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         <act_window
  57                 id="act_crm_opportunity_crm_phonecall_new"
  58                 name="Phone calls"
  59                 groups="base.group_sale_salesman"
  60                 res_model="crm.phonecall"
  61                 view_mode="tree,calendar,form"
  62                 context="{'default_duration': 1.0 ,'default_opportunity_id': active_id,'default_partner_phone':phone}"
  63                 domain="[('opportunity_id', '=', active_id)]"
  64                 view_type="form"/>
  65
  66         <act_window
  67                 id="act_crm_opportunity_crm_meeting_new"
  68                 name="Meetings"
  69                 res_model="crm.meeting"
  70                 view_mode="tree,form,calendar"
  71                 context="{'default_duration': 4.0, 'default_opportunity_id': active_id}"
  72                 domain="[('opportunity_id', '=', active_id)]"
  73                 view_type="form"/>
  74
  75
  76         <!-- CRM Lead Form View  -->
  77         <record model="ir.ui.view" id="crm_case_form_view_leads">
  78         <field name="name">CRM - Leads Form</field>
  79         <field name="model">crm.lead</field>
  80         <field name="type">form</field>
  81         <field name="arch" type="xml">
  82             <form string="Leads Form" version="7.0">
  83                 <header>
  84                     <button name="%(crm.action_crm_lead2opportunity_partner)d" string="Convert to Opportunity" type="action"
  85                             states="draft,open,pending" help="Convert to Opportunity"/>
  86                     <button name="case_escalate" string="Escalate" type="object"
  87                             states="draft,open,pending"/>
  88                     <button name="case_reset" string="Reset" type="object"
  89                             states="cancel"/>
  90                     <button name="case_cancel" string="Cancel" type="object"
  91                             states="draft,open,pending"/>
  92                     <button name="message_mark_as_unread" string="Mark Unread" type="object"
  93                             attrs="{'invisible':[('message_thread_read', '==', False)]}"/>
  94                     <button name="message_mark_as_read" string="Mark Read" type="object"
  95                             attrs="{'invisible':[('message_thread_read', '==', True)]}"/>
  96                     <field name="stage_id" widget="statusbar"
  97                             on_change="onchange_stage_id(stage_id)"/>
  98                 </header>
  99                 <sheet>
 100                     <div class="oe_right oe_button_box" name="buttons">
 101                         <button type="action"
 102                             name="%(act_crm_opportunity_crm_meeting_new)d"
 103                             string="Meetings" />
 104
 105                         <button type="action"
 106                             name="%(act_crm_opportunity_crm_phonecall_new)d"
 107                             string="Phone Calls" />
 108                     </div>
 109
 110                     <label for="name" class="oe_edit_only" string="Lead Description"/>
 111                     <h1><field name="name" placeholder="Describe the lead..."/></h1>
 112                     <newline/>
 113                     <field name="message_thread_read"/>
 114                     <newline/>
 115                     <group>
 116                         <group>
 117                             <field name="user_id" />
 118                             <field name="section_id" widget="selection" />
 119                             <field name="type" invisible="1"/>
 120                         </group>
 121                         <group>
 122                             <field name="priority"/>
 123                             <field name="categ_id"
 124                                 widget="selection"
 125                                 domain="[('object_id.model','=','crm.lead')]"/>
 126                         </group>
 127                         <group>
 128                             <field name="partner_name" string="Company Name"/>
 129                             <field name="partner_id" string="Customer"/>
 130                             <label for="street" string="Address"/>
 131                             <div>
 132                                 <field name="street" placeholder="Street..."/>
 133                                 <field name="street2"/>
 134                                 <div>
 135                                     <field name="zip" class="oe_inline" placeholder="ZIP"/>
 136                                     <field name="city" class="oe_inline" placeholder="City"/>
 137                                 </div>
 138                                 <field name="state_id" placeholder="State"/>
 139                                 <field name="country_id" placeholder="Country"/>
 140                             </div>
 141                         </group>
 142                         <group>
 143                             <field name="contact_name" />
