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         sequence="0"
  28         parent="base.menu_crm_config_lead" />
  29
  30
  31         <!-- Lead/Opportunity Categories Action -->
  32
  33         <record id="crm_lead_categ_action" model="ir.actions.act_window">
  34             <field name="name">Categories</field>
  35             <field name="res_model">crm.case.categ</field>
  36             <field name="view_type">form</field>
  37             <field name="view_id" ref="crm_case_categ_tree-view"/>
  38             <field name="context" eval="{'object_id': ref('model_crm_lead')}"/>
  39             <field name="domain">[('object_id.model', '=', 'crm.lead')]</field>
  40             <field name="help">Create specific categories that fit your company's activities to better classify and analyse your leads and opportunities. Such categories could for instance reflect your product structure or the different types of sales you do.</field>
  41         </record>
  42
  43         <menuitem action="crm_lead_categ_action"
  44             id="menu_crm_lead_categ" name="Categories"
  45             parent="base.menu_crm_config_lead" sequence="1" groups="base.group_no_one"/>
  46
  47
  48         <!-- CRM Lead Form View  -->
  49         <record model="ir.ui.view" id="crm_case_form_view_leads">
  50         <field name="name">CRM - Leads Form</field>
  51         <field name="model">crm.lead</field>
  52         <field name="type">form</field>
  53         <field name="arch" type="xml">
  54             <form string="Leads Form" layout="manual">
  55                 <div class="oe_form_topbar">
  56                     <button name="case_cancel" string="Cancel" states="draft,open,pending" type="object" icon="gtk-cancel" groups="base.group_no_one"/>
  57                     <button name="case_open" string="Open" states="draft,pending" type="object" icon="gtk-go-forward" groups="base.group_no_one"/>
  58                     <button name="case_mark_lost" string="Close" states="open,pending" type="object" icon="gtk-close" groups="base.group_no_one"/>
  59                     <button name="case_pending" string="Pending" states="open" type="object" icon="gtk-media-pause" groups="base.group_no_one"/>
  60                     <button name="case_escalate" string="Escalate" states="open,pending" type="object" icon="gtk-go-up" groups="base.group_no_one"/>
  61                     <button name="case_reset" string="Reset to Draft" states="done,cancel" type="object" icon="gtk-convert" groups="base.group_no_one"/>
  62                     <div class="oe_right">
  63                         <field name="stage_id" nolabel="1" widget="statusbar" statusbar_visible="New,Qualification,Proposition,Won" statusbar_colors='{"Negotiation":"blue"}' groups="base.group_no_one"/>
  64                     </div>
  65                 </div>
  66                 <sheet layout="auto">
  67                 <group colspan="4" col="7">
  68                     <field name="name" required="1" string="Subject"/>
  69                     <field name="priority"/>
  70                     <field name="categ_id"
  71                         widget="selection"
  72                         domain="[('object_id.model','=','crm.lead')]"/>
  73                     <button
  74                          name="%(crm.action_crm_lead2opportunity_partner)d"
  75                          string="Convert to Opportunity"
  76                          help="Convert to Opportunity" icon="gtk-go-forward"
  77                          type="action"
  78                          />
  79                     <newline />
  80                     <field name="user_id" />
  81                     <field name="section_id" widget="selection" />
  82                     <group col="2" colspan="1">
  83                         <button name="stage_previous" string=""
  84                             states="open,pending,draft" type="object"
  85                             icon="gtk-go-back" context="{'stage_type': 'lead'}" />
  86                         <button name="stage_next" string=""
  87                             states="open,pending,draft" type="object"
  88                             icon="gtk-go-forward" context="{'stage_type': 'lead'}" />
  89                     </group>
  90                     <field name="type" invisible="1"/>
  91                 </group>
  92                 <notebook colspan="4">
  93                 <page string="Lead">
  94                     <group colspan="4" col="2">
  95                         <field name="partner_name" string="Company Name" />
  96                     </group>
  97                     <group colspan="2" col="4">
  98                         <separator string="Contact" colspan="4" col="4"/>
  99                         <field name="contact_name" colspan="4"/>
 100                         <newline/>
 101                         <field domain="[('domain', '=', 'contact')]" name="title" widget="selection"/>
