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" 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                         <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>
 256                         <div t-attf-class="#{kanban_color(record.color.raw_value)} #{border || ''}">
 257                             <div class="oe_kanban_box oe_kanban_color_border">
 258                                 <table class="oe_kanban_table oe_kanban_box_header oe_kanban_color_bgdark oe_kanban_color_border oe_kanban_draghandle">
 259                                 <tr>
 260                                     <td align="left" valign="middle" width="16">
 261                                         <a t-if="record.priority.raw_value == 1" icon="star-on" type="object" name="set_normal_priority"/>
 262                                         <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);"/>
 263                                     </td>
 264                                     <td align="left" valign="middle" class="oe_kanban_title" tooltip="lead_details">
 265                                         <field name="partner_id"/>
 266                                         <t t-if="record.planned_revenue.raw_value">
 267                                             - <t t-esc="Math.round(record.planned_revenue.value)"/>
 268                                             <field name="company_currency"/>
 269                                         </t>
 270                                     </td>
 271                                     <td valign="top" width="22">
 272                                         <img t-att-src="kanban_image('res.users', 'avatar', record.user_id.raw_value[0])"  t-att-title="record.user_id.value"
 273                                         width="22" height="22" class="oe_kanban_gravatar"/>
 274                                     </td>
 275                                 </tr>
 276                                 </table>
 277
 278                                 <div class="oe_kanban_box_content oe_kanban_color_bglight oe_kanban_box_show_onclick_trigger">
 279                                     <div>
 280                                         <b>
 281                                             <a t-if="record.partner_address_email.raw_value" t-attf-href="mailto:#{record.partner_address_email.raw_value}">
 282                                                 <field name="partner_address_name"/>
 283                                             </a>
 284                                             <field t-if="!record.partner_address_email.raw_value" name="partner_address_name"/>
 285                                         </b>
 286                                     </div>
 287                                     <div>
 288                                         <field name="name"/>
 289                                     </div>
 290                                     <div style="padding-left: 0.5em">
 291                                         <i><field name="date_action"/><t t-if="record.date_action.raw_value"> : </t><field name="title_action"/></i>
 292                                     </div>
 293                                 </div>
 294
 295                                 <div class="oe_kanban_buttons_set oe_kanban_color_border oe_kanban_color_bglight oe_kanban_box_show_onclick">
 296                                     <div class="oe_kanban_left">
 297                                         <a string="Edit" icon="gtk-edit" type="edit"/>
 298                                         <a string="Change Color" icon="color-picker" type="color" name="color"/>
 299                                         <a string="Send New Email" name="%(mail.action_email_compose_message_wizard)d" icon="terp-mail-message-new" type="action"/>
 300                                         <a string="Log Call" name="%(opportunity2phonecall_act)d" icon="terp-call-start" type="action"/>
 301                                         <a string="Schedule Meeting" name="action_makeMeeting" type="object" icon="stock_calendar"/>
 302                                         <a string="Add Internal Note" name="%(crm.action_crm_add_note)d" context="{'model': 'crm.lead' }" icon="terp-document-new" type="action"/>
 303                                     </div>
 304                                     <div class="oe_kanban_right">
 305                                         <a name="case_mark_lost" string="Mark Lost" states="open,pending" type="object" icon="kanban-stop" />
 306                                         <a name="case_pending" string="Pending" states="draft,open" type="object" icon="kanban-pause" />
 307                                         <a name="case_open" string="Open" states="pending" type="object" icon="gtk-media-play" />
 308                                         <a name="case_mark_won" string="Mark Won" states="open,pending" type="object" icon="kanban-apply" />
 309                                     </div>
 310                                     <br class="oe_kanban_clear"/>
 311                                 </div>
 312                             </div>
 313                         </div>
 314                     </t>
 315                 </templates>
 316             </kanban>
 317         </field>
 318     </record>
 319
 320     <!-- CRM Lead Search View -->
 321
 322     <record id="view_crm_case_leads_filter" model="ir.ui.view">
 323         <field name="name">CRM - Leads Search</field>
 324         <field name="model">crm.lead</field>
 325         <field name="type">search</field>
 326         <field name="arch" type="xml">
 327             <search string="Search Leads">
 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.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'}"/>
 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_mark_won" string="Mark Won" states="open,pending" type="object" />
 406                     <button name="case_open" string="Open" states="draft,pending" type="object" />
 407                     <button name="case_pending" string="Pending" states="draft,open" type="object" />
 408                     <button name="case_escalate" string="Escalate" states="open,pending" type="object" />
 409                     <button name="case_mark_lost" string="Mark Lost" states="open,pending" type="object" />
