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<?xml version="1.0"?>
<openerp >
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<data >
<!-- Opportunities Form View -->
<record model= "ir.ui.view" id= "crm_case_form_view_oppor" >
<field name= "name" > Opportunities</field>
<field name= "model" > crm.lead</field>
<field name= "type" > form</field>
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<field name= "priority" > 10</field>
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<field name= "arch" type= "xml" >
<form string= "Opportunities" >
<group colspan= "4" col= "7" >
<field name= "name" required= "1" string= "Opportunity" />
<label string= "Stage:" align= "1.0" />
<group colspan= "1" col= "4" >
<field name= "stage_id" nolabel= "1"
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on_change="onchange_stage_id(stage_id)"
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domain="[('object_id.model', '=', 'crm.lead'), ('section_ids', '=', section_id)]"/>
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<button name= "stage_previous"
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states="draft,open,pending" type="object"
icon="gtk-go-back" string="" />
<button name= "stage_next" states= "draft,open,pending"
type="object" icon="gtk-go-forward" string="" />
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</group>
<field name= "user_id" />
<button name= "action_makeMeeting" type= "object"
string="Schedule Meeting" icon="gtk-redo" />
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<field name= "planned_revenue" />
<field name= "probability" />
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<field name= "date_deadline" />
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<button string= "Schedule/Log Call"
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name="%(opportunity2phonecall_act)d" icon="terp-call-start" type="action" groups="base.group_extended"/>
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<newline />
<field name= "date_action" />
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<field name= "title_action" />
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<field name= "priority" string= "Priority" />
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<newline />
<field name= "type" invisible= "1" />
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</group>
<notebook colspan= "4" >
<page string= "Opportunity" >
<group col= "4" colspan= "2" >
<separator colspan= "4" string= "Contacts" />
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<group colspan= "2" >
<field name= "partner_id" select= "1"
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on_change="onchange_partner_id(partner_id, email_from)" string="Customer"
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colspan="2" />
<button name= "%(action_crm_lead2partner)d"
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icon="terp-partner" type="action"
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string="Create"
attrs="{'invisible':[('partner_id','!=',False)]}"/>
</group>
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<field name= "partner_address_id"
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string="Contact"
on_change="onchange_partner_address_id(partner_address_id, email_from)"
colspan="1" />
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<field name= "email_from" string= "Email" />
<field name= "phone" />
</group>
<group col= "2" colspan= "2" >
<separator colspan= "2" string= "Categorization" />
<field name= "section_id" colspan= "1" widget= "selection" />
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<field name= "categ_id" select= "1"
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string="Category" widget="selection"
domain="[('object_id.model', '=', 'crm.lead')]" />
</group>
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<separator colspan= "4" string= "Details" />
<field name= "description" nolabel= "1" colspan= "4" />
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<separator colspan= "4" />
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<group col= "10" colspan= "4" >
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<field name= "state" />
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<button name= "case_cancel" string= "Cancel"
states="draft" type="object"
icon="gtk-close" />
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<button name= "case_mark_lost" string= "Mark Lost"
states="open,pending" type="object"
icon="gtk-cancel" />
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<button name= "case_reset" string= "Reset to Draft"
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states="done,cancel" type="object"
icon="gtk-convert" />
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<button name= "case_open" string= "Open"
states="draft,pending" type="object"
icon="gtk-go-forward" />
<button name= "case_pending" string= "Pending"
states="draft,open" type="object"
icon="gtk-media-pause" />
<button name= "case_escalate" string= "Escalate"
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states="open,pending" type="object"
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groups="base.group_extended"
icon="gtk-go-up" />
<button name= "case_close" string= "Mark Won"
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states="open,pending" type="object"
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icon="gtk-apply" />
</group>
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</page>
<page string= "Lead" >
<group colspan= "2" col= "4" >
<separator string= "Contact" colspan= "4" col= "4" />
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<field name= "partner_name" string= "Customer Name" colspan= "4" />
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<newline />
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<field domain= "[('domain', '=', 'contact')]" name= "title" widget= "selection" />
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<field name= "function" />
<field name= "street" colspan= "4" />
<field name= "street2" colspan= "4" />
<field name= "zip" />
<field name= "city" />
<field name= "country_id" />
<field name= "state_id" />
</group>
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<group colspan= "2" col= "2" >
<separator string= "Communication" colspan= "2" />
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<field name= "fax" />
<field name= "mobile" />
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</group>
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<group colspan= "2" col= "2" >
<separator string= "Categorization" colspan= "2" />
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<field name= "type_id" widget= "selection" groups= "base.group_extended" />
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<field name= "channel_id" widget= "selection" />
</group>
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<group colspan= "2" col= "2" >
<separator string= "Mailings" colspan= "2" />
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<field name= "optin" />
<field name= "optout" />
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</group>
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</page>
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<page string= "History" groups= "base.group_extended" >
