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" sequence="0" parent="base.menu_crm_config_lead" />
  27
  28
  29         <!-- Lead/Opportunity Categories Action -->
  30
  31         <record id="crm_lead_categ_action" model="ir.actions.act_window">
  32             <field name="name">Categories</field>
  33             <field name="res_model">crm.case.categ</field>
  34             <field name="view_type">form</field>
  35             <field name="view_id" ref="crm_case_categ_tree-view"/>
  36             <field name="context" eval="{'object_id': ref('model_crm_lead')}"/>
  37             <field name="domain">[('object_id.model', '=', 'crm.lead')]</field>
  38             <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>
  39         </record>
  40
  41         <menuitem action="crm_lead_categ_action"
  42             id="menu_crm_lead_categ" name="Categories"
  43             parent="base.menu_crm_config_lead" sequence="1" groups="base.group_no_one"/>
  44
  45
  46         <!-- CRM Lead Form View  -->
  47         <record model="ir.ui.view" id="crm_case_form_view_leads">
  48         <field name="name">CRM - Leads Form</field>
  49         <field name="model">crm.lead</field>
  50         <field name="type">form</field>
  51         <field name="arch" type="xml">
  52             <form string="Leads Form" layout="manual">
  53                 <div class="oe_form_topbar">
  54                     <button name="%(crm.action_crm_lead2opportunity_partner)d" type="action"
  55                             string="Convert to Opportunity" help="Convert to Opportunity" icon="gtk-go-forward"/>
  56                     <button name="case_cancel" string="Cancel" type="object"
  57                             states="draft,open,pending" icon="gtk-cancel"/>
  58                     <div class="oe_clear"/>
  59                 </div>
  60                 <sheet layout="auto">
  61                 <group colspan="4" col="7">
  62                     <field name="name" required="1" string="Subject"/>
  63                     <field name="priority"/>
  64                     <field name="categ_id"
  65                         widget="selection"
  66                         domain="[('object_id.model','=','crm.lead')]"/>
  67                     <newline />
  68                     <field name="user_id" />
  69                     <field name="section_id" widget="selection" />
  70                     <field name="type" invisible="1"/>
  71                 </group>
  72                 <notebook colspan="4">
  73                 <page string="Lead">
  74                     <group colspan="4" col="2">
  75                         <field name="partner_name" string="Company Name" />
  76                     </group>
  77                     <group colspan="2" col="4">
  78                         <separator string="Contact" colspan="4" col="4"/>
  79                         <field name="contact_name" colspan="4"/>
  80                         <newline/>
  81                         <field domain="[('domain', '=', 'contact')]" name="title" widget="selection"/>
  82                         <field name="function" />
  83                         <field name="street" colspan="4"/>
  84                         <field name="street2" colspan="4"/>
  85                         <field name="zip"/>
  86                         <field name="city"/>
  87                         <field name="country_id"/>
  88                         <field name="state_id"/>
  89                     </group>
  90                     <group colspan="2" col="3">
  91                         <separator string="Communication" colspan="4" col="3"/>
  92                         <field name="email_from" widget="email"/>
  93                         <button string="Mail"
  94                             name="%(mail.action_email_compose_message_wizard)d"
  95                             icon="terp-mail-message-new" type="action" colspan="1"/>
  96                         <newline/>
  97                         <field name="phone"/>
  98                         <newline/>
  99                         <field name="fax"/>
 100                         <newline/>
 101                         <field name="mobile"/>
 102                         <newline/>
 103                         <separator string="Links" colspan="4" col="3"/>
 104                         <field name="partner_id" string="Customer"/>
 105                         <button
 106                             name="%(action_crm_lead2partner)d"
 107                             icon="terp-partner" type="action"
 108                             string="Create"
 109                             attrs="{'invisible':[('partner_id','!=',False)]}"/>
 110                     </group>
 111                     <separator colspan="4" string="Notes"/>
 112                     <field name="description" nolabel="1" colspan="4"/>
 113                  </page>
 114                  <page string="Extra Info">
 115                     <group colspan="2" col="2">
 116                         <separator string="Categorization" colspan="2" col="2"/>
 117                         <field name="company_id"
 118                             groups="base.group_multi_company"
 119                             widget="selection" colspan="2" />