 102                         <field name="function" />
 103                         <field name="street" colspan="4"/>
 104                         <field name="street2" colspan="4"/>
 105                         <field name="zip"/>
 106                         <field name="city"/>
 107                         <field name="country_id"/>
 108                         <field name="state_id"/>
 109                     </group>
 110                     <group colspan="2" col="3">
 111                         <separator string="Communication" colspan="4" col="3"/>
 112                         <field name="email_from" widget="email"/>
 113                         <button string="Mail"
 114                             name="%(mail.action_email_compose_message_wizard)d"
 115                             icon="terp-mail-message-new" type="action" colspan="1"/>
 116                         <newline/>
 117                         <field name="phone"/>
 118                         <newline/>
 119                         <field name="fax"/>
 120                         <newline/>
 121                         <field name="mobile"/>
 122                         <newline/>
 123                         <separator string="Links" colspan="4" col="3"/>
 124                         <field name="partner_id" string="Customer"/>
 125                         <button
 126                             name="%(action_crm_lead2partner)d"
 127                             icon="terp-partner" type="action"
 128                             string="Create"
 129                             attrs="{'invisible':[('partner_id','!=',False)]}"/>
 130                     </group>
 131                     <separator colspan="4" string="Notes"/>
 132                     <field name="description" nolabel="1" colspan="4"/>
 133                  </page>
 134                  <page string="Extra Info">
 135                     <group colspan="2" col="2">
 136                         <separator string="Categorization" colspan="2" col="2"/>
 137                         <field name="company_id"
 138                             groups="base.group_multi_company"
 139                             widget="selection" colspan="2" />
 140                         <field name="type_id" select="1" widget="selection"/>
 141                         <field name="channel_id" select="1" widget="selection"/>
 142                         <field name="referred"/>
 143                         <field name="state" groups="base.group_no_one"/>
 144                     </group>
 145                     <group colspan="2" col="2">
 146                         <separator string="Mailings" colspan="2" col="2"/>
 147                         <field name="opt_in" on_change="on_change_opt_in(opt_in)"/>
 148                         <field name="opt_out" on_change="on_change_opt_out(opt_out)"/>
 149                     </group>
 150                     <group colspan="2" col="2" groups="base.group_no_one">
 151                         <separator string="Statistics" colspan="2" col="2"/>
 152                         <field name="day_open"/>
 153                         <field name="day_close"/>
 154                     </group>
 155                  </page>
 156                 </notebook>
 157                 </sheet>
 158                 <div class="oe_form_sheet_width">
 159                     <field name="message_ids_social" colspan="4" widget="ThreadView" nolabel="1"/>
 160                 </div>
 161             </form>
 162         </field>
 163     </record>
 164
 165     <!-- CRM Lead Tree View -->
 166
 167     <record model="ir.ui.view" id="crm_case_tree_view_leads">
 168         <field name="name">Leads</field>
 169         <field name="model">crm.lead</field>
 170         <field name="type">tree</field>
 171         <field name="arch" type="xml">
 172             <tree string="Leads" fonts="bold:needaction_pending==True" colors="blue:state=='pending';grey:state in ('cancel', 'done')">
 173                 <field name="needaction_pending" invisible="1"/>
 174                 <field name="date_deadline" invisible="1"/>
 175                 <field name="create_date" groups="base.group_no_one"/>
 176                 <field name="name" string="Subject"/>
 177                 <field name="contact_name"/>
 178                 <field name="country_id" invisible="context.get('invisible_country', True)" />
 179                 <field name="email_from"/>
 180                 <field name="phone"/>
 181
 182                 <field name="categ_id" invisible="1"/>
 183                 <field name="type_id" invisible="1"/>
 184                 <field name="referred" invisible="1"/>
 185                 <field name="channel_id" invisible="1"/>
 186                 <field name="subjects" invisible="1"/>
 187
 188                 <field name="stage_id"/>
 189                 <button name="stage_previous" string="Previous Stage"
 190                     states="open,pending" type="object" icon="gtk-go-back" />
