addons/crm/crm_lead_view.xml

   1 <?xml version="1.0"?>
   2 <openerp>
   3 <data>
   4
   5     <!-- Stage Search view -->
   6     <record id="crm_lead_stage_search" model="ir.ui.view">
   7         <field name="name">Stage - Search</field>
   8         <field name="model">crm.case.stage</field>
   9         <field name="type">search</field>
  10         <field name="arch" type="xml">
  11             <search string="Stage Search">
  12                 <field name="name"/>
  13             </search>
  14         </field>
  15     </record>
  16
  17     <!--Lead Stage Form view -->
  18     <record id="crm_lead_stage_act" model="ir.actions.act_window">
  19         <field name="name">Stages</field>
  20         <field name="res_model">crm.case.stage</field>
  21         <field name="view_type">form</field>
  22         <field name="view_id" ref="crm.crm_case_stage_tree"/>
  23         <field name="help">Add specific stages to leads and opportunities allowing your sales to better organise their sales pipeline. Stages will allow them to easily track how a specific lead or opportunity is positioned in the sales cycle.</field>
  24     </record>
  25
  26      <menuitem action="crm_lead_stage_act" id="menu_crm_lead_stage_act" name="Stages"
  27         groups="base.group_no_one" sequence="0"
  28         parent="base.menu_crm_config_lead" />
  29
  30
  31         <!-- Lead/Opportunity Categories Action -->
  32
  33         <record id="crm_lead_categ_action" model="ir.actions.act_window">
  34             <field name="name">Categories</field>
  35             <field name="res_model">crm.case.categ</field>
  36             <field name="view_type">form</field>
  37             <field name="view_id" ref="crm_case_categ_tree-view"/>
  38             <field name="context" eval="{'object_id': ref('model_crm_lead')}"/>
  39             <field name="domain">[('object_id.model', '=', 'crm.lead')]</field>
  40             <field name="help">Create specific categories that fit your company's activities to better classify and analyse your leads and opportunities. Such categories could for instance reflect your product structure or the different types of sales you do.</field>
  41         </record>
  42
  43         <menuitem action="crm_lead_categ_action"
  44             id="menu_crm_lead_categ" name="Categories"
  45             parent="base.menu_crm_config_lead" sequence="1" groups="base.group_no_one"/>
  46
  47
  48         <!-- CRM Lead Form View  -->
  49         <record model="ir.ui.view" id="crm_case_form_view_leads">
  50         <field name="name">CRM - Leads Form</field>
  51         <field name="model">crm.lead</field>
  52         <field name="type">form</field>
  53         <field name="arch" type="xml">
  54             <form string="Leads Form" layout="manual">
  55                 <div class="oe_form_topbar">
  56                     <button name="case_open" string="Open" states="draft,pending" type="object" />
  57                     <button name="case_mark_lost" string="Close" states="open,pending" type="object" />
  58                     <button name="case_pending" string="Pending" states="open" type="object" />
  59                     <button name="case_escalate" string="Escalate" states="open,pending" type="object" />
  60                     <button name="case_reset" string="Reset to Draft" states="done,cancel" type="object" />
  61                     <button name="case_cancel" string="Cancel" states="draft,open,pending" type="object" />
  62                     <div class="oe_right">
  63                         <field name="state" nolabel="1" widget="statusbar" statusbar_visible="draft,open,done" statusbar_colors='{"pending":"blue"}'/>
  64                     </div>
  65                     <div class="oe_clear"/>
  66                 </div>
  67                 <sheet layout="auto">
  68                 <group colspan="4" col="7">
  69                     <field name="name" required="1" string="Subject"/>
  70                     <field name="priority"/>
  71                     <field name="categ_id"
  72                         widget="selection"
  73                         domain="[('object_id.model','=','crm.lead')]"/>
  74                     <button
  75                          name="%(crm.action_crm_lead2opportunity_partner)d"
  76                          string="Convert to Opportunity"
  77                          help="Convert to Opportunity" icon="gtk-go-forward"
  78                          type="action"
  79                          />
  80                     <newline />
  81                     <field name="user_id" />
  82                     <field name="section_id" widget="selection" />
  83                     <field name="stage_id" domain="section_id and [('section_ids', '=', section_id)] or []" />
  84                     <group col="2" colspan="1">
