addons/crm/crm_lead_view.xml

   1 <?xml version="1.0"?>
   2 <openerp>
   3     <data>
   4         <!--
   5             CRM CASE STAGE
   6         -->
   7         <!-- Stage Search view -->
   8         <record id="crm_lead_stage_search" model="ir.ui.view">
   9             <field name="name">Stage - Search</field>
  10             <field name="model">crm.stage</field>
  11             <field name="arch" type="xml">
  12                 <search string="Stage Search">
  13                     <field name="name"/>
  14                     <field name="type"/>
  15                     <field name="sequence"/>
  16                     <field name="probability"/>
  17                 </search>
  18             </field>
  19         </record>
  20
  21         <!-- Stage Form view -->
  22         <record id="crm_lead_stage_act" model="ir.actions.act_window">
  23             <field name="name">Stages</field>
  24             <field name="res_model">crm.stage</field>
  25             <field name="view_type">form</field>
  26             <field name="view_id" ref="crm.crm_stage_tree"/>
  27             <field name="help" type="html">
  28               <p class="oe_view_nocontent_create">
  29                 Click to set a new stage in your lead/opportunity pipeline.
  30               </p><p>
  31                 Stages will allow salespersons to easily track how a specific
  32                 lead or opportunity is positioned in the sales cycle.
  33               </p>
  34             </field>
  35         </record>
  36
  37         <menuitem action="crm_lead_stage_act" id="menu_crm_lead_stage_act" name="Stages" sequence="0" parent="base.menu_crm_config_lead" groups="base.group_no_one"/>
  38
  39         <!--
  40             LEADS/OPPORTUNITIES CATEGORIES
  41         -->
  42
  43         <record id="crm_lead_tag_form" model="ir.ui.view">
  44             <field name="name">crm.lead.tag.form</field>
  45             <field name="model">crm.lead.tag</field>
  46             <field name="arch" type="xml">
  47                 <form string="Sales Tags">
  48                     <group>
  49                         <field name="name"/>
  50                         <field name="team_id" groups="base.group_multi_salesteams"/>
  51                     </group>
  52                 </form>
  53             </field>
  54         </record>
  55
  56         <record id="crm_lead_tag_tree" model="ir.ui.view">
  57             <field name="name">crm.lead.tag.tree</field>
  58             <field name="model">crm.lead.tag</field>
  59             <field name="arch" type="xml">
  60                 <tree string="Sales Tags">
  61                     <field name="name"/>
  62                     <field name="team_id" groups="base.group_multi_salesteams"/>
  63                 </tree>
  64             </field>
  65         </record>
  66
  67         <record id="crm_lead_tag_action" model="ir.actions.act_window">
  68             <field name="name">Sales Tags</field>
  69             <field name="res_model">crm.lead.tag</field>
  70             <field name="view_type">form</field>
  71             <field name="view_id" ref="crm_lead_tag_tree"/>
  72             <field name="help" type="html">
  73               <p class="oe_view_nocontent_create">
  74                 Click to define a new sales tag.
  75               </p><p>
  76                 Create specific tags that fit your company's activities
  77                 to better classify and analyse your leads and opportunities.
  78                 Such categories could for instance reflect your product
  79                 structure or the different types of sales you do.