 144                             <field name="email_from" widget="email"/>
 145                             <field name="function" />
 146                             <field domain="[('domain', '=', 'contact')]" name="title"/>
 147                             <field name="phone"/>
 148                             <field name="mobile"/>
 149                             <field name="fax"/>
 150                             <!--
 151                             This should be integrated in Open Chatter
 152                             <button string="Mail"
 153                                 name="%(mail.action_email_compose_message_wizard)d"
 154                                 icon="terp-mail-message-new" type="action" colspan="1"/>
 155                             -->
 156                         </group>
 157                     </group>
 158                     <notebook colspan="4">
 159                     <page string="Notes">
 160                         <field name="description"/>
 161                     </page>
 162                     <page string="Extra Info">
 163                         <group>
 164                             <group string="Categorization">
 165                                 <field name="company_id"
 166                                     groups="base.group_multi_company"
 167                                     widget="selection" colspan="2" />
 168                                 <field name="type_id" widget="selection"/>
 169                                 <field name="channel_id" widget="selection"/>
 170                                 <field name="referred"/>
 171                                 <field name="state" groups="base.group_no_one"/>
 172                             </group>
 173                             <group string="Mailings">
 174                                 <field name="opt_in" on_change="on_change_opt_in(opt_in)"/>
 175                                 <field name="opt_out" on_change="on_change_opt_out(opt_out)"/>
 176                             </group>
 177                         </group>
 178                     </page>
 179                     </notebook>
 180                 </sheet>
 181                 <footer>
 182                     <field name="message_ids" widget="ThreadView"/>
 183                 </footer>
 184             </form>
 185         </field>
 186         </record>
 187
 188         <!-- CRM Lead Tree View -->
 189         <record model="ir.ui.view" id="crm_case_tree_view_leads">
 190             <field name="name">Leads</field>
 191             <field name="model">crm.lead</field>
 192             <field name="type">tree</field>
 193             <field name="arch" type="xml">
 194                 <tree string="Leads" fonts="bold:needaction_pending==True" colors="grey:state in ('cancel', 'done')">
 195                     <field name="date_deadline" invisible="1"/>
 196                     <field name="create_date" groups="base.group_no_one"/>
 197                     <field name="name"/>
 198                     <field name="contact_name"/>
 199                     <field name="country_id" invisible="context.get('invisible_country', True)" />
 200                     <field name="email_from"/>
 201                     <field name="phone"/>
 202                     <field name="stage_id"/>
 203                     <field name="categ_id" invisible="1"/>
 204                     <field name="section_id" invisible="context.get('invisible_section', True)" />
 205                     <field name="state" groups="base.group_no_one"/>
 206                     <field name="type_id" invisible="1"/>
 207                     <field name="referred" invisible="1"/>
 208                     <field name="channel_id" invisible="1"/>
 209                     <field name="subjects" invisible="1"/>
 210                     <field name="needaction_pending" invisible="1"/>
 211                 </tree>
 212             </field>
 213         </record>
 214
 215         <!-- CRM Lead Calendar View -->
 216         <record model="ir.ui.view" id="crm_case_calendar_view_leads">
 217             <field name="name">CRM - Leads Calendar</field>
 218             <field name="model">crm.lead</field>
 219             <field name="type">calendar</field>
 220             <field name="priority" eval="2"/>
 221             <field name="arch" type="xml">
 222                 <calendar string="Leads Generation"
 223                     date_start="date_action" color="user_id">
 224                     <field name="name" />
 225                     <field name="partner_name" />
 226                 </calendar>
 227             </field>
 228         </record>
 229
 230     <!-- CRM Lead Kanban View  -->
 231     <record model="ir.ui.view" id="crm_case_kanban_view_leads">
 232         <field name="name">CRM - Leads Kanban</field>
 233         <field name="model">crm.lead</field>
 234         <field name="type">kanban</field>
 235         <field name="arch" type="xml">
 236             <kanban default_group_by="stage_id">
 237                 <field name="state" groups="base.group_no_one"/>