  85                         <button name="stage_previous" string=""
  86                             states="open,pending,draft" type="object"
  87                             icon="gtk-go-back" context="{'stage_type': 'lead'}" />
  88                         <button name="stage_next" string=""
  89                             states="open,pending,draft" type="object"
  90                             icon="gtk-go-forward" context="{'stage_type': 'lead'}" />
  91                     </group>
  92                     <field name="type" invisible="1"/>
  93                 </group>
  94                 <notebook colspan="4">
  95                 <page string="Lead">
  96                     <group colspan="4" col="2">
  97                         <field name="partner_name" string="Company Name" />
  98                     </group>
  99                     <group colspan="2" col="4">
 100                         <separator string="Contact" colspan="4" col="4"/>
 101                         <field name="contact_name" colspan="4"/>
 102                         <newline/>
 103                         <field domain="[('domain', '=', 'contact')]" name="title" widget="selection"/>
 104                         <field name="function" />
 105                         <field name="street" colspan="4"/>
 106                         <field name="street2" colspan="4"/>
 107                         <field name="zip"/>
 108                         <field name="city"/>
 109                         <field name="country_id"/>
 110                         <field name="state_id"/>
 111                     </group>
 112                     <group colspan="2" col="3">
 113                         <separator string="Communication" colspan="4" col="3"/>
 114                         <field name="email_from" widget="email"/>
 115                         <button string="Mail"
 116                             name="%(mail.action_email_compose_message_wizard)d"
 117                             icon="terp-mail-message-new" type="action" colspan="1"/>
 118                         <newline/>
 119                         <field name="phone"/>
 120                         <newline/>
 121                         <field name="fax"/>
 122                         <newline/>
 123                         <field name="mobile"/>
 124                         <newline/>
 125                         <separator string="Links" colspan="4" col="3"/>
 126                         <field name="partner_id" string="Customer"/>
 127                         <button
 128                             name="%(action_crm_lead2partner)d"
 129                             icon="terp-partner" type="action"
 130                             string="Create"
 131                             attrs="{'invisible':[('partner_id','!=',False)]}"/>
 132                     </group>
 133                     <separator colspan="4" string="Notes"/>
 134                     <field name="description" nolabel="1" colspan="4"/>
 135                  </page>
 136                  <page string="Extra Info">
 137                     <group colspan="2" col="2">
 138                         <separator string="Categorization" colspan="2" col="2"/>
 139                         <field name="company_id"
 140                             groups="base.group_multi_company"
 141                             widget="selection" colspan="2" />
 142                         <field name="type_id" select="1" widget="selection"/>
 143                         <field name="channel_id" select="1" widget="selection"/>
 144                         <field name="referred"/>
 145                     </group>
 146                     <group colspan="2" col="2">
 147                         <separator string="Mailings" colspan="2" col="2"/>
 148                         <field name="opt_in" on_change="on_change_opt_in(opt_in)"/>
 149                         <field name="opt_out" on_change="on_change_opt_out(opt_out)"/>
 150                     </group>
 151                     <group colspan="2" col="2" groups="base.group_no_one">
 152                         <separator string="Statistics" colspan="2" col="2"/>
 153                         <field name="day_open"/>
 154                         <field name="day_close"/>
 155                     </group>
 156                  </page>
 157                 </notebook>
 158                 </sheet>
 159                 <div class="oe_form_bottom">
 160                     <field name="message_ids_social" colspan="4" widget="ThreadView" nolabel="1"/>
 161                 </div>
 162             </form>
 163         </field>
 164     </record>
 165
 166     <!-- CRM Lead Tree View -->
 167
 168     <record model="ir.ui.view" id="crm_case_tree_view_leads">
 169         <field name="name">Leads</field>
 170         <field name="model">crm.lead</field>
