addons/crm/crm_lead_view.xml

   1 <?xml version="1.0"?>
   2 <openerp>
   3     <data>
   4
   5         <!-- Read/Unread actions -->
   6         <record id="actions_server_crm_lead_unread" model="ir.actions.server">
   7             <field name="name">Mark unread</field>
   8             <field name="condition">True</field>
   9             <field name="type">ir.actions.server</field>
  10             <field name="model_id" ref="model_crm_lead"/>
  11             <field name="state">code</field>
  12             <field name="code">self.message_check_and_set_unread(cr, uid, context.get('active_ids'), context=context)</field>
  13         </record>
  14         <record id="action_crm_lead_unread" model="ir.values">
  15             <field name="name">action_crm_lead_unread</field>
  16             <field name="action_id" ref="actions_server_crm_lead_unread"/>
  17             <field name="value" eval="'ir.actions.server,' + str(ref('actions_server_crm_lead_unread'))" />
  18             <field name="key">action</field>
  19             <field name="model_id" ref="model_crm_lead" />
  20             <field name="model">crm.lead</field>
  21             <field name="key2">client_action_multi</field>
  22         </record>
  23
  24         <record id="actions_server_crm_lead_read" model="ir.actions.server">
  25             <field name="name">Mark read</field>
  26             <field name="condition">True</field>
  27             <field name="type">ir.actions.server</field>
  28             <field name="model_id" ref="model_crm_lead"/>
  29             <field name="state">code</field>
  30             <field name="code">self.message_check_and_set_read(cr, uid, context.get('active_ids'), context=context)</field>
  31         </record>
  32         <record id="action_crm_lead_read" model="ir.values">
  33             <field name="name">action_crm_lead_read</field>
  34             <field name="action_id" ref="actions_server_crm_lead_read"/>
  35             <field name="value" eval="'ir.actions.server,' + str(ref('actions_server_crm_lead_read'))" />
  36             <field name="key">action</field>
  37             <field name="model_id" ref="model_crm_lead" />
  38             <field name="model">crm.lead</field>
  39             <field name="key2">client_action_multi</field>
  40         </record>
  41
  42         <!--
  43             CRM CASE STAGE
  44         -->
  45
  46         <!-- Stage Search view -->
  47         <record id="crm_lead_stage_search" model="ir.ui.view">
  48             <field name="name">Stage - Search</field>
  49             <field name="model">crm.case.stage</field>
  50             <field name="type">search</field>
  51             <field name="arch" type="xml">
  52                 <search string="Stage Search">
  53                     <field name="name" string="Stage Name"/>
  54                     <field name="state"/>
  55                     <field name="type"/>
  56                 </search>
  57             </field>
  58         </record>
  59
  60         <!-- Stage Form view -->
  61         <record id="crm_lead_stage_act" model="ir.actions.act_window">
  62             <field name="name">Stages</field>
  63             <field name="res_model">crm.case.stage</field>
  64             <field name="view_type">form</field>
  65             <field name="view_id" ref="crm.crm_case_stage_tree"/>
  66             <field name="help" type="html">
  67               <p class="oe_view_nocontent_create">
  68                 Click to set a new stage in your lead/opportunity pipeline.
  69               </p><p>
  70                 Stages will allow salespersons to easily track how a specific
  71                 lead or opportunity is positioned in the sales cycle.
  72               </p>
  73             </field>
  74         </record>
  75
  76         <menuitem action="crm_lead_stage_act" id="menu_crm_lead_stage_act" name="Stages" sequence="0" parent="base.menu_crm_config_lead" groups="base.group_no_one"/>
  77
  78         <!--
  79             LEADS/OPPORTUNITIES CATEGORIES
  80         -->
  81
  82         <!-- Categories Form View -->
  83         <record id="crm_lead_categ_action" model="ir.actions.act_window">
  84             <field name="name">Sales Tags</field>
  85             <field name="res_model">crm.case.categ</field>
  86             <field name="view_type">form</field>
  87             <field name="view_id" ref="crm_case_categ_tree-view"/>
  88             <field name="context" eval="{'object_id': ref('model_crm_lead')}"/>
  89             <field name="domain">[('object_id.model', '=', 'crm.lead')]</field>
  90             <field name="help" type="html">
  91               <p class="oe_view_nocontent_create">
  92                 Click to define a new sales tag.
  93               </p><p>
  94                 Create specific tags that fit your company's activities
  95                 to better classify and analyse your leads and opportunities.
