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.case.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.case.stage</field>
  25             <field name="view_type">form</field>
  26             <field name="view_id" ref="crm.crm_case_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         <!-- Categories Form View -->
  44         <record id="crm_lead_categ_action" model="ir.actions.act_window">
  45             <field name="name">Sales Tags</field>
  46             <field name="res_model">crm.case.categ</field>
  47             <field name="view_type">form</field>
  48             <field name="view_id" ref="crm_case_categ_tree-view"/>
  49             <field name="context" eval="{'object_id': ref('model_crm_lead')}"/>
  50             <field name="domain">[('object_id.model', '=', 'crm.lead')]</field>
  51             <field name="help" type="html">
  52               <p class="oe_view_nocontent_create">
  53                 Click to define a new sales tag.
  54               </p><p>
  55                 Create specific tags that fit your company's activities
  56                 to better classify and analyse your leads and opportunities.
  57                 Such categories could for instance reflect your product
  58                 structure or the different types of sales you do.
  59               </p>
  60             </field>
  61         </record>
  62
  63         <menuitem action="crm_lead_categ_action"
  64             id="menu_crm_lead_categ" name="Sales Tags"
  65             parent="base.menu_crm_config_lead" sequence="1" groups="base.group_no_one"/>
  66
  67         <!--
  68             LEADS
  69         -->
  70         <act_window
  71                 id="act_crm_opportunity_crm_phonecall_new"
  72                 name="Phone calls"
  73                 groups="base.group_sale_salesman"
  74                 res_model="crm.phonecall"
  75                 view_mode="tree,calendar,form"
  76                 context="{'default_duration': 1.0 ,'default_opportunity_id': active_id}"
  77                 view_type="form"/>
  78
  79         <act_window
  80                 id="act_crm_opportunity_calendar_event_new"
  81                 name="Meetings"
  82                 res_model="calendar.event"
  83                 view_mode="tree,form,calendar"
  84                 context="{'default_duration': 4.0, 'default_opportunity_id': active_id}"
  85                 view_type="form"/>
  86
  87
  88         <!-- CRM Lead Form View  -->
  89         <record model="ir.ui.view" id="crm_case_form_view_leads">
  90         <field name="name">CRM - Leads Form</field>
  91         <field name="model">crm.lead</field>
  92         <field name="arch" type="xml">
  93             <form string="Leads Form">
  94                 <header>
  95                     <button name="%(crm.action_crm_lead2opportunity_partner)d" string="Convert to Opportunity" type="action"
  96                             help="Convert to Opportunity" class="oe_highlight"/>
  97                     <field name="stage_id" widget="statusbar" clickable="True"
  98                             domain="['&amp;', '|', ('case_default', '=', True), ('section_ids', '=', section_id), '|', ('type', '=', type), ('type', '=', 'both')]"
  99                             options="{'fold_field': 'fold'}"
 100                             on_change="onchange_stage_id(stage_id)"/>
 101                 </header>
 102                 <sheet>
 103                     <div class="oe_right oe_button_box" name="buttons">
 104                         <button class="oe_inline oe_stat_button" type="action"
 105                             context="{'default_opportunity_id': active_id, 'search_default_opportunity_id': active_id, 'default_partner_id': partner_id, 'default_duration': 1.0}"
 106                             name="%(crm.crm_case_categ_phone_incoming0)d" icon="fa-phone">
 107                             <div>Schedule/Log<br/>Calls</div>
 108                         </button>
 109                     </div>
 110                     <div class="oe_title">
 111                         <label for="name" class="oe_edit_only"/>
 112                         <h1><field name="name" placeholder="Describe the lead..."/></h1>
 113                     </div>
 114                     <group>
 115                         <group>
 116                             <field name="partner_name" string="Company Name"/>
 117                             <!-- Preload all the partner's information -->
 118                             <field name="partner_id" string="Customer"
 119                                 on_change="on_change_partner_id(partner_id)"
 120                                 options='{"create_name_field": "name"}'
 121                                 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_section_id': section_id}"/>
 122                             <label for="street" string="Address"/>
 123                             <div>
 124                                 <field name="street" placeholder="Street..."/>
 125                                 <field name="street2"/>
 126                                 <div class="address_format">
 127                                     <field name="city" placeholder="City" style="width: 40%%"/>