 410                     <button name="case_reset" string="Reset to Draft" states="done,cancel" type="object" />
 411                     <button name="case_cancel" string="Cancel" states="draft" type="object" />
 412                     <div class="oe_right">
 413                         <field name="state" nolabel="1" widget="statusbar" statusbar_visible="draft,open,done" statusbar_colors='{"pending":"blue"}'/>
 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                             <field name="phone" colspan="3"/>
 453                             <field width="80%%" name="email_from" string="Email"/>
 454                             <button string="Mail"
 455                                 name="%(mail.action_email_compose_message_wizard)d"
 456                                 context="{'mail':'new', 'model': 'crm.lead'}"
 457                                 icon="terp-mail-message-new" type="action" />
 458                         </group>
 459                     </group>
 460                     <group col="2" colspan="2" class="oe_form_group_label_border">
 461                         <separator colspan="2" string="Categorization"/>
 462                         <field name="section_id" colspan="1" widget="selection"/>
 463                         <field name="categ_id" select="1"
 464                             string="Category" widget="selection"
 465                             domain="[('object_id.model', '=', 'crm.lead')]" />
 466
 467                         <label string="Stage" for="stage_id" align="1.0"/>
 468                         <group colspan="1" col="3">
 469                             <field name="stage_id" nolabel="1"
 470                                 on_change="onchange_stage_id(stage_id)"
 471                                 domain="section_id and [('section_ids', '=', section_id)] or []" width="60%%"/>
 472                             <button name="stage_previous"
 473                                 states="draft,open,pending" type="object"
 474                                 icon="gtk-go-back" string="" context="{'stage_type': 'opportunity'}"/>
 475                             <button name="stage_next" states="draft,open,pending"
 476                                 type="object" icon="gtk-go-forward" string="" context="{'stage_type': 'opportunity'}"/>
 477                         </group>
 478
 479                         <field name="priority" string="Priority"/>
 480                     </group>
 481
 482                     <separator colspan="4" string="Details"/>
 483                     <field name="description" nolabel="1" colspan="4"/>
 484                 </page>
 485                 <page string="Lead">
 486                     <separator string="Contact" colspan="4"/>
 487                     <group colspan="4" col="4" class="oe_form_group_label_border">
 488                         <field name="partner_name" string="Customer Name" colspan="4"/>
 489                     </group>
 490                     <group colspan="2" col="2" class="oe_form_group_label_border">
 491                         <field domain="[('domain', '=', 'contact')]" name="title" widget="selection"/>
 492                         <field name="fax"/>
 493                         <field name="street"/>
 494                         <field name="zip"/>
 495                         <field name="country_id"/>
 496                     </group>
 497                     <group colspan="2" col="2" class="oe_form_group_label_border">
 498                         <field name="function" />
 499                         <field name="mobile"/>
 500                         <field name="street2"/>
 501                         <field name="city"/>
 502                         <field name="state_id"/>
 503                     </group>
 504
 505                     <group colspan="2" col="2" class="oe_form_group_label_border">
 506                         <separator string="Categorization" colspan="2"/>
 507                         <field name="type_id" widget="selection"/>
 508                         <field name="channel_id" widget="selection"/>
 509                     </group>
 510                     <group colspan="2" col="2" class="oe_form_group_label_border">
 511                         <separator string="Mailings" colspan="2"/>
 512                         <field name="opt_in" on_change="on_change_opt_in(opt_in)"/>
 513                         <field name="opt_out" on_change="on_change_opt_out(opt_out)"/>
 514                     </group>
 515                 </page>
 516                 <page string="Extra Info">
 517                     <group col="2" colspan="2" class="oe_form_group_label_border">
 518                         <separator string="Misc" colspan="2"/>
 519                         <field name="active"/>
 520                         <field name="day_open" groups="base.group_no_one"/>
 521                         <field name="day_close" groups="base.group_no_one"/>
 522                         <field name="referred"/>
 523                     </group>
 524                     <group col="2" colspan="2" class="oe_form_group_label_border">
 525                         <separator colspan="4" string="References"/>
 526                         <field name="ref"/>
 527                         <field name="ref2"/>
 528                     </group>
 529                 </page>
 530                 </notebook>
 531                 </sheet>
 532                 <div class="oe_form_bottom">
 533                     <field name="message_ids" colspan="4" widget="ThreadView" nolabel="1"/>
 534                 </div>
 535             </form>
 536         </field>
 537     </record>
 538
 539     <!-- Opportunities Tree View -->
 540     <record model="ir.ui.view" id="crm_case_tree_view_oppor">
 541         <field name="name">Opportunities Tree</field>
 542         <field name="model">crm.lead</field>
 543         <field name="type">tree</field>
 544         <field name="arch" type="xml">
 545             <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)">
 546                 <field name="needaction_pending" invisible="1"/>
 547                 <field name="date_deadline" invisible="1"/>
 548                 <field name="create_date" groups="base.group_no_one"/>
 549                 <field name="name" string="Opportunity"/>
 550                 <field name="partner_id" string="Customer"/>
 551                 <field name="country_id" invisible="context.get('invisible_country', True)" />