 238                 <field name="color"/>
 239                 <field name="priority"/>
 240                 <field name="planned_revenue" sum="Expected Revenues"/>
 241                 <field name="user_email"/>
 242                 <field name="user_id"/>
 243                 <field name="partner_address_email"/>
 244                 <templates>
 245                     <t t-name="lead_details">
 246                         <ul class="oe_kanban_tooltip">
 247                             <li t-if="record.phone.raw_value"><b>Phone:</b> <field name="phone"/></li>
 248                             <li><b>Probability:</b> <field name="probability"/>%%</li>
 249                             <li><b>Creation date:</b> <field name="create_date"/></li>
 250                             <li t-if="record.date_deadline.raw_value"><b>Date Deadline:</b> <field name="date_deadline"/></li>
 251                         </ul>
 252                     </t>
 253                     <t t-name="kanban-box">
 254                         <div t-attf-class="oe_kanban_color_#{kanban_getcolor(record.color.raw_value)} oe_kanban_card">
 255                             <a class="oe_kanban_menuaction oe_i">B</a>
 256                             <ul class="oe_kanban_menu">
 257                                 <li><a type="edit" >Edit...</a></li>
 258                                 <li><a type="delete">Delete</a></li>
 259                                 <li><a name="%(mail.action_email_compose_message_wizard)d" type="action">Send Email</a></li>
 260                                 <li><a name="%(opportunity2phonecall_act)d" type="action">Log Call</a></li>
 261                                 <li><a name="action_makeMeeting" type="object">Schedule Meeting</a></li>
 262                                 <li><ul class="oe_kanban_colorpicker" data-field="color"/></li>
 263                             </ul>
 264                             <div class="oe_kanban_content">
 265                                 <div>
 266                                     <b><field name="name"/></b>
 267                                     <t t-if="record.planned_revenue.raw_value">
 268                                         - <b><t t-esc="Math.round(record.planned_revenue.value)"/>
 269                                         <field name="company_currency"/></b>
 270                                     </t>
 271                                 </div>
 272                                 <div>
 273                                     <field name="partner_id"/>
 274                                 </div>
 275                                 <div style="padding-left: 0.5em">
 276                                     <i>
 277                                         <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>
 278                                         <span t-attf-class="#{red || ''}">
 279                                             <field name="date_action"/>
 280                                         </span>
 281                                         <t t-if="record.date_action.raw_value"> : </t>
 282                                         <field name="title_action"/>
 283                                     </i>
 284                                 </div>
 285                                 <div class="oe_right">
 286                                     <a t-if="record.priority.raw_value == 1" icon="star-on" type="object" name="set_normal_priority"/>
 287                                     <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);"/>
 288                                     <!--
 289                                     <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>
 290                                     <span t-attf-class="oe_kanban_status #{red}"> </span>
 291                                     -->
 292                                     <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"/>
 293                                 </div>
 294                                 <div class="oe_kanban_footer_left">
 295                                 </div>
 296                             </div>
 297                             <div class="oe_clear"></div>
 298                         </div>
 299                         <!--
 300                             <div class="oe_kanban_right">
 301                                 <a name="case_mark_lost" string="Mark Lost" states="open,pending" type="object" icon="kanban-stop" />
 302                                 <a name="case_pending" string="Pending" states="draft,open" type="object" icon="kanban-pause" />
 303                                 <a name="case_open" string="Open" states="pending" type="object" icon="gtk-media-play" />
 304                                 <a name="case_mark_won" string="Mark Won" states="open,pending" type="object" icon="kanban-apply" />
 305                             </div>
 306                         -->
 307                     </t>
 308                 </templates>
 309             </kanban>
 310         </field>
 311     </record>
 312