  96                 Such categories could for instance reflect your product
  97                 structure or the different types of sales you do.
  98               </p>
  99             </field>
 100         </record>
 101
 102         <menuitem action="crm_lead_categ_action"
 103             id="menu_crm_lead_categ" name="Sales Tags"
 104             parent="base.menu_crm_config_lead" sequence="1" groups="base.group_no_one"/>
 105
 106         <!--
 107             LEADS
 108         -->
 109         <act_window
 110                 id="act_crm_opportunity_crm_phonecall_new"
 111                 name="Phone calls"
 112                 groups="base.group_sale_salesman"
 113                 res_model="crm.phonecall"
 114                 view_mode="tree,calendar,form"
 115                 context="{'default_duration': 1.0 ,'default_opportunity_id': active_id}"
 116                 view_type="form"/>
 117
 118         <act_window
 119                 id="act_crm_opportunity_crm_meeting_new"
 120                 name="Meetings"
 121                 res_model="crm.meeting"
 122                 view_mode="tree,form,calendar"
 123                 context="{'default_duration': 4.0, 'default_opportunity_id': active_id}"
 124                 view_type="form"/>
 125
 126
 127         <!-- CRM Lead Form View  -->
 128         <record model="ir.ui.view" id="crm_case_form_view_leads">
 129         <field name="name">CRM - Leads Form</field>
 130         <field name="model">crm.lead</field>
 131         <field name="type">form</field>
 132         <field name="arch" type="xml">
 133             <form string="Leads Form" version="7.0">
 134                 <header>
 135                     <button name="%(crm.action_crm_lead2opportunity_partner)d" string="Convert to Opportunity" type="action"
 136                             states="draft,open,pending" help="Convert to Opportunity" class="oe_highlight"/>
 137                     <button name="case_escalate" string="Escalate" type="object"
 138                             states="draft,open,pending"/>
 139                     <button name="case_reset" string="Reset" type="object"
 140                             states="cancel"/>
 141                     <button name="case_cancel" string="Cancel" type="object"
 142                             states="draft,open,pending"/>
 143                     <field name="stage_id" widget="statusbar"
 144                             on_change="onchange_stage_id(stage_id)"/>
 145                 </header>
 146                 <sheet>
 147                     <div class="oe_right oe_button_box" name="buttons">
 148                         <button type="action"
 149                             name="%(act_crm_opportunity_crm_phonecall_new)d"
 150                             string="Phone Calls" />
 151                     </div>
 152                     <div class="oe_title">
 153                         <label for="name" class="oe_edit_only" string="Lead Description"/>
 154                         <h1><field name="name" placeholder="Describe the lead..."/></h1>
 155                     </div>
 156                     <group>
 157                         <group>
 158                             <field name="partner_name" string="Company Name"/>
 159                             <field name="partner_id" string="Customer"
 160                                 on_change="on_change_partner(partner_id)" />
 161                             <label for="street" string="Address"/>
 162                             <div>
 163                                 <field name="street" placeholder="Street..."/>
 164                                 <field name="street2"/>
 165                                 <div class="address_format">
 166                                     <field name="city" placeholder="City" style="width: 40%%"/>
 167                                     <field name="state_id" options='{"no_open": true}' placeholder="State" style="width: 24%%"/>
 168                                     <field name="zip" placeholder="ZIP" style="width: 34%%"/>
 169                                 </div>
 170                                 <field name="country_id" placeholder="Country" options='{"no_open": true}'/>
 171                             </div>
 172                         </group>
 173                         <group>
 174                             <label for="contact_name" />
 175                             <div>
 176                                 <field name="contact_name" class="oe_inline"/>,
 177                                 <field name="title" placeholder="Title" domain="[('domain', '=', 'contact')]" class="oe_inline" options='{"no_open": true}'/>
 178                             </div>
 179                             <field name="email_from" widget="email"/>
 180                             <field name="function" />