 128                                     <field name="state_id" on_change="onchange_state(state_id)" options='{"no_open": True}' placeholder="State" style="width: 24%%"/>
 129                                     <field name="zip" placeholder="ZIP" style="width: 34%%"/>
 130                                 </div>
 131                                 <field name="country_id" placeholder="Country" options='{"no_open": True}'/>
 132                             </div>
 133                         </group>
 134                         <group>
 135                             <label for="contact_name"/>
 136                             <div>
 137                                 <field name="contact_name" class="oe_inline"/><span attrs="{'invisible': [('title', '=', '')]}">, </span>
 138                                 <field name="title" placeholder="Title" domain="[('domain', '=', 'contact')]" class="oe_inline" options='{"no_open": True}'/>
 139                             </div>
 140                             <field name="email_from" widget="email"/>
 141                             <field name="function"/>
 142                             <field name="phone"/>
 143                             <field name="mobile"/>
 144                             <field name="fax"/>
 145                         </group>
 146                         <group>
 147                             <field name="user_id" on_change="on_change_user(user_id, context)"
 148                                 context="{'default_groups_ref': ['base.group_user', 'base.group_partner_manager', 'base.group_sale_salesman_all_leads'] }"/>
 149                             <label for="section_id" groups="base.group_multi_salesteams"/>
 150                             <div groups="base.group_multi_salesteams">
 151                                 <field name="section_id"/>
 152                                 <button name="case_escalate" string="Escalate"
 153                                         type="object" class="oe_link"
 154                                         attrs="{'invisible': ['|', ('section_id','=',False), ('probability', '=', 100)]}"/>
 155                             </div>
 156                             <field name="type" invisible="1"/>
 157                         </group>
 158                         <group>
 159                             <field name="priority" widget="priority"/>
 160                             <field name="categ_ids"
 161                                 widget="many2many_tags"
 162                                 domain="[('object_id.model','=','crm.lead')]"
 163                                 context="{'object_name': 'crm.lead'}"
 164                             />
 165                         </group>
 166                     </group>
 167                     <notebook colspan="4">
 168                     <page string="Internal Notes">
 169                         <field name="description"/>
 170                     </page>
 171                     <page string="Extra Info">
 172                         <group>
 173                             <group string="Categorization" groups="base.group_multi_company,base.group_no_one" name="categorization">
 174                                 <field name="company_id"
 175                                     groups="base.group_multi_company"
 176                                     widget="selection"/>
 177                             </group>
 178                             <group string="Mailings">
 179                                 <field name="opt_out"/>
 180                                 <field name="message_bounce"/>
 181                             </group>
 182                             <group string="Misc">
 183                                 <field name="probability" groups="base.group_no_one"/>
 184                                 <field name="active"/>
 185                                 <field name="referred"/>
 186                             </group>
 187                             <group>
 188                                 <field name="date_open" groups="base.group_no_one"/>
 189                                 <field name="date_closed" groups="base.group_no_one"/>
 190                             </group>
 191                         </group>
 192                     </page>
 193                     </notebook>
 194                 </sheet>
 195                 <div class="oe_chatter">
 196                     <field name="message_follower_ids" widget="mail_followers"/>
 197                     <field name="message_ids" widget="mail_thread"/>
 198                 </div>
 199             </form>
 200         </field>
 201         </record>
 202
 203         <!-- CRM Lead Graph View -->
 204         <record model="ir.ui.view" id="crm_case_graph_view_leads">
 205             <field name="name">Opportunities</field>
 206             <field name="model">crm.lead</field>
 207             <field name="arch" type="xml">
 208                 <graph string="Opportunities" type="bar">
 209                     <field name="stage_id" type="row"/>
 210                     <field name="planned_revenue" type="measure"/>
 211                 </graph>