 191                 <button name="stage_next" string="Next Stage"
 192                     states="open,pending" type="object"
 193                     icon="gtk-go-forward" />
 194                 <field name="section_id" invisible="context.get('invisible_section', True)" />
 195                 <field name="user_id" />
 196                 <field name="state" groups="base.group_no_one"/>
 197                 <button name="case_open" string="Open"
 198                     states="draft,pending" type="object"
 199                     icon="gtk-go-forward" groups="base.group_no_one"/>
 200                 <button name="case_close" string="Close"
 201                     states="open,draft,pending" type="object"
 202                     icon="gtk-close" groups="base.group_no_one"/>
 203                 <button name="%(crm.action_crm_lead2opportunity_partner)d"
 204                     string="Convert to Opportunity"
 205                     states="draft,open,pending" icon="gtk-index"
 206                     type="action" />
 207                 <button name="case_escalate" string="Escalate"
 208                     states="open,draft,pending" type="object"
 209                     icon="gtk-go-up" />
 210             </tree>
 211         </field>
 212     </record>
 213
 214     <!-- CRM Lead Calendar View -->
 215
 216     <record model="ir.ui.view" id="crm_case_calendar_view_leads">
 217         <field name="name">CRM - Leads Calendar</field>
 218         <field name="model">crm.lead</field>
 219         <field name="type">calendar</field>
 220         <field name="priority" eval="2"/>
 221         <field name="arch" type="xml">
 222             <calendar string="Leads Generation"
 223                 date_start="date_action" color="user_id">
 224                 <field name="name" />
 225                 <field name="partner_name" />
 226             </calendar>
 227         </field>
 228     </record>
 229
 230     <!-- CRM Lead Kanban View  -->
 231     <record model="ir.ui.view" id="crm_case_kanban_view_leads">
 232         <field name="name">CRM - Leads Kanban</field>
 233         <field name="model">crm.lead</field>
 234         <field name="type">kanban</field>
 235         <field name="arch" type="xml">
 236             <kanban default_group_by="stage_id">
 237                 <field name="state" groups="base.group_no_one"/>
 238                 <field name="color"/>
 239                 <field name="priority"/>
 240                 <field name="planned_revenue" sum="Expected Revenues"/>
 241                 <field name="user_email"/>
 242                 <field name="user_id"/>
 243                 <field name="partner_address_email"/>
 244                 <templates>
 245                     <t t-name="lead_details">
 246                         <ul class="oe_kanban_tooltip">
 247                             <li t-if="record.phone.raw_value"><b>Phone:</b> <field name="phone"/></li>
 248                             <li><b>Probability:</b> <field name="probability"/>%%</li>
 249                             <li><b>Creation date:</b> <field name="create_date"/></li>
 250                             <li t-if="record.date_deadline.raw_value"><b>Date Deadline:</b> <field name="date_deadline"/></li>
 251                         </ul>
 252                     </t>
 253                     <t t-name="kanban-box">
 254                         <t t-if="record.date_deadline.raw_value and record.date_deadline.raw_value lt (new Date())" t-set="border">oe_kanban_color_red</t>
 255                         <div t-attf-class="#{kanban_color(record.color.raw_value)} #{border || ''}">
 256                             <div class="oe_kanban_box oe_kanban_color_border">
 257                                 <table class="oe_kanban_table oe_kanban_box_header oe_kanban_color_bgdark oe_kanban_color_border oe_kanban_draghandle">
 258                                 <tr>
 259                                     <td align="left" valign="middle" width="16">
 260                                         <a t-if="record.priority.raw_value == 1" icon="star-on" type="object" name="set_normal_priority"/>
 261                                         <a t-if="record.priority.raw_value != 1" icon="star-off" type="object" name="set_high_priority" style="opacity:0.6; filter:alpha(opacity=60);"/>
 262                                     </td>
 263                                     <td align="left" valign="middle" class="oe_kanban_title" tooltip="lead_details">
 264                                         <field name="partner_id"/>
 265                                         <t t-if="record.planned_revenue.raw_value">
 266                                             - <t t-esc="Math.round(record.planned_revenue.value)"/>
 267                                             <field name="company_currency"/>
 268                                         </t>
 269                                     </td>
 270                                     <td valign="top" width="22">
