addons/crm/crm_lead_view.xml

   1 <?xml version="1.0"?>
   2 <openerp>
   3     <data>
   4
   5         <!--
   6             CRM CASE STAGE
   7             -->
   8
   9         <!-- Stage Search view -->
  10         <record id="crm_lead_stage_search" model="ir.ui.view">
  11             <field name="name">Stage - Search</field>
  12             <field name="model">crm.case.stage</field>
  13             <field name="type">search</field>
  14             <field name="arch" type="xml">
  15                 <search string="Stage Search">
  16                     <field name="name"/>
  17                     <field name="state"/>
  18                     <field name="type"/>
  19                 </search>
  20             </field>
  21         </record>
  22
  23         <!-- Stage Form view -->
  24         <record id="crm_lead_stage_act" model="ir.actions.act_window">
  25             <field name="name">Stages</field>
  26             <field name="res_model">crm.case.stage</field>
  27             <field name="view_type">form</field>
  28             <field name="view_id" ref="crm.crm_case_stage_tree"/>
  29             <field name="help">Add specific stages to leads and opportunities allowing your sales to better organise their sales pipeline. Stages will allow them to easily track how a specific lead or opportunity is positioned in the sales cycle.</field>
  30         </record>
  31
  32         <menuitem action="crm_lead_stage_act" id="menu_crm_lead_stage_act" name="Stages" sequence="0" parent="base.menu_crm_config_lead" />
  33
  34         <!--
  35             LEADS/OPPORTUNITIES CATEGORIES
  36             -->
  37
  38         <!-- Categories Form View -->
  39         <record id="crm_lead_categ_action" model="ir.actions.act_window">
  40             <field name="name">Categories</field>
  41             <field name="res_model">crm.case.categ</field>
  42             <field name="view_type">form</field>
  43             <field name="view_id" ref="crm_case_categ_tree-view"/>
  44             <field name="context" eval="{'object_id': ref('model_crm_lead')}"/>
  45             <field name="domain">[('object_id.model', '=', 'crm.lead')]</field>
  46             <field name="help">Create specific categories that fit your company's activities to better classify and analyse your leads and opportunities. Such categories could for instance reflect your product structure or the different types of sales you do.</field>
  47         </record>
  48
  49         <menuitem action="crm_lead_categ_action"
  50             id="menu_crm_lead_categ" name="Categories"
  51             parent="base.menu_crm_config_lead" sequence="1" groups="base.group_no_one"/>
  52
  53         <!--
  54             LEADS
  55             -->
  56
  57         <!-- CRM Lead Form View  -->
  58         <record model="ir.ui.view" id="crm_case_form_view_leads">
  59         <field name="name">CRM - Leads Form</field>
  60         <field name="model">crm.lead</field>
  61         <field name="type">form</field>
  62         <field name="arch" type="xml">
  63             <form string="Leads Form" layout="manual">
  64                 <div class="oe_form_topbar">
  65                     <button name="%(crm.action_crm_lead2opportunity_partner)d" string="Convert to Opportunity" type="action"
  66                             states="draft,open,pending" help="Convert to Opportunity"/>
  67                     <button name="case_escalate" string="Escalate" type="object"
  68                             states="draft,open,pending"/>
  69                     <button name="case_reset" string="Reset" type="object"
  70                             states="cancel"/>
  71                     <button name="case_cancel" string="Cancel" type="object"
  72                             states="draft,open,pending"/>
  73                     <div class="oe_right">
  74                         <field name="stage_id" nolabel="1" widget="statusbar"
  75                             on_change="onchange_stage_id(stage_id)"/>
  76                     </div>
  77                     <div class="oe_clear"/>
  78                 </div>
  79                 <sheet layout="auto">
  80                 <group colspan="4" col="7">
  81                     <field name="name"/>
  82                     <field name="priority"/>
  83                     <field name="categ_id"
  84                         widget="selection"
  85                         domain="[('object_id.model','=','crm.lead')]"/>
  86                     <newline />
  87                     <field name="user_id" />
  88                     <field name="section_id" widget="selection" />
  89                     <field name="type" invisible="1"/>
  90                 </group>
  91                 <notebook colspan="4">
  92                 <page string="Lead">
  93                     <group colspan="4" col="2">
  94                         <field name="partner_name" string="Company Name" />
  95                     </group>
  96                     <group colspan="2" col="4">
  97                         <separator string="Contact" colspan="4" col="4"/>
  98                         <field name="contact_name" colspan="4"/>
  99                         <newline/>