 552                 <field name="date_action"/>
 553                 <field name="title_action" />
 554                 <field name="channel_id" invisible="1"/>
 555                 <field name="type_id" invisible="1"/>
 556                 <field name="subjects" invisible="1"/>
 557                 <field name="stage_id"/>
 558                 <button name="stage_previous" string="Previous Stage" states="open,pending" type="object" icon="gtk-go-back" />
 559                 <button name="stage_next" string="Next Stage" states="open,pending" type="object" icon="gtk-go-forward" />
 560                 <field name="planned_revenue" sum="Expected Revenues"/>
 561                 <field name="probability" widget="progressbar" avg="Avg. of Probability"/>
 562                 <field name="section_id" invisible="context.get('invisible_section', True)" />
 563                 <field name="user_id"/>
 564                 <field name="priority" invisible="1"/>
 565                 <field name="categ_id" invisible="1"/>
 566                 <field name="state"/>
 567                 <button name="case_open" string="Open" states="draft,pending" type="object" icon="gtk-go-forward" />
 568                 <button name="case_pending" string="Pending" states="open,draft" type="object" icon="gtk-media-pause" />
 569                 <button name="case_mark_lost" string="Lost" states="open,pending" type="object" icon="gtk-cancel" />
 570                 <button name="case_mark_won" string="Won" states="open,pending" type="object" icon="gtk-apply" />
 571             </tree>
 572         </field>
 573     </record>
 574
 575
 576     <!-- Opportunities Search View -->
 577     <record id="view_crm_case_opportunities_filter" model="ir.ui.view">
 578         <field name="name">CRM - Opportunities Search</field>
 579         <field name="model">crm.lead</field>
 580         <field name="type">search</field>
 581         <field name="arch" type="xml">
 582             <search string="Search Opportunities">
 583                 <filter icon="terp-check"
 584                     string="New"  help="New Opportunities"
 585                     name="new"
 586                     domain="[('state','=','draft')]"/>
 587                 <filter icon="terp-camera_test"
 588                     string="Open"  help="Open Opportunities"
 589                     name="open"
 590                     domain="[('state','=','open')]"/>
 591                 <filter icon="terp-gtk-media-pause"
 592                     string="Pending"  help="Pending Opportunities"
 593                     name="pending"
 594                     domain="[('state','=','pending')]"/>
 595                 <separator orientation="vertical"/>
 596                 <field name="name" string="Opportunity / Customer"
 597                     filter_domain="['|','|','|',('partner_id','ilike',self),('partner_name','ilike',self),('email_from','ilike',self),('name', 'ilike', self)]"/>
 598                 <field name="user_id">
 599                     <filter icon="terp-personal-"
 600                         domain="[('user_id','=', False)]"
 601                         help="Unassigned Opportunities" />
 602                 </field>
 603                 <field name="section_id"
 604                     context="{'invisible_section': False}"
 605                     widget="selection">
 606                     <filter icon="terp-personal+"
 607                         domain="['|', ('section_id.user_id','=',uid), ('section_id.member_ids', 'in', [uid])]"
 608                         context="{'invisible_section': False}"
 609                         help="My Sales Team(s)" />
 610                     <filter icon="terp-personal+"
 611                         context="{'invisible_section': False}"
 612                         domain="[]"
 613                         help="Show Sales Team"/>
 614                 </field>
 615
 616                 <newline/>
 617                 <group expand="0" string="Group By..." colspan="16">
 618                     <filter string="Salesman" icon="terp-personal" domain="[]" context="{'group_by':'user_id'}" />
 619                     <filter string="Team" help="Sales Team" icon="terp-personal+" domain="[]" context="{'group_by':'section_id'}"/>
 620                     <filter string="Customer" help="Partner" icon="terp-personal+" domain="[]" context="{'group_by':'partner_id'}"/>
 621                     <separator orientation="vertical" />
 622                     <filter string="Stage" icon="terp-stage" domain="[]" context="{'group_by':'stage_id'}" />
 623                     <filter string="Priority" icon="terp-rating-rated" domain="[]" context="{'group_by':'priority'}" />
 624                     <filter string="Category" icon="terp-stock_symbol-selection" domain="[]" context="{'group_by':'categ_id'}" />
 625                     <filter string="Campaign" icon="terp-gtk-jump-to-rtl" domain="[]" context="{'group_by':'type_id'}"/>
 626                     <filter string="Channel" icon="terp-call-start" domain="[]" context="{'group_by':'channel_id'}" />
 627                     <filter string="State" icon="terp-stock_effects-object-colorize" domain="[]" context="{'group_by':'state'}"/>
 628                     <separator orientation="vertical" />
 629                     <filter string="Creation" icon="terp-go-month" domain="[]" context="{'group_by':'create_date'}" groups="base.group_no_one"/>
 630                     <filter string="Exp.Closing" icon="terp-go-month" help="Expected Closing" domain="[]" context="{'group_by':'date_deadline'}" />
 631                 </group>
 632             </search>
 633         </field>
 634     </record>
 635
 636     <!-- crm.lead Opportunities Graph View -->
 637     <record model="ir.ui.view" id="crm_case_graph_view_opportunity">
 638         <field name="name">CRM - Opportunity Graph</field>
 639         <field name="model">crm.lead</field>
 640         <field name="type">graph</field>
 641         <field name="arch" type="xml">
 642             <graph string="Opportunity by Categories" type="bar" orientation="horizontal">
 643                 <field name="categ_id"/>
 644                 <field name="planned_revenue" operator="+"/>
 645                 <field name="state" group="True"/>
 646             </graph>
 647         </field>
 648     </record>
 649
 650 </data>
 651 </openerp>