 271                                         <img t-att-src="kanban_image('res.users', 'avatar', record.user_id.raw_value[0])"  t-att-title="record.user_id.value"
 272                                         width="22" height="22" class="oe_kanban_gravatar"/>
 273                                     </td>
 274                                 </tr>
 275                                 </table>
 276
 277                                 <div class="oe_kanban_box_content oe_kanban_color_bglight oe_kanban_box_show_onclick_trigger">
 278                                     <div>
 279                                         <b>
 280                                             <a t-if="record.partner_address_email.raw_value" t-attf-href="mailto:#{record.partner_address_email.raw_value}">
 281                                                 <field name="partner_address_name"/>
 282                                             </a>
 283                                             <field t-if="!record.partner_address_email.raw_value" name="partner_address_name"/>
 284                                         </b>
 285                                     </div>
 286                                     <div>
 287                                         <field name="name"/>
 288                                     </div>
 289                                     <div style="padding-left: 0.5em">
 290                                         <i><field name="date_action"/><t t-if="record.date_action.raw_value"> : </t><field name="title_action"/></i>
 291                                     </div>
 292                                 </div>
 293
 294                                 <div class="oe_kanban_buttons_set oe_kanban_color_border oe_kanban_color_bglight oe_kanban_box_show_onclick">
 295                                     <div class="oe_kanban_left">
 296                                         <a string="Edit" icon="gtk-edit" type="edit"/>
 297                                         <a string="Change Color" icon="color-picker" type="color" name="color"/>
 298                                         <a string="Send New Email" name="%(mail.action_email_compose_message_wizard)d" icon="terp-mail-message-new" type="action"/>
 299                                         <a string="Log Call" name="%(opportunity2phonecall_act)d" icon="terp-call-start" type="action"/>
 300                                         <a string="Schedule Meeting" name="action_makeMeeting" type="object" icon="stock_calendar"/>
 301                                         <a string="Add Internal Note" name="%(crm.action_crm_add_note)d" context="{'model': 'crm.lead' }" icon="terp-document-new" type="action"/>
 302                                     </div>
 303                                     <div class="oe_kanban_right" groups="base.group_no_one">
 304                                         <a name="case_mark_lost" string="Mark Lost" states="open,pending" type="object" icon="kanban-stop" groups="base.group_no_one"/>
 305                                         <a name="case_pending" string="Pending" states="draft,open" type="object" icon="kanban-pause" groups="base.group_no_one"/>
 306                                         <a name="case_open" string="Open" states="pending" type="object" icon="gtk-media-play" groups="base.group_no_one"/>
 307                                         <a name="case_mark_won" string="Mark Won" states="open,pending" type="object" icon="kanban-apply" groups="base.group_no_one"/>
 308                                     </div>
 309                                     <br class="oe_kanban_clear"/>
 310                                 </div>
 311                             </div>
 312                         </div>
 313                     </t>
 314                 </templates>
 315             </kanban>
 316         </field>
 317     </record>
 318
 319     <!-- CRM Lead Search View -->
 320
 321     <record id="view_crm_case_leads_filter" model="ir.ui.view">
 322         <field name="name">CRM - Leads Search</field>
 323         <field name="model">crm.lead</field>
 324         <field name="type">search</field>
 325         <field name="arch" type="xml">
 326             <search string="Search Leads">
 327                 <filter icon="terp-check" name="inbox" string="Inbox" domain="[('message_state','=','unread')]"/>
 328                 <filter icon="terp-check"
 329                     string="New"
 330                     name="new" help="New Leads"
 331                     domain="[('state','=','draft')]"/>
 332                 <filter icon="terp-camera_test"
 333                     string="Open"
 334                     name="open"
 335                     domain="[('state','=','open')]"/>
 336                 <filter icon="terp-gtk-media-pause"
 337                     string="Pending"
 338                     name="pending"
 339                     domain="[('state','=','pending')]"/>
 340
 341                 <separator orientation="vertical"/>