  80               </p>
  81             </field>
  82         </record>
  83
  84         <menuitem action="crm_lead_tag_action"
  85             id="menu_crm_lead_categ" name="Tags"
  86             parent="base.menu_crm_config_lead" sequence="1" groups="base.group_no_one"/>
  87
  88         <!--
  89             LEADS
  90         -->
  91         <act_window
  92                 id="act_crm_opportunity_crm_phonecall_new"
  93                 name="Phone calls"
  94                 groups="base.group_sale_salesman"
  95                 res_model="crm.phonecall"
  96                 view_mode="tree,calendar,form"
  97                 context="{'default_duration': 1.0 ,'default_opportunity_id': active_id}"
  98                 view_type="form"/>
  99
 100         <act_window
 101                 id="act_crm_opportunity_calendar_event_new"
 102                 name="Meetings"
 103                 res_model="calendar.event"
 104                 view_mode="tree,form,calendar"
 105                 context="{'default_duration': 4.0, 'default_opportunity_id': active_id}"
 106                 view_type="form"/>
 107
 108
 109         <!-- CRM Lead Form View  -->
 110         <record model="ir.ui.view" id="crm_case_form_view_leads">
 111         <field name="name">CRM - Leads Form</field>
 112         <field name="model">crm.lead</field>
 113         <field name="arch" type="xml">
 114             <form string="Leads Form">
 115                 <header>
 116                     <button name="%(crm.action_crm_lead2opportunity_partner)d" string="Convert to Opportunity" type="action"
 117                             help="Convert to Opportunity" class="oe_highlight"/>
 118                     <field name="stage_id" widget="statusbar" clickable="True"
 119                             domain="['&amp;', '|', ('case_default', '=', True), ('team_ids', '=', team_id), '|', ('type', '=', type), ('type', '=', 'both')]"
 120                             options="{'fold_field': 'fold'}"
 121                             on_change="onchange_stage_id(stage_id)"/>
 122                 </header>
 123                 <sheet>
 124                     <div class="oe_right oe_button_box" name="buttons">
 125                         <button class="oe_inline oe_stat_button" type="action"
 126                             context="{'default_opportunity_id': active_id, 'search_default_opportunity_id': active_id, 'default_partner_id': partner_id, 'default_duration': 1.0}"
 127                             name="%(crm.crm_phonecall_category_phone_incoming0)d" icon="fa-phone">
 128                             <div>Calls</div>
 129                         </button>
 130                     </div>
 131                     <div class="oe_title">
 132                         <label for="name" class="oe_edit_only"/>
 133                         <h1><field name="name" placeholder="Describe the lead..."/></h1>
 134                     </div>
 135                     <group>
 136                         <group>
 137                             <field name="partner_name" string="Company Name"/>
 138                             <!-- Preload all the partner's information -->
 139                             <field name="partner_id" string="Customer"
 140                                 options='{"create_name_field": "name"}'
 141                                 context="{'default_name': contact_name, 'default_street': street, 'default_city': city, 'default_state_id': state_id, 'default_zip': zip, 'default_country_id': country_id, 'default_function': function, 'default_phone': phone, 'default_mobile': mobile, 'default_fax': fax, 'default_email': email_from, 'default_user_id': user_id, 'default_team_id': team_id}"/>
 142                             <label for="street" string="Address"/>
 143                             <div>
 144                                 <field name="street" placeholder="Street..."/>
 145                                 <field name="street2"/>
 146                                 <div class="address_format">
 147                                     <field name="city" placeholder="City" style="width: 40%%"/>
 148                                     <field name="state_id" on_change="onchange_state(state_id)" options='{"no_open": True}' placeholder="State" style="width: 24%%"/>
 149                                     <field name="zip" placeholder="ZIP" style="width: 34%%"/>
 150                                 </div>
 151                                 <field name="country_id" placeholder="Country" options='{"no_open": True}'/>
 152                             </div>
 153                         </group>
 154                         <group>
 155                             <label for="contact_name"/>
 156                             <div>
 157                                 <field name="contact_name" class="oe_inline"/><span attrs="{'invisible': [('title', '=', '')]}">, </span>
 158                                 <field name="title" placeholder="Title" domain="[('domain', '=', 'contact')]" class="oe_inline" options='{"no_open": True}'/>
 159                             </div>