 100                         <field domain="[('domain', '=', 'contact')]" name="title" widget="selection"/>
 101                         <field name="function" />
 102                         <field name="street" colspan="4"/>
 103                         <field name="street2" colspan="4"/>
 104                         <field name="zip"/>
 105                         <field name="city"/>
 106                         <field name="country_id"/>
 107                         <field name="state_id"/>
 108                     </group>
 109                     <group colspan="2" col="3">
 110                         <separator string="Communication" colspan="4" col="3"/>
 111                         <field name="email_from" widget="email"/>
 112                         <button string="Mail"
 113                             name="%(mail.action_email_compose_message_wizard)d"
 114                             icon="terp-mail-message-new" type="action" colspan="1"/>
 115                         <newline/>
 116                         <field name="phone"/>
 117                         <newline/>
 118                         <field name="fax"/>
 119                         <newline/>
 120                         <field name="mobile"/>
 121                         <newline/>
 122                         <separator string="Links" colspan="4" col="3"/>
 123                         <field name="partner_id" string="Customer"/>
 124                         <button
 125                             name="%(action_crm_lead2partner)d"
 126                             icon="terp-partner" type="action"
 127                             string="Create"
 128                             attrs="{'invisible':[('partner_id','!=',False)]}"/>
 129                     </group>
 130                     <separator colspan="4" string="Notes"/>
 131                     <field name="description" nolabel="1" colspan="4"/>
 132                  </page>
 133                  <page string="Extra Info">
 134                     <group colspan="2" col="2">
 135                         <separator string="Categorization" colspan="2" col="2"/>
 136                         <field name="company_id"
 137                             groups="base.group_multi_company"
 138                             widget="selection" colspan="2" />
 139                         <field name="type_id" select="1" widget="selection"/>
 140                         <field name="channel_id" select="1" widget="selection"/>
 141                         <field name="referred"/>
 142                         <field name="state" groups="base.group_no_one"/>
 143                     </group>
 144                     <group colspan="2" col="2">
 145                         <separator string="Mailings" colspan="2" col="2"/>
 146                         <field name="opt_in" on_change="on_change_opt_in(opt_in)"/>
 147                         <field name="opt_out" on_change="on_change_opt_out(opt_out)"/>
 148                     </group>
 149                     <group colspan="2" col="2" groups="base.group_no_one">
 150                         <separator string="Statistics" colspan="2" col="2"/>
 151                         <field name="day_open"/>
 152                         <field name="day_close"/>
 153                     </group>
 154                  </page>
 155                 </notebook>
 156                 </sheet>
 157                 <div class="oe_form_bottom">
 158                     <field name="message_ids" colspan="4" widget="ThreadView" nolabel="1"/>
 159                 </div>
 160             </form>
 161         </field>
 162         </record>
 163
 164         <!-- CRM Lead Tree View -->
 165         <record model="ir.ui.view" id="crm_case_tree_view_leads">
 166             <field name="name">Leads</field>
 167             <field name="model">crm.lead</field>
 168             <field name="type">tree</field>
 169             <field name="arch" type="xml">
 170                 <tree string="Leads" fonts="bold:needaction_pending==True" colors="blue:state=='pending';grey:state in ('cancel', 'done')">
 171                     <field name="needaction_pending" invisible="1"/>
 172                     <field name="date_deadline" invisible="1"/>
 173                     <field name="create_date" groups="base.group_no_one"/>
 174                     <field name="name"/>
 175                     <field name="contact_name"/>
 176                     <field name="country_id" invisible="context.get('invisible_country', True)" />
 177                     <field name="email_from"/>
 178                     <field name="phone"/>
 179                     <field name="stage_id"/>
 180                     <field name="categ_id" invisible="1"/>
 181                     <field name="section_id" invisible="context.get('invisible_section', True)" />
 182                     <field name="state" groups="base.group_no_one"/>
 183                     <field name="type_id" invisible="1"/>
 184                     <field name="referred" invisible="1"/>
 185                     <field name="channel_id" invisible="1"/>
 186                     <field name="subjects" invisible="1"/>
 187                 </tree>
 188             </field>