 342                 <filter icon="terp-go-today" string="Today"
 343                     domain="[('create_date','&lt;', time.strftime('%%Y-%%m-%%d 23:59:59')), ('create_date','&gt;=', time.strftime('%%Y-%%m-%%d 00:00:00'))]"
 344                     help="Todays' Leads" />
 345                 <filter icon="terp-go-week" string="7 Days"
 346                     help="Leads creating during last 7 days"
 347                     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'))]"
 348                 />
 349                 <separator orientation="vertical"/>
 350                 <field name="name" string="Lead / Customer"
 351                     filter_domain="['|','|',('partner_name','ilike',self),('email_from','ilike',self),('name','ilike',self)]"/>
 352                 <field name="user_id">
 353                     <filter icon="terp-personal-"
 354                         domain="[('user_id','=', False)]"
 355                         help="Unassigned Leads" />
 356                 </field>
 357                 <field name="subjects"/>
 358                 <field name="section_id" widget="selection"
 359                     context="{'invisible_section': False}">
 360                     <filter icon="terp-personal+"
 361                         context="{'invisible_section': False}"
 362                         domain="['|', ('section_id', '=', context.get('section_id')), '|', ('section_id.user_id','=',uid), ('section_id.member_ids', 'in', [uid])]"
 363                         help="My Sales Team(s)"/>
 364                     <filter icon="terp-personal+"
 365                         context="{'invisible_section': False}"
 366                         domain="[]"
 367                         help="Show Sales Team"/>
 368                 </field>
 369                 <separator orientation="vertical"/>
 370                 <field name="country_id" context="{'invisible_country': False}">
 371                     <filter icon="terp-personal+" context="{'invisible_country': False}" help="Show countries"/>
 372                 </field>
 373                 <newline/>
 374                 <group expand="0" string="Group By...">
 375                     <filter string="Salesman" icon="terp-personal" domain="[]" context="{'group_by':'user_id'}"/>
 376                     <filter string="Team" icon="terp-personal+" domain="[]" context="{'group_by':'section_id'}"/>
 377                     <filter string="Referrer" icon="terp-personal" domain="[]" context="{'group_by':'referred'}"/>
 378                     <separator orientation="vertical"/>
 379                     <filter string="Category" icon="terp-stock_symbol-selection" domain="[]" context="{'group_by':'categ_id'}"/>
 380                     <filter string="Campaign" icon="terp-gtk-jump-to-rtl"
 381                         domain="[]" context="{'group_by':'type_id'}" />
 382                     <filter string="Channel" icon="terp-call-start"
 383                         domain="[]" context="{'group_by':'channel_id'}" />
 384                     <separator orientation="vertical"/>
 385                     <filter string="Stage" icon="terp-stage" domain="[]" context="{'group_by':'stage_id'}"/>
 386                     <filter string="State" icon="terp-stock_effects-object-colorize" domain="[]" context="{'group_by':'state'}" groups="base.group_no_one"/>
 387                     <separator orientation="vertical" groups="base.group_no_one"/>
 388                     <filter string="Creation" help="Create date" icon="terp-go-month"
 389                         domain="[]" context="{'group_by':'create_date'}" groups="base.group_no_one"/>
 390                 </group>
 391            </search>
 392         </field>
 393     </record>
 394
 395
 396     <!-- Opportunities Form View -->
 397     <record model="ir.ui.view" id="crm_case_form_view_oppor">
 398         <field name="name">Opportunities</field>
 399         <field name="model">crm.lead</field>
 400         <field name="type">form</field>
 401         <field name="priority">20</field>
 402         <field name="arch" type="xml">
 403             <form string="Opportunities" layout="manual">
 404                 <div class="oe_form_topbar oe_form_topbar_hifirst">
 405                     <button name="case_cancel" string="Cancel" states="draft" type="object" icon="gtk-cancel" groups="base.group_no_one"/>
 406                     <button name="case_mark_lost" string="Mark Lost" states="open,pending" type="object" icon="gtk-cancel" groups="base.group_no_one"/>
 407                     <button name="case_reset" string="Reset to Draft" states="done,cancel" type="object" icon="gtk-convert" groups="base.group_no_one"/>
 408                     <button name="case_open" string="Open" states="draft,pending" type="object" icon="gtk-go-forward" groups="base.group_no_one"/>
 409                     <button name="case_pending" string="Pending" states="draft,open" type="object" icon="gtk-media-pause" groups="base.group_no_one"/>
