addons/crm/crm_lead_view.xml

   1 <?xml version="1.0"?>
   2 <openerp>
   3     <data>
   4
   5         <!--
   6             CRM CASE STAGE
   7             -->
   8
   9         <!-- Stage Search view -->
  10         <record id="crm_lead_stage_search" model="ir.ui.view">
  11             <field name="name">Stage - Search</field>
  12             <field name="model">crm.case.stage</field>
  13             <field name="type">search</field>
  14             <field name="arch" type="xml">
  15                 <search string="Stage Search">
  16                     <field name="name"/>
  17                     <field name="state"/>
  18                     <field name="type"/>
  19                 </search>
  20             </field>
  21         </record>
  22
  23         <!-- Stage Form view -->
  24         <record id="crm_lead_stage_act" model="ir.actions.act_window">
  25             <field name="name">Stages</field>
  26             <field name="res_model">crm.case.stage</field>
  27             <field name="view_type">form</field>
  28             <field name="view_id" ref="crm.crm_case_stage_tree"/>
  29             <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>
  30         </record>
  31
  32         <menuitem action="crm_lead_stage_act" id="menu_crm_lead_stage_act" name="Stages" sequence="0" parent="base.menu_crm_config_lead" />
  33
  34         <!--
  35             LEADS/OPPORTUNITIES CATEGORIES
  36             -->
  37
  38         <!-- Categories Form View -->
  39         <record id="crm_lead_categ_action" model="ir.actions.act_window">
  40             <field name="name">Categories</field>
  41             <field name="res_model">crm.case.categ</field>
  42             <field name="view_type">form</field>
  43             <field name="view_id" ref="crm_case_categ_tree-view"/>
  44             <field name="context" eval="{'object_id': ref('model_crm_lead')}"/>
  45             <field name="domain">[('object_id.model', '=', 'crm.lead')]</field>
  46             <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>
  47         </record>
  48
  49         <menuitem action="crm_lead_categ_action"
  50             id="menu_crm_lead_categ" name="Categories"
  51             parent="base.menu_crm_config_lead" sequence="1" groups="base.group_no_one"/>
  52
  53         <!--
  54             LEADS
  55             -->
  56
  57         <!-- CRM Lead Form View  -->
  58         <record model="ir.ui.view" id="crm_case_form_view_leads">
  59         <field name="name">CRM - Leads Form</field>
  60         <field name="model">crm.lead</field>
  61         <field name="type">form</field>
  62         <field name="arch" type="xml">
  63             <form string="Leads Form" layout="manual">
  64                 <div class="oe_form_topbar">
  65                     <button name="%(crm.action_crm_lead2opportunity_partner)d" string="Convert to Opportunity" type="action"
  66                             states="draft,open,pending" help="Convert to Opportunity"/>
  67                     <button name="case_escalate" string="Escalate" type="object"
  68                             states="draft,open,pending"/>
  69                     <button name="case_reset" string="Reset" type="object"
  70                             states="cancel"/>
  71                     <button name="case_cancel" string="Cancel" type="object"
  72                             states="draft,open,pending"/>
  73                     <div class="oe_right">
  74                         <field name="stage_id" nolabel="1" widget="statusbar"
  75                             on_change="onchange_stage_id(stage_id)"/>
  76                     </div>
  77                     <div class="oe_clear"/>
  78                 </div>
  79                 <sheet layout="auto">
  80                 <group colspan="4" col="7">
  81                     <field name="name" required="1" string="Subject"/>
  82                     <field name="priority"/>
  83                     <field name="categ_id"
  84                         widget="selection"
  85                         domain="[('object_id.model','=','crm.lead')]"/>
  86                     <newline />
  87                     <field name="user_id" />
  88                     <field name="section_id" widget="selection" />
  89                     <field name="type" invisible="1"/>
  90                 </group>
  91                 <notebook colspan="4">
  92                 <page string="Lead">
  93                     <group colspan="4" col="2">
  94                         <field name="partner_name" string="Company Name" />
  95                     </group>
  96                     <group colspan="2" col="4">
  97                         <separator string="Contact" colspan="4" col="4"/>
  98                         <field name="contact_name" colspan="4"/>
  99                         <newline/>
 100                         <field domain="[('domain', '=', 'contact')]" name="title" widget="selection"/>
 101                         <field name="function" />
 102                         <field name="street" colspan="4"/>
 103                         <field name="street2" colspan="4"/>
 104                         <field name="zip"/>
 105                         <field name="city"/>
 106                         <field name="country_id"/>
 107                         <field name="state_id"/>
 108                     </group>
 109                     <group colspan="2" col="3">
 110                         <separator string="Communication" colspan="4" col="3"/>
 111                         <field name="email_from" widget="email"/>
 112                         <button string="Mail"
