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"/>
  17                     <separator orientation="vertical"/>
  18                     <field name="state"/>
  19                     <field name="type"/>
  20                 </search>
  21             </field>
  22         </record>
  23
  24         <!-- Stage Form view -->
  25         <record id="crm_lead_stage_act" model="ir.actions.act_window">
  26             <field name="name">Stages</field>
  27             <field name="res_model">crm.case.stage</field>
  28             <field name="view_type">form</field>
  29             <field name="view_id" ref="crm.crm_case_stage_tree"/>
  30             <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>
  31         </record>
  32
  33         <menuitem action="crm_lead_stage_act" id="menu_crm_lead_stage_act" name="Stages" sequence="0" parent="base.menu_crm_config_lead" />
  34
  35         <!--
  36             LEADS/OPPORTUNITIES CATEGORIES
  37             -->
  38
  39         <!-- Categories Form View -->
  40         <record id="crm_lead_categ_action" model="ir.actions.act_window">
  41             <field name="name">Categories</field>
  42             <field name="res_model">crm.case.categ</field>
  43             <field name="view_type">form</field>
  44             <field name="view_id" ref="crm_case_categ_tree-view"/>
  45             <field name="context" eval="{'object_id': ref('model_crm_lead')}"/>
  46             <field name="domain">[('object_id.model', '=', 'crm.lead')]</field>
  47             <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>
  48         </record>
  49
  50         <menuitem action="crm_lead_categ_action"
  51             id="menu_crm_lead_categ" name="Categories"
  52             parent="base.menu_crm_config_lead" sequence="1" groups="base.group_no_one"/>
  53
  54         <!--
  55             LEADS
  56             -->
  57         <act_window
  58                 id="act_crm_opportunity_crm_phonecall_new"
  59                 name="Phone calls"
  60                 groups="base.group_sale_salesman"
  61                 res_model="crm.phonecall"
  62                 view_mode="tree,calendar,form"
  63                 context="{'default_duration': 1.0 ,'default_opportunity_id': active_id,'default_partner_phone':phone}"
  64                 domain="[('opportunity_id', '=', active_id)]"
  65                 view_type="form"/>
  66
  67         <act_window
  68                 id="act_crm_opportunity_crm_meeting_new"
  69                 name="Meetings"
  70                 res_model="crm.meeting"
  71                 view_mode="tree,form,calendar"
  72                 context="{'default_duration': 4.0, 'default_opportunity_id': active_id}"
  73                 domain="[('opportunity_id', '=', active_id)]"
  74                 view_type="form"/>
  75
  76
  77         <!-- CRM Lead Form View  -->
  78         <record model="ir.ui.view" id="crm_case_form_view_leads">
  79         <field name="name">CRM - Leads Form</field>
  80         <field name="model">crm.lead</field>
  81         <field name="type">form</field>
  82         <field name="arch" type="xml">
  83             <form string="Leads Form" version="7.0">
  84                 <header>
  85                     <button name="%(crm.action_crm_lead2opportunity_partner)d" string="Convert to Opportunity" type="action"
  86                             states="draft,open,pending" help="Convert to Opportunity"/>
  87                     <button name="case_escalate" string="Escalate" type="object"
  88                             states="draft,open,pending"/>
  89                     <button name="case_reset" string="Reset" type="object"
  90                             states="cancel"/>
  91                     <button name="case_cancel" string="Cancel" type="object"
  92                             states="draft,open,pending"/>
  93                     <field name="stage_id" widget="statusbar"
  94                             on_change="onchange_stage_id(stage_id)"/>
  95                 </header>
  96                 <sheet>
  97                     <div class="oe_right oe_button_box" name="buttons">
  98                         <button type="action"
  99                             name="%(act_crm_opportunity_crm_meeting_new)d"
 100                             string="Meetings" />
 101
 102                         <button type="action"
 103                             name="%(act_crm_opportunity_crm_phonecall_new)d"
 104                             string="Phone Calls" />
 105                     </div>
 106
 107                     <label for="name" class="oe_edit_only" string="Lead Description"/>
 108                     <h1><field name="name" placeholder="Describe the lead..."/></h1>
 109                     <group>
 110                         <group>
 111                             <field name="user_id" />
 112                             <field name="section_id" widget="selection" />
 113                             <field name="type" invisible="1"/>
 114                         </group>
 115                         <group>
 116                             <field name="priority"/>
 117                             <field name="categ_id"
 118                                 widget="selection"
 119                                 domain="[('object_id.model','=','crm.lead')]"/>
 120                         </group>
 121                         <group>
 122                             <field name="partner_name" string="Company Name"/>
 123                             <field name="partner_id" string="Customer"/>