 189         </record>
 190
 191         <!-- CRM Lead Calendar View -->
 192         <record model="ir.ui.view" id="crm_case_calendar_view_leads">
 193             <field name="name">CRM - Leads Calendar</field>
 194             <field name="model">crm.lead</field>
 195             <field name="type">calendar</field>
 196             <field name="priority" eval="2"/>
 197             <field name="arch" type="xml">
 198                 <calendar string="Leads Generation"
 199                     date_start="date_action" color="user_id">
 200                     <field name="name" />
 201                     <field name="partner_name" />
 202                 </calendar>
 203             </field>
 204         </record>
 205
 206     <!-- CRM Lead Kanban View  -->
 207     <record model="ir.ui.view" id="crm_case_kanban_view_leads">
 208         <field name="name">CRM - Leads Kanban</field>
 209         <field name="model">crm.lead</field>
 210         <field name="type">kanban</field>
 211         <field name="arch" type="xml">
 212             <kanban default_group_by="stage_id">
 213                 <field name="state" groups="base.group_no_one"/>
 214                 <field name="color"/>
 215                 <field name="priority"/>
 216                 <field name="planned_revenue" sum="Expected Revenues"/>
 217                 <field name="user_email"/>
 218                 <field name="user_id"/>
 219                 <field name="partner_address_email"/>
 220                 <templates>
 221                     <t t-name="lead_details">
 222                         <ul class="oe_kanban_tooltip">
 223                             <li t-if="record.phone.raw_value"><b>Phone:</b> <field name="phone"/></li>
 224                             <li><b>Probability:</b> <field name="probability"/>%%</li>
 225                             <li><b>Creation date:</b> <field name="create_date"/></li>
 226                             <li t-if="record.date_deadline.raw_value"><b>Date Deadline:</b> <field name="date_deadline"/></li>
 227                         </ul>
 228                     </t>
 229                     <t t-name="kanban-box">
 230                         <div t-attf-class="oe_kanban_color_#{kanban_getcolor(record.color.raw_value)} oe_kanban_card">
 231                             <a class="oe_kanban_menuaction oe_i">B</a>
 232                             <ul class="oe_kanban_menu">
 233                                 <li><a type="edit" >Edit...</a></li>
 234                                 <li><a type="delete">Delete</a></li>
 235                                 <li><a name="%(mail.action_email_compose_message_wizard)d" type="action">Send New Email</a></li>
 236                                 <li><a name="%(opportunity2phonecall_act)d" type="action">Log Call</a></li>
 237                                 <li><a name="action_makeMeeting" type="object">Schedule Meeting</a></li>
 238                                 <li><a name="%(crm.action_crm_add_note)d" context="{'model': 'crm.lead' }" type="action">Add Internal Note</a></li>
 239                                 <li><ul class="oe_kanban_colorpicker" data-field="color"/></li>
 240                             </ul>
 241                             <div class="oe_kanban_content">
 242                                 <div>
 243                                     <b><field name="name"/></b>
 244                                     <t t-if="record.planned_revenue.raw_value">
 245                                         - <b><t t-esc="Math.round(record.planned_revenue.value)"/>
 246                                         <field name="company_currency"/></b>
 247                                     </t>
 248                                 </div>
 249                                 <div>
 250                                     <field name="partner_id"/>
 251                                 </div>
 252                                 <div style="padding-left: 0.5em">
 253                                     <i>
 254                                         <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>
 255                                         <span t-attf-class="#{red || ''}">
 256                                             <field name="date_action"/>
 257                                         </span>
 258                                         <t t-if="record.date_action.raw_value"> : </t>
 259                                         <field name="title_action"/>
 260                                     </i>
 261                                 </div>
 262                                 <div class="oe_right">
 263                                     <a t-if="record.priority.raw_value == 1" icon="star-on" type="object" name="set_normal_priority"/>
 264                                     <a t-if="record.priority.raw_value != 1" icon="star-off" type="object" name="set_high_priority" style="opacity:0.7; filter:alpha(opacity=70);"/>
 265                                     <!--
 266                                     <t t-if="record.date_deadline.raw_value and record.date_deadline.raw_value lt (new Date())" t-set="red">oe_kaban_status_red</t>
 267                                     <span t-attf-class="oe_kanban_status #{red}"> </span>