 313     <!-- CRM Lead Search View -->
 314     <record id="view_crm_case_leads_filter" model="ir.ui.view">
 315         <field name="name">CRM - Leads Search</field>
 316         <field name="model">crm.lead</field>
 317         <field name="type">search</field>
 318         <field name="arch" type="xml">
 319             <search string="Search Leads">
 320                 <filter icon="terp-mail-message-new"
 321                     string="Inbox" help="Unread messages"
 322                     name="needaction_pending"
 323                     domain="[('needaction_pending','=',True)]"/>
 324                 <separator orientation="vertical"/>
 325                 <filter icon="terp-check"
 326                     string="New"
 327                     name="new" help="New Leads"
 328                     domain="[('state','=','draft')]"/>
 329                 <filter icon="terp-camera_test"
 330                     string="Open"
 331                     name="open"
 332                     domain="[('state','=','open')]"/>
 333                 <separator orientation="vertical"/>
 334                 <filter icon="terp-go-today" string="Today"
 335                     domain="[('create_date','&lt;', time.strftime('%%Y-%%m-%%d 23:59:59')), ('create_date','&gt;=', time.strftime('%%Y-%%m-%%d 00:00:00'))]"
 336                     help="Todays' Leads" />
 337                 <filter icon="terp-go-week" string="7 Days"
 338                     help="Leads creating during last 7 days"
 339                     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'))]"
 340                 />
 341                 <separator orientation="vertical"/>
 342                 <field name="name" string="Lead / Customer"
 343                     filter_domain="['|','|',('partner_name','ilike',self),('email_from','ilike',self),('name','ilike',self)]"/>
 344                 <field name="user_id">
 345                     <filter icon="terp-personal-"
 346                         domain="[('user_id','=', False)]"
 347                         help="Unassigned Leads" />
 348                 </field>
 349                 <field name="subjects"/>
 350                 <field name="section_id" widget="selection"
 351                     context="{'invisible_section': False}">
 352                     <filter icon="terp-personal+"
 353                         context="{'invisible_section': False}"
 354                         domain="['|', ('section_id.user_id','=',uid), ('section_id.member_ids', 'in', [uid])]"
 355                         help="My Sales Team(s)"/>
 356                     <filter icon="terp-personal+"
 357                         context="{'invisible_section': False}"
 358                         domain="[]"
 359                         help="Show Sales Team"/>
 360                 </field>
 361                 <separator orientation="vertical"/>
 362                 <field name="country_id" context="{'invisible_country': False}">
 363                     <filter icon="terp-personal+" context="{'invisible_country': False}" help="Show countries"/>
 364                 </field>
 365                 <newline/>
 366                 <group expand="0" string="Group By...">
 367                     <filter string="Salesperson" icon="terp-personal" domain="[]" context="{'group_by':'user_id'}"/>
 368                     <filter string="Team" icon="terp-personal+" domain="[]" context="{'group_by':'section_id'}"/>
 369                     <filter string="Referrer" icon="terp-personal" domain="[]" context="{'group_by':'referred'}"/>
 370                     <separator orientation="vertical"/>
 371                     <filter string="Category" icon="terp-stock_symbol-selection" domain="[]" context="{'group_by':'categ_id'}"/>
 372                     <filter string="Campaign" icon="terp-gtk-jump-to-rtl"
 373                         domain="[]" context="{'group_by':'type_id'}" />
 374                     <filter string="Channel" icon="terp-call-start"
 375                         domain="[]" context="{'group_by':'channel_id'}" />
 376                     <separator orientation="vertical"/>
 377                     <filter string="Stage" icon="terp-stage" domain="[]" context="{'group_by':'stage_id'}"/>
 378                     <filter string="Status" icon="terp-stock_effects-object-colorize" domain="[]" context="{'group_by':'state'}"/>
 379                     <separator orientation="vertical" groups="base.group_no_one"/>
 380                     <filter string="Creation" help="Create date" icon="terp-go-month"
 381                         domain="[]" context="{'group_by':'create_date'}" groups="base.group_no_one"/>
 382                 </group>
 383            </search>
 384         </field>
 385     </record>
 386
 387
 388     <!--
 389         OPPORTUNITY
 390         -->
 391
 392     <!-- Opportunities Form View -->
 393     <record model="ir.ui.view" id="crm_case_form_view_oppor">
 394         <field name="name">Opportunities</field>
 395         <field name="model">crm.lead</field>
 396         <field name="type">form</field>
 397         <field name="priority">20</field>