 181                             <field name="phone"/>
 182                             <field name="mobile"/>
 183                             <field name="fax"/>
 184                             <!--
 185                             This should be integrated in Open Chatter
 186                             <button string="Mail"
 187                                 name="%(mail.action_email_compose_message_wizard)d"
 188                                 icon="terp-mail-message-new" type="action" colspan="1"/>
 189                             -->
 190                         </group>
 191                         <group>
 192                             <field name="user_id"/>
 193                             <field name="section_id"/>
 194                             <field name="type" invisible="1"/>
 195                         </group>
 196                         <group>
 197                             <field name="priority"/>
 198                             <field name="categ_ids"
 199                                 widget="many2many_tags"
 200                                 domain="[('object_id.model','=','crm.lead')]"/>
 201                         </group>
 202                     </group>
 203                     <notebook colspan="4">
 204                     <page string="Notes">
 205                         <field name="description"/>
 206                     </page>
 207                     <page string="Extra Info">
 208                         <group>
 209                             <group string="Categorization">
 210                                 <field name="company_id"
 211                                     groups="base.group_multi_company"
 212                                     widget="selection" colspan="2" />
 213                                 <field name="type_id" widget="selection"/>
 214                                 <field name="channel_id" widget="selection"/>
 215                                 <field name="referred"/>
 216                                 <field name="state" groups="base.group_no_one"/>
 217                             </group>
 218                             <group string="Mailings">
 219                                 <field name="opt_out" />
 220                             </group>
 221                         </group>
 222                     </page>
 223                     </notebook>
 224                 </sheet>
 225                 <div class="oe_chatter">
 226                     <field name="message_ids" widget="mail_thread"/>
 227                 </div>
 228             </form>
 229         </field>
 230         </record>
 231
 232         <!-- CRM Lead Graph View -->
 233         <record model="ir.ui.view" id="crm_case_graph_view_leads">
 234             <field name="name">Opportunities</field>
 235             <field name="model">crm.lead</field>
 236             <field name="type">graph</field>
 237             <field name="arch" type="xml">
 238                 <graph string="Opportunities" type="bar">
 239                     <field name="stage_id"/>
 240                     <field name="planned_revenue" operator="+"/>
 241                 </graph>
 242             </field>
 243         </record>
 244
 245
 246         <!-- CRM Lead Tree View -->
 247         <record model="ir.ui.view" id="crm_case_tree_view_leads">
 248             <field name="name">Leads</field>
 249             <field name="model">crm.lead</field>
 250             <field name="type">tree</field>
 251             <field name="arch" type="xml">
 252                 <tree string="Leads" fonts="bold:needaction_pending==True" colors="grey:state in ('cancel', 'done')">
 253                     <field name="date_deadline" invisible="1"/>
 254                     <field name="create_date" groups="base.group_no_one"/>
 255                     <field name="name"/>
 256                     <field name="contact_name"/>
 257                     <field name="country_id" invisible="context.get('invisible_country', True)" />
 258                     <field name="email_from"/>
 259                     <field name="phone"/>
 260                     <field name="stage_id"/>
 261                     <field name="user_id" invisible="1"/>
 262                     <field name="section_id" invisible="context.get('invisible_section', True)" />
 263                     <field name="state" groups="base.group_no_one"/>
 264                     <field name="type_id" invisible="1"/>
 265                     <field name="referred" invisible="1"/>
 266                     <field name="channel_id" invisible="1"/>
 267                     <field name="subjects" invisible="1"/>
 268                     <field name="needaction_pending" invisible="1"/>
 269                 </tree>
 270             </field>
 271         </record>
 272
 273         <!-- CRM Lead Calendar View -->