 120                         <field name="type_id" select="1" widget="selection"/>
 121                         <field name="channel_id" select="1" widget="selection"/>
 122                         <field name="referred"/>
 123                         <field name="state" groups="base.group_no_one"/>
 124                     </group>
 125                     <group colspan="2" col="2">
 126                         <separator string="Mailings" colspan="2" col="2"/>
 127                         <field name="opt_in" on_change="on_change_opt_in(opt_in)"/>
 128                         <field name="opt_out" on_change="on_change_opt_out(opt_out)"/>
 129                     </group>
 130                     <group colspan="2" col="2" groups="base.group_no_one">
 131                         <separator string="Statistics" colspan="2" col="2"/>
 132                         <field name="day_open"/>
 133                         <field name="day_close"/>
 134                     </group>
 135                  </page>
 136                 </notebook>
 137                 </sheet>
 138                 <div class="oe_form_bottom">
 139                     <field name="message_ids_social" colspan="4" widget="ThreadView" nolabel="1"/>
 140                 </div>
 141             </form>
 142         </field>
 143         </record>
 144
 145     <!-- CRM Lead Tree View -->
 146     <record model="ir.ui.view" id="crm_case_tree_view_leads">
 147         <field name="name">Leads</field>
 148         <field name="model">crm.lead</field>
 149         <field name="type">tree</field>
 150         <field name="arch" type="xml">
 151             <tree string="Leads" fonts="bold:needaction_pending==True" colors="blue:state=='pending';grey:state in ('cancel', 'done')">
 152                 <field name="needaction_pending" invisible="1"/>
 153                 <field name="date_deadline" invisible="1"/>
 154                 <field name="create_date" groups="base.group_no_one"/>
 155                 <field name="name" string="Subject"/>
 156                 <field name="contact_name"/>
 157                 <field name="country_id" invisible="context.get('invisible_country', True)" />
 158                 <field name="email_from"/>
 159                 <field name="phone"/>
 160
 161                 <field name="categ_id" invisible="1"/>
 162                 <field name="type_id" invisible="1"/>
 163                 <field name="referred" invisible="1"/>
 164                 <field name="channel_id" invisible="1"/>
 165                 <field name="subjects" invisible="1"/>
 166
 167                 <field name="stage_id"/>
 168                 <button name="stage_previous" string="Previous Stage"
 169                     states="open,pending" type="object" icon="gtk-go-back" />
 170                 <button name="stage_next" string="Next Stage"
 171                     states="open,pending" type="object"
 172                     icon="gtk-go-forward" />
 173                 <field name="section_id" invisible="context.get('invisible_section', True)" />
 174                 <field name="user_id" />
 175                 <field name="state" groups="base.group_no_one"/>
 176                 <button name="case_open" string="Open"
 177                     states="draft,pending" type="object"
 178                     icon="gtk-go-forward" groups="base.group_no_one"/>
 179                 <button name="case_close" string="Close"
 180                     states="open,draft,pending" type="object"
 181                     icon="gtk-close" groups="base.group_no_one"/>
 182                 <button name="%(crm.action_crm_lead2opportunity_partner)d"
 183                     string="Convert to Opportunity"
 184                     states="draft,open,pending" icon="gtk-index"
 185                     type="action" />
 186                 <button name="case_escalate" string="Escalate"
 187                     states="open,draft,pending" type="object"
 188                     icon="gtk-go-up" />
 189             </tree>
 190         </field>
 191     </record>
 192
 193     <!-- CRM Lead Calendar View -->
 194
 195     <record model="ir.ui.view" id="crm_case_calendar_view_leads">
 196         <field name="name">CRM - Leads Calendar</field>
 197         <field name="model">crm.lead</field>
 198         <field name="type">calendar</field>
 199         <field name="priority" eval="2"/>
 200         <field name="arch" type="xml">
 201             <calendar string="Leads Generation"
 202                 date_start="date_action" color="user_id">
 203                 <field name="name" />
 204                 <field name="partner_name" />
 205             </calendar>
 206         </field>
 207     </record>
 208
 209     <!-- CRM Lead Kanban View  -->
 210     <record model="ir.ui.view" id="crm_case_kanban_view_leads">
 211         <field name="name">CRM - Leads Kanban</field>
 212         <field name="model">crm.lead</field>
 213         <field name="type">kanban</field>
 214         <field name="arch" type="xml">
 215             <kanban default_group_by="stage_id">
 216                 <field name="state" groups="base.group_no_one"/>
 217                 <field name="color"/>
 218                 <field name="priority"/>
 219                 <field name="planned_revenue" sum="Expected Revenues"/>