 113                             name="%(mail.action_email_compose_message_wizard)d"
 114                             icon="terp-mail-message-new" type="action" colspan="1"/>
 115                         <newline/>
 116                         <field name="phone"/>
 117                         <newline/>
 118                         <field name="fax"/>
 119                         <newline/>
 120                         <field name="mobile"/>
 121                         <newline/>
 122                         <separator string="Links" colspan="4" col="3"/>
 123                         <field name="partner_id" string="Customer"/>
 124                         <button
 125                             name="%(action_crm_lead2partner)d"
 126                             icon="terp-partner" type="action"
 127                             string="Create"
 128                             attrs="{'invisible':[('partner_id','!=',False)]}"/>
 129                     </group>
 130                     <separator colspan="4" string="Notes"/>
 131                     <field name="description" nolabel="1" colspan="4"/>
 132                  </page>
 133                  <page string="Extra Info">
 134                     <group colspan="2" col="2">
 135                         <separator string="Categorization" colspan="2" col="2"/>
 136                         <field name="company_id"
 137                             groups="base.group_multi_company"
 138                             widget="selection" colspan="2" />
 139                         <field name="type_id" select="1" widget="selection"/>
 140                         <field name="channel_id" select="1" widget="selection"/>
 141                         <field name="referred"/>
 142                         <field name="state" groups="base.group_no_one"/>
 143                     </group>
 144                     <group colspan="2" col="2">
 145                         <separator string="Mailings" colspan="2" col="2"/>
 146                         <field name="opt_in" on_change="on_change_opt_in(opt_in)"/>
 147                         <field name="opt_out" on_change="on_change_opt_out(opt_out)"/>
 148                     </group>
 149                     <group colspan="2" col="2" groups="base.group_no_one">
 150                         <separator string="Statistics" colspan="2" col="2"/>
 151                         <field name="day_open"/>
 152                         <field name="day_close"/>
 153                     </group>
 154                  </page>
 155                 </notebook>
 156                 </sheet>
 157                 <div class="oe_form_bottom">
 158                     <field name="message_ids_social" colspan="4" widget="ThreadView" nolabel="1"/>
 159                 </div>
 160             </form>
 161         </field>
 162         </record>
 163
 164         <!-- CRM Lead Tree View -->
 165         <record model="ir.ui.view" id="crm_case_tree_view_leads">
 166             <field name="name">Leads</field>
 167             <field name="model">crm.lead</field>
 168             <field name="type">tree</field>
 169             <field name="arch" type="xml">
 170                 <tree string="Leads" fonts="bold:needaction_pending==True" colors="blue:state=='pending';grey:state in ('cancel', 'done')">
 171                     <field name="needaction_pending" invisible="1"/>
 172                     <field name="date_deadline" invisible="1"/>
 173                     <field name="create_date" groups="base.group_no_one"/>
 174                     <field name="name" string="Subject"/>
 175                     <field name="contact_name"/>
 176                     <field name="country_id" invisible="context.get('invisible_country', True)" />
 177                     <field name="email_from"/>
 178                     <field name="phone"/>
 179                     <field name="stage_id"/>
 180                     <field name="categ_id" invisible="1"/>
 181                     <field name="section_id" invisible="context.get('invisible_section', True)" />
 182                     <field name="state" groups="base.group_no_one"/>
 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                     <button name="%(crm.action_crm_lead2opportunity_partner)d" string="Convert to Opportunity" type="action"
 188                             states="draft,open,pending" icon="gtk-go-forward"/>
 189                     <button name="case_escalate" string="Escalate" type="object"
 190                             states="draft,open,pending" icon="gtk-go-up"/>
 191                     <button name="case_cancel" string="Dead" type="object"
 192                             states="open,draft,pending" icon="gtk-cancel"/>
 193                 </tree>
 194             </field>
 195         </record>
 196
 197         <!-- CRM Lead Calendar View -->
 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" groups="base.group_no_one"/>
 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                         <div t-attf-class="oe_kanban_color_#{kanban_getcolor(record.color.raw_value)} oe_kanban_card">
 237                             <a class="oe_kanban_menuaction oe_i">B</a>
 238                             <ul class="oe_kanban_menu">
 239                                 <li><a type="edit" >Edit...</a></li>
 240                                 <li><a type="delete">Delete</a></li>
 241                                 <li><a name="%(mail.action_email_compose_message_wizard)d" type="action">Send New Email</a></li>
 242                                 <li><a name="%(opportunity2phonecall_act)d" type="action">Log Call</a></li>
 243                                 <li><a name="action_makeMeeting" type="object">Schedule Meeting</a></li>