 274         <record model="ir.ui.view" id="crm_case_calendar_view_leads">
 275             <field name="name">CRM - Leads Calendar</field>
 276             <field name="model">crm.lead</field>
 277             <field name="type">calendar</field>
 278             <field name="priority" eval="2"/>
 279             <field name="arch" type="xml">
 280                 <calendar string="Leads Generation"
 281                     date_start="date_action" color="user_id">
 282                     <field name="name" />
 283                     <field name="partner_name" />
 284                 </calendar>
 285             </field>
 286         </record>
 287
 288         <!-- CRM Lead Kanban View  -->
 289         <record model="ir.ui.view" id="crm_case_kanban_view_leads">
 290             <field name="name">CRM - Leads Kanban</field>
 291             <field name="model">crm.lead</field>
 292             <field name="type">kanban</field>
 293             <field name="arch" type="xml">
 294                 <kanban default_group_by="stage_id">
 295                     <field name="state" groups="base.group_no_one"/>
 296                     <field name="color"/>
 297                     <field name="priority"/>
 298                     <field name="planned_revenue" sum="Expected Revenues"/>
 299                     <field name="user_email"/>
 300                     <field name="user_id"/>
 301                     <field name="partner_address_email"/>
 302                     <field name="message_summary"/>
 303                     <field name="needaction_pending"/>
 304                     <templates>
 305                         <t t-name="lead_details">
 306                             <ul class="oe_kanban_tooltip">
 307                                 <li t-if="record.phone.raw_value"><b>Phone:</b> <field name="phone"/></li>
 308                                 <li><b>Probability:</b> <field name="probability"/>%%</li>
 309                                 <li><b>Creation date:</b> <field name="create_date"/></li>
 310                                 <li t-if="record.date_deadline.raw_value"><b>Date Deadline:</b> <field name="date_deadline"/></li>
 311                             </ul>
 312                         </t>
 313                         <t t-name="kanban-box">
 314                             <div t-attf-class="oe_kanban_color_#{kanban_getcolor(record.color.raw_value)} oe_kanban_card oe_kanban_global_click">
 315                                 <div class="oe_dropdown_toggle oe_dropdown_kanban">
 316                                     <span class="oe_e">í</span>
 317                                     <ul class="oe_dropdown_menu">
 318                                         <li><a type="edit" >Edit...</a></li>
 319                                         <li><a type="delete">Delete</a></li>
 320                                         <li><a name="%(mail.action_email_compose_message_wizard)d" type="action">Send Email</a></li>
 321                                         <li><a name="%(opportunity2phonecall_act)d" type="action">Log Call</a></li>
 322                                         <li><a name="action_makeMeeting" type="object">Schedule Meeting</a></li>
 323                                         <li><ul class="oe_kanban_colorpicker" data-field="color"/></li>
 324                                     </ul>
 325                                 </div>
 326                                 <div class="oe_kanban_content">
 327                                     <div>
 328                                         <b><field name="name"/></b>
 329                                         <t t-if="record.planned_revenue.raw_value">
 330                                             - <b><t t-esc="Math.round(record.planned_revenue.value)"/>
 331                                             <field name="company_currency"/></b>
 332                                         </t>
 333                                     </div>
 334                                     <div>
 335                                         <field name="partner_id"/>
 336                                     </div>
 337                                     <div style="padding-left: 0.5em">
 338                                         <t t-if="record.date_deadline.raw_value and record.date_deadline.raw_value lt (new Date())" t-set="red">oe_kanban_text_red</t>
 339                                         <span t-attf-class="#{red || ''}"><field name="date_action"/></span>
 340                                         <t t-if="record.date_action.raw_value"> : </t>
 341                                         <field name="title_action"/>
 342                                     </div>
 343                                     <div class="oe_kanban_bottom_right">
