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