 220                 <field name="user_email"/>
 221                 <field name="user_id"/>
 222                 <field name="partner_address_email"/>
 223                 <templates>
 224                     <t t-name="lead_details">
 225                         <ul class="oe_kanban_tooltip">
 226                             <li t-if="record.phone.raw_value"><b>Phone:</b> <field name="phone"/></li>
 227                             <li><b>Probability:</b> <field name="probability"/>%%</li>
 228                             <li><b>Creation date:</b> <field name="create_date"/></li>
 229                             <li t-if="record.date_deadline.raw_value"><b>Date Deadline:</b> <field name="date_deadline"/></li>
 230                         </ul>
 231                     </t>
 232                     <t t-name="kanban-box">
 233                         <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>
 234                         <div t-attf-class="#{kanban_color(record.color.raw_value)} #{border || ''}">
 235                             <div class="oe_kanban_box oe_kanban_color_border">
 236                                 <table class="oe_kanban_table oe_kanban_box_header oe_kanban_color_bgdark oe_kanban_color_border oe_kanban_draghandle">
 237                                 <tr>
 238                                     <td align="left" valign="middle" width="16">
 239                                         <a t-if="record.priority.raw_value == 1" icon="star-on" type="object" name="set_normal_priority"/>
 240                                         <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);"/>
 241                                     </td>
 242                                     <td align="left" valign="middle" class="oe_kanban_title" tooltip="lead_details">
 243                                         <field name="partner_id"/>
 244                                         <t t-if="record.planned_revenue.raw_value">
 245                                             - <t t-esc="Math.round(record.planned_revenue.value)"/>
 246                                             <field name="company_currency"/>
 247                                         </t>
 248                                     </td>
 249                                     <td valign="top" width="22">
 250                                         <img t-att-src="kanban_image('res.users', 'avatar', record.user_id.raw_value[0])"  t-att-title="record.user_id.value"
 251                                         width="22" height="22" class="oe_kanban_gravatar"/>
 252                                     </td>
 253                                 </tr>
 254                                 </table>
 255
 256                                 <div class="oe_kanban_box_content oe_kanban_color_bglight oe_kanban_box_show_onclick_trigger">
 257                                     <div>
 258                                         <b>
 259                                             <a t-if="record.partner_address_email.raw_value" t-attf-href="mailto:#{record.partner_address_email.raw_value}">
 260                                                 <field name="partner_address_name"/>
 261                                             </a>
 262                                             <field t-if="!record.partner_address_email.raw_value" name="partner_address_name"/>
 263                                         </b>
 264                                     </div>
 265                                     <div>
 266                                         <field name="name"/>
 267                                     </div>
 268                                     <div style="padding-left: 0.5em">
 269                                         <i><field name="date_action"/><t t-if="record.date_action.raw_value"> : </t><field name="title_action"/></i>
 270                                     </div>
 271                                 </div>
 272
 273                                 <div class="oe_kanban_buttons_set oe_kanban_color_border oe_kanban_color_bglight oe_kanban_box_show_onclick">
 274                                     <div class="oe_kanban_left">
 275                                         <a string="Edit" icon="gtk-edit" type="edit"/>
 276                                         <a string="Change Color" icon="color-picker" type="color" name="color"/>
 277                                         <a string="Send New Email" name="%(mail.action_email_compose_message_wizard)d" icon="terp-mail-message-new" type="action"/>
 278                                         <a string="Log Call" name="%(opportunity2phonecall_act)d" icon="terp-call-start" type="action"/>
 279                                         <a string="Schedule Meeting" name="action_makeMeeting" type="object" icon="stock_calendar"/>
 280                                         <a string="Add Internal Note" name="%(crm.action_crm_add_note)d" context="{'model': 'crm.lead' }" icon="terp-document-new" type="action"/>
 281                                     </div>
 282                                     <div class="oe_kanban_right" groups="base.group_no_one">
 283                                         <a name="case_mark_lost" string="Mark Lost" states="open,pending" type="object" icon="kanban-stop" groups="base.group_no_one"/>