 344                                         <a t-if="record.priority.raw_value == 1" type="object" name="set_normal_priority" class="oe_e oe_star_on">7</a>
 345                                         <a t-if="record.priority.raw_value != 1" type="object" name="set_high_priority" class="oe_e oe_star_off">7</a>
 346                                         <img t-att-src="kanban_image('res.users', 'image_small', record.user_id.raw_value)" t-att-title="record.user_id.value" width="24" height="24" class="oe_kanban_avatar"/>
 347                                     </div>
 348                                     <div class="oe_kanban_footer_left">
 349                                         <t t-if="record.needaction_pending.raw_value"><span class="oe_kanban_mail_new">New</span></t>
 350                                         <t t-raw="record.message_summary.raw_value"/>
 351                                     </div>
 352                                 </div>
 353                                 <div class="oe_clear"></div>
 354                             </div>
 355                         </t>
 356                     </templates>
 357                 </kanban>
 358             </field>
 359         </record>
 360
 361         <!-- CRM Lead Search View -->
 362         <record id="view_crm_case_leads_filter" model="ir.ui.view">
 363             <field name="name">CRM - Leads Search</field>
 364             <field name="model">crm.lead</field>
 365             <field name="type">search</field>
 366             <field name="arch" type="xml">
 367                 <search string="Search Leads">
 368                     <field name="name" string="Lead / Customer" filter_domain="['|','|',('partner_name','ilike',self),('email_from','ilike',self),('name','ilike',self)]"/>
 369                     <field name="categ_ids" string="Category" filter_domain="[('categ_ids','ilike',self)]" />
 370                     <!-- subjects is not set as store=True so, it is placed outside filter_domain-->
 371                     <field name="subjects"/>
 372                     <field name="create_date"/>
 373                     <filter icon="terp-mail-message-new" string="Inbox" help="Unread messages" name="needaction_pending" domain="[('needaction_pending','=',True)]"/>
 374                     <separator/>
 375                     <filter icon="terp-check" string="New" name="new" help="New Leads" domain="[('state','=','draft')]"/>
 376                     <filter icon="terp-camera_test" string="Open" name="open" domain="[('state','=','open')]"/>
 377                     <separator/>
 378                     <filter string="Unassigned Leads" icon="terp-personal-" domain="[('user_id','=', False)]" help="Unassigned Leads" />
 379                     <separator/>
 380                     <filter string="Leads Assigned to Me or My Team(s)" icon="terp-personal+" context="{'invisible_section': False}"
 381                             domain="['|', ('section_id.user_id','=',uid), ('section_id.member_ids', 'in', [uid])]"
 382                             help="Leads that are assigned to one of the sale teams I manage, or to me"/>
 383                     <field name="user_id"/>
 384                     <field name="section_id" context="{'invisible_section': False}"/>
 385                     <field name="country_id" context="{'invisible_country': False}"/>
 386                     <group expand="0" string="Group By...">
 387                         <filter string="Salesperson" icon="terp-personal" domain="[]" context="{'group_by':'user_id'}"/>
 388                         <filter string="Team" icon="terp-personal+" domain="[]" context="{'group_by':'section_id'}"/>
 389                         <filter string="Referrer" icon="terp-personal" domain="[]" context="{'group_by':'referred'}"/>
 390                         <filter string="Campaign" icon="terp-gtk-jump-to-rtl" domain="[]" context="{'group_by':'type_id'}" />
 391                         <filter string="Channel" icon="terp-call-start" domain="[]" context="{'group_by':'channel_id'}" />
 392                         <separator orientation="vertical"/>
 393                         <filter string="Stage" icon="terp-stage" domain="[]" context="{'group_by':'stage_id'}"/>
 394                         <filter string="Status" icon="terp-stock_effects-object-colorize" domain="[]" context="{'group_by':'state'}"/>
 395                         <filter string="Creation" help="Create date" icon="terp-go-month" domain="[]" context="{'group_by':'create_date'}" groups="base.group_no_one"/>
 396                     </group>
 397                     <group string="Display">
 398                         <filter string="Show Countries" icon="terp-personal+" context="{'invisible_country': False}" help="Show Countries"/>
 399                         <filter string="Show Sales Team" icon="terp-personal+" context="{'invisible_section': False}" domain="[]" help="Show Sales Team"/>