 171         <field name="type">tree</field>
 172         <field name="arch" type="xml">
 173             <tree string="Leads" fonts="bold:needaction_pending==True" colors="blue:state=='pending';grey:state in ('cancel', 'done')">
 174                 <field name="needaction_pending" invisible="1"/>
 175                 <field name="date_deadline" invisible="1"/>
 176                 <field name="create_date" groups="base.group_no_one"/>
 177                 <field name="name" string="Subject"/>
 178                 <field name="contact_name"/>
 179                 <field name="country_id" invisible="context.get('invisible_country', True)" />
 180                 <field name="email_from"/>
 181                 <field name="phone"/>
 182
 183                 <field name="categ_id" invisible="1"/>
 184                 <field name="type_id" invisible="1"/>
 185                 <field name="referred" invisible="1"/>
 186                 <field name="channel_id" invisible="1"/>
 187                 <field name="subjects" invisible="1"/>
 188
 189                 <field name="stage_id"/>
 190                 <button name="stage_previous" string="Previous Stage"
 191                     states="open,pending" type="object" icon="gtk-go-back" />
 192                 <button name="stage_next" string="Next Stage"
 193                     states="open,pending" type="object"
 194                     icon="gtk-go-forward" />
 195                 <field name="section_id" invisible="context.get('invisible_section', True)" />
 196                 <field name="user_id" />
 197                 <field name="state" />
 198                 <button name="case_open" string="Open"
 199                     states="draft,pending" type="object"
 200                     icon="gtk-go-forward" />
 201                 <button name="case_close" string="Close"
 202                     states="open,draft,pending" type="object"
 203                     icon="gtk-close" />
 204                 <button name="%(crm.action_crm_lead2opportunity_partner)d"
 205                     string="Convert to Opportunity"
 206                     states="draft,open,pending" icon="gtk-index"
 207                     type="action" />
 208                 <button name="case_escalate" string="Escalate"
 209                     states="open,draft,pending" type="object"
 210                     icon="gtk-go-up" />
 211             </tree>
 212         </field>
 213     </record>
 214
 215     <!-- CRM Lead Calendar View -->
 216
 217     <record model="ir.ui.view" id="crm_case_calendar_view_leads">
 218         <field name="name">CRM - Leads Calendar</field>
 219         <field name="model">crm.lead</field>
 220         <field name="type">calendar</field>
 221         <field name="priority" eval="2"/>
 222         <field name="arch" type="xml">
 223             <calendar string="Leads Generation"
 224                 date_start="date_action" color="user_id">
 225                 <field name="name" />
 226                 <field name="partner_name" />
 227             </calendar>
 228         </field>
 229     </record>
 230
 231     <!-- CRM Lead Kanban View  -->
 232     <record model="ir.ui.view" id="crm_case_kanban_view_leads">
 233         <field name="name">CRM - Leads Kanban</field>
 234         <field name="model">crm.lead</field>
 235         <field name="type">kanban</field>
 236         <field name="arch" type="xml">
 237             <kanban default_group_by="stage_id">
 238                 <field name="state"/>
 239                 <field name="color"/>
 240                 <field name="priority"/>
 241                 <field name="planned_revenue" sum="Expected Revenues"/>
 242                 <field name="user_email"/>
 243                 <field name="user_id"/>
 244                 <field name="partner_address_email"/>
 245                 <templates>
 246                     <t t-name="lead_details">
 247                         <ul class="oe_kanban_tooltip">
 248                             <li t-if="record.phone.raw_value"><b>Phone:</b> <field name="phone"/></li>
 249                             <li><b>Probability:</b> <field name="probability"/>%%</li>
 250                             <li><b>Creation date:</b> <field name="create_date"/></li>
 251                             <li t-if="record.date_deadline.raw_value"><b>Date Deadline:</b> <field name="date_deadline"/></li>
 252                         </ul>
 253                     </t>
 254                     <t t-name="kanban-box">
 255                         <div t-attf-class="oe_kanban_color_#{kanban_getcolor(record.color.raw_value)} oe_kanban_card">
 256                             <a class="oe_kanban_menuaction oe_i">B</a>
 257                             <ul class="oe_kanban_menu">
 258                                 <li><a type="edit" >Edit...</a></li>
 259                                 <li><a type="delete">Delete</a></li>