 160                             <field name="email_from" widget="email"/>
 161                             <field name="function"/>
 162                             <field name="phone"/>
 163                             <field name="mobile"/>
 164                             <field name="fax"/>
 165                         </group>
 166                         <group>
 167                             <field name="user_id" on_change="on_change_user(user_id, context)"
 168                                 context="{'default_groups_ref': ['base.group_user', 'base.group_partner_manager', 'base.group_sale_salesman_all_leads'] }"/>
 169                             <label for="team_id" groups="base.group_multi_salesteams"/>
 170                             <div groups="base.group_multi_salesteams">
 171                                 <field name="team_id"/>
 172                                 <button name="case_escalate" string="Escalate"
 173                                         type="object" class="oe_link"
 174                                         attrs="{'invisible': ['|', ('team_id','=',False), ('probability', '=', 100)]}"/>
 175                             </div>
 176                             <field name="type" invisible="1"/>
 177                         </group>
 178                         <group>
 179                             <field name="priority" widget="priority"/>
 180                             <field name="tag_ids" widget="many2many_tags"/>
 181                         </group>
 182                     </group>
 183                     <notebook colspan="4">
 184                     <page string="Internal Notes">
 185                         <field name="description"/>
 186                     </page>
 187                     <page string="Extra Info">
 188                         <group>
 189                             <group string="Categorization" groups="base.group_multi_company,base.group_no_one" name="categorization">
 190                                 <field name="company_id"
 191                                     groups="base.group_multi_company"
 192                                     widget="selection"/>
 193                             </group>
 194                             <group string="Mailings">
 195                                 <field name="opt_out"/>
 196                                 <field name="message_bounce"/>
 197                             </group>
 198                             <group string="Misc">
 199                                 <field name="probability" groups="base.group_no_one"/>
 200                                 <field name="active"/>
 201                                 <field name="referred"/>
 202                             </group>
 203                             <group>
 204                                 <field name="date_open" groups="base.group_no_one"/>
 205                                 <field name="date_closed" groups="base.group_no_one"/>
 206                             </group>
 207                         </group>
 208                     </page>
 209                     </notebook>
 210                 </sheet>
 211                 <div class="oe_chatter">
 212                     <field name="message_follower_ids" widget="mail_followers"/>
 213                     <field name="message_ids" widget="mail_thread"/>
 214                 </div>
 215             </form>
 216         </field>
 217         </record>
 218
 219         <!-- CRM Lead Graph View -->
 220         <record model="ir.ui.view" id="crm_case_graph_view_leads">
 221             <field name="name">Opportunities</field>
 222             <field name="model">crm.lead</field>
 223             <field name="arch" type="xml">
 224                 <graph string="Opportunities" type="bar">
 225                     <field name="stage_id" type="row"/>
 226                     <field name="planned_revenue" type="measure"/>
 227                 </graph>
 228             </field>
 229         </record>
 230
 231         <!-- CRM Lead Tree View -->
 232         <record model="ir.ui.view" id="crm_case_tree_view_leads">
 233             <field name="name">Leads</field>
 234             <field name="model">crm.lead</field>
 235             <field name="arch" type="xml">
 236                 <tree string="Leads" fonts="bold:message_unread==True" colors="grey:probability == 100">
 237                     <field name="date_deadline" invisible="1"/>
 238                     <field name="create_date"/>
 239                     <field name="name"/>
 240                     <field name="contact_name"/>
 241                     <field name="country_id"/>
 242                     <field name="email_from"/>
 243                     <field name="phone"/>
 244                     <field name="stage_id"/>
 245                     <field name="user_id" invisible="1"/>
 246                     <field name="partner_id" invisible="1"/>
 247                     <field name="team_id" groups="base.group_multi_salesteams"/>
 248                     <field name="probability" invisible="1"/>
 249                     <field name="campaign_id" invisible="1"/>