 212             </field>
 213         </record>
 214
 215         <!-- CRM Lead Tree View -->
 216         <record model="ir.ui.view" id="crm_case_tree_view_leads">
 217             <field name="name">Leads</field>
 218             <field name="model">crm.lead</field>
 219             <field name="arch" type="xml">
 220                 <tree string="Leads" fonts="bold:message_unread==True" colors="grey:probability == 100">
 221                     <field name="date_deadline" invisible="1"/>
 222                     <field name="create_date"/>
 223                     <field name="name"/>
 224                     <field name="contact_name"/>
 225                     <field name="country_id"/>
 226                     <field name="email_from"/>
 227                     <field name="phone"/>
 228                     <field name="stage_id"/>
 229                     <field name="user_id" invisible="1"/>
 230                     <field name="partner_id" invisible="1"/>
 231                     <field name="section_id" groups="base.group_multi_salesteams"/>
 232                     <field name="probability" invisible="1"/>
 233                     <field name="campaign_id" invisible="1"/>
 234                     <field name="referred" invisible="1"/>
 235                     <field name="medium_id" invisible="1"/>
 236                     <field name="message_unread" invisible="1"/>
 237                 </tree>
 238             </field>
 239         </record>
 240
 241
 242         <!-- CRM Lead Calendar View -->
 243         <record model="ir.ui.view" id="crm_case_calendar_view_leads">
 244             <field name="name">CRM - Leads Calendar</field>
 245             <field name="model">crm.lead</field>
 246             <field name="priority" eval="2"/>
 247             <field name="arch" type="xml">
 248                 <calendar string="Leads Generation"
 249                     date_start="date_action" color="user_id">
 250                     <field name="name"/>
 251                     <field name="partner_name"/>
 252                 </calendar>
 253             </field>
 254         </record>
 255
 256         <!-- CRM Lead Kanban View  -->
 257         <record model="ir.ui.view" id="crm_case_kanban_view_leads">
 258             <field name="name">CRM - Leads Kanban</field>
 259             <field name="model">crm.lead</field>
 260             <field name="arch" type="xml">
 261                 <kanban default_group_by="stage_id">
 262                     <field name="stage_id"/>
 263                     <field name="color"/>
 264                     <field name="priority"/>
 265                     <field name="planned_revenue" sum="Expected Revenues"/>
 266                     <field name="user_email"/>
 267                     <field name="user_id"/>
 268                     <field name="partner_address_email"/>
 269                     <field name="message_summary"/>
 270                     <field name="message_unread"/>
 271                     <templates>
 272                         <field name="date_deadline"/>
 273                         <t t-name="kanban-box">
 274                             <div t-attf-class="oe_kanban_color_#{kanban_getcolor(record.color.raw_value)} oe_kanban_card oe_kanban_global_click">
 275                                 <div class="oe_dropdown_toggle oe_dropdown_kanban">
 276                                     <span class="oe_e">í</span>
 277                                     <ul class="oe_dropdown_menu">
 278                                         <t t-if="widget.view.is_action_enabled('edit')"><li><a type="edit">Edit...</a></li></t>
 279                                         <t t-if="widget.view.is_action_enabled('delete')"><li><a type="delete">Delete</a></li></t>
 280                                         <li><a name="%(mail.action_email_compose_message_wizard)d" type="action">Send Email</a></li>
 281                                         <li><a type="action" name="%(crm.crm_case_categ_phone_incoming0)d" >Calls</a></li>
 282                                         <li><a name="action_schedule_meeting" type="object">Schedule Meeting</a></li>
 283                                         <li><ul class="oe_kanban_colorpicker" data-field="color"/></li>
 284                                     </ul>
 285                                 </div>
 286                                 <div class="oe_kanban_content">
 287                                     <div>
 288                                         <b><field name="name"/></b>
 289                                         <t t-if="record.planned_revenue.raw_value">
 290                                             - <b><t t-esc="record.planned_revenue.value"/>
 291                                             <field name="company_currency"/></b>
 292                                         </t>
 293                                     </div>
 294                                     <div>
 295                                         <field name="partner_id"/>
 296                                     </div>
 297                                     <div style="padding-left: 0.5em">
 298                                         <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>