 124                             <label for="street" string="Address"/>
 125                             <div>
 126                                 <field name="street" placeholder="Street..."/>
 127                                 <field name="street2"/>
 128                                 <div>
 129                                     <field name="zip" class="oe_inline" placeholder="ZIP"/>
 130                                     <field name="city" class="oe_inline" placeholder="City"/>
 131                                 </div>
 132                                 <field name="state_id" placeholder="State"/>
 133                                 <field name="country_id" placeholder="Country"/>
 134                             </div>
 135                         </group>
 136                         <group>
 137                             <field name="contact_name" />
 138                             <field name="email_from" widget="email"/>
 139                             <field name="function" />
 140                             <field domain="[('domain', '=', 'contact')]" name="title"/>
 141                             <field name="phone"/>
 142                             <field name="mobile"/>
 143                             <field name="fax"/>
 144                             <!--
 145                             This should be integrated in Open Chatter
 146                             <button string="Mail"
 147                                 name="%(mail.action_email_compose_message_wizard)d"
 148                                 icon="terp-mail-message-new" type="action" colspan="1"/>
 149                             -->
 150                         </group>
 151                     </group>
 152                     <notebook colspan="4">
 153                     <page string="Notes">
 154                         <field name="description"/>
 155                     </page>
 156                     <page string="Extra Info">
 157                         <group>
 158                             <group string="Categorization">
 159                                 <field name="company_id"
 160                                     groups="base.group_multi_company"
 161                                     widget="selection" colspan="2" />
 162                                 <field name="type_id" widget="selection"/>
 163                                 <field name="channel_id" widget="selection"/>
 164                                 <field name="referred"/>
 165                                 <field name="state" groups="base.group_no_one"/>
 166                             </group>
 167                             <group string="Mailings">
 168                                 <field name="opt_in" on_change="on_change_opt_in(opt_in)"/>
 169                                 <field name="opt_out" on_change="on_change_opt_out(opt_out)"/>
 170                             </group>
 171                         </group>
 172                     </page>
 173                     </notebook>
 174                 </sheet>
 175                 <div class="oe_bottom">
 176                     <field name="message_ids" widget="ThreadView"/>
 177                 </div>
 178             </form>
 179         </field>
 180         </record>
 181
 182         <!-- CRM Lead Tree View -->
 183         <record model="ir.ui.view" id="crm_case_tree_view_leads">
 184             <field name="name">Leads</field>
 185             <field name="model">crm.lead</field>
 186             <field name="type">tree</field>
 187             <field name="arch" type="xml">
 188                 <tree string="Leads" fonts="bold:needaction_pending==True" colors="blue:state=='pending';grey:state in ('cancel', 'done')">
 189                     <field name="needaction_pending" invisible="1"/>
 190                     <field name="date_deadline" invisible="1"/>
 191                     <field name="create_date" groups="base.group_no_one"/>
 192                     <field name="name"/>
 193                     <field name="contact_name"/>
 194                     <field name="country_id" invisible="context.get('invisible_country', True)" />
 195                     <field name="email_from"/>
 196                     <field name="phone"/>
 197                     <field name="stage_id"/>
 198                     <field name="categ_id" invisible="1"/>
 199                     <field name="section_id" invisible="context.get('invisible_section', True)" />
 200                     <field name="state" groups="base.group_no_one"/>
 201                     <field name="type_id" invisible="1"/>
 202                     <field name="referred" invisible="1"/>
 203                     <field name="channel_id" invisible="1"/>
 204                     <field name="subjects" invisible="1"/>
 205                 </tree>
 206             </field>
 207         </record>
 208
 209         <!-- CRM Lead Calendar View -->
 210         <record model="ir.ui.view" id="crm_case_calendar_view_leads">
 211             <field name="name">CRM - Leads Calendar</field>
 212             <field name="model">crm.lead</field>
 213             <field name="type">calendar</field>
 214             <field name="priority" eval="2"/>
 215             <field name="arch" type="xml">
 216                 <calendar string="Leads Generation"
 217                     date_start="date_action" color="user_id">
 218                     <field name="name" />
 219                     <field name="partner_name" />
 220                 </calendar>
 221             </field>
 222         </record>
 223
 224     <!-- CRM Lead Kanban View  -->