 250                     <field name="referred" invisible="1"/>
 251                     <field name="medium_id" invisible="1"/>
 252                     <field name="message_unread" invisible="1"/>
 253                 </tree>
 254             </field>
 255         </record>
 256
 257
 258         <!-- CRM Lead Calendar View -->
 259         <record model="ir.ui.view" id="crm_case_calendar_view_leads">
 260             <field name="name">CRM - Leads Calendar</field>
 261             <field name="model">crm.lead</field>
 262             <field name="priority" eval="2"/>
 263             <field name="arch" type="xml">
 264                 <calendar string="Leads Generation"
 265                     date_start="date_action" color="user_id">
 266                     <field name="name"/>
 267                     <field name="partner_name"/>
 268                 </calendar>
 269             </field>
 270         </record>
 271
 272         <!-- CRM Lead Kanban View  -->
 273         <record model="ir.ui.view" id="crm_case_kanban_view_leads">
 274             <field name="name">CRM - Leads Kanban</field>
 275             <field name="model">crm.lead</field>
 276             <field name="arch" type="xml">
 277                 <kanban default_group_by="stage_id">
 278                     <field name="stage_id" options='{"group_by_tooltip": {"requirements": "Description", "legend_priority": "Use of stars"}}'/>
 279                     <field name="color"/>
 280                     <field name="priority"/>
 281                     <field name="planned_revenue" sum="Expected Revenues"/>
 282                     <field name="user_email"/>
 283                     <field name="user_id"/>
 284                     <field name="partner_address_email"/>
 285                     <field name="message_summary"/>
 286                     <field name="message_unread"/>
 287                     <field name="tag_ids"/>
 288                     <templates>
 289                         <field name="date_deadline"/>
 290                         <t t-name="kanban-box">
 291                             <div t-attf-class="oe_kanban_color_#{kanban_getcolor(record.color.raw_value)} oe_kanban_card oe_kanban_global_click">
 292                                 <div class="oe_dropdown_toggle oe_dropdown_kanban">
 293                                     <span class="oe_e">i</span>
 294                                     <ul class="oe_dropdown_menu">
 295                                         <t t-if="widget.view.is_action_enabled('edit')"><li><a type="edit">Edit Opportunity</a></li></t>
 296                                         <t t-if="widget.view.is_action_enabled('delete')"><li><a type="delete">Delete</a></li></t>
 297                                         <li><a name="%(mail.action_email_compose_message_wizard)d" type="action" >Send Email</a></li>
 298                                         <li><a type="action" name="%(crm.crm_phonecall_category_phone_incoming0)d">Calls</a></li>
 299                                         <li><a name="action_schedule_meeting" type="object">Schedule Meeting</a></li>
 300                                         <li><ul class="oe_kanban_colorpicker" data-field="color"/></li>
 301                                     </ul>
 302                                 </div>
 303                                 <div class="oe_kanban_content">
 304                                     <div>
 305                                         <strong><field name="name"/></strong>
 306                                         <t t-if="record.planned_revenue.raw_value">
 307                                             - <b><t t-esc="record.planned_revenue.value"/>
 308                                             <field name="company_currency"/></b>
 309                                         </t>
 310                                     </div>
 311                                     <div>
 312                                         <field name="partner_id"/>
 313                                     </div>
 314                                     <div class="oe_deadline">
 315                                         <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>
 316                                         <span t-attf-class="#{red || ''}"><field name="date_action"/></span>
 317                                         <t t-if="record.date_action.raw_value"> : </t>
 318                                         <field name="title_action"/>
 319                                     </div>
 320                                     <div class="oe_kanban_footer_left">
 321                                         <t t-raw="record.message_summary.raw_value"/>
 322                                         <field name="tag_ids"/>
 323                                     </div>
 324                                     <div class="oe_kanban_bottom_right">
 325                                         <img t-att-src="kanban_image('res.users', 'image_small', record.user_id.raw_value)" t-att-title="record.user_id.value" width="24" height="24" class="oe_kanban_avatar pull-right"/>