 244                                 <li><a name="%(crm.action_crm_add_note)d" context="{'model': 'crm.lead' }" type="action">Add Internal Note</a></li>
 245                                 <li><ul class="oe_kanban_colorpicker" data-field="color"/></li>
 246                             </ul>
 247                             <div class="oe_kanban_content">
 248                                 <h3>
 249                                     <field name="partner_id"/>
 250                                     <t t-if="record.planned_revenue.raw_value">
 251                                         - <t t-esc="Math.round(record.planned_revenue.value)"/>
 252                                         <field name="company_currency"/>
 253                                     </t>
 254                                 </h3>
 255                                 <div>
 256                                     <b> <field name="partner_address_name"/> </b>
 257                                 </div>
 258                                 <div>
 259                                     <field name="name"/>
 260                                 </div>
 261                                 <div style="padding-left: 0.5em">
 262                                     <i>
 263                                         <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>
 264                                         <span t-attf-class="#{red || ''}">
 265                                             <field name="date_action"/>
 266                                         </span>
 267                                         <t t-if="record.date_action.raw_value"> : </t>
 268                                         <field name="title_action"/>
 269                                     </i>
 270                                 </div>
 271                                 <div class="oe_right">
 272                                     <a t-if="record.priority.raw_value == 1" icon="star-on" type="object" name="set_normal_priority"/>
 273                                     <a t-if="record.priority.raw_value != 1" icon="star-off" type="object" name="set_high_priority" style="opacity:0.7; filter:alpha(opacity=70);"/>
 274                                     <!--
 275                                     <t t-if="record.date_deadline.raw_value and record.date_deadline.raw_value lt (new Date())" t-set="red">oe_kaban_status_red</t>
 276                                     <span t-attf-class="oe_kanban_status #{red}"> </span>
 277                                     -->
 278                                     <img t-att-src="kanban_image('res.users', 'avatar', record.user_id.raw_value[0])" t-att-title="record.user_id.value" width="24" height="24" class="oe_kanban_avatar"/>
 279                                 </div>
 280                                 <div class="oe_kanban_footer_left">
 281                                 </div>
 282                             </div>
 283                             <div class="oe_clear"></div>
 284                         </div>
 285                         <!--
 286                             <div class="oe_kanban_right">
 287                                 <a name="case_mark_lost" string="Mark Lost" states="open,pending" type="object" icon="kanban-stop" />
 288                                 <a name="case_pending" string="Pending" states="draft,open" type="object" icon="kanban-pause" />
 289                                 <a name="case_open" string="Open" states="pending" type="object" icon="gtk-media-play" />
 290                                 <a name="case_mark_won" string="Mark Won" states="open,pending" type="object" icon="kanban-apply" />
 291                             </div>
 292                         -->
 293                     </t>
 294                 </templates>
 295             </kanban>
 296         </field>
 297     </record>
 298
 299     <!-- CRM Lead Search View -->
 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     <!--
 376         OPPORTUNITY
 377         -->
 378
 379     <!-- Opportunities Form View -->
 380     <record model="ir.ui.view" id="crm_case_form_view_oppor">
 381         <field name="name">Opportunities</field>
 382         <field name="model">crm.lead</field>
 383         <field name="type">form</field>
 384         <field name="priority">20</field>
 385         <field name="arch" type="xml">
 386             <form string="Opportunities" layout="manual">
 387                 <div class="oe_form_topbar oe_form_topbar_hifirst">
 388                     <button name="case_open" string="Open" type="object"
 389                             states="draft"/>
 390                     <button name="case_mark_won" string="Mark Won" type="object"
 391                             states="draft,open"/>
 392                     <button name="case_mark_lost" string="Mark Lost" type="object"
 393                             states="draft,open"/>
 394                     <button name="case_reset" string="Reset to Draft" type="object"
 395                             states="cancel"/>
 396                     <button name="stage_next" string="Next" type="object"
 397                             states="open" context="{'stage_type': 'opportunity'}"/>
 398                     <button name="stage_previous" string="Previous" type="object"
 399                             states="open" context="{'stage_type': 'opportunity'}"/>
 400                     <button name="case_escalate" string="Escalate" type="object"
 401                             states="open"/>
 402                     <div class="oe_right">
 403                         <field name="stage_id" nolabel="1" widget="statusbar"