 398         <field name="arch" type="xml">
 399             <form string="Opportunities" version="7.0">
 400                 <header>
 401                     <button name="stage_previous" string="Previous" type="object"
 402                             states="open" icon="gtk-go-back" context="{'stage_type': 'opportunity'}"/>
 403                     <button name="stage_next" string="Next" type="object"
 404                             states="open" icon="gtk-go-forward" context="{'stage_type': 'opportunity'}"/>
 405                     <button name="case_mark_won" string="Mark Won" type="object"
 406                             states="draft,open,pending"/>
 407                     <button name="case_open" string="Open" type="object"
 408                             states="draft,pending"/>
 409                     <button name="case_escalate" string="Escalate" type="object"
 410                             states="open"/>
 411                     <button name="case_mark_lost" string="Mark Lost" type="object"
 412                             states="draft,open"/>
 413                     <button name="case_reset" string="Reset to Draft" type="object"
 414                             states="done,cancel"/>
 415                     <button name="case_cancel" string="Cancel" type="object"
 416                             states="draft"/>
 417                     <button name="message_mark_as_unread" string="Mark Unread" type="object"
 418                             attrs="{'invisible':[('message_thread_read', '==', False)]}"/>
 419                     <button name="message_mark_as_read" string="Mark Read" type="object"
 420                             attrs="{'invisible':[('message_thread_read', '==', True)]}"/>
 421                     <field name="stage_id" widget="statusbar"
 422                             on_change="onchange_stage_id(stage_id)"/>
 423                 </header>
 424                 <sheet>
 425                     <div class="oe_right oe_button_box">
 426                         <button string="Schedule/Log Call"
 427                             name="%(opportunity2phonecall_act)d"
 428                             type="action"/>
 429                         <button string="Schedule Meeting"
 430                             name="action_makeMeeting"
 431                             type="object"/>
 432                     </div>
 433                     <div class="oe_title">
 434                         <label for="name" class="oe_edit_only"/>
 435                         <h1><field name="name"/></h1>
 436                         <newline/>
 437                         <field name="message_thread_read"/>
 438                         <newline/>
 439
 440                         <label for="planned_revenue" class="oe_edit_only"/>
 441                         <h2>
 442                             <field name="planned_revenue" class="oe_inline"/>
 443                             <field name="company_currency" class="oe_edit_only oe_inline"/> at
 444                             <field name="probability" class="oe_inline"/> %% success rate
 445                         </h2>
 446                     </div>
 447                     <group>
 448                         <group>
 449                             <field name="partner_id"
 450                                 on_change="onchange_partner_id(partner_id, email_from)"
 451                                 string="Customer"
 452                                 context="{'default_name': partner_name, 'default_email': email_from, 'default_phone': phone}"/>
 453                             <field name="email_from" string="Email"/>
 454                             <field name="phone"/>
 455                         </group>
 456
 457                         <group>
 458                             <label for="title_action"/>
 459                             <div>
 460                                 <field name="date_action" nolabel="1"/> -
 461                                 <field name="title_action" class="oe_inline" nolabel="1" placeholder="Call for proposal"/>
 462                             </div>
 463                             <field name="date_deadline"/>
 464                             <field name="priority"/>
 465                         </group>
 466
 467                         <group>
 468                             <field name="user_id"/>
 469                             <field name="section_id" colspan="1" widget="selection"/>
 470                         </group>
 471                         <group>
 472                             <field name="categ_id"
 473                                 string="Category" widget="selection"
 474                                 domain="[('object_id.model', '=', 'crm.lead')]" />
 475
 476                         </group>
 477                     </group>
 478
 479                                     <!--<button string="Mail"
 480                                         name="%(mail.action_email_compose_message_wizard)d"
 481                                         context="{'mail':'new', 'model': 'crm.lead'}"