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<group colspan= "4" >
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<field colspan= "4" name= "email_cc" string= "Global CC" widget= "char" size= "512" />
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</group>
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<field name= "message_ids" colspan= "4" nolabel= "1" mode= "tree,form" >
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<tree string= "History" >
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<field name= "display_text" string= "History Information" />
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<field name= "history" invisible= "1" />
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<button
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string="Reply" attrs="{'invisible': [('history', '!=', True)]}"
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name="%(crm.action_crm_send_mail)d"
context="{'mail':'reply', 'model': 'crm.lead', 'include_original' : True}"
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icon="terp-mail-replied" type="action" />
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</tree>
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<form string= "History" >
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<group col= "4" colspan= "4" >
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<field name= "email_from" />
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<field name= "date" />
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<field name= "email_to" size= "512" />
<field name= "email_cc" size= "512" />
<field name= "name" colspan= "4" />
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<field name= "history" invisible= "1" />
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</group>
<notebook colspan= "4" >
<page string= "Details" >
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<group attrs= "{'invisible': [('history', '!=', True)]}" >
<field name= "description" colspan= "4" nolabel= "1" height= "250" />
<button colspan= "4"
string="Reply"
name="%(crm.action_crm_send_mail)d"
context="{'mail':'reply', 'model': 'crm.lead', 'include_original' : True}"
icon="terp-mail-replied" type="action" />
</group>
<group attrs= "{'invisible': [('history', '=', True)]}" >
<field name= "display_text" colspan= "4" nolabel= "1" height= "250" />
</group>
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</page>
<page string= "Attachments" >
<field name= "attachment_ids" colspan= "4" readonly= "1" nolabel= "1" />
</page>
</notebook>
</form>
</field>
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<button string= "Add Internal Note"
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name="%(crm.action_crm_add_note)d"
context="{'model': 'crm.lead' }"
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icon="terp-document-new" type="action" />
<button string= "Send New Email"
name="%(crm.action_crm_send_mail)d"
context="{'mail':'new', 'model': 'crm.lead'}"
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icon="terp-mail-message-new" type="action" />
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</page>
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<page string= "Extra Info" groups= "base.group_extended" >
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<group col= "2" colspan= "2" >
<separator string= "Dates" colspan= "2" />
<field name= "create_date" />
<field name= "write_date" />
<field name= "date_closed" />
<field name= "date_open" />
</group>
<group col= "2" colspan= "2" >
<separator string= "Misc" colspan= "2" />
<field name= "active" />
<field name= "day_open" />
<field name= "day_close" />
<field name= "referred" />
</group>
<separator colspan= "4" string= "References" />
<field name= "ref" />
<field name= "ref2" />
</page>
</notebook>
</form>
</field>
</record>
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<!-- Opportunities Tree View -->
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<record model= "ir.ui.view" id= "crm_case_tree_view_oppor" >
<field name= "name" > Opportunities Tree</field>
<field name= "model" > crm.lead</field>
<field name= "type" > tree</field>
<field name= "arch" type= "xml" >
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<tree string= "Opportunities" colors= "blue:state=='pending' and not(date_deadline and (date_deadline < current_date));gray:state in ('cancel', 'done');red:date_deadline and (date_deadline < current_date)" >
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<field name= "date_deadline" invisible= "1" />
<field name= "create_date" />
<field name= "name" string= "Opportunity" />
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<field name= "partner_id" string= "Customer" />
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<field name= "country_id" invisible= "context.get('invisible_country', True)" />
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<field name= "date_action" />
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<field name= "title_action" />
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<field name= "stage_id" />
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<field name= "channel_id" invisible= "1" />
<field name= "type_id" invisible= "1" />
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<button name= "stage_previous" string= "Previous Stage"
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states="open,pending" type="object" icon="gtk-go-back" />
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<button name= "stage_next" string= "Next Stage"
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states="open,pending" type="object"
icon="gtk-go-forward" />
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<field name= "planned_revenue" sum= "Expected Revenues" />
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<field name= "probability" widget= "progressbar" avg= "Avg. of Probability" />
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<field name= "section_id"
invisible="context.get('invisible_section', True)" />
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<field name= "user_id" />
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<field name= "priority" invisible= "1" />
<field name= "categ_id" invisible= "1" />
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<field name= "state" />
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<button name= "case_open" string= "Open"
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states="draft,pending" type="object"
icon="gtk-go-forward" />
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<button name= "case_pending" string= "Pending"
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states="open,draft" type="object"
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icon="gtk-media-pause" />
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<button name= "case_close" string= "Won"
states="open,draft,pending" type="object"
icon="gtk-apply" />
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</tree>
</field>
</record>
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<!-- Opportunities Graph View -->
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<record model= "ir.ui.view" id= "crm_case_graph_view_opportunity" >