 404                             on_change="onchange_stage_id(stage_id)"/>
 405                     </div>
 406                     <div class="oe_clear"/>
 407                 </div>
 408                 <sheet layout="auto">
 409                 <group colspan="4" col="2" width="auto">
 410                     <field name="name" required="1" nolabel="1" class="oe_form_title"/>
 411                     <div class="oe_text_right">
 412                         <button string="Schedule/Log Call"
 413                             name="%(opportunity2phonecall_act)d" icon="terp-call-start"
 414                             type="action"/>
 415                         <button string="Schedule Meeting" icon="gtk-redo"
 416                             name="action_makeMeeting"
 417                             type="object"/>
 418                     </div>
 419                 </group>
 420                 <group colspan="4" col="4" class="oe_form_group_label_border" style="margin-top: 20px;">
 421                     <field name="user_id"/>
 422                     <field name="planned_revenue"/>
 423
 424                     <field name="date_action"/>
 425                     <field name="date_deadline"/>
 426
 427                     <field name="title_action"/>
 428                     <field name="probability"/>
 429
 430                     <field name="type" invisible="1"/>
 431                 </group>
 432                 <notebook colspan="4">
 433                 <page string="Opportunity">
 434                     <group col="4" colspan="2">
 435                         <separator colspan="4" string="Contacts"/>
 436                         <group colspan="2" col="3" class="oe_form_group_label_border">
 437                             <field width="80%%" name="partner_id" select="1"
 438                                 on_change="onchange_partner_id(partner_id, email_from)" string="Customer"/>
 439                             <button name="%(action_crm_lead2partner)d"
 440                                 icon="terp-partner" type="action"
 441                                 string="Create"
 442                                 attrs="{'invisible':[('partner_id','!=',False)]}"/>
 443                             <field name="phone" colspan="3"/>
 444                             <field width="80%%" name="email_from" string="Email"/>
 445                             <button string="Mail"
 446                                 name="%(mail.action_email_compose_message_wizard)d"
 447                                 context="{'mail':'new', 'model': 'crm.lead'}"
 448                                 icon="terp-mail-message-new" type="action" />
 449                         </group>
 450                     </group>
 451                     <group col="2" colspan="2" class="oe_form_group_label_border">
 452                         <separator colspan="2" string="Category"/>
 453                         <field name="section_id" colspan="1" widget="selection"/>
 454                         <field name="categ_id" select="1"
 455                             string="Category" widget="selection"
 456                             domain="[('object_id.model', '=', 'crm.lead')]" />
 457                         <field name="state"/>
 458                         <field name="priority"/>
 459                     </group>
 460
 461                     <separator colspan="4" string="Details"/>
 462                     <field name="description" nolabel="1" colspan="4"/>
 463                 </page>
 464                 <page string="Lead">
 465                     <separator string="Contact" colspan="4"/>
 466                     <group colspan="4" col="4" class="oe_form_group_label_border">
 467                         <field name="partner_name" string="Customer Name" colspan="4"/>
 468                     </group>
 469                     <group colspan="2" col="2" class="oe_form_group_label_border">
 470                         <field domain="[('domain', '=', 'contact')]" name="title" widget="selection"/>
 471                         <field name="fax"/>
 472                         <field name="street"/>
 473                         <field name="zip"/>
 474                         <field name="country_id"/>
 475                     </group>
 476                     <group colspan="2" col="2" class="oe_form_group_label_border">
 477                         <field name="function" />
 478                         <field name="mobile"/>
 479                         <field name="street2"/>
 480                         <field name="city"/>
 481                         <field name="state_id"/>
 482                     </group>
 483
 484                     <group colspan="2" col="2" class="oe_form_group_label_border">
 485                         <separator string="Categorization" colspan="2"/>
 486                         <field name="type_id" widget="selection"/>
 487                         <field name="channel_id" widget="selection"/>
 488                     </group>
 489                     <group colspan="2" col="2" class="oe_form_group_label_border">
 490                         <separator string="Mailings" colspan="2"/>
 491                         <field name="opt_in" on_change="on_change_opt_in(opt_in)"/>
 492                         <field name="opt_out" on_change="on_change_opt_out(opt_out)"/>
 493                     </group>
 494                 </page>
 495                 <page string="Extra Info">
 496                     <group col="2" colspan="2" class="oe_form_group_label_border">
 497                         <separator string="Misc" colspan="2"/>
 498                         <field name="active"/>