 400                     </group>
 401                </search>
 402             </field>
 403         </record>
 404
 405
 406         <!--
 407             OPPORTUNITY
 408         -->
 409
 410         <!-- Opportunities Form View -->
 411         <record model="ir.ui.view" id="crm_case_form_view_oppor">
 412             <field name="name">Opportunities</field>
 413             <field name="model">crm.lead</field>
 414             <field name="type">form</field>
 415             <field name="priority">20</field>
 416             <field name="arch" type="xml">
 417                 <form string="Opportunities" version="7.0">
 418                     <header>
 419                         <button name="case_mark_won" string="Mark Won" type="object"
 420                                 states="draft,open,pending" class="oe_highlight"/>
 421                         <button name="case_mark_lost" string="Mark Lost" type="object"
 422                                 states="draft,open" class="oe_highlight"/>
 423                         <button name="case_escalate" string="Escalate" type="object"
 424                                 states="open" />
 425                         <field name="stage_id" widget="statusbar" clickable="True"/>
 426                     </header>
 427                     <sheet>
 428                         <div class="oe_right oe_button_box">
 429                             <button string="Schedule/Log Call"
 430                                 name="%(opportunity2phonecall_act)d"
 431                                 type="action"/>
 432                             <button string="Meeting"
 433                                 name="action_makeMeeting"
 434                                 type="object"
 435                                 context="{'search_default_attendee_id': active_id, 'default_attendee_id' : active_id}"
 436                                 />
 437                         </div>
 438                         <div class="oe_title">
 439                             <label for="name" class="oe_edit_only"/>
 440                             <h1><field name="name"/></h1>
 441                             <label for="planned_revenue" class="oe_edit_only"/>
 442                             <h2>
 443                                 <field name="planned_revenue" class="oe_inline"/>
 444                                 <field name="company_currency" class="oe_inline"/> at
 445                                 <field name="probability" class="oe_inline" widget="integer"/>%% success rate
 446                             </h2>
 447                         </div>
 448                         <group>
 449                             <group>
 450                                 <field name="partner_id"
 451                                     on_change="onchange_partner_id(partner_id, email_from)"
 452                                     string="Customer"
 453                                     context="{'default_name': partner_name, 'default_email': email_from, 'default_phone': phone}"/>
 454                                 <field name="email_from" string="Email"/>
 455                                 <field name="phone"/>
 456                             </group>
 457
 458                             <group>
 459                                 <label for="title_action"/>
 460                                 <div>
 461                                     <field name="date_action" nolabel="1"/> <label string="-" attrs="{'invisible': ['|', ('date_action', '=', False), ('title_action', '=', False)]}"/>
 462                                     <field name="title_action" class="oe_inline" nolabel="1" placeholder="e.g. Call for proposal"/>
 463                                 </div>
 464                                 <field name="date_deadline"/>
 465                                 <field name="priority"/>
 466                             </group>
 467
 468                             <group>
 469                                 <field name="user_id"/>
 470                                 <field name="section_id" colspan="1" widget="selection"/>
 471                             </group>
 472                             <group>
 473                                 <field name="categ_ids"
 474                                     string="Categories" widget="many2many_tags"
 475                                     domain="[('object_id.model', '=', 'crm.lead')]"/>
 476
 477                             </group>
 478                         </group>
 479
 480                         <notebook colspan="4">
 481                         <page string="Internal Notes">
 482                             <field name="description"/>
 483                         </page>
 484                         <page string="Lead">
 485                             <group>