 326                                         <div class="pull-left" groups="base.group_user">
 327                                             <field name="priority" widget="priority"/>
 328                                         </div>
 329                                     </div>
 330                                 </div>
 331                                 <div class="oe_clear"></div>
 332                             </div>
 333                         </t>
 334                     </templates>
 335                 </kanban>
 336             </field>
 337         </record>
 338
 339         <!-- CRM Lead Search View -->
 340         <record id="view_crm_case_leads_filter" model="ir.ui.view">
 341             <field name="name">CRM - Leads Search</field>
 342             <field name="model">crm.lead</field>
 343             <field name="arch" type="xml">
 344                 <search string="Search Leads">
 345                     <field name="name" string="Lead / Customer" filter_domain="['|','|','|',('partner_name','ilike',self),('email_from','ilike',self),('contact_name','ilike',self),('name','ilike',self)]"/>
 346                     <field name="tag_ids" string="Tag" filter_domain="[('tag_ids', 'ilike', self)]"/>
 347                     <field name="team_id" groups="base.group_multi_salesteams"/>
 348                     <field name="user_id"/>
 349                     <field name="partner_id" operator="child_of"/>
 350                     <field name="create_date"/>
 351                     <field name="country_id"/>
 352                     <separator/>
 353                     <filter string="My Leads"
 354                             domain="[('user_id','=',uid)]"
 355                             help="Leads that are assigned to me"/>
 356                     <filter string="Unassigned" name="unassigned"
 357                             domain="[('user_id','=', False)]"
 358                             help="No salesperson"/>
 359                     <separator />
 360                     <filter string="New Mail" name="message_unread" domain="[('message_unread','=',True)]"/>
 361                     <separator />
 362                     <filter string="Available for mass mailing"
 363                             name='not_opt_out' domain="[('opt_out', '=', False)]"
 364                             help="Leads that did not ask not to be included in mass mailing campaigns"/>
 365                     <group expand="0" string="Group By">
 366                         <filter string="Salesperson" domain="[]" context="{'group_by':'user_id'}"/>
 367                         <filter string="Sales Team" domain="[]" context="{'group_by':'team_id'}" groups="base.group_multi_salesteams"/>
 368                         <filter string="Stage" domain="[]" context="{'group_by':'stage_id'}"/>
 369                         <filter string="Customer" help="Partner" domain="[]" context="{'group_by':'partner_id'}"/>
 370                         <filter string="Campaign"  domain="[]" context="{'group_by':'campaign_id'}"/>
 371                         <filter string="Source"  domain="[]" context="{'group_by':'source_id'}"/>
 372                         <filter string="Channel"  domain="[]" context="{'group_by':'medium_id'}"/>
 373                         <filter string="Creation Month" domain="[]" context="{'group_by':'create_date'}"/>
 374                         <filter string="Last Message" name="group_message_last_post" domain="[]" context="{'group_by':'message_last_post:week'}"/>
 375                     </group>
 376                 </search>
 377             </field>
 378         </record>
 379
 380
 381         <!--
 382             OPPORTUNITY
 383         -->
 384
 385         <!-- Opportunities Form View -->
 386         <record model="ir.ui.view" id="crm_case_form_view_oppor">
 387             <field name="name">Opportunities</field>
 388             <field name="model">crm.lead</field>
 389             <field name="priority">20</field>
 390             <field name="arch" type="xml">
 391                 <form string="Opportunities">
 392                     <header>
 393                         <button name="case_mark_won" string="Mark Won" type="object" class="oe_highlight"/>
 394                         <button name="case_mark_lost" string="Mark Lost" type="object" class="oe_highlight"/>
 395                         <field name="stage_id" widget="statusbar" clickable="True"
 396                             options="{'fold_field': 'fold'}"
 397                             domain="['&amp;', ('team_ids', '=', team_id), '|', ('type', '=', type), ('type', '=', 'both')]"/>
 398                     </header>
 399                     <sheet>
 400                         <div name="buttons" class="oe_right oe_button_box">
 401                             <button class="oe_inline oe_stat_button" type="action"
 402                                 name="%(crm.crm_phonecall_category_phone_incoming0)d" icon="fa-phone"
 403                                 context="{'default_opportunity_id': active_id, 'search_default_opportunity_id': active_id, 'default_partner_id': partner_id, 'default_duration': 1.0}">