 260                                 <li><a name="%(mail.action_email_compose_message_wizard)d" type="action">Send New Email</a></li>
 261                                 <li><a name="%(opportunity2phonecall_act)d" type="action">Log Call</a></li>
 262                                 <li><a name="action_makeMeeting" type="object">Schedule Meeting</a></li>
 263                                 <li><a name="%(crm.action_crm_add_note)d" context="{'model': 'crm.lead' }" type="action">Add Internal Note</a></li>
 264                                 <li><ul class="oe_kanban_colorpicker" data-field="color"/></li>
 265                             </ul>
 266                             <div class="oe_kanban_content">
 267                                 <h3>
 268                                     <field name="partner_id"/>
 269                                     <t t-if="record.planned_revenue.raw_value">
 270                                         - <t t-esc="Math.round(record.planned_revenue.value)"/>
 271                                         <field name="company_currency"/>
 272                                     </t>
 273                                 </h3>
 274                                 <div>
 275                                     <b> <field name="partner_address_name"/> </b>
 276                                 </div>
 277                                 <div>
 278                                     <field name="name"/>
 279                                 </div>
 280                                 <div style="padding-left: 0.5em">
 281                                     <i>
 282                                         <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>
 283                                         <span t-attf-class="#{red || ''}">
 284                                             <field name="date_action"/>
 285                                         </span>
 286                                         <t t-if="record.date_action.raw_value"> : </t>
 287                                         <field name="title_action"/>
 288                                     </i>
 289                                 </div>
 290                                 <div class="oe_right">
 291                                     <a t-if="record.priority.raw_value == 1" icon="star-on" type="object" name="set_normal_priority"/>
 292                                     <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);"/>
 293                                     <!--
 294                                     <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>
 295                                     <span t-attf-class="oe_kanban_status #{red}"> </span>
 296                                     -->
 297                                     <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"/>
 298                                 </div>
 299                                 <div class="oe_kanban_footer_left">
 300                                 </div>
 301                             </div>
 302                             <div class="oe_clear"></div>
 303                         </div>
 304                         <!--
 305                             <div class="oe_kanban_right">
 306                                 <a name="case_mark_lost" string="Mark Lost" states="open,pending" type="object" icon="kanban-stop" />
 307                                 <a name="case_pending" string="Pending" states="draft,open" type="object" icon="kanban-pause" />
 308                                 <a name="case_open" string="Open" states="pending" type="object" icon="gtk-media-play" />
 309                                 <a name="case_mark_won" string="Mark Won" states="open,pending" type="object" icon="kanban-apply" />
 310                             </div>
 311                         -->
 312                     </t>
 313                 </templates>
 314             </kanban>
 315         </field>
 316     </record>
 317
 318     <!-- CRM Lead Search View -->
 319
 320     <record id="view_crm_case_leads_filter" model="ir.ui.view">
 321         <field name="name">CRM - Leads Search</field>
 322         <field name="model">crm.lead</field>
 323         <field name="type">search</field>
 324         <field name="arch" type="xml">
 325             <search string="Search Leads">
 326                 <filter icon="terp-check"
 327                     string="New"
 328                     name="new" help="New Leads"
 329                     domain="[('state','=','draft')]"/>
 330                 <filter icon="terp-camera_test"
 331                     string="Open"
 332                     name="open"
 333                     domain="[('state','=','open')]"/>
 334                 <filter icon="terp-gtk-media-pause"
 335                     string="Pending"
