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