 404                                 <div>Calls</div>
 405                             </button>
 406                             <button class="oe_inline oe_stat_button" type="object"
 407                                 context="{'partner_id': partner_id}"
 408                                 name="action_schedule_meeting" icon="fa-calendar">
 409                                 <field string="Meetings" name="meeting_count" widget="statinfo"/>
 410                             </button>
 411                         </div>
 412                         <div class="oe_title">
 413                             <label for="name" class="oe_edit_only"/>
 414                             <h1><field name="name" placeholder="e.g. Product Pricing"/></h1>
 415                             <label for="planned_revenue" style="padding-right: 50px" class="oe_edit_only"/>
 416                             <label for="probability" class="oe_edit_only"/>
 417                             <h2>
 418                                 <field name="company_currency" invisible="1"/>
 419                                 <field name="planned_revenue" class="oe_inline" widget='monetary' options="{'currency_field': 'company_currency'}"/>
 420                                 <span class="oe_grey"> at </span>
 421                                 <field name="probability" class="oe_inline" widget="integer"/>%%
 422                             </h2>
 423                         </div>
 424                         <group>
 425                             <group>
 426                                 <field name="partner_id"
 427                                     on_change="on_change_partner_id(partner_id)"
 428                                     string="Customer"
 429                                     context="{'default_name': partner_name, 'default_email': email_from, 'default_phone': phone}"/>
 430                                 <field name="email_from" string="Email" widget="email"/>
 431                                 <field name="phone"/>
 432                             </group>
 433
 434                             <group>
 435                                 <label for="title_action"/>
 436                                 <div>
 437                                     <field name="date_action" nolabel="1"/> <label string="-" attrs="{'invisible': ['|', ('date_action', '=', False), ('title_action', '=', False)]}"/>
 438                                     <field name="title_action" class="oe_inline" nolabel="1" placeholder="e.g. Call for proposal"/>
 439                                 </div>
 440                                 <field name="date_deadline"/>
 441                                 <field name="priority" widget="priority"/>
 442                             </group>
 443
 444                             <group>
 445                                 <field name="user_id" on_change="on_change_user(user_id, context)" context="{'default_groups_ref': ['base.group_user', 'base.group_partner_manager', 'base.group_sale_salesman_all_leads']}"/>
 446                                 <label for="team_id" groups="base.group_multi_salesteams"/>
 447                                 <div groups="base.group_multi_salesteams">
 448                                     <field name="team_id" widget="selection"/>
 449                                     <button name="case_escalate" string="Escalate" type="object" class="oe_link"
 450                                             attrs="{'invisible': ['|', ('team_id','=',False), ('probability', '=', 100)]}"/>
 451                                 </div>
 452                             </group>
 453                             <group>
 454                                 <field name="tag_ids" widget="many2many_tags"/>
 455                                 <field name="lost_reason"/>
 456                             </group>
 457                         </group>
 458
 459                         <notebook colspan="4">
 460                         <page string="Internal Notes">
 461                             <field name="description"/>
 462                         </page>
 463                         <page string="Lead">
 464                             <group>
 465                                 <group>
 466                                     <field name="partner_name"/>
 467                                     <label for="street" string="Address"/>
 468                                     <div>
 469                                         <field name="street" placeholder="Street..."/>
 470                                         <field name="street2"/>
 471                                         <div class="address_format">
 472                                             <field name="city" placeholder="City" style="width: 40%%"/>
 473                                             <field name="state_id" options='{"no_open": True}' on_change="onchange_state(state_id)" placeholder="State" style="width: 24%%"/>
 474                                             <field name="zip" placeholder="ZIP" style="width: 34%%"/>