 268                                     -->
 269                                     <img t-att-src="kanban_image('res.users', 'avatar', record.user_id.raw_value[0])" t-att-title="record.user_id.value" width="24" height="24" class="oe_kanban_avatar"/>
 270                                 </div>
 271                                 <div class="oe_kanban_footer_left">
 272                                 </div>
 273                             </div>
 274                             <div class="oe_clear"></div>
 275                         </div>
 276                         <!--
 277                             <div class="oe_kanban_right">
 278                                 <a name="case_mark_lost" string="Mark Lost" states="open,pending" type="object" icon="kanban-stop" />
 279                                 <a name="case_pending" string="Pending" states="draft,open" type="object" icon="kanban-pause" />
 280                                 <a name="case_open" string="Open" states="pending" type="object" icon="gtk-media-play" />
 281                                 <a name="case_mark_won" string="Mark Won" states="open,pending" type="object" icon="kanban-apply" />
 282                             </div>
 283                         -->
 284                     </t>
 285                 </templates>
 286             </kanban>
 287         </field>
 288     </record>
 289
 290     <!-- CRM Lead Search View -->
 291     <record id="view_crm_case_leads_filter" model="ir.ui.view">
 292         <field name="name">CRM - Leads Search</field>
 293         <field name="model">crm.lead</field>
 294         <field name="type">search</field>
 295         <field name="arch" type="xml">
 296             <search string="Search Leads">
 297                 <filter icon="terp-check"
 298                     string="New"
 299                     name="new" help="New Leads"
 300                     domain="[('state','=','draft')]"/>
 301                 <filter icon="terp-camera_test"
 302                     string="Open"
 303                     name="open"
 304                     domain="[('state','=','open')]"/>
 305                 <filter icon="terp-gtk-media-pause"
 306                     string="Pending"
 307                     name="pending"
 308                     domain="[('state','=','pending')]"/>
 309
 310                 <separator orientation="vertical"/>
 311                 <filter icon="terp-go-today" string="Today"
 312                     domain="[('create_date','&lt;', time.strftime('%%Y-%%m-%%d 23:59:59')), ('create_date','&gt;=', time.strftime('%%Y-%%m-%%d 00:00:00'))]"
 313                     help="Todays' Leads" />
 314                 <filter icon="terp-go-week" string="7 Days"
 315                     help="Leads creating during last 7 days"
 316                     domain="[('create_date','&lt;', time.strftime('%%Y-%%m-%%d 23:59:59')),('create_date','&gt;=',(datetime.date.today()-datetime.timedelta(days=7)).strftime('%%Y-%%m-%%d 00:00:00'))]"
 317                 />
 318                 <separator orientation="vertical"/>
 319                 <field name="name" string="Lead / Customer"
 320                     filter_domain="['|','|',('partner_name','ilike',self),('email_from','ilike',self),('name','ilike',self)]"/>
 321                 <field name="user_id">
 322                     <filter icon="terp-personal-"
 323                         domain="[('user_id','=', False)]"
 324                         help="Unassigned Leads" />
 325                 </field>
 326                 <field name="subjects"/>
 327                 <field name="section_id" widget="selection"
 328                     context="{'invisible_section': False}">
 329                     <filter icon="terp-personal+"
 330                         context="{'invisible_section': False}"
 331                         domain="['|', ('section_id.user_id','=',uid), ('section_id.member_ids', 'in', [uid])]"
 332                         help="My Sales Team(s)"/>
 333                     <filter icon="terp-personal+"
 334                         context="{'invisible_section': False}"
 335                         domain="[]"
 336                         help="Show Sales Team"/>
 337                 </field>
 338                 <separator orientation="vertical"/>
 339                 <field name="country_id" context="{'invisible_country': False}">
 340                     <filter icon="terp-personal+" context="{'invisible_country': False}" help="Show countries"/>
 341                 </field>
 342                 <newline/>
 343                 <group expand="0" string="Group By...">
 344                     <filter string="Salesperson" icon="terp-personal" domain="[]" context="{'group_by':'user_id'}"/>
 345                     <filter string="Team" icon="terp-personal+" domain="[]" context="{'group_by':'section_id'}"/>
 346                     <filter string="Referrer" icon="terp-personal" domain="[]" context="{'group_by':'referred'}"/>
 347                     <separator orientation="vertical"/>
 348                     <filter string="Category" icon="terp-stock_symbol-selection" domain="[]" context="{'group_by':'categ_id'}"/>