 284                                         <a name="case_pending" string="Pending" states="draft,open" type="object" icon="kanban-pause" groups="base.group_no_one"/>
 285                                         <a name="case_open" string="Open" states="pending" type="object" icon="gtk-media-play" groups="base.group_no_one"/>
 286                                         <a name="case_mark_won" string="Mark Won" states="open,pending" type="object" icon="kanban-apply" groups="base.group_no_one"/>
 287                                     </div>
 288                                     <br class="oe_kanban_clear"/>
 289                                 </div>
 290                             </div>
 291                         </div>
 292                     </t>
 293                 </templates>
 294             </kanban>
 295         </field>
 296     </record>
 297
 298     <!-- CRM Lead Search View -->
 299
 300     <record id="view_crm_case_leads_filter" model="ir.ui.view">
 301         <field name="name">CRM - Leads Search</field>
 302         <field name="model">crm.lead</field>
 303         <field name="type">search</field>
 304         <field name="arch" type="xml">
 305             <search string="Search Leads">
 306                 <filter icon="terp-check" name="inbox" string="Inbox" domain="[('message_state','=','unread')]"/>
 307                 <filter icon="terp-check"
 308                     string="New"
 309                     name="new" help="New Leads"
 310                     domain="[('state','=','draft')]"/>
 311                 <filter icon="terp-camera_test"
 312                     string="Open"
 313                     name="open"
 314                     domain="[('state','=','open')]"/>
 315                 <filter icon="terp-gtk-media-pause"
 316                     string="Pending"
 317                     name="pending"
 318                     domain="[('state','=','pending')]"/>
 319
 320                 <separator orientation="vertical"/>
 321                 <filter icon="terp-go-today" string="Today"
 322                     domain="[('create_date','&lt;', time.strftime('%%Y-%%m-%%d 23:59:59')), ('create_date','&gt;=', time.strftime('%%Y-%%m-%%d 00:00:00'))]"
 323                     help="Todays' Leads" />
 324                 <filter icon="terp-go-week" string="7 Days"
 325                     help="Leads creating during last 7 days"
 326                     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'))]"
 327                 />
 328                 <separator orientation="vertical"/>
 329                 <field name="name" string="Lead / Customer"
 330                     filter_domain="['|','|',('partner_name','ilike',self),('email_from','ilike',self),('name','ilike',self)]"/>
 331                 <field name="user_id">
 332                     <filter icon="terp-personal-"
 333                         domain="[('user_id','=', False)]"
 334                         help="Unassigned Leads" />
 335                 </field>
 336                 <field name="subjects"/>
 337                 <field name="section_id" widget="selection"
 338                     context="{'invisible_section': False}">
 339                     <filter icon="terp-personal+"
 340                         context="{'invisible_section': False}"
 341                         domain="['|', ('section_id.user_id','=',uid), ('section_id.member_ids', 'in', [uid])]"
 342                         help="My Sales Team(s)"/>
 343                     <filter icon="terp-personal+"
 344                         context="{'invisible_section': False}"
 345                         domain="[]"
 346                         help="Show Sales Team"/>
 347                 </field>
 348                 <separator orientation="vertical"/>
 349                 <field name="country_id" context="{'invisible_country': False}">
 350                     <filter icon="terp-personal+" context="{'invisible_country': False}" help="Show countries"/>
 351                 </field>
 352                 <newline/>
 353                 <group expand="0" string="Group By...">
 354                     <filter string="Salesperson" icon="terp-personal" domain="[]" context="{'group_by':'user_id'}"/>
 355                     <filter string="Team" icon="terp-personal+" domain="[]" context="{'group_by':'section_id'}"/>
 356                     <filter string="Referrer" icon="terp-personal" domain="[]" context="{'group_by':'referred'}"/>
 357                     <separator orientation="vertical"/>
 358                     <filter string="Category" icon="terp-stock_symbol-selection" domain="[]" context="{'group_by':'categ_id'}"/>
 359                     <filter string="Campaign" icon="terp-gtk-jump-to-rtl"
 360                         domain="[]" context="{'group_by':'type_id'}" />
 361                     <filter string="Channel" icon="terp-call-start"
 362                         domain="[]" context="{'group_by':'channel_id'}" />
 363                     <separator orientation="vertical"/>
 364                     <filter string="Stage" icon="terp-stage" domain="[]" context="{'group_by':'stage_id'}"/>
 365                     <filter string="Status" icon="terp-stock_effects-object-colorize" domain="[]" context="{'group_by':'state'}"/>