 299                                         <span t-attf-class="#{red || ''}"><field name="date_action"/></span>
 300                                         <t t-if="record.date_action.raw_value"> : </t>
 301                                         <field name="title_action"/>
 302                                     </div>
 303                                     <div class="oe_kanban_bottom_right">
 304                                         <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"/>
 305                                         <div class="pull-left" groups="base.group_user">
 306                                             <field name="priority" widget="priority"/>
 307                                         </div>
 308                                     </div>
 309                                     <div class="oe_kanban_footer_left">
 310                                         <t t-raw="record.message_summary.raw_value"/>
 311                                     </div>
 312                                 </div>
 313                                 <div class="oe_clear"></div>
 314                             </div>
 315                         </t>
 316                     </templates>
 317                 </kanban>
 318             </field>
 319         </record>
 320
 321         <!-- CRM Lead Search View -->
 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="arch" type="xml">
 326                 <search string="Search Leads">
 327                     <field name="name" string="Lead / Customer" filter_domain="['|','|','|',('partner_name','ilike',self),('email_from','ilike',self),('contact_name','ilike',self),('name','ilike',self)]"/>
 328                     <field name="categ_ids" string="Tag" filter_domain="[('categ_ids', 'ilike', self)]"/>
 329                     <field name="section_id" groups="base.group_multi_salesteams"/>
 330                     <field name="user_id"/>
 331                     <field name="partner_id" operator="child_of"/>
 332                     <field name="create_date"/>
 333                     <field name="country_id"/>
 334                     <separator/>
 335                     <filter string="My Leads"
 336                             domain="[('user_id','=',uid)]"
 337                             help="Leads that are assigned to me"/>
 338                     <filter string="Unassigned" name="unassigned"
 339                             domain="[('user_id','=', False)]"
 340                             help="No salesperson"/>
 341                     <separator />
 342                     <filter string="New Mail" name="message_unread" domain="[('message_unread','=',True)]"/>
 343                     <separator />
 344                     <filter string="Available for mass mailing"
 345                             name='not_opt_out' domain="[('opt_out', '=', False)]"
 346                             help="Leads that did not ask not to be included in mass mailing campaigns"/>
 347                     <group expand="0" string="Group By">
 348                         <filter string="Salesperson" domain="[]" context="{'group_by':'user_id'}"/>
 349                         <filter string="Sales Team" domain="[]" context="{'group_by':'section_id'}" groups="base.group_multi_salesteams"/>
 350                         <filter string="Stage" domain="[]" context="{'group_by':'stage_id'}"/>
 351                         <filter string="Customer" help="Partner" domain="[]" context="{'group_by':'partner_id'}"/>
 352                         <filter string="Campaign"  domain="[]" context="{'group_by':'campaign_id'}"/>
 353                         <filter string="Source"  domain="[]" context="{'group_by':'source_id'}"/>
 354                         <filter string="Channel"  domain="[]" context="{'group_by':'medium_id'}"/>
 355                         <filter string="Creation Month" domain="[]" context="{'group_by':'create_date'}"/>
 356                         <filter string="Last Message" name="group_message_last_post" domain="[]" context="{'group_by':'message_last_post:week'}"/>
 357                     </group>
 358                 </search>
 359             </field>
 360         </record>
 361
 362
 363         <!--
 364             OPPORTUNITY
 365         -->
 366
 367         <!-- Opportunities Form View -->
 368         <record model="ir.ui.view" id="crm_case_form_view_oppor">
 369             <field name="name">Opportunities</field>
 370             <field name="model">crm.lead</field>
 371             <field name="priority">20</field>
 372             <field name="arch" type="xml">
 373                 <form string="Opportunities">
 374                     <header>
 375                         <button name="case_mark_won" string="Mark Won" type="object" class="oe_highlight"/>
 376                         <button name="case_mark_lost" string="Mark Lost" type="object" class="oe_highlight"/>
 377                         <field name="stage_id" widget="statusbar" clickable="True"
 378                             options="{'fold_field': 'fold'}"
 379                             domain="['&amp;', ('section_ids', '=', section_id), '|', ('type', '=', type), ('type', '=', 'both')]"/>
 380                     </header>