 349                     <filter string="Campaign" icon="terp-gtk-jump-to-rtl"
 350                         domain="[]" context="{'group_by':'type_id'}" />
 351                     <filter string="Channel" icon="terp-call-start"
 352                         domain="[]" context="{'group_by':'channel_id'}" />
 353                     <separator orientation="vertical"/>
 354                     <filter string="Stage" icon="terp-stage" domain="[]" context="{'group_by':'stage_id'}"/>
 355                     <filter string="Status" icon="terp-stock_effects-object-colorize" domain="[]" context="{'group_by':'state'}"/>
 356                     <separator orientation="vertical" groups="base.group_no_one"/>
 357                     <filter string="Creation" help="Create date" icon="terp-go-month"
 358                         domain="[]" context="{'group_by':'create_date'}" groups="base.group_no_one"/>
 359                 </group>
 360            </search>
 361         </field>
 362     </record>
 363
 364
 365     <!--
 366         OPPORTUNITY
 367         -->
 368
 369     <!-- Opportunities Form View -->
 370     <record model="ir.ui.view" id="crm_case_form_view_oppor">
 371         <field name="name">Opportunities</field>
 372         <field name="model">crm.lead</field>
 373         <field name="type">form</field>
 374         <field name="priority">20</field>
 375         <field name="arch" type="xml">
 376             <form string="Opportunities" validate="0">
 377                 <header class="oe_form_topbar">
 378                     <button name="case_mark_won" string="Mark Won" states="open,pending" type="object" />
 379                     <button name="case_open" string="Open" states="draft,pending" type="object" />
 380                     <button name="case_pending" string="Pending" states="draft,open" type="object" />
 381                     <button name="case_escalate" string="Escalate" states="open,pending" type="object" />
 382                     <button name="case_mark_lost" string="Mark Lost" states="open,pending" type="object" />
 383                     <button name="case_reset" string="Reset to Draft" states="done,cancel" type="object" />
 384                     <button name="case_cancel" string="Cancel" states="draft" type="object" />
 385                     <field name="state" nolabel="1" widget="statusbar" statusbar_visible="draft,open,done" statusbar_colors='{"pending":"blue"}'/>
 386                 </header>
 387                 <sheet>
 388                     <div class="oe_right oe_form_button_box">
 389                         <button string="Schedule/Log Call"
 390                             name="%(opportunity2phonecall_act)d"
 391                             type="action"/>
 392                         <button string="Schedule Meeting"
 393                             name="action_makeMeeting"
 394                             type="object"/>
 395                     </div>
 396
 397                     <div class="oe_form_title">
 398                         <label for="name" class="oe_form_readonly_hidden"/>
 399                         <h1><field name="name"/></h1>
 400
 401                         <label for="planned_revenue" class="oe_form_readonly_hidden"/>
 402                         <h2>
 403                             <field name="planned_revenue" class="oe_form_inline"/>
 404                             <field name="company_currency" class="oe_form_readonly_hidden oe_form_inline"/> at
 405                             <field name="probability" class="oe_form_inline"/> %% success rate
 406                         </h2>
 407                     </div>
 408                     <group>
 409                         <group>
 410                             <field name="partner_id"
 411                                 on_change="onchange_partner_id(partner_id, email_from)"
 412                                 string="Customer"
 413                                 context="{'default_name': partner_name, 'default_email': email_from, 'default_phone': phone}"/>
 414                             <field name="email_from" string="Email"/>
 415                             <field name="phone"/>
 416                         </group>
 417
 418                         <group>
 419                             <label for="title_action"/>
 420                             <div>
 421                                 <field name="date_action" nolabel="1"/> -
 422                                 <field name="title_action" class="oe_form_inline" nolabel="1" placeholder="Call for proposal"/>
 423                             </div>
 424                             <field name="date_deadline"/>
 425                             <field name="priority"/>
 426                         </group>
 427
 428                         <group>
 429                             <field name="user_id"/>
 430                             <field name="section_id" colspan="1" widget="selection"/>
 431                         </group>
 432                         <group>
 433                             <field name="categ_id" select="1"
 434                                 string="Category" widget="selection"
 435                                 domain="[('object_id.model', '=', 'crm.lead')]" />