 482                                         icon="terp-mail-message-new" type="action" />-->
 483
 484                     <notebook colspan="4">
 485                     <page string="Internal Notes">
 486                         <field name="description"/>
 487                     </page>
 488                     <page string="Lead">
 489                         <group>
 490                             <group>
 491                                 <field name="partner_name"/>
 492                                 <label for="street" string="Address"/>
 493                                 <div>
 494                                     <field name="street" placeholder="Street..."/>
 495                                     <field name="street2"/>
 496                                     <div>
 497                                         <field name="zip" class="oe_inline" placeholder="ZIP"/>
 498                                         <field name="city" class="oe_inline" placeholder="City"/>
 499                                     </div>
 500                                     <field name="state_id" placeholder="State"/>
 501                                     <field name="country_id" placeholder="Country"/>
 502                                 </div>
 503                             </group>
 504
 505                             <group>
 506                                 <field name="contact_name" />
 507                                 <field name="function" />
 508                                 <field domain="[('domain', '=', 'contact')]" name="title"/>
 509                                 <field name="mobile"/>
 510                                 <field name="fax"/>
 511                             </group>
 512
 513                             <group string="Categorization">
 514                                 <field name="type_id" widget="selection"/>
 515                                 <field name="channel_id" widget="selection"/>
 516                             </group>
 517                             <group string="Mailings">
 518                                 <field name="opt_in" on_change="on_change_opt_in(opt_in)"/>
 519                                 <field name="opt_out" on_change="on_change_opt_out(opt_out)"/>
 520                             </group>
 521                             <group string="Misc">
 522                                 <field name="active"/>
 523                                 <field name="day_open" groups="base.group_no_one"/>
 524                                 <field name="day_close" groups="base.group_no_one"/>
 525                                 <field name="referred"/>
 526                                 <field name="state" groups="base.group_no_one"/>
 527                                 <field name="type" invisible="1"/>
 528                             </group>
 529                             <group string="References">
 530                                 <field name="ref"/>
 531                                 <field name="ref2"/>
 532                             </group>
 533                         </group>
 534                     </page>
 535                     </notebook>
 536                 </sheet>
 537                 <footer>
 538                     <field name="message_ids" widget="ThreadView"/>
 539                 </footer>
 540             </form>
 541         </field>
 542     </record>
 543
 544         <!-- Opportunities Tree View -->
 545         <record model="ir.ui.view" id="crm_case_tree_view_oppor">
 546             <field name="name">Opportunities Tree</field>
 547             <field name="model">crm.lead</field>
 548             <field name="type">tree</field>
 549             <field name="arch" type="xml">
 550                 <tree string="Opportunities" fonts="bold:needaction_pending==True" colors="gray:state in ('cancel', 'done');red:date_deadline and (date_deadline &lt; current_date)">
 551                     <field name="needaction_pending" invisible="1"/>
 552                     <field name="date_deadline" invisible="1"/>
 553                     <field name="create_date" groups="base.group_no_one"/>
 554                     <field name="name" string="Opportunity"/>
 555                     <field name="partner_id" string="Customer"/>
 556                     <field name="country_id" invisible="context.get('invisible_country', True)" />
 557                     <field name="date_action"/>
 558                     <field name="title_action" />
 559                     <field name="channel_id" invisible="1"/>
 560                     <field name="type_id" invisible="1"/>
 561                     <field name="subjects" invisible="1"/>
 562                     <field name="stage_id"/>
 563                     <field name="planned_revenue" sum="Expected Revenues"/>
 564                     <field name="probability" widget="progressbar" avg="Avg. of Probability"/>
 565                     <field name="section_id" invisible="context.get('invisible_section', True)" />
 566                     <field name="user_id"/>
 567                     <field name="priority" invisible="1"/>