 410                     <button name="case_escalate" string="Escalate" states="open,pending" type="object" icon="gtk-go-up" groups="base.group_no_one"/>
 411                     <button name="case_mark_won" string="Mark Won" states="open,pending" type="object" icon="gtk-apply" groups="base.group_no_one"/>
 412                     <div class="oe_right" groups="base.group_no_one">
 413                         <field name="state" nolabel="1" widget="statusbar" statusbar_visible="draft,open,done" statusbar_colors='{"pending":"blue"}' groups="base.group_no_one"/>
 414                     </div>
 415                     <div class="oe_clear"/>
 416                 </div>
 417                 <sheet layout="auto">
 418                 <group colspan="4" col="2" width="auto">
 419                     <field name="name" required="1" nolabel="1" class="oe_form_title"/>
 420                     <div class="oe_text_right">
 421                         <button string="Schedule/Log Call"
 422                             name="%(opportunity2phonecall_act)d" icon="terp-call-start"
 423                             type="action"/>
 424                         <button string="Schedule Meeting" icon="gtk-redo"
 425                             name="action_makeMeeting"
 426                             type="object"/>
 427                     </div>
 428                 </group>
 429                 <group colspan="4" col="4" class="oe_form_group_label_border" style="margin-top: 20px;">
 430                     <field name="user_id"/>
 431                     <field name="planned_revenue"/>
 432
 433                     <field name="date_action"/>
 434                     <field name="date_deadline"/>
 435
 436                     <field name="title_action"/>
 437                     <field name="probability"/>
 438
 439                     <field name="type" invisible="1"/>
 440                 </group>
 441                 <notebook colspan="4">
 442                 <page string="Opportunity">
 443                     <group col="4" colspan="2">
 444                         <separator colspan="4" string="Contacts"/>
 445                         <group colspan="2" col="3" class="oe_form_group_label_border">
 446                             <field width="80%%" name="partner_id" select="1"
 447                                 on_change="onchange_partner_id(partner_id, email_from)" string="Customer"/>
 448                             <button name="%(action_crm_lead2partner)d"
 449                                 icon="terp-partner" type="action"
 450                                 string="Create"
 451                                 attrs="{'invisible':[('partner_id','!=',False)]}"/>
 452
 453                             <field name="phone" colspan="3"/>
 454
 455                             <field width="80%%" name="email_from" string="Email"/>
 456                             <button string="Mail"
 457                                 name="%(mail.action_email_compose_message_wizard)d"
 458                                 context="{'mail':'new', 'model': 'crm.lead'}"
 459                                 icon="terp-mail-message-new" type="action" />
 460                         </group>
 461                     </group>
 462                     <group col="2" colspan="2" class="oe_form_group_label_border">
 463                         <separator colspan="2" string="Categorization"/>
 464                         <field name="section_id" colspan="1" widget="selection"/>
 465                         <field name="categ_id" select="1"
 466                             string="Category" widget="selection"
 467                             domain="[('object_id.model', '=', 'crm.lead')]" />
 468
 469                         <label string="Stage" for="stage_id" align="1.0"/>
 470                         <group colspan="1" col="3">
 471                             <field name="stage_id" nolabel="1"
 472                                 on_change="onchange_stage_id(stage_id)"
 473                                 domain="section_id and [('section_ids', '=', section_id)] or []" width="60%%"/>
 474                             <button name="stage_previous"
 475                                 states="draft,open,pending" type="object"
 476                                 icon="gtk-go-back" string="" context="{'stage_type': 'opportunity'}"/>
 477                             <button name="stage_next" states="draft,open,pending"
 478                                 type="object" icon="gtk-go-forward" string="" context="{'stage_type': 'opportunity'}"/>
 479                         </group>
 480
 481                         <field name="priority" string="Priority"/>
 482                     </group>
 483
 484                     <separator colspan="4" string="Details"/>
 485                     <field name="description" nolabel="1" colspan="4"/>
 486                 </page>
 487                 <page string="Lead">