<field name= "name" > CRM - Opportunity Graph</field>
<field name= "model" > crm.lead</field>
<field name= "type" > graph</field>
<field name= "arch" type= "xml" >
<graph string= "Opportunity by Categories" type= "bar" orientation= "horizontal" >
<field name= "categ_id" />
<field name= "planned_revenue" operator= "+" />
<field name= "state" group= "True" />
</graph>
</field>
</record>
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<!-- Opportunities Search View -->
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<record id= "view_crm_case_opportunities_filter" model= "ir.ui.view" >
<field name= "name" > CRM - Opportunities Search</field>
<field name= "model" > crm.lead</field>
<field name= "type" > search</field>
<field name= "arch" type= "xml" >
<search string= "Search Opportunities" >
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<filter icon= "terp-check"
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string="Current" help="Draft and Open Opportunities"
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name="current"
domain="[('state','in',('draft','open'))]"/>
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<filter icon= "terp-camera_test"
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string="Open" help="Open Opportunities"
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domain="[('state','=','open')]"/>
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<filter icon= "terp-gtk-media-pause"
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string="Pending" help="Pending Opportunities"
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domain="[('state','=','pending')]"/>
<separator orientation= "vertical" />
<field name= "name" string= "Opportunity" />
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<field name= "partner_id" string= "Customer" />
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<field name= "user_id" >
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<filter icon= "terp-personal-"
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domain="[('user_id','=', False)]"
help="Unassigned Opportunities" />
</field>
<field name= "section_id"
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default="context.get('section_id', False)"
context="{'invisible_section': False}"
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widget="selection">
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<filter icon= "terp-personal+" groups= "base.group_extended"
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domain="['|', ('section_id', '=', context.get('section_id')), '|', ('section_id.user_id','=',uid), ('section_id.member_ids', 'in', [uid])]"
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context="{'invisible_section': False}"
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help="My Sales Team(s)" />
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<filter icon= "terp-personal+" groups= "base.group_extended"
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context="{'invisible_section': False}"
domain="[]"
help="Show Sales Team"/>
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</field>
<newline />
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<group expand= "0" string= "Extended Filters..." groups= "base.group_extended" >
<field name= "stage_id" widget= "selection" domain= "[('object_id.model', '=', 'crm.lead')]" />
<field name= "categ_id" widget= "selection" domain= "[('object_id.model', '=', 'crm.lead')]" />
<separator orientation= "vertical" />
<field name= "country_id" context= "{'invisible_country': False}" >
<filter icon= "terp-personal+" context= "{'invisible_country': False}" help= "Show countries" />
</field>
<separator orientation= "vertical" />
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<field name= "email_from" />
<separator orientation= "vertical" />
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<field name= "company_id" widget= "selection" groups= "base.group_multi_company" />
<newline />
<field name= "create_date" string= "Creation Date" />
<field name= "date_closed" />
</group>
<newline />
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<group expand= "0" string= "Group By..." colspan= "16" >
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<filter string= "Salesman" icon= "terp-personal"
domain="[]" context="{'group_by':'user_id'}" />
<filter string= "Team" help= "Sales Team" icon= "terp-personal+" domain= "[]" context= "{'group_by':'section_id'}" />
<separator orientation= "vertical" />
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<filter string= "Stage" icon= "terp-stage" domain= "[]"
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context="{'group_by':'stage_id'}" />
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<filter string= "Priority" icon= "terp-rating-rated" domain= "[]"
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context="{'group_by':'priority'}" />
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<filter string= "Category" icon= "terp-stock_symbol-selection"
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domain="[]" context="{'group_by':'categ_id'}" />
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<filter string= "Campaign" icon= "terp-stock_symbol-selection"
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domain="[]" context="{'group_by':'type_id'}" groups="base.group_extended"/>
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<filter string= "Channel" icon= "terp-stock_symbol-selection"
domain="[]" context="{'group_by':'channel_id'}" />
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<filter string= "State" icon= "terp-stock_effects-object-colorize" domain= "[]" context= "{'group_by':'state'}" />
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<separator orientation= "vertical" />
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<filter string= "Creation" icon= "terp-go-month"
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domain="[]" context="{'group_by':'create_date'}" />
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<filter string= "Exp.Closing"
icon="terp-go-month"
help="Expected Closing" domain="[]"
context="{'group_by':'date_deadline'}" />
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</group>
</search>
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</field>
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</record>
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<!-- Opportunities Graph View -->
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<record model= "ir.ui.view" id= "crm_case_graph_view_opportunity" >
<field name= "name" > CRM - Opportunity Graph</field>
<field name= "model" > crm.lead</field>
<field name= "type" > graph</field>
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<field name= "arch" type= "xml" >
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<graph string= "Opportunity by Categories" type= "bar" orientation= "horizontal" >
<field name= "categ_id" />
<field name= "planned_revenue" operator= "+" />
<field name= "state" group= "True" />
</graph>
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</field>
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</record>
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</data>
</openerp>