 381                     <sheet>
 382                         <div class="oe_right oe_button_box">
 383                             <button class="oe_inline oe_stat_button" type="action"
 384                                 name="%(crm.crm_case_categ_phone_incoming0)d" icon="fa-phone"
 385                                 context="{'default_opportunity_id': active_id, 'search_default_opportunity_id': active_id, 'default_partner_id': partner_id, 'default_duration': 1.0}">
 386                                 <div>Schedule/Log<br/>Calls</div>
 387                             </button>
 388                             <button class="oe_inline oe_stat_button" type="object"
 389                                 context="{'partner_id': partner_id}"
 390                                 name="action_schedule_meeting" icon="fa-calendar">
 391                                 <field string="Meetings" name="meeting_count" widget="statinfo"/>
 392                             </button>
 393                         </div>
 394                         <div class="oe_title">
 395                             <label for="name" class="oe_edit_only"/>
 396                             <h1><field name="name"/></h1>
 397                             <label for="planned_revenue" class="oe_edit_only"/>
 398                             <h2>
 399                                 <field name="company_currency" invisible="1"/>
 400                                 <field name="planned_revenue" class="oe_inline" widget='monetary' options="{'currency_field': 'company_currency'}"/>
 401                                 <span class="oe_grey"> at </span>
 402                                 <field name="probability" class="oe_inline" widget="integer"/>%%
 403                             </h2>
 404                         </div>
 405                         <group>
 406                             <group>
 407                                 <field name="partner_id"
 408                                     on_change="on_change_partner_id(partner_id)"
 409                                     string="Customer"
 410                                     context="{'default_name': partner_name, 'default_email': email_from, 'default_phone': phone}"/>
 411                                 <field name="email_from" string="Email" widget="email"/>
 412                                 <field name="phone"/>
 413                             </group>
 414
 415                             <group>
 416                                 <label for="title_action"/>
 417                                 <div>
 418                                     <field name="date_action" nolabel="1"/> <label string="-" attrs="{'invisible': ['|', ('date_action', '=', False), ('title_action', '=', False)]}"/>
 419                                     <field name="title_action" class="oe_inline" nolabel="1" placeholder="e.g. Call for proposal"/>
 420                                 </div>
 421                                 <field name="date_deadline"/>
 422                                 <field name="priority" widget="priority"/>
 423                             </group>
 424
 425                             <group>
 426                                 <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']}"/>
 427                                 <label for="section_id" groups="base.group_multi_salesteams"/>
 428                                 <div groups="base.group_multi_salesteams">
 429                                     <field name="section_id" widget="selection"/>
 430                                     <button name="case_escalate" string="Escalate" type="object" class="oe_link"
 431                                             attrs="{'invisible': ['|', ('section_id','=',False), ('probability', '=', 100)]}"/>
 432                                 </div>
 433                             </group>
 434                             <group>
 435                                 <field name="categ_ids"
 436                                     widget="many2many_tags"
 437                                     context="{'object_name': 'crm.lead'}"
 438                                     domain="[('object_id.model', '=', 'crm.lead')]"/>
 439
 440                             </group>
 441                         </group>
 442
 443                         <notebook colspan="4">
 444                         <page string="Internal Notes">
 445                             <field name="description"/>
 446                         </page>
 447                         <page string="Lead">
 448                             <group>
 449                                 <group>
 450                                     <field name="partner_name"/>
 451                                     <label for="street" string="Address"/>
 452                                     <div>
 453                                         <field name="street" placeholder="Street..."/>
 454                                         <field name="street2"/>
 455                                         <div class="address_format">
 456                                             <field name="city" placeholder="City" style="width: 40%%"/>