 488                     <separator string="Contact" colspan="4"/>
 489                     <group colspan="4" col="4" class="oe_form_group_label_border">
 490                         <field name="partner_name" string="Customer Name" colspan="4"/>
 491                     </group>
 492                     <group colspan="2" col="2" class="oe_form_group_label_border">
 493                         <field domain="[('domain', '=', 'contact')]" name="title" widget="selection"/>
 494                         <field name="fax"/>
 495                         <field name="street"/>
 496                         <field name="zip"/>
 497                         <field name="country_id"/>
 498                     </group>
 499                     <group colspan="2" col="2" class="oe_form_group_label_border">
 500                         <field name="function" />
 501                         <field name="mobile"/>
 502                         <field name="street2"/>
 503                         <field name="city"/>
 504                         <field name="state_id"/>
 505                     </group>
 506
 507                     <group colspan="2" col="2" class="oe_form_group_label_border">
 508                         <separator string="Categorization" colspan="2"/>
 509                         <field name="type_id" widget="selection"/>
 510                         <field name="channel_id" widget="selection"/>
 511                     </group>
 512                     <group colspan="2" col="2" class="oe_form_group_label_border">
 513                         <separator string="Mailings" colspan="2"/>
 514                         <field name="opt_in" on_change="on_change_opt_in(opt_in)"/>
 515                         <field name="opt_out" on_change="on_change_opt_out(opt_out)"/>
 516                     </group>
 517                 </page>
 518                 <page string="Extra Info">
 519                     <group col="2" colspan="2" class="oe_form_group_label_border">
 520                         <separator string="Misc" colspan="2"/>
 521                         <field name="active"/>
 522                         <field name="day_open" groups="base.group_no_one"/>
 523                         <field name="day_close" groups="base.group_no_one"/>
 524                         <field name="referred"/>
 525                     </group>
 526                     <group col="2" colspan="2" class="oe_form_group_label_border">
 527                         <separator colspan="4" string="References"/>
 528                         <field name="ref"/>
 529                         <field name="ref2"/>
 530                     </group>
 531                 </page>
 532                 </notebook>
 533                 </sheet>
 534                 <div class="oe_form_sheet_width">
 535                     <field name="message_ids_social" colspan="4" widget="ThreadView" nolabel="1"/>
 536                 </div>
 537             </form>
 538         </field>
 539     </record>
 540
 541     <!-- Opportunities Tree View -->
 542     <record model="ir.ui.view" id="crm_case_tree_view_oppor">
 543         <field name="name">Opportunities Tree</field>
 544         <field name="model">crm.lead</field>
 545         <field name="type">tree</field>
 546         <field name="arch" type="xml">
 547             <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)">
 548                 <field name="needaction_pending" invisible="1"/>
 549                 <field name="date_deadline" invisible="1"/>
 550                 <field name="create_date" groups="base.group_no_one"/>
 551                 <field name="name" string="Opportunity"/>
 552                 <field name="partner_id" string="Customer"/>
 553                 <field name="country_id" invisible="context.get('invisible_country', True)" />
 554                 <field name="date_action"/>
 555                 <field name="title_action" />
 556                 <field name="channel_id" invisible="1"/>
 557                 <field name="type_id" invisible="1"/>
 558                 <field name="subjects" invisible="1"/>
 559                 <field name="stage_id"/>
 560                 <button name="stage_previous" string="Previous Stage" states="open,pending" type="object" icon="gtk-go-back" />
 561                 <button name="stage_next" string="Next Stage" states="open,pending" type="object" icon="gtk-go-forward" />
 562                 <field name="planned_revenue" sum="Expected Revenues"/>
 563                 <field name="probability" widget="progressbar" avg="Avg. of Probability"/>
 564                 <field name="section_id" invisible="context.get('invisible_section', True)" />
 565                 <field name="user_id"/>
 566                 <field name="priority" invisible="1"/>
 567                 <field name="categ_id" invisible="1"/>
 568                 <field name="state" groups="base.group_no_one"/>
 569                 <button name="case_open" string="Open" states="draft,pending" type="object" icon="gtk-go-forward" groups="base.group_no_one"/>