 475                                         </div>
 476                                         <field name="country_id" placeholder="Country" options='{"no_open": True}'/>
 477                                     </div>
 478                                 </group>
 479
 480                                 <group>
 481                                     <label for="contact_name"/>
 482                                     <div>
 483                                         <field name="contact_name" class="oe_inline"/>
 484                                         <field name="title" placeholder="Title" domain="[('domain', '=', 'contact')]" options='{"no_open": True}' class="oe_inline"/>
 485                                     </div>
 486                                     <field name="function"/>
 487                                     <field name="mobile"/>
 488                                     <field name="fax"/>
 489                                 </group>
 490                                 <group string="Mailings" name="mailings">
 491                                     <field name="opt_out"/>
 492                                 </group>
 493                                 <group string="Misc">
 494                                     <field name="active"/>
 495                                     <field name="day_open" groups="base.group_no_one"/>
 496                                     <field name="day_close" groups="base.group_no_one"/>
 497                                     <field name="referred"/>
 498                                     <field name="type" invisible="1"/>
 499                                 </group>
 500                                 <group string="References">
 501                                     <field name="ref"/>
 502                                     <field name="ref2"/>
 503                                 </group>
 504                             </group>
 505                         </page>
 506                         <page string="Fund Raising" groups="crm.group_fund_raising">
 507                             <group>
 508                                 <field name="planned_cost"/>
 509                             </group>
 510                         </page>
 511                         </notebook>
 512                     </sheet>
 513                     <div class="oe_chatter">
 514                         <field name="message_follower_ids" widget="mail_followers"/>
 515                         <field name="message_ids" widget="mail_thread"/>
 516                     </div>
 517                 </form>
 518             </field>
 519         </record>
 520
 521         <!-- Opportunities Tree View -->
 522         <record model="ir.ui.view" id="crm_case_tree_view_oppor">
 523             <field name="name">Opportunities Tree</field>
 524             <field name="model">crm.lead</field>
 525             <field name="arch" type="xml">
 526                 <tree string="Opportunities" fonts="bold:message_unread==True" colors="gray:probability == 100;red:date_deadline and (date_deadline &lt; current_date)">
 527                     <field name="date_deadline" invisible="1"/>
 528                     <field name="create_date"/>
 529                     <field name="name" string="Opportunity"/>
 530                     <field name="partner_id" string="Customer"/>
 531                     <field name="country_id"/>
 532                     <field name="date_action"/>
 533                     <field name="title_action"/>
 534                     <field name="medium_id" invisible="1"/>
 535                     <field name="campaign_id" invisible="1"/>
 536                     <field name="source_id" invisible="1"/>
 537                     <field name="stage_id"/>
 538                     <field name="planned_revenue" sum="Expected Revenues"/>
 539                     <field name="probability" avg="Avg. of Probability"/>
 540                     <field name="team_id" groups="base.group_multi_salesteams"/>
 541                     <field name="user_id"/>
 542                     <field name="referred" invisible="1"/>
 543                     <field name="priority" invisible="1"/>
 544                     <field name="message_unread" invisible="1"/>
 545                     <field name="probability" invisible="1"/>
 546                     <field name="write_date" invisible="1"/>
 547                 </tree>
 548             </field>
 549         </record>
 550
 551         <!-- Opportunities Search View -->
 552         <record id="view_crm_case_opportunities_filter" model="ir.ui.view">
 553             <field name="name">CRM - Opportunities Search</field>
 554             <field name="model">crm.lead</field>
 555             <field name="arch" type="xml">
 556                 <search string="Search Opportunities">
 557                     <field name="name" string="Opportunity" filter_domain="['|','|','|',('partner_id','ilike',self),('partner_name','ilike',self),('email_from','ilike',self),('name', 'ilike', self)]"/>
 558                     <field name="tag_ids" string="Tag" filter_domain="[('tag_ids', 'ilike', self)]"/>
