[imp] crm pportunity form new layout
bzr revid: fp@openerp.com-20120603114624-z6nmanx7bf1l4gol
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commit
1703d75165
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@ -189,7 +189,7 @@ class crm_lead(base_stage, osv.osv):
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select=True, help="Optional linked partner, usually after conversion of the lead"),
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'id': fields.integer('ID', readonly=True),
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'name': fields.char('Name', size=64, select=1),
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'name': fields.char('Subject', size=64, select=1),
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'active': fields.boolean('Active', required=False),
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'date_action_last': fields.datetime('Last Action', readonly=1),
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'date_action_next': fields.datetime('Next Action', readonly=1),
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@ -78,7 +78,7 @@
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</div>
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<sheet layout="auto">
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<group colspan="4" col="7">
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<field name="name" required="1" string="Subject"/>
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<field name="name"/>
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<field name="priority"/>
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<field name="categ_id"
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widget="selection"
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@ -171,7 +171,7 @@
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<field name="needaction_pending" invisible="1"/>
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<field name="date_deadline" invisible="1"/>
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<field name="create_date" groups="base.group_no_one"/>
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<field name="name" string="Subject"/>
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<field name="name"/>
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<field name="contact_name"/>
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<field name="country_id" invisible="context.get('invisible_country', True)" />
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<field name="email_from"/>
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@ -376,134 +376,129 @@
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<field name="type">form</field>
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<field name="priority">20</field>
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<field name="arch" type="xml">
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<form string="Opportunities" layout="manual">
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<div class="oe_form_topbar oe_form_topbar_hifirst">
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<button name="case_open" string="Open" type="object"
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states="draft"/>
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<button name="case_mark_won" string="Mark Won" type="object"
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states="draft,open"/>
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<button name="case_mark_lost" string="Mark Lost" type="object"
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states="draft,open"/>
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<button name="case_reset" string="Reset to Draft" type="object"
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states="cancel"/>
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<button name="case_escalate" string="Escalate" type="object"
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states="open"/>
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<button name="stage_previous" string="Previous" type="object"
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states="open" icon="gtk-go-back" context="{'stage_type': 'opportunity'}"/>
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<button name="stage_next" string="Next" type="object"
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states="open" icon="gtk-go-forward" context="{'stage_type': 'opportunity'}"/>
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<div class="oe_right">
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<field name="stage_id" nolabel="1" widget="statusbar"
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on_change="onchange_stage_id(stage_id)"/>
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</div>
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<div class="oe_clear"/>
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</div>
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<sheet layout="auto">
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<group colspan="4" col="2" width="auto">
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<field name="name" required="1" nolabel="1" class="oe_form_title"/>
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<div class="oe_text_right">
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<form string="Opportunities" validate="0">
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<header class="oe_form_topbar_hifirst">
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<button name="case_mark_won" string="Mark Won" states="open,pending" type="object" />
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<button name="case_open" string="Open" states="draft,pending" type="object" />
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<button name="case_pending" string="Pending" states="draft,open" type="object" />
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<button name="case_escalate" string="Escalate" states="open,pending" type="object" />
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<button name="case_mark_lost" string="Mark Lost" states="open,pending" type="object" />
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<button name="case_reset" string="Reset to Draft" states="done,cancel" type="object" />
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<button name="case_cancel" string="Cancel" states="draft" type="object" />
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<field name="state" nolabel="1" widget="statusbar" statusbar_visible="draft,open,done" statusbar_colors='{"pending":"blue"}'/>
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</header>
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<sheet>
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<div class="oe_right oe_form_button_box">
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<button string="Schedule/Log Call"
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name="%(opportunity2phonecall_act)d" icon="terp-call-start"
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name="%(opportunity2phonecall_act)d"
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type="action"/>
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<button string="Schedule Meeting" icon="gtk-redo"
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<button string="Schedule Meeting"
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name="action_makeMeeting"
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type="object"/>
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</div>
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</group>
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<group colspan="4" col="4" class="oe_form_group_label_border" style="margin-top: 20px;">
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<field name="user_id"/>
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<field name="planned_revenue"/>
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<field name="date_action"/>
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<field name="date_deadline"/>
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<div class="oe_form_title">
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<label for="name" class="oe_form_readonly_hidden"/>
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<h1><field name="name"/></h1>
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<field name="title_action"/>
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<field name="probability"/>
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<label for="planned_revenue" class="oe_form_readonly_hidden"/>
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<h2>
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<field name="planned_revenue" class="oe_form_inline"/>
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<field name="company_currency" class="oe_form_readonly_hidden oe_form_inline"/> at
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<field name="probability" class="oe_form_inline"/> % success rate
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</h2>
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</div>
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<group>
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<group>
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<field name="partner_id"
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on_change="onchange_partner_id(partner_id, email_from)"
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string="Customer"
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context="{'default_name': partner_name, 'default_email': email_from, 'default_phone': phone}"/>
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<field name="email_from" string="Email"/>
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<field name="phone"/>
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</group>
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<group>
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<label for="title_action"/>
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<div>
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<field name="date_action" nolabel="1"/> -
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<field name="title_action" class="oe_form_inline" nolabel="1" placeholder="Call for proposal"/>
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</div>
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<field name="date_deadline"/>
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<field name="priority"/>
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</group>
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<group>
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<field name="user_id"/>
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<field name="section_id" colspan="1" widget="selection"/>
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</group>
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<group>
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<field name="categ_id" select="1"
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string="Category" widget="selection"
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domain="[('object_id.model', '=', 'crm.lead')]" />
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<field name="type" invisible="1"/>
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</group>