 366                     <separator orientation="vertical" groups="base.group_no_one"/>
 367                     <filter string="Creation" help="Create date" icon="terp-go-month"
 368                         domain="[]" context="{'group_by':'create_date'}" groups="base.group_no_one"/>
 369                 </group>
 370            </search>
 371         </field>
 372     </record>
 373
 374
 375     <!-- Opportunities Form View -->
 376     <record model="ir.ui.view" id="crm_case_form_view_oppor">
 377         <field name="name">Opportunities</field>
 378         <field name="model">crm.lead</field>
 379         <field name="type">form</field>
 380         <field name="priority">20</field>
 381         <field name="arch" type="xml">
 382             <form string="Opportunities" layout="manual">
 383                 <div class="oe_form_topbar oe_form_topbar_hifirst">
 384                     <button name="stage_previous" string="Previous" type="object"
 385                             states="open" icon="gtk-go-back" context="{'stage_type': 'opportunity'}"/>
 386                     <button name="stage_next" string="Next" type="object"
 387                             states="open" icon="gtk-go-forward" context="{'stage_type': 'opportunity'}"/>
 388                     <button name="case_open" string="Open" type="object"
 389                             states="draft" icon="gtk-go-forward"/>
 390                     <button name="case_escalate" string="Escalate" type="object"
 391                             states="open" icon="gtk-go-up"/>
 392                     <button name="case_mark_won" string="Mark Won" type="object"
 393                             states="open" icon="gtk-apply"/>
 394                     <button name="case_mark_lost" string="Mark Lost" type="object"
 395                             states="open" icon="gtk-cancel"/>
 396                     <button name="case_reset" string="Reset to Draft" type="object"
 397                             states="cancel,done" icon="gtk-convert"/>
 398                     <button name="case_cancel" string="Cancel" type="object"
 399                             states="draft" icon="gtk-cancel"/>
 400                     <div class="oe_right">
 401                         <field name="stage_id" nolabel="1" widget="statusbar"
 402                             on_change="onchange_stage_id(stage_id)"/>
 403 <!--
 404                                 statusbar_visible="New,Qualification,Proposition,Won"
 405                                 statusbar_colors='{"Negotiation":"blue"}'/>
 406 -->
 407                     </div>
 408                     <div class="oe_clear"/>
 409                 </div>
 410                 <sheet layout="auto">
 411                 <group colspan="4" col="2" width="auto">
 412                     <field name="name" required="1" nolabel="1" class="oe_form_title"/>
 413                     <div class="oe_text_right">
 414                         <button string="Schedule/Log Call"
 415                             name="%(opportunity2phonecall_act)d" icon="terp-call-start"
 416                             type="action"/>
 417                         <button string="Schedule Meeting" icon="gtk-redo"
 418                             name="action_makeMeeting"
 419                             type="object"/>
 420                     </div>
 421                 </group>
 422                 <group colspan="4" col="4" class="oe_form_group_label_border" style="margin-top: 20px;">
 423                     <field name="user_id"/>
 424                     <field name="planned_revenue"/>
 425
 426                     <field name="date_action"/>
 427                     <field name="date_deadline"/>
 428
 429                     <field name="title_action"/>
 430                     <field name="probability"/>
 431
 432                     <field name="type" invisible="1"/>
 433                 </group>
 434                 <notebook colspan="4">
 435                 <page string="Opportunity">
 436                     <group col="4" colspan="2">
 437                         <separator colspan="4" string="Contacts"/>
 438                         <group colspan="2" col="3" class="oe_form_group_label_border">
 439                             <field width="80%%" name="partner_id" select="1"
 440                                 on_change="onchange_partner_id(partner_id, email_from)" string="Customer"/>
 441                             <button name="%(action_crm_lead2partner)d"
 442                                 icon="terp-partner" type="action"
 443                                 string="Create"
 444                                 attrs="{'invisible':[('partner_id','!=',False)]}"/>
 445                             <field name="phone" colspan="3"/>
 446                             <field width="80%%" name="email_from" string="Email"/>
 447                             <button string="Mail"
 448                                 name="%(mail.action_email_compose_message_wizard)d"
 449                                 context="{'mail':'new', 'model': 'crm.lead'}"
 450                                 icon="terp-mail-message-new" type="action" />
 451                         </group>
 452                     </group>
 453                     <group col="2" colspan="2" class="oe_form_group_label_border">