 499                         <field name="day_open" groups="base.group_no_one"/>
 500                         <field name="day_close" groups="base.group_no_one"/>
 501                         <field name="referred"/>
 502                     </group>
 503                     <group col="2" colspan="2" class="oe_form_group_label_border">
 504                         <separator colspan="4" string="References"/>
 505                         <field name="ref"/>
 506                         <field name="ref2"/>
 507                     </group>
 508                 </page>
 509                 </notebook>
 510                 </sheet>
 511                 <div class="oe_form_bottom">
 512                     <field name="message_ids_social" colspan="4" widget="ThreadView" nolabel="1"/>
 513                 </div>
 514             </form>
 515         </field>
 516     </record>
 517
 518         <!-- Opportunities Tree View -->
 519         <record model="ir.ui.view" id="crm_case_tree_view_oppor">
 520             <field name="name">Opportunities Tree</field>
 521             <field name="model">crm.lead</field>
 522             <field name="type">tree</field>
 523             <field name="arch" type="xml">
 524                 <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)">
 525                     <field name="needaction_pending" invisible="1"/>
 526                     <field name="date_deadline" invisible="1"/>
 527                     <field name="create_date" groups="base.group_no_one"/>
 528                     <field name="name" string="Opportunity"/>
 529                     <field name="partner_id" string="Customer"/>
 530                     <field name="country_id" invisible="context.get('invisible_country', True)" />
 531                     <field name="date_action"/>
 532                     <field name="title_action" />
 533                     <field name="channel_id" invisible="1"/>
 534                     <field name="type_id" invisible="1"/>
 535                     <field name="subjects" invisible="1"/>
 536                     <field name="stage_id"/>
 537                     <field name="planned_revenue" sum="Expected Revenues"/>
 538                     <field name="probability" widget="progressbar" avg="Avg. of Probability"/>
 539                     <field name="section_id" invisible="context.get('invisible_section', True)" />
 540                     <field name="user_id"/>
 541                     <field name="priority" invisible="1"/>
 542                     <field name="categ_id" invisible="1"/>
 543                     <field name="state" groups="base.group_no_one"/>
 544                     <button name="case_open" string="Open" type="object"
 545                             states="draft,pending" icon="gtk-go-forward"/>
 546                     <button name="case_mark_won" string="Won" type="object"
 547                             states="open,pending" icon="gtk-apply"/>
 548                     <button name="case_mark_lost" string="Lost" type="object"
 549                             states="open,pending" icon="gtk-cancel"/>
 550                 </tree>
 551             </field>
 552         </record>
 553
 554
 555     <!-- Opportunities Search View -->
 556     <record id="view_crm_case_opportunities_filter" model="ir.ui.view">
 557         <field name="name">CRM - Opportunities Search</field>
 558         <field name="model">crm.lead</field>
 559         <field name="type">search</field>
 560         <field name="arch" type="xml">
 561             <search string="Search Opportunities">
 562                 <filter icon="terp-check"
 563                     string="New"  help="New Opportunities"
 564                     name="new"
 565                     domain="[('state','=','draft')]"/>
 566                 <filter icon="terp-camera_test"
 567                     string="Open"  help="Open Opportunities"
 568                     name="open"
 569                     domain="[('state','=','open')]"/>
 570                 <filter icon="terp-gtk-media-pause"
 571                     string="Pending"  help="Pending Opportunities"
 572                     name="pending"
 573                     domain="[('state','=','pending')]"/>
 574                 <separator orientation="vertical"/>
 575                 <field name="name" string="Opportunity / Customer"
 576                     filter_domain="['|','|','|',('partner_id','ilike',self),('partner_name','ilike',self),('email_from','ilike',self),('name', 'ilike', self)]"/>
 577                 <field name="user_id">
 578                     <filter icon="terp-personal-"
 579                         domain="[('user_id','=', False)]"
 580                         help="Unassigned Opportunities" />
 581                 </field>
 582                 <field name="section_id"
 583                     context="{'invisible_section': False, 'default_section_id': self}">
 584                     <filter icon="terp-personal+"
 585                         domain="['|', ('section_id.user_id','=',uid), ('section_id.member_ids', 'in', [uid])]"
 586                         context="{'invisible_section': False}"
 587                         help="My Sales Team(s)" />
 588                     <filter icon="terp-personal+"
 589                         context="{'invisible_section': False}"
 590                         domain="[]"
 591                         help="Show Sales Team"/>
 592                 </field>
 593                 <newline/>
 594                 <group expand="0" string="Group By..." colspan="16">
 595                     <filter string="Salesperson" 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="Status" 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>