 457                                             <field name="state_id" options='{"no_open": True}' on_change="onchange_state(state_id)" placeholder="State" style="width: 24%%"/>
 458                                             <field name="zip" placeholder="ZIP" style="width: 34%%"/>
 459                                         </div>
 460                                         <field name="country_id" placeholder="Country" options='{"no_open": True}'/>
 461                                     </div>
 462                                 </group>
 463
 464                                 <group>
 465                                     <label for="contact_name"/>
 466                                     <div>
 467                                         <field name="contact_name" class="oe_inline"/>
 468                                         <field name="title" placeholder="Title" domain="[('domain', '=', 'contact')]" options='{"no_open": True}' class="oe_inline"/>
 469                                     </div>
 470                                     <field name="function"/>
 471                                     <field name="mobile"/>
 472                                     <field name="fax"/>
 473                                 </group>
 474                                 <group string="Mailings" name="mailings">
 475                                     <field name="opt_out"/>
 476                                 </group>
 477                                 <group string="Misc">
 478                                     <field name="active"/>
 479                                     <field name="day_open" groups="base.group_no_one"/>
 480                                     <field name="day_close" groups="base.group_no_one"/>
 481                                     <field name="referred"/>
 482                                     <field name="type" invisible="1"/>
 483                                 </group>
 484                                 <group string="References">
 485                                     <field name="ref"/>
 486                                     <field name="ref2"/>
 487                                 </group>
 488                             </group>
 489                         </page>
 490                         <page string="Fund Raising" groups="crm.group_fund_raising">
 491                             <group>
 492                                 <field name="payment_mode" widget="selection"/>
 493                                 <field name="planned_cost"/>
 494                             </group>
 495                         </page>
 496                         </notebook>
 497                     </sheet>
 498                     <div class="oe_chatter">
 499                         <field name="message_follower_ids" widget="mail_followers"/>
 500                         <field name="message_ids" widget="mail_thread"/>
 501                     </div>
 502                 </form>
 503             </field>
 504         </record>
 505
 506         <!-- Opportunities Tree View -->
 507         <record model="ir.ui.view" id="crm_case_tree_view_oppor">
 508             <field name="name">Opportunities Tree</field>
 509             <field name="model">crm.lead</field>
 510             <field name="arch" type="xml">
 511                 <tree string="Opportunities" fonts="bold:message_unread==True" colors="gray:probability == 100;red:date_deadline and (date_deadline &lt; current_date)">
 512                     <field name="date_deadline" invisible="1"/>
 513                     <field name="create_date"/>
 514                     <field name="name" string="Opportunity"/>
 515                     <field name="partner_id" string="Customer"/>
 516                     <field name="country_id"/>
 517                     <field name="date_action"/>
 518                     <field name="title_action"/>
 519                     <field name="medium_id" invisible="1"/>
 520                     <field name="campaign_id" invisible="1"/>
 521                     <field name="source_id" invisible="1"/>
 522                     <field name="stage_id"/>
 523                     <field name="planned_revenue" sum="Expected Revenues"/>
 524                     <field name="probability" avg="Avg. of Probability"/>
 525                     <field name="section_id" groups="base.group_multi_salesteams"/>
 526                     <field name="user_id"/>
 527                     <field name="referred" invisible="1"/>
 528                     <field name="priority" invisible="1"/>
 529                     <field name="message_unread" invisible="1"/>
 530                     <field name="probability" invisible="1"/>
 531                     <field name="write_date" invisible="1"/>
 532                 </tree>
 533             </field>
 534         </record>
 535
 536         <!-- Opportunities Search View -->
 537         <record id="view_crm_case_opportunities_filter" model="ir.ui.view">
 538             <field name="name">CRM - Opportunities Search</field>
 539             <field name="model">crm.lead</field>
 540             <field name="arch" type="xml">
 541                 <search string="Search Opportunities">