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<notebook colspan="4">
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<page string="Opportunity">
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<group col="4" colspan="2">
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<separator colspan="4" string="Contacts"/>
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<group colspan="2" col="3" class="oe_form_group_label_border">
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<field width="80%%" name="partner_id" select="1"
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on_change="onchange_partner_id(partner_id, email_from)" string="Customer"/>
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<button name="%(action_crm_lead2partner)d"
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icon="terp-partner" type="action"
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string="Create"
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attrs="{'invisible':[('partner_id','!=',False)]}"/>
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<field name="phone" colspan="3"/>
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<field width="80%%" name="email_from" string="Email"/>
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<button string="Mail"
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name="%(mail.action_email_compose_message_wizard)d"
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context="{'mail':'new', 'model': 'crm.lead'}"
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icon="terp-mail-message-new" type="action" />
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</group>
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</group>
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<group col="2" colspan="2" class="oe_form_group_label_border">
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<separator colspan="2" string="Category"/>
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<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"
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domain="[('object_id.model', '=', 'crm.lead')]" />
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<field name="state"/>
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<field name="priority"/>
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</group>
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<separator colspan="4" string="Details"/>
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<field name="description" nolabel="1" colspan="4"/>
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</page>
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<page string="Lead">
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<separator string="Contact" colspan="4"/>
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<group colspan="4" col="4" class="oe_form_group_label_border">
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<field name="partner_name" string="Customer Name" colspan="4"/>
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</group>
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<group colspan="2" col="2" class="oe_form_group_label_border">
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<field domain="[('domain', '=', 'contact')]" name="title" widget="selection"/>
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<field name="fax"/>
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<field name="street"/>
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<field name="zip"/>
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<field name="country_id"/>
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</group>
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<group colspan="2" col="2" class="oe_form_group_label_border">
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<field name="function" />
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<field name="mobile"/>
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<field name="street2"/>
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<field name="city"/>
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<field name="state_id"/>
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</group>
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<!--<button string="Mail"
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name="%(mail.action_email_compose_message_wizard)d"
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context="{'mail':'new', 'model': 'crm.lead'}"
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icon="terp-mail-message-new" type="action" />-->
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<group colspan="2" col="2" class="oe_form_group_label_border">
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<separator string="Categorization" colspan="2"/>
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<field name="type_id" widget="selection"/>
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<field name="channel_id" widget="selection"/>
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</group>
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<group colspan="2" col="2" class="oe_form_group_label_border">
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<separator string="Mailings" colspan="2"/>
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<field name="opt_in" on_change="on_change_opt_in(opt_in)"/>
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<field name="opt_out" on_change="on_change_opt_out(opt_out)"/>
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</group>
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</page>
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<page string="Extra Info">
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<group col="2" colspan="2" class="oe_form_group_label_border">
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<separator string="Misc" colspan="2"/>
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<field name="active"/>
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<field name="day_open" groups="base.group_no_one"/>
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<field name="day_close" groups="base.group_no_one"/>
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<field name="referred"/>
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</group>
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<group col="2" colspan="2" class="oe_form_group_label_border">
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<separator colspan="4" string="References"/>
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<field name="ref"/>
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<field name="ref2"/>
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</group>
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</page>
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</notebook>
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<notebook colspan="4">
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<page string="Internal Notes">
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<field name="description"/>
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</page>
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<page string="Lead">
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<group>
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<group>
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<field name="partner_name"/>
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<label for="street" string="Address"/>
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<div>
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<field name="street" placeholder="Street..."/>
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<field name="street2" placeholder="street optional second line"/>
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<div>
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<field name="zip" class="oe_form_inline" placeholder="ZIP"/>
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<field name="city" class="oe_form_inline" placeholder="City"/>
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</div>
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<field name="state_id" placeholder="State"/>
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<field name="country_id" placeholder="Country"/>
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</div>
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</group>
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<group>
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<field name="contact_name" />
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<field name="function" />
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<field domain="[('domain', '=', 'contact')]" name="title"/>
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<field name="mobile"/>
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<field name="fax"/>
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</group>
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<group string="Categorization">
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<field name="type_id" widget="selection"/>
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<field name="channel_id" widget="selection"/>
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</group>
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<group string="Mailings">
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<field name="opt_in" on_change="on_change_opt_in(opt_in)"/>
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<field name="opt_out" on_change="on_change_opt_out(opt_out)"/>
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</group>
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<group string="Misc">
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<field name="active"/>
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<field name="day_open" groups="base.group_no_one"/>
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<field name="day_close" groups="base.group_no_one"/>
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<field name="referred"/>
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</group>
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<group string="References">
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<field name="ref"/>
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<field name="ref2"/>
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</group>
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</group>
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</page>
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</notebook>
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</sheet>
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<div class="oe_form_bottom">
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<field name="message_ids" colspan="4" widget="ThreadView" nolabel="1"/>
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</div>
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<footer>
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<field name="message_ids" widget="ThreadView"/>
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</footer>
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</form>
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</field>
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</record>
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