Schedule/Log Call"
 403                             name="%(opportunity2phonecall_act)d" icon="terp-call-start"
 404                             type="action"/>
 405                         <button string="Schedule Meeting" icon="gtk-redo"
 406                             name="action_makeMeeting"
 407                             type="object"/>
 408                     </div>
 409                 </group>
 410                 <group colspan="4" col="4" class="oe_form_group_label_border" style="margin-top: 20px;">
 411                     <field name="user_id"/>
 412                     <field name="planned_revenue"/>
 413
 414                     <field name="date_action"/>
 415                     <field name="date_deadline"/>
 416
 417                     <field name="title_action"/>
 418                     <field name="probability"/>
 419
 420                     <field name="type" invisible="1"/>
 421                 </group>
 422                 <notebook colspan="4">
 423                 <page string="Opportunity">
 424                     <group col="4" colspan="2">
 425                         <separator colspan="4" string="Contacts"/>
 426                         <group colspan="2" col="3" class="oe_form_group_label_border">
 427                             <field width="80%%" name="partner_id" select="1"
 428                                 on_change="onchange_partner_id(partner_id, email_from)" string="Customer"/>
 429                             <button name="%(action_crm_lead2partner)d"
 430                                 icon="terp-partner" type="action"
 431                                 string="Create"
 432                                 attrs="{'invisible':[('partner_id','!=',False)]}"/>
 433
 434                             <field name="phone" colspan="3"/>
 435
 436                             <field width="80%%" name="email_from" string="Email"/>
 437                             <button string="Mail"
 438                                 name="%(mail.action_email_compose_message_wizard)d"
 439                                 context="{'mail':'new', 'model': 'crm.lead'}"
 440                                 icon="terp-mail-message-new" type="action" />
 441                         </group>
 442                     </group>
 443                     <group col="2" colspan="2" class="oe_form_group_label_border">
 444                         <separator colspan="2" string="Categorization"/>
 445                         <field name="section_id" colspan="1" widget="selection"/>
 446                         <field name="categ_id" select="1"
 447                             string="Category" widget="selection"
 448                             domain="[('object_id.model', '=', 'crm.lead')]" />
 449
 450                         <label string="Stage" for="stage_id" align="1.0"/>
 451                         <group colspan="1" col="3">
 452                             <field name="stage_id" nolabel="1"
 453                                 on_change="onchange_stage_id(stage_id)"
 454                                 domain="section_id and [('section_ids', '=', section_id)] or []" width="60%%"/>
 455                             <button name="stage_previous"
 456                                 states="draft,open,pending" type="object"
 457                                 icon="gtk-go-back" string="" context="{'stage_type': 'opportunity'}"/>
 458                             <button name="stage_next" states="draft,open,pending"
 459                                 type="object" icon="gtk-go-forward" string="" context="{'stage_type': 'opportunity'}"/>
 460                         </group>
 461
 462                         <field name="priority" string="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_sheet_width">
 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                 <field name="planned_revenue" sum="Expected Revenues"/>
 542                 <field name="probability" widget="progressbar" avg="Avg. of Probability"/>
 543                 <field name="section_id" invisible="context.get('invisible_section', True)" />
 544                 <field name="user_id"/>
 545                 <field name="priority" invisible="1"/>
 546                 <field name="categ_id" invisible="1"/>
 547                 <field name="state"/>
 548             </tree>
 549         </field>
 550     </record>
 551
 552
 553     <!-- Opportunities Search View -->
 554     <record id="view_crm_case_opportunities_filter" model="ir.ui.view">
 555         <field name="name">CRM - Opportunities Search</field>
 556         <field name="model">crm.lead</field>
 557         <field name="type">search</field>
 558         <field name="arch" type="xml">
 559             <search string="Search Opportunities">
 560                 <filter icon="terp-check"
 561                     string="New"  help="New Opportunities"
 562                     name="new"
 563                     domain="[('state','=','draft')]"/>
 564                 <filter icon="terp-camera_test"
 565                     string="Open"  help="Open Opportunities"
 566                     name="open"
 567                     domain="[('state','=','open')]"/>
 568                 <filter icon="terp-gtk-media-pause"
 569                     string="Pending"  help="Pending Opportunities"
 570                     name="pending"
 571                     domain="[('state','=','pending')]"/>
 572                 <separator orientation="vertical"/>
 573                 <field name="name" string="Opportunity / Customer"
 574                     filter_domain="['|','|','|',('partner_id','ilike',self),('partner_name','ilike',self),('email_from','ilike',self),('name', 'ilike', self)]"/>
 575                 <field name="user_id">
 576                     <filter icon="terp-personal-"
 577                         domain="[('user_id','=', False)]"
 578                         help="Unassigned Opportunities" />
 579                 </field>
 580                 <field name="section_id"
 581                     context="{'invisible_section': False}"
 582                     widget="selection">
 583                     <filter icon="terp-personal+"
 584                         domain="['|', ('section_id', '=', context.get('section_id')), '|', ('section_id.user_id','=',uid), ('section_id.member_ids', 'in', [uid])]"
 585                         context="{'invisible_section': False}"
 586                         help="My Sales Team(s)" />
 587                     <filter icon="terp-personal+"
 588                         context="{'invisible_section': False}"
 589                         domain="[]"
 590                         help="Show Sales Team"/>
 591                 </field>
 592
 593                 <newline/>
 594                 <group expand="0" string="Group By..." colspan="16">
 595                     <filter string="Salesman" icon="terp-personal" domain="[]" context="{'group_by':'user_id'}" />
 596                     <filter string="Team" help="Sales Team" icon="terp-personal+" domain="[]" context="{'group_by':'section_id'}"/>
 597                     <filter string="Customer" help="Partner" icon="terp-personal+" domain="[]" context="{'group_by':'partner_id'}"/>
 598                     <separator orientation="vertical" />
 599                     <filter string="Stage" icon="terp-stage" domain="[]" context="{'group_by':'stage_id'}" />
 600                     <filter string="Priority" icon="terp-rating-rated" domain="[]" context="{'group_by':'priority'}" />
 601                     <filter string="Category" icon="terp-stock_symbol-selection" domain="[]" context="{'group_by':'categ_id'}" />
 602                     <filter string="Campaign" icon="terp-gtk-jump-to-rtl" domain="[]" context="{'group_by':'type_id'}"/>
 603                     <filter string="Channel" icon="terp-call-start" domain="[]" context="{'group_by':'channel_id'}" />
 604                     <filter string="State" icon="terp-stock_effects-object-colorize" domain="[]" context="{'group_by':'state'}"/>
 605                     <separator orientation="vertical" />
 606                     <filter string="Creation" icon="terp-go-month" domain="[]" context="{'group_by':'create_date'}" groups="base.group_no_one"/>
 607                     <filter string="Exp.Closing" icon="terp-go-month" help="Expected Closing" domain="[]" context="{'group_by':'date_deadline'}" />
 608                 </group>
 609             </search>
 610         </field>
 611     </record>
 612
 613     <!-- crm.lead Opportunities Graph View -->
 614     <record model="ir.ui.view" id="crm_case_graph_view_opportunity">
 615         <field name="name">CRM - Opportunity Graph</field>
 616         <field name="model">crm.lead</field>
 617         <field name="type">graph</field>
 618         <field name="arch" type="xml">
 619             <graph string="Opportunity by Categories" type="bar" orientation="horizontal">
 620                 <field name="categ_id"/>
 621                 <field name="planned_revenue" operator="+"/>
 622                 <field name="state" group="True"/>
 623             </graph>
 624         </field>
 625     </record>
 626
 627 </data>
 628 </openerp>