 454                         <separator colspan="2" string="Category"/>
 455                         <field name="section_id" colspan="1" widget="selection"/>
 456                         <field name="categ_id" select="1"
 457                             string="Category" widget="selection"
 458                             domain="[('object_id.model', '=', 'crm.lead')]" />
 459                         <field name="state"/>
 460                         <field name="priority"/>
 461                     </group>
 462
 463                     <separator colspan="4" string="Details"/>
 464                     <field name="description" nolabel="1" colspan="4"/>
 465                 </page>
 466                 <page string="Lead">
 467                     <separator string="Contact" colspan="4"/>
 468                     <group colspan="4" col="4" class="oe_form_group_label_border">
 469                         <field name="partner_name" string="Customer Name" colspan="4"/>
 470                     </group>
 471                     <group colspan="2" col="2" class="oe_form_group_label_border">
 472                         <field domain="[('domain', '=', 'contact')]" name="title" widget="selection"/>
 473                         <field name="fax"/>
 474                         <field name="street"/>
 475                         <field name="zip"/>
 476                         <field name="country_id"/>
 477                     </group>
 478                     <group colspan="2" col="2" class="oe_form_group_label_border">
 479                         <field name="function" />
 480                         <field name="mobile"/>
 481                         <field name="street2"/>
 482                         <field name="city"/>
 483                         <field name="state_id"/>
 484                     </group>
 485
 486                     <group colspan="2" col="2" class="oe_form_group_label_border">
 487                         <separator string="Categorization" colspan="2"/>
 488                         <field name="type_id" widget="selection"/>
 489                         <field name="channel_id" widget="selection"/>
 490                     </group>
 491                     <group colspan="2" col="2" class="oe_form_group_label_border">
 492                         <separator string="Mailings" colspan="2"/>
 493                         <field name="opt_in" on_change="on_change_opt_in(opt_in)"/>
 494                         <field name="opt_out" on_change="on_change_opt_out(opt_out)"/>
 495                     </group>
 496                 </page>
 497                 <page string="Extra Info">
 498                     <group col="2" colspan="2" class="oe_form_group_label_border">
 499                         <separator string="Misc" colspan="2"/>
 500                         <field name="active"/>
 501                         <field name="day_open" groups="base.group_no_one"/>
 502                         <field name="day_close" groups="base.group_no_one"/>
 503                         <field name="referred"/>
 504                     </group>
 505                     <group col="2" colspan="2" class="oe_form_group_label_border">
 506                         <separator colspan="4" string="References"/>
 507                         <field name="ref"/>
 508                         <field name="ref2"/>
 509                     </group>
 510                 </page>
 511                 </notebook>
 512                 </sheet>
 513                 <div class="oe_form_bottom">
 514                     <field name="message_ids_social" colspan="4" widget="ThreadView" nolabel="1"/>
 515                 </div>
 516             </form>
 517         </field>
 518     </record>
 519
 520     <!-- Opportunities Tree View -->
 521     <record model="ir.ui.view" id="crm_case_tree_view_oppor">
 522         <field name="name">Opportunities Tree</field>
 523         <field name="model">crm.lead</field>
 524         <field name="type">tree</field>
 525         <field name="arch" type="xml">
 526             <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)">
 527                 <field name="needaction_pending" invisible="1"/>
 528                 <field name="date_deadline" invisible="1"/>
 529                 <field name="create_date" groups="base.group_no_one"/>
 530                 <field name="name" string="Opportunity"/>
 531                 <field name="partner_id" string="Customer"/>
 532                 <field name="country_id" invisible="context.get('invisible_country', True)" />
 533                 <field name="date_action"/>
 534                 <field name="title_action" />
 535                 <field name="channel_id" invisible="1"/>
 536                 <field name="type_id" invisible="1"/>
 537                 <field name="subjects" invisible="1"/>
 538                 <field name="stage_id"/>
 539                 <button name="stage_previous" string="Previous Stage" states="open,pending" type="object" icon="gtk-go-back" />
 540                 <button name="stage_next" string="Next Stage" states="open,pending" type="object" icon="gtk-go-forward" />
 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" groups="base.group_no_one"/>
 548                 <button name="case_open" string="Open" states="draft,pending" type="object" icon="gtk-go-forward" groups="base.group_no_one"/>