 436
 437                         </group>
 438                     </group>
 439
 440                                     <!--<button string="Mail"
 441                                         name="%(mail.action_email_compose_message_wizard)d"
 442                                         context="{'mail':'new', 'model': 'crm.lead'}"
 443                                         icon="terp-mail-message-new" type="action" />-->
 444
 445                     <notebook colspan="4">
 446                     <page string="Internal Notes">
 447                         <field name="description"/>
 448                     </page>
 449                     <page string="Lead">
 450                         <group>
 451                             <group>
 452                                 <field name="partner_name"/>
 453                                 <label for="street" string="Address"/>
 454                                 <div>
 455                                     <field name="street" placeholder="Street..."/>
 456                                     <field name="street2"/>
 457                                     <div>
 458                                         <field name="zip" class="oe_form_inline" placeholder="ZIP"/>
 459                                         <field name="city" class="oe_form_inline" placeholder="City"/>
 460                                     </div>
 461                                     <field name="state_id" placeholder="State"/>
 462                                     <field name="country_id" placeholder="Country"/>
 463                                 </div>
 464                             </group>
 465
 466                             <group>
 467                                 <field name="contact_name" />
 468                                 <field name="function" />
 469                                 <field domain="[('domain', '=', 'contact')]" name="title"/>
 470                                 <field name="mobile"/>
 471                                 <field name="fax"/>
 472                             </group>
 473
 474                             <group string="Categorization">
 475                                 <field name="type_id" widget="selection"/>
 476                                 <field name="channel_id" widget="selection"/>
 477                             </group>
 478                             <group string="Mailings">
 479                                 <field name="opt_in" on_change="on_change_opt_in(opt_in)"/>
 480                                 <field name="opt_out" on_change="on_change_opt_out(opt_out)"/>
 481                             </group>
 482                             <group string="Misc">
 483                                 <field name="active"/>
 484                                 <field name="day_open" groups="base.group_no_one"/>
 485                                 <field name="day_close" groups="base.group_no_one"/>
 486                                 <field name="referred"/>
 487                             </group>
 488                             <group string="References">
 489                                 <field name="ref"/>
 490                                 <field name="ref2"/>
 491                             </group>
 492                         </group>
 493                     </page>
 494                     </notebook>
 495                 </sheet>
 496                 <footer>
 497                     <field name="message_ids" widget="ThreadView"/>
 498                 </footer>
 499             </form>
 500         </field>
 501     </record>
 502
 503         <!-- Opportunities Tree View -->
 504         <record model="ir.ui.view" id="crm_case_tree_view_oppor">
 505             <field name="name">Opportunities Tree</field>
 506             <field name="model">crm.lead</field>
 507             <field name="type">tree</field>
 508             <field name="arch" type="xml">
 509                 <tree string="Opportunities" fonts="bold:needaction_pending==True" colors="blue:state=='pending' and not(date_deadline and (date_deadline &lt; current_date));gray:state in ('cancel', 'done');red:date_deadline and (date_deadline &lt; current_date)">
 510                     <field name="needaction_pending" invisible="1"/>
 511                     <field name="date_deadline" invisible="1"/>
 512                     <field name="create_date" groups="base.group_no_one"/>
 513                     <field name="name" string="Opportunity"/>
 514                     <field name="partner_id" string="Customer"/>
 515                     <field name="country_id" invisible="context.get('invisible_country', True)" />
 516                     <field name="date_action"/>
 517                     <field name="title_action" />
 518                     <field name="channel_id" invisible="1"/>
 519                     <field name="type_id" invisible="1"/>
 520                     <field name="subjects" invisible="1"/>
 521                     <field name="stage_id"/>
 522                     <field name="planned_revenue" sum="Expected Revenues"/>
 523                     <field name="probability" widget="progressbar" avg="Avg. of Probability"/>