 486                                 <group>
 487                                     <field name="partner_name"/>
 488                                     <label for="street" string="Address"/>
 489                                     <div>
 490                                         <field name="street" placeholder="Street..."/>
 491                                         <field name="street2"/>
 492                                         <div class="address_format">
 493                                             <field name="city" placeholder="City" style="width: 40%%"/>
 494                                             <field name="state_id" options='{"no_open": true}' placeholder="State" style="width: 24%%"/>
 495                                             <field name="zip" placeholder="ZIP" style="width: 34%%"/>
 496                                         </div>
 497                                         <field name="country_id" placeholder="Country" options='{"no_open": true}'/>
 498                                     </div>
 499                                 </group>
 500
 501                                 <group>
 502                                     <label for="contact_name" />
 503                                     <div>
 504                                         <field name="contact_name" class="oe_inline"/>
 505                                         <field name="title" placeholder="Title" domain="[('domain', '=', 'contact')]" options='{"no_open": true}' class="oe_inline"/>
 506                                     </div>
 507                                     <field name="function" />
 508                                     <field name="mobile"/>
 509                                     <field name="fax"/>
 510                                 </group>
 511
 512                                 <group string="Categorization">
 513                                     <field name="type_id" widget="selection"/>
 514                                     <field name="channel_id" widget="selection"/>
 515                                 </group>
 516                                 <group string="Mailings">
 517                                     <field name="opt_out" />
 518                                 </group>
 519                                 <group string="Misc">
 520                                     <field name="active"/>
 521                                     <field name="day_open" groups="base.group_no_one"/>
 522                                     <field name="day_close" groups="base.group_no_one"/>
 523                                     <field name="referred"/>
 524                                     <field name="state" groups="base.group_no_one"/>
 525                                     <field name="type" invisible="1"/>
 526                                 </group>
 527                                 <group string="References">
 528                                     <field name="ref"/>
 529                                     <field name="ref2"/>
 530                                 </group>
 531                             </group>
 532                         </page>
 533                         <page string="Fund Raising" groups="crm.group_fund_raising">
 534                             <group>
 535                                 <field name="payment_mode" widget="selection"/>
 536                                 <field name="planned_cost"/>
 537                             </group>
 538                         </page>
 539                         </notebook>
 540                     </sheet>
 541                     <div class="oe_chatter">
 542                         <field name="message_ids" widget="mail_thread"/>
 543                     </div>
 544                 </form>
 545             </field>
 546         </record>
 547
 548         <!-- Opportunities Tree View -->
 549         <record model="ir.ui.view" id="crm_case_tree_view_oppor">
 550             <field name="name">Opportunities Tree</field>
 551             <field name="model">crm.lead</field>
 552             <field name="type">tree</field>
 553             <field name="arch" type="xml">
 554                 <tree string="Opportunities" fonts="bold:needaction_pending==True" colors="gray:state in ('cancel', 'done');red:date_deadline and (date_deadline &lt; current_date)">
 555                     <field name="date_deadline" invisible="1"/>
 556                     <field name="create_date" groups="base.group_no_one"/>
 557                     <field name="name" string="Opportunity"/>
 558                     <field name="partner_id" string="Customer"/>
 559                     <field name="country_id" invisible="context.get('invisible_country', True)" />
 560                     <field name="date_action"/>
 561                     <field name="title_action" />