 336                     name="pending"
 337                     domain="[('state','=','pending')]"/>
 338
 339                 <separator orientation="vertical"/>
 340                 <filter icon="terp-go-today" string="Today"
 341                     domain="[('create_date','&lt;', time.strftime('%%Y-%%m-%%d 23:59:59')), ('create_date','&gt;=', time.strftime('%%Y-%%m-%%d 00:00:00'))]"
 342                     help="Todays' Leads" />
 343                 <filter icon="terp-go-week" string="7 Days"
 344                     help="Leads creating during last 7 days"
 345                     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'))]"
 346                 />
 347                 <separator orientation="vertical"/>
 348                 <field name="name" string="Lead / Customer"
 349                     filter_domain="['|','|',('partner_name','ilike',self),('email_from','ilike',self),('name','ilike',self)]"/>
 350                 <field name="user_id">
 351                     <filter icon="terp-personal-"
 352                         domain="[('user_id','=', False)]"
 353                         help="Unassigned Leads" />
 354                 </field>
 355                 <field name="subjects"/>
 356                 <field name="section_id" widget="selection"
 357                     context="{'invisible_section': False}">
 358                     <filter icon="terp-personal+"
 359                         context="{'invisible_section': False}"
 360                         domain="['|', ('section_id.user_id','=',uid), ('section_id.member_ids', 'in', [uid])]"
 361                         help="My Sales Team(s)"/>
 362                     <filter icon="terp-personal+"
 363                         context="{'invisible_section': False}"
 364                         domain="[]"
 365                         help="Show Sales Team"/>
 366                 </field>
 367                 <separator orientation="vertical"/>
 368                 <field name="country_id" context="{'invisible_country': False}">
 369                     <filter icon="terp-personal+" context="{'invisible_country': False}" help="Show countries"/>
 370                 </field>
 371                 <newline/>
 372                 <group expand="0" string="Group By...">
 373                     <filter string="Salesperson" icon="terp-personal" domain="[]" context="{'group_by':'user_id'}"/>
 374                     <filter string="Team" icon="terp-personal+" domain="[]" context="{'group_by':'section_id'}"/>
 375                     <filter string="Referrer" icon="terp-personal" domain="[]" context="{'group_by':'referred'}"/>
 376                     <separator orientation="vertical"/>
 377                     <filter string="Category" icon="terp-stock_symbol-selection" domain="[]" context="{'group_by':'categ_id'}"/>
 378                     <filter string="Campaign" icon="terp-gtk-jump-to-rtl"
 379                         domain="[]" context="{'group_by':'type_id'}" />
 380                     <filter string="Channel" icon="terp-call-start"
 381                         domain="[]" context="{'group_by':'channel_id'}" />
 382                     <separator orientation="vertical"/>
 383                     <filter string="Stage" icon="terp-stage" domain="[]" context="{'group_by':'stage_id'}"/>
 384                     <filter string="Status" icon="terp-stock_effects-object-colorize" domain="[]" context="{'group_by':'state'}"/>
 385                     <separator orientation="vertical" groups="base.group_no_one"/>
 386                     <filter string="Creation" help="Create date" icon="terp-go-month"
 387                         domain="[]" context="{'group_by':'create_date'}" groups="base.group_no_one"/>
 388                 </group>
 389            </search>
 390         </field>
 391     </record>
 392
 393
 394     <!-- Opportunities Form View -->
 395     <record model="ir.ui.view" id="crm_case_form_view_oppor">
 396         <field name="name">Opportunities</field>
 397         <field name="model">crm.lead</field>
 398         <field name="type">form</field>
 399         <field name="priority">20</field>
 400         <field name="arch" type="xml">
 401             <form string="Opportunities" validate="0">
 402                 <header class="oe_form_topbar_hifirst">
 403                     <button name="case_mark_won" string="Mark Won" states="open,pending" type="object" />
 404                     <button name="case_open" string="Open" states="draft,pending" type="object" />
 405                     <button name="case_pending" string="Pending" states="draft,open" type="object" />
 406                     <button name="case_escalate" string="Escalate" states="open,pending" type="object" />
 407                     <button name="case_mark_lost" string="Mark Lost" states="open,pending" type="object" />