 524                     <field name="section_id" invisible="context.get('invisible_section', True)" />
 525                     <field name="user_id"/>
 526                     <field name="priority" invisible="1"/>
 527                     <field name="categ_id" invisible="1"/>
 528                     <field name="state" groups="base.group_no_one"/>
 529                 </tree>
 530             </field>
 531         </record>
 532
 533
 534     <!-- Opportunities Search View -->
 535     <record id="view_crm_case_opportunities_filter" model="ir.ui.view">
 536         <field name="name">CRM - Opportunities Search</field>
 537         <field name="model">crm.lead</field>
 538         <field name="type">search</field>
 539         <field name="arch" type="xml">
 540             <search string="Search Opportunities">
 541                 <filter icon="terp-check"
 542                     string="New"  help="New Opportunities"
 543                     name="new"
 544                     domain="[('state','=','draft')]"/>
 545                 <filter icon="terp-camera_test"
 546                     string="Open"  help="Open Opportunities"
 547                     name="open"
 548                     domain="[('state','=','open')]"/>
 549                 <filter icon="terp-gtk-media-pause"
 550                     string="Pending"  help="Pending Opportunities"
 551                     name="pending"
 552                     domain="[('state','=','pending')]"/>
 553                 <separator orientation="vertical"/>
 554                 <field name="name" string="Opportunity / Customer"
 555                     filter_domain="['|','|','|',('partner_id','ilike',self),('partner_name','ilike',self),('email_from','ilike',self),('name', 'ilike', self)]"/>
 556                 <field name="user_id">
 557                     <filter icon="terp-personal-"
 558                         domain="[('user_id','=', False)]"
 559                         help="Unassigned Opportunities" />
 560                 </field>
 561                 <field name="section_id"
 562                     context="{'invisible_section': False, 'default_section_id': self}">
 563                     <filter icon="terp-personal+"
 564                         domain="['|', ('section_id.user_id','=',uid), ('section_id.member_ids', 'in', [uid])]"
 565                         context="{'invisible_section': False}"
 566                         help="My Sales Team(s)" />
 567                     <filter icon="terp-personal+"
 568                         context="{'invisible_section': False}"
 569                         domain="[]"
 570                         help="Show Sales Team"/>
 571                 </field>
 572                 <newline/>
 573                 <group expand="0" string="Group By..." colspan="16">
 574                     <filter string="Salesperson" icon="terp-personal" domain="[]" context="{'group_by':'user_id'}" />
 575                     <filter string="Team" help="Sales Team" icon="terp-personal+" domain="[]" context="{'group_by':'section_id'}"/>
 576                     <filter string="Customer" help="Partner" icon="terp-personal+" domain="[]" context="{'group_by':'partner_id'}"/>
 577                     <separator orientation="vertical" />
 578                     <filter string="Stage" icon="terp-stage" domain="[]" context="{'group_by':'stage_id'}" />
 579                     <filter string="Priority" icon="terp-rating-rated" domain="[]" context="{'group_by':'priority'}" />
 580                     <filter string="Category" icon="terp-stock_symbol-selection" domain="[]" context="{'group_by':'categ_id'}" />
 581                     <filter string="Campaign" icon="terp-gtk-jump-to-rtl" domain="[]" context="{'group_by':'type_id'}"/>
 582                     <filter string="Channel" icon="terp-call-start" domain="[]" context="{'group_by':'channel_id'}" />
 583                     <filter string="Status" icon="terp-stock_effects-object-colorize" domain="[]" context="{'group_by':'state'}"/>
 584                     <separator orientation="vertical" />
 585                     <filter string="Creation" icon="terp-go-month" domain="[]" context="{'group_by':'create_date'}" groups="base.group_no_one"/>
 586                     <filter string="Exp.Closing" icon="terp-go-month" help="Expected Closing" domain="[]" context="{'group_by':'date_deadline'}" />
 587                 </group>
 588             </search>
 589         </field>
 590     </record>
 591
 592         <!-- crm.lead Opportunities Graph View -->
 593         <record model="ir.ui.view" id="crm_case_graph_view_opportunity">
 594             <field name="name">CRM - Opportunity Graph</field>
 595             <field name="model">crm.lead</field>
 596             <field name="type">graph</field>
 597             <field name="arch" type="xml">
 598                 <graph string="Opportunity by Categories" type="bar" orientation="horizontal">
 599                     <field name="categ_id"/>
 600                     <field name="planned_revenue" operator="+"/>
 601                     <field name="state" group="True"/>
 602                 </graph>
 603             </field>
 604         </record>
 605
 606     </data>
 607 </openerp>