 549                 <button name="case_pending" string="Pending" states="open,draft" type="object" icon="gtk-media-pause" groups="base.group_no_one"/>
 550                 <button name="case_mark_lost" string="Lost" states="open,pending" type="object" icon="gtk-cancel" groups="base.group_no_one"/>
 551                 <button name="case_mark_won" string="Won" states="open,pending" type="object" icon="gtk-apply" groups="base.group_no_one"/>
 552             </tree>
 553         </field>
 554     </record>
 555
 556
 557     <!-- Opportunities Search View -->
 558     <record id="view_crm_case_opportunities_filter" model="ir.ui.view">
 559         <field name="name">CRM - Opportunities Search</field>
 560         <field name="model">crm.lead</field>
 561         <field name="type">search</field>
 562         <field name="arch" type="xml">
 563             <search string="Search Opportunities">
 564                 <filter icon="terp-check"
 565                     string="New"  help="New Opportunities"
 566                     name="new"
 567                     domain="[('state','=','draft')]"/>
 568                 <filter icon="terp-camera_test"
 569                     string="Open"  help="Open Opportunities"
 570                     name="open"
 571                     domain="[('state','=','open')]"/>
 572                 <filter icon="terp-gtk-media-pause"
 573                     string="Pending"  help="Pending Opportunities"
 574                     name="pending"
 575                     domain="[('state','=','pending')]"/>
 576                 <separator orientation="vertical"/>
 577                 <field name="name" string="Opportunity / Customer"
 578                     filter_domain="['|','|','|',('partner_id','ilike',self),('partner_name','ilike',self),('email_from','ilike',self),('name', 'ilike', self)]"/>
 579                 <field name="user_id">
 580                     <filter icon="terp-personal-"
 581                         domain="[('user_id','=', False)]"
 582                         help="Unassigned Opportunities" />
 583                 </field>
 584                 <field name="section_id"
 585                     context="{'invisible_section': False, 'section_id': self}">
 586                     <filter icon="terp-personal+"
 587                         domain="['|', ('section_id.user_id','=',uid), ('section_id.member_ids', 'in', [uid])]"
 588                         context="{'invisible_section': False}"
 589                         help="My Sales Team(s)" />
 590                     <filter icon="terp-personal+"
 591                         context="{'invisible_section': False}"
 592                         domain="[]"
 593                         help="Show Sales Team"/>
 594                 </field>
 595                 <newline/>
 596                 <group expand="0" string="Group By..." colspan="16">
 597                     <filter string="Salesperson" icon="terp-personal" domain="[]" context="{'group_by':'user_id'}" />
 598                     <filter string="Team" help="Sales Team" icon="terp-personal+" domain="[]" context="{'group_by':'section_id'}"/>
 599                     <filter string="Customer" help="Partner" icon="terp-personal+" domain="[]" context="{'group_by':'partner_id'}"/>
 600                     <separator orientation="vertical" />
 601                     <filter string="Stage" icon="terp-stage" domain="[]" context="{'group_by':'stage_id'}" />
 602                     <filter string="Priority" icon="terp-rating-rated" domain="[]" context="{'group_by':'priority'}" />
 603                     <filter string="Category" icon="terp-stock_symbol-selection" domain="[]" context="{'group_by':'categ_id'}" />
 604                     <filter string="Campaign" icon="terp-gtk-jump-to-rtl" domain="[]" context="{'group_by':'type_id'}"/>
 605                     <filter string="Channel" icon="terp-call-start" domain="[]" context="{'group_by':'channel_id'}" />
 606                     <filter string="Status" icon="terp-stock_effects-object-colorize" domain="[]" context="{'group_by':'state'}"/>
 607                     <separator orientation="vertical" />
 608                     <filter string="Creation" icon="terp-go-month" domain="[]" context="{'group_by':'create_date'}" groups="base.group_no_one"/>
 609                     <filter string="Exp.Closing" icon="terp-go-month" help="Expected Closing" domain="[]" context="{'group_by':'date_deadline'}" />
 610                 </group>
 611             </search>
 612         </field>
 613     </record>
 614
 615     <!-- crm.lead Opportunities Graph View -->
 616     <record model="ir.ui.view" id="crm_case_graph_view_opportunity">
 617         <field name="name">CRM - Opportunity Graph</field>
 618         <field name="model">crm.lead</field>
 619         <field name="type">graph</field>
 620         <field name="arch" type="xml">
 621             <graph string="Opportunity by Categories" type="bar" orientation="horizontal">
 622                 <field name="categ_id"/>
 623                 <field name="planned_revenue" operator="+"/>
 624                 <field name="state" group="True"/>
 625             </graph>
 626         </field>
 627     </record>
 628
 629 </data>
 630 </openerp>