 408                     <button name="case_reset" string="Reset to Draft" states="done,cancel" type="object" />
 409                     <button name="case_cancel" string="Cancel" states="draft" type="object" />
 410                     <field name="state" nolabel="1" widget="statusbar" statusbar_visible="draft,open,done" statusbar_colors='{"pending":"blue"}'/>
 411                 </header>
 412                 <sheet>
 413                     <div class="oe_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                     <h1>
 422                         <label for="name" class="oe_form_readonly_hidden"/>
 423                         <field name="name" required="1" nolabel="1" class="oe_form_title"/>
 424                     </h1>
 425                     <h3>
 426                         <field name="planned_revenue"/> <field name="company_currency" readonly="1"/> at <field name="probability"/> %% success rate
 427                     </h3>
 428
 429                     <group class="oe_clear" style="margin: 20px 0">
 430                         <field name="user_id"/>
 431
 432                         <field name="date_action"/>
 433                         <field name="date_deadline"/>
 434
 435                         <field name="title_action"/>
 436
 437                         <field name="type" invisible="1"/>
 438                     </group>
 439
 440                     <notebook colspan="4">
 441                     <page string="Opportunity">
 442                         <group>
 443                             <group col="4" colspan="2" string="Contacts">
 444                                 <group colspan="2" col="3">
 445                                     <field width="80%%" name="partner_id" select="1"
 446                                         on_change="onchange_partner_id(partner_id, email_from)" string="Customer"/>
 447                                     <button name="%(action_crm_lead2partner)d"
 448                                         icon="terp-partner" type="action"
 449                                         string="Create"
 450                                         attrs="{'invisible':[('partner_id','!=',False)]}"/>
 451                                     <field name="phone" colspan="3"/>
 452                                     <field width="80%%" name="email_from" string="Email"/>
 453                                     <button string="Mail"
 454                                         name="%(mail.action_email_compose_message_wizard)d"
 455                                         context="{'mail':'new', 'model': 'crm.lead'}"
 456                                         icon="terp-mail-message-new" type="action" />
 457                                 </group>
 458                             </group>
 459                             <group col="2" colspan="2" string="Category">
 460                                 <field name="section_id" colspan="1" widget="selection"/>
 461                                 <field name="categ_id" select="1"
 462                                     string="Category" widget="selection"
 463                                     domain="[('object_id.model', '=', 'crm.lead')]" />
 464
 465                                 <label string="Stage" for="stage_id" align="1.0"/>
 466                                 <group colspan="1" col="3">
 467                                     <field name="stage_id" nolabel="1"
 468                                         on_change="onchange_stage_id(stage_id)"
 469                                         domain="section_id and [('section_ids', '=', section_id)] or []" width="60%%"/>
 470                                     <button name="stage_previous"
 471                                         states="draft,open,pending" type="object"
 472                                         icon="gtk-go-back" string="" context="{'stage_type': 'opportunity'}"/>
 473                                     <button name="stage_next" states="draft,open,pending"
 474                                         type="object" icon="gtk-go-forward" string="" context="{'stage_type': 'opportunity'}"/>
 475                                 </group>
 476
 477                                 <field name="priority" string="Priority"/>
 478                             </group>
 479
 480                             <separator colspan="4" string="Details"/>
 481                             <field name="description" nolabel="1" colspan="4"/>
 482                         </group>
 483                     </page>
 484                     <page string="Lead">
 485                         <group string="Contact">
 486                             <field name="partner_name" string="Customer Name" colspan="4"/>
 487                             <group colspan="2" col="2">
 488                                 <field domain="[('domain', '=', 'contact')]" name="title" widget="selection"/>
