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