 568                     <field name="categ_id" invisible="1"/>
 569                     <field name="state" groups="base.group_no_one"/>
 570                 </tree>
 571             </field>
 572         </record>
 573
 574
 575     <!-- Opportunities Search View -->
 576     <record id="view_crm_case_opportunities_filter" model="ir.ui.view">
 577         <field name="name">CRM - Opportunities Search</field>
 578         <field name="model">crm.lead</field>
 579         <field name="type">search</field>
 580         <field name="arch" type="xml">
 581             <search string="Search Opportunities">
 582                 <filter icon="terp-mail-message-new"
 583                     string="Inbox" help="Unread messages"
 584                     name="needaction_pending"
 585                     domain="[('needaction_pending','=',True)]"/>
 586                 <separator orientation="vertical"/>
 587                 <filter icon="terp-check"
 588                     string="New" help="New Opportunities"
 589                     name="new"
 590                     domain="[('state','=','draft')]"/>
 591                 <filter icon="terp-camera_test"
 592                     string="Open" help="Open Opportunities"
 593                     name="open"
 594                     domain="[('state','=','open')]"/>
 595                 <separator orientation="vertical"/>
 596                 <field name="name" string="Opportunity / Customer"
 597                     filter_domain="['|','|','|',('partner_id','ilike',self),('partner_name','ilike',self),('email_from','ilike',self),('name', 'ilike', self)]"/>
 598                 <field name="user_id">
 599                     <filter icon="terp-personal-"
 600                         domain="[('user_id','=', False)]"
 601                         help="Unassigned Opportunities" />
 602                 </field>
 603                 <field name="section_id"
 604                     context="{'invisible_section': False, 'default_section_id': self}">
 605                     <filter icon="terp-personal+"
 606                         domain="['|', ('section_id.user_id','=',uid), ('section_id.member_ids', 'in', [uid])]"
 607                         context="{'invisible_section': False}"
 608                         help="My Sales Team(s)" />
 609                     <filter icon="terp-personal+"
 610                         context="{'invisible_section': False}"
 611                         domain="[]"
 612                         help="Show Sales Team"/>
 613                 </field>
 614                 <newline/>
 615                 <group expand="0" string="Group By..." colspan="16">
 616                     <filter string="Salesperson" icon="terp-personal" domain="[]" context="{'group_by':'user_id'}" />
 617                     <filter string="Team" help="Sales Team" icon="terp-personal+" domain="[]" context="{'group_by':'section_id'}"/>
 618                     <filter string="Customer" help="Partner" icon="terp-personal+" domain="[]" context="{'group_by':'partner_id'}"/>
 619                     <separator orientation="vertical" />
 620                     <filter string="Stage" icon="terp-stage" domain="[]" context="{'group_by':'stage_id'}" />
 621                     <filter string="Priority" icon="terp-rating-rated" domain="[]" context="{'group_by':'priority'}" />
 622                     <filter string="Category" icon="terp-stock_symbol-selection" domain="[]" context="{'group_by':'categ_id'}" />
 623                     <filter string="Campaign" icon="terp-gtk-jump-to-rtl" domain="[]" context="{'group_by':'type_id'}"/>
 624                     <filter string="Channel" icon="terp-call-start" domain="[]" context="{'group_by':'channel_id'}" />
 625                     <filter string="Status" icon="terp-stock_effects-object-colorize" domain="[]" context="{'group_by':'state'}"/>
 626                     <separator orientation="vertical" />
 627                     <filter string="Creation" icon="terp-go-month" domain="[]" context="{'group_by':'create_date'}" groups="base.group_no_one"/>
 628                     <filter string="Exp.Closing" icon="terp-go-month" help="Expected Closing" domain="[]" context="{'group_by':'date_deadline'}" />
 629                 </group>
 630             </search>
 631         </field>
 632     </record>
 633
 634         <!-- crm.lead Opportunities Graph View -->
 635         <record model="ir.ui.view" id="crm_case_graph_view_opportunity">
 636             <field name="name">CRM - Opportunity Graph</field>
 637             <field name="model">crm.lead</field>
 638             <field name="type">graph</field>
 639             <field name="arch" type="xml">
 640                 <graph string="Opportunity by Categories" type="bar" orientation="horizontal">
 641                     <field name="categ_id"/>
 642                     <field name="planned_revenue" operator="+"/>
 643                     <field name="state" group="True"/>
 644                 </graph>
 645             </field>
 646         </record>
 647
 648     </data>
 649 </openerp>