 489                                 <field name="fax"/>
 490                                 <field name="street"/>
 491                                 <field name="zip"/>
 492                                 <field name="country_id"/>
 493                             </group>
 494                             <group colspan="2" col="2">
 495                                 <field name="function" />
 496                                 <field name="mobile"/>
 497                                 <field name="street2"/>
 498                                 <field name="city"/>
 499                                 <field name="state_id"/>
 500                             </group>
 501
 502                             <group colspan="2" col="2" string="Categorization">
 503                                 <field name="type_id" widget="selection"/>
 504                                 <field name="channel_id" widget="selection"/>
 505                             </group>
 506                             <group colspan="2" col="2" string="Mailings">
 507                                 <field name="opt_in" on_change="on_change_opt_in(opt_in)"/>
 508                                 <field name="opt_out" on_change="on_change_opt_out(opt_out)"/>
 509                             </group>
 510                         </group>
 511                     </page>
 512                     <page string="Extra Info">
 513                         <group>
 514                             <group col="2" colspan="2" string="Misc">
 515                                 <field name="active"/>
 516                                 <field name="day_open" groups="base.group_no_one"/>
 517                                 <field name="day_close" groups="base.group_no_one"/>
 518                                 <field name="referred"/>
 519                             </group>
 520                             <group col="2" colspan="2" string="References">
 521                                 <field name="ref"/>
 522                                 <field name="ref2"/>
 523                             </group>
 524                         </group>
 525                     </page>
 526                     </notebook>
 527                 </sheet>
 528                 <footer>
 529                     <field name="message_ids_social" colspan="4" widget="ThreadView" nolabel="1"/>
 530                 </footer>
 531             </form>
 532         </field>
 533     </record>
 534
 535     <!-- Opportunities Tree View -->
 536     <record model="ir.ui.view" id="crm_case_tree_view_oppor">
 537         <field name="name">Opportunities Tree</field>
 538         <field name="model">crm.lead</field>
 539         <field name="type">tree</field>
 540         <field name="arch" type="xml">
 541             <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)">
 542                 <field name="needaction_pending" invisible="1"/>
 543                 <field name="date_deadline" invisible="1"/>
 544                 <field name="create_date" groups="base.group_no_one"/>
 545                 <field name="name" string="Opportunity"/>
 546                 <field name="partner_id" string="Customer"/>
 547                 <field name="country_id" invisible="context.get('invisible_country', True)" />
 548                 <field name="date_action"/>
 549                 <field name="title_action" />
 550                 <field name="channel_id" invisible="1"/>
 551                 <field name="type_id" invisible="1"/>
 552                 <field name="subjects" invisible="1"/>
 553                 <field name="stage_id"/>
 554                 <button name="stage_previous" string="Previous Stage" states="open,pending" type="object" icon="gtk-go-back" />
 555                 <button name="stage_next" string="Next Stage" states="open,pending" type="object" icon="gtk-go-forward" />
 556                 <field name="planned_revenue" sum="Expected Revenues"/>
 557                 <field name="probability" widget="progressbar" avg="Avg. of Probability"/>
 558                 <field name="section_id" invisible="context.get('invisible_section', True)" />
 559                 <field name="user_id"/>
 560                 <field name="priority" invisible="1"/>
 561                 <field name="categ_id" invisible="1"/>
 562                 <field name="state"/>
 563                 <button name="case_open" string="Open" states="draft,pending" type="object" icon="gtk-go-forward" />
 564                 <button name="case_pending" string="Pending" states="open,draft" type="object" icon="gtk-media-pause" />
 565                 <button name="case_mark_lost" string="Lost" states="open,pending" type="object" icon="gtk-cancel" />
 566                 <button name="case_mark_won" string="Won" states="open,pending" type="object" icon="gtk-apply" />