 570                 <button name="case_pending" string="Pending" states="open,draft" type="object" icon="gtk-media-pause" groups="base.group_no_one"/>
 571                 <button name="case_mark_lost" string="Lost" states="open,pending" type="object" icon="gtk-cancel" groups="base.group_no_one"/>
 572                 <button name="case_mark_won" string="Won" states="open,pending" type="object" icon="gtk-apply" groups="base.group_no_one"/>
 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                 <filter icon="terp-check"
 586                     string="New"  help="New Opportunities"
 587                     name="new"
 588                     domain="[('state','=','draft')]"/>
 589                 <filter icon="terp-camera_test"
 590                     string="Open"  help="Open Opportunities"
 591                     name="open"
 592                     domain="[('state','=','open')]"/>
 593                 <filter icon="terp-gtk-media-pause"
 594                     string="Pending"  help="Pending Opportunities"
 595                     name="pending"
 596                     domain="[('state','=','pending')]"/>
 597                 <separator orientation="vertical"/>
 598                 <field name="name" string="Opportunity / Customer"
 599                     filter_domain="['|','|','|',('partner_id','ilike',self),('partner_name','ilike',self),('email_from','ilike',self),('name', 'ilike', self)]"/>
 600                 <field name="user_id">
 601                     <filter icon="terp-personal-"
 602                         domain="[('user_id','=', False)]"
 603                         help="Unassigned Opportunities" />
 604                 </field>
 605                 <field name="section_id"
 606                     context="{'invisible_section': False}"
 607                     widget="selection">
 608                     <filter icon="terp-personal+"
 609                         domain="['|', ('section_id', '=', context.get('section_id')), '|', ('section_id.user_id','=',uid), ('section_id.member_ids', 'in', [uid])]"
 610                         context="{'invisible_section': False}"
 611                         help="My Sales Team(s)" />
 612                     <filter icon="terp-personal+"
 613                         context="{'invisible_section': False}"
 614                         domain="[]"
 615                         help="Show Sales Team"/>
 616                 </field>
 617
 618                 <newline/>
 619                 <group expand="0" string="Group By..." colspan="16">
 620                     <filter string="Salesman" icon="terp-personal" domain="[]" context="{'group_by':'user_id'}" />
 621                     <filter string="Team" help="Sales Team" icon="terp-personal+" domain="[]" context="{'group_by':'section_id'}"/>
 622                     <filter string="Customer" help="Partner" icon="terp-personal+" domain="[]" context="{'group_by':'partner_id'}"/>
 623                     <separator orientation="vertical" />
 624                     <filter string="Stage" icon="terp-stage" domain="[]" context="{'group_by':'stage_id'}" />
 625                     <filter string="Priority" icon="terp-rating-rated" domain="[]" context="{'group_by':'priority'}" />
 626                     <filter string="Category" icon="terp-stock_symbol-selection" domain="[]" context="{'group_by':'categ_id'}" />
 627                     <filter string="Campaign" icon="terp-gtk-jump-to-rtl" domain="[]" context="{'group_by':'type_id'}"/>
 628                     <filter string="Channel" icon="terp-call-start" domain="[]" context="{'group_by':'channel_id'}" />
 629                     <filter string="State" icon="terp-stock_effects-object-colorize" domain="[]" context="{'group_by':'state'}" groups="base.group_no_one"/>
 630                     <separator orientation="vertical" />
 631                     <filter string="Creation" icon="terp-go-month" domain="[]" context="{'group_by':'create_date'}" groups="base.group_no_one"/>
 632                     <filter string="Exp.Closing" icon="terp-go-month" help="Expected Closing" domain="[]" context="{'group_by':'date_deadline'}" />
 633                 </group>
 634             </search>
 635         </field>
 636     </record>
 637
 638     <!-- crm.lead Opportunities Graph View -->
 639     <record model="ir.ui.view" id="crm_case_graph_view_opportunity">
 640         <field name="name">CRM - Opportunity Graph</field>
 641         <field name="model">crm.lead</field>
 642         <field name="type">graph</field>
 643         <field name="arch" type="xml">
 644             <graph string="Opportunity by Categories" type="bar" orientation="horizontal">
 645                 <field name="categ_id"/>
 646                 <field name="planned_revenue" operator="+"/>
 647                 <field name="state" group="True"/>
 648             </graph>
 649         </field>
 650     </record>
 651
 652 </data>
 653 </openerp>