 542                     <field name="name" string="Opportunity" filter_domain="['|','|','|',('partner_id','ilike',self),('partner_name','ilike',self),('email_from','ilike',self),('name', 'ilike', self)]"/>
 543                     <field name="categ_ids" string="Tag" filter_domain="[('categ_ids', 'ilike', self)]"/>
 544                     <field name="section_id" groups="base.group_multi_salesteams"/>
 545                     <field name="user_id"/>
 546                     <field name="partner_id" operator="child_of"/>
 547                     <field name="stage_id" domain="[]"/>
 548                     <field name="probability"/>
 549                     <separator/>
 550                     <filter string="New" name="new"
 551                             domain="['&amp;', ('stage_id.probability', '=', 0), ('stage_id.sequence', '&lt;=', 1)]"/>
 552                     <filter string="Won" name="won"
 553                             domain="['&amp;', ('stage_id.probability', '=', 100), ('stage_id.fold', '=', True)]"/>
 554                     <filter string="Lost" name="lost"
 555                             domain="['&amp;', ('stage_id.probability', '=', 0), ('stage_id.fold', '=', True)]"/>
 556                     <separator/>
 557                     <filter string="My Opportunities" name="assigned_to_me"
 558                             domain="[('user_id', '=', uid)]"
 559                             help="Opportunities that are assigned to me"/>
 560                     <filter string="Unassigned" name="unassigned"
 561                             domain="[('user_id','=', False)]" help="No salesperson"/>
 562                     <separator/>
 563                     <filter string="New Mail" name="message_unread" domain="[('message_unread','=',True)]"/>
 564                     <group expand="0" string="Group By" colspan="16">
 565                         <filter string="Salesperson" context="{'group_by':'user_id'}"/>
 566                         <filter string="Sales Team" context="{'group_by':'section_id'}" groups="base.group_multi_salesteams"/>
 567                         <filter string="Country" context="{'group_by':'country_id'}" />
 568                         <filter string="Company" context="{'group_by':'company_id'}" groups="base.group_multi_company"/>
 569                         <filter string="Stage" context="{'group_by':'stage_id'}"/>
 570                         <filter string="Campaign" domain="[]" context="{'group_by':'campaign_id'}"/>
 571                         <filter string="Channel" domain="[]" context="{'group_by':'medium_id'}"/>
 572                         <filter string="Source" domain="[]" context="{'group_by':'source_id'}"/>
 573                         <separator orientation="vertical" />
 574                         <filter string="Creation Month" context="{'group_by':'create_date:month'}" name="month"/>
 575                         <filter string="Expected Closing" context="{'group_by':'date_deadline'}"/>
 576                     </group>
 577                 </search>
 578             </field>
 579         </record>
 580
 581         <!--
 582             MASS MAILING
 583         -->
 584         <act_window name="Lead/Opportunity Mass Mail"
 585                 res_model="mail.compose.message"
 586                 src_model="crm.lead"
 587                 view_mode="form"
 588                 multi="True"
 589                 target="new"
 590                 key2="client_action_multi"
 591                 id="crm.action_lead_mass_mail"
 592                 context="{
 593                             'default_composition_mode': 'mass_mail',
 594                             'default_email_to':'{($object.email or \'\')|safe}',
 595                             'default_use_template': True,
 596                             'default_template_id': ref('crm.email_template_opportunity_mail'),
 597                         }"
 598                 groups="base.group_sale_salesman"
 599                 />
 600
 601         <!--Update of email_template defined in crm_lead_data, to add ref_ir_act_window
 602             allowing to have a well formed email template (context action considered as set). -->
 603         <record id="email_template_opportunity_mail" model="email.template">
 604             <field name="ref_ir_act_window" ref="crm.action_lead_mass_mail"/>
 605         </record>
 606
 607         <record id="action_mark_as_lost" model="ir.actions.server">
 608             <field name="name">Mark As Lost</field>
 609             <field name="model_id" ref="model_crm_lead"/>
 610             <field name="state">code</field>
 611             <field name="code">
 612                 if context.get('active_model') == 'crm.lead' and context.get('active_ids'):
 613                     self.case_mark_lost(cr, uid, context['active_ids'], context=context)
 614             </field>
 615         </record>
 616
 617         <record id="ir_mark_as_lost" model="ir.values">
 618             <field eval="'client_action_multi'" name="key2"/>
 619             <field eval="'crm.lead'" name="model"/>
 620             <field name="name">Mark As Lost</field>
 621             <field eval="'ir.actions.server,%d'%action_mark_as_lost" name="value"/>
 622         </record>
 623
 624     </data>
 625 </openerp>