 562                     <field name="channel_id" invisible="1"/>
 563                     <field name="type_id" invisible="1"/>
 564                     <field name="subjects" invisible="1"/>
 565                     <field name="stage_id"/>
 566                     <field name="planned_revenue" sum="Expected Revenues"/>
 567                     <field name="probability" widget="progressbar" avg="Avg. of Probability"/>
 568                     <field name="section_id" invisible="context.get('invisible_section', True)" />
 569                     <field name="user_id"/>
 570                     <field name="priority" invisible="1"/>
 571                     <field name="state" groups="base.group_no_one"/>
 572                     <field name="needaction_pending" invisible="1"/>
 573                 </tree>
 574             </field>
 575         </record>
 576
 577
 578         <!-- Opportunities Search View -->
 579         <record id="view_crm_case_opportunities_filter" model="ir.ui.view">
 580             <field name="name">CRM - Opportunities Search</field>
 581             <field name="model">crm.lead</field>
 582             <field name="type">search</field>
 583             <field name="arch" type="xml">
 584                 <search string="Search Opportunities">
 585                     <field name="name" string="Opportunity / Customer"
 586                         filter_domain="['|','|','|',('partner_id','ilike',self),('partner_name','ilike',self),('email_from','ilike',self),('name', 'ilike', self)]"/>
 587                     <field name="categ_ids" string="Category" filter_domain="[('categ_ids','ilike', self)]" />
 588                     <filter icon="terp-mail-message-new" string="Inbox" help="Unread messages" name="needaction_pending" domain="[('needaction_pending','=',True)]"/>
 589                     <separator/>
 590                     <filter icon="terp-check" string="New" help="New Opportunities" name="new" domain="[('state','=','draft')]"/>
 591                     <filter icon="terp-camera_test" string="Open" help="Open Opportunities" name="open" domain="[('state','=','open')]"/>
 592                     <separator/>
 593                     <filter string="Unassigned Opportunities" icon="terp-personal-" domain="[('user_id','=', False)]" help="Unassigned Opportunities" />
 594                     <separator/>
 595                     <filter string="Opportunities Assigned to Me or My Team(s)"  icon="terp-personal+"
 596                             domain="['|', ('section_id.user_id','=',uid), ('section_id.member_ids', 'in', [uid])]" context="{'invisible_section': False}"
 597                             help="Opportunities that are assigned to either me or one of the sale teams I manage" />
 598                     <field name="user_id"/>
 599                     <field name="country_id"/>
 600                     <field name="partner_id"/>
 601                     <field name="section_id" context="{'invisible_section': False, 'default_section_id': self}"/>
 602                     <group expand="0" string="Group By..." colspan="16">
 603                         <filter string="Salesperson" icon="terp-personal" domain="[]" context="{'group_by':'user_id'}" />
 604                         <filter string="Team" help="Sales Team" icon="terp-personal+" domain="[]" context="{'group_by':'section_id'}"/>
 605                         <filter string="Customer" help="Partner" icon="terp-personal+" domain="[]" context="{'group_by':'partner_id'}"/>
 606                         <filter string="Stage" icon="terp-stage" domain="[]" context="{'group_by':'stage_id'}" />
 607                         <filter string="Priority" icon="terp-rating-rated" domain="[]" context="{'group_by':'priority'}" />
 608                         <filter string="Campaign" icon="terp-gtk-jump-to-rtl" domain="[]" context="{'group_by':'type_id'}"/>
 609                         <filter string="Channel" icon="terp-call-start" domain="[]" context="{'group_by':'channel_id'}" />
 610                         <filter string="Status" icon="terp-stock_effects-object-colorize" domain="[]" context="{'group_by':'state'}"/>
 611                         <filter string="Creation" icon="terp-go-month" domain="[]" context="{'group_by':'create_date'}" groups="base.group_no_one"/>
 612                         <filter string="Exp.Closing" icon="terp-go-month" help="Expected Closing" domain="[]" context="{'group_by':'date_deadline'}" />
 613                     </group>
 614                     <group string="Display">
 615                         <filter string="Show Sales Team" icon="terp-personal+" context="{'invisible_section': False}" domain="[]" help="Show Sales Team"/>
 616                     </group>
 617                 </search>
 618             </field>
 619         </record>
 620
 621     </data>
 622 </openerp>