 559                     <field name="team_id" groups="base.group_multi_salesteams"/>
 560                     <field name="user_id"/>
 561                     <field name="partner_id" operator="child_of"/>
 562                     <field name="stage_id" domain="[]"/>
 563                     <field name="probability"/>
 564                     <field name="lost_reason"/>
 565                     <separator/>
 566                     <filter string="New" name="new"
 567                             domain="['&amp;', ('stage_id.probability', '=', 0), ('stage_id.sequence', '&lt;=', 1)]"/>
 568                     <filter string="Won" name="won"
 569                             domain="['&amp;', ('stage_id.probability', '=', 100), ('stage_id.fold', '=', True)]"/>
 570                     <filter string="Lost" name="lost"
 571                             domain="['&amp;', ('stage_id.probability', '=', 0), ('stage_id.fold', '=', True)]"/>
 572                     <separator/>
 573                     <filter string="My Opportunities" name="assigned_to_me"
 574                             domain="[('user_id', '=', uid)]"
 575                             help="Opportunities that are assigned to me"/>
 576                     <filter string="Unassigned" name="unassigned"
 577                             domain="[('user_id','=', False)]" help="No salesperson"/>
 578                     <separator/>
 579                     <filter string="New Mail" name="message_unread" domain="[('message_unread','=',True)]"/>
 580                     <group expand="0" string="Group By" colspan="16">
 581                         <filter string="Salesperson" context="{'group_by':'user_id'}"/>
 582                         <filter string="Sales Team" context="{'group_by':'team_id'}" groups="base.group_multi_salesteams"/>
 583                         <filter string="Country" context="{'group_by':'country_id'}" />
 584                         <filter string="Company" context="{'group_by':'company_id'}" groups="base.group_multi_company"/>
 585                         <filter string="Stage" context="{'group_by':'stage_id'}"/>
 586                         <filter string="Campaign" domain="[]" context="{'group_by':'campaign_id'}"/>
 587                         <filter string="Channel" domain="[]" context="{'group_by':'medium_id'}"/>
 588                         <filter string="Source" domain="[]" context="{'group_by':'source_id'}"/>
 589                         <separator orientation="vertical" />
 590                         <filter string="Creation Month" context="{'group_by':'create_date:month'}" name="month"/>
 591                         <filter string="Expected Closing" context="{'group_by':'date_deadline'}"/>
 592                         <filter string="Lost Reason" context="{'group_by':'lost_reason'}"/>
 593                     </group>
 594                 </search>
 595             </field>
 596         </record>
 597
 598         <!--
 599             MASS MAILING
 600         -->
 601         <act_window name="Lead/Opportunity Mass Mail"
 602                 res_model="mail.compose.message"
 603                 src_model="crm.lead"
 604                 view_mode="form"
 605                 multi="True"
 606                 target="new"
 607                 key2="client_action_multi"
 608                 id="crm.action_lead_mass_mail"
 609                 context="{
 610                             'default_composition_mode': 'mass_mail',
 611                             'default_email_to':'{($object.email or \'\')|safe}',
 612                             'default_use_template': True,
 613                             'default_template_id': ref('crm.email_template_opportunity_mail'),
 614                         }"
 615                 groups="base.group_sale_salesman"
 616                 />
 617
 618         <!--Update of email_template defined in crm_lead_data, to add ref_ir_act_window
 619             allowing to have a well formed email template (context action considered as set). -->
 620         <record id="email_template_opportunity_mail" model="email.template">
 621             <field name="ref_ir_act_window" ref="crm.action_lead_mass_mail"/>
 622         </record>
 623
 624         <record id="action_mark_as_lost" model="ir.actions.server">
 625             <field name="name">Mark As Lost</field>
 626             <field name="model_id" ref="model_crm_lead"/>
 627             <field name="state">code</field>
 628             <field name="code">
 629                 if context.get('active_model') == 'crm.lead' and context.get('active_ids'):
 630                     self.case_mark_lost(cr, uid, context['active_ids'], context=context)
 631             </field>
 632         </record>
 633
 634         <record id="ir_mark_as_lost" model="ir.values">
 635             <field eval="'client_action_multi'" name="key2"/>
 636             <field eval="'crm.lead'" name="model"/>
 637             <field name="name">Mark As Lost</field>
 638             <field eval="'ir.actions.server,%d'%action_mark_as_lost" name="value"/>
 639         </record>
 640
 641     </data>
 642 </openerp>