 567             </tree>
 568         </field>
 569     </record>
 570
 571
 572     <!-- Opportunities Search View -->
 573     <record id="view_crm_case_opportunities_filter" model="ir.ui.view">
 574         <field name="name">CRM - Opportunities Search</field>
 575         <field name="model">crm.lead</field>
 576         <field name="type">search</field>
 577         <field name="arch" type="xml">
 578             <search string="Search Opportunities">
 579                 <filter icon="terp-check"
 580                     string="New"  help="New Opportunities"
 581                     name="new"
 582                     domain="[('state','=','draft')]"/>
 583                 <filter icon="terp-camera_test"
 584                     string="Open"  help="Open Opportunities"
 585                     name="open"
 586                     domain="[('state','=','open')]"/>
 587                 <filter icon="terp-gtk-media-pause"
 588                     string="Pending"  help="Pending Opportunities"
 589                     name="pending"
 590                     domain="[('state','=','pending')]"/>
 591                 <separator orientation="vertical"/>
 592                 <field name="name" string="Opportunity / Customer"
 593                     filter_domain="['|','|','|',('partner_id','ilike',self),('partner_name','ilike',self),('email_from','ilike',self),('name', 'ilike', self)]"/>
 594                 <field name="user_id">
 595                     <filter icon="terp-personal-"
 596                         domain="[('user_id','=', False)]"
 597                         help="Unassigned Opportunities" />
 598                 </field>
 599                 <field name="section_id"
 600                     context="{'invisible_section': False}"
 601                     widget="selection">
 602                     <filter icon="terp-personal+"
 603                         domain="['|', ('section_id.user_id','=',uid), ('section_id.member_ids', 'in', [uid])]"
 604                         context="{'invisible_section': False}"
 605                         help="My Sales Team(s)" />
 606                     <filter icon="terp-personal+"
 607                         context="{'invisible_section': False}"
 608                         domain="[]"
 609                         help="Show Sales Team"/>
 610                 </field>
 611                 <newline/>
 612                 <group expand="0" string="Group By..." colspan="16">
 613                     <filter string="Salesperson" icon="terp-personal" domain="[]" context="{'group_by':'user_id'}" />
 614                     <filter string="Team" help="Sales Team" icon="terp-personal+" domain="[]" context="{'group_by':'section_id'}"/>
 615                     <filter string="Customer" help="Partner" icon="terp-personal+" domain="[]" context="{'group_by':'partner_id'}"/>
 616                     <separator orientation="vertical" />
 617                     <filter string="Stage" icon="terp-stage" domain="[]" context="{'group_by':'stage_id'}" />
 618                     <filter string="Priority" icon="terp-rating-rated" domain="[]" context="{'group_by':'priority'}" />
 619                     <filter string="Category" icon="terp-stock_symbol-selection" domain="[]" context="{'group_by':'categ_id'}" />
 620                     <filter string="Campaign" icon="terp-gtk-jump-to-rtl" domain="[]" context="{'group_by':'type_id'}"/>
 621                     <filter string="Channel" icon="terp-call-start" domain="[]" context="{'group_by':'channel_id'}" />
 622                     <filter string="Status" icon="terp-stock_effects-object-colorize" domain="[]" context="{'group_by':'state'}"/>
 623                     <separator orientation="vertical" />
 624                     <filter string="Creation" icon="terp-go-month" domain="[]" context="{'group_by':'create_date'}" groups="base.group_no_one"/>
 625                     <filter string="Exp.Closing" icon="terp-go-month" help="Expected Closing" domain="[]" context="{'group_by':'date_deadline'}" />
 626                 </group>
 627             </search>
 628         </field>
 629     </record>
 630
 631     <!-- crm.lead Opportunities Graph View -->
 632     <record model="ir.ui.view" id="crm_case_graph_view_opportunity">
 633         <field name="name">CRM - Opportunity Graph</field>
 634         <field name="model">crm.lead</field>
 635         <field name="type">graph</field>
 636         <field name="arch" type="xml">
 637             <graph string="Opportunity by Categories" type="bar" orientation="horizontal">
 638                 <field name="categ_id"/>
 639                 <field name="planned_revenue" operator="+"/>
 640                 <field name="state" group="True"/>
 641             </graph>
 642         </field>
 643     </record>
 644
 645 </data>
 646 </openerp>