 225     <record model="ir.ui.view" id="crm_case_kanban_view_leads">
 226         <field name="name">CRM - Leads Kanban</field>
 227         <field name="model">crm.lead</field>
 228         <field name="type">kanban</field>
 229         <field name="arch" type="xml">
 230             <kanban default_group_by="stage_id">
 231                 <field name="state" groups="base.group_no_one"/>
 232                 <field name="color"/>
 233                 <field name="priority"/>
 234                 <field name="planned_revenue" sum="Expected Revenues"/>
 235                 <field name="user_email"/>
 236                 <field name="user_id"/>
 237                 <field name="partner_address_email"/>
 238                 <templates>
 239                     <t t-name="lead_details">
 240                         <ul class="oe_kanban_tooltip">
 241                             <li t-if="record.phone.raw_value"><b>Phone:</b> <field name="phone"/></li>
 242                             <li><b>Probability:</b> <field name="probability"/>%%</li>
 243                             <li><b>Creation date:</b> <field name="create_date"/></li>
 244                             <li t-if="record.date_deadline.raw_value"><b>Date Deadline:</b> <field name="date_deadline"/></li>
 245                         </ul>
 246                     </t>
 247                     <t t-name="kanban-box">
 248                         <div t-attf-class="oe_kanban_color_#{kanban_getcolor(record.color.raw_value)} oe_kanban_card oe_kanban_global_click">
 249                             <div class="oe_dropdown_toggle oe_dropdown_kanban">
 250                                 <span class="oe_e">i</span>
 251                                 <ul class="oe_dropdown_menu">
 252                                     <li><a type="edit" >Edit...</a></li>
 253                                     <li><a type="delete">Delete</a></li>
 254                                     <li><a name="%(mail.action_email_compose_message_wizard)d" type="action">Send Email</a></li>
 255                                     <li><a name="%(opportunity2phonecall_act)d" type="action">Log Call</a></li>
 256                                     <li><a name="action_makeMeeting" type="object">Schedule Meeting</a></li>
 257                                     <li><ul class="oe_kanban_colorpicker" data-field="color"/></li>
 258                                 </ul>
 259                             </div>
 260                             <div class="oe_kanban_content">
 261                                 <div>
 262                                     <b><field name="name"/></b>
 263                                     <t t-if="record.planned_revenue.raw_value">
 264                                         - <b><t t-esc="Math.round(record.planned_revenue.value)"/>
 265                                         <field name="company_currency"/></b>
 266                                     </t>
 267                                 </div>
 268                                 <div>
 269                                     <field name="partner_id"/>
 270                                 </div>
 271                                 <div style="padding-left: 0.5em">
 272                                     <i>
 273                                         <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>
 274                                         <span t-attf-class="#{red || ''}">
 275                                             <field name="date_action"/>
 276                                         </span>
 277                                         <t t-if="record.date_action.raw_value"> : </t>
 278                                         <field name="title_action"/>
 279                                     </i>
 280                                 </div>
 281                                 <div class="oe_right">
 282                                     <a t-if="record.priority.raw_value == 1" icon="star-on" type="object" name="set_normal_priority"/>
 283                                     <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);"/>
 284                                     <!--
 285                                     <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>
 286                                     <span t-attf-class="oe_kanban_status #{red}"> </span>
 287                                     -->
 288                                     <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"/>
 289                                 </div>
 290                                 <div class="oe_kanban_footer_left">
 291                                 </div>
 292                             </div>
 293                             <div class="oe_clear"></div>
 294                         </div>
 295                         <!--
 296                             <div class="oe_kanban_right">
 297                                 <a name="case_mark_lost" string="Mark Lost" states="open,pending" type="object" icon="kanban-stop" />
 298                                 <a name="case_pending" string="Pending" states="draft,open" type="object" icon="kanban-pause" />
 299                                 <a name="case_open" string="Open" states="pending" type="object" icon="gtk-media-play" />
 300                                 <a name="case_mark_won" string="Mark Won" states="open,pending" type="object" icon="kanban-apply" />
 301                             </div>
 302                         -->
 303                     </t>
 304                 </templates>
 305             </kanban>
 306         </field>
 307     </record>
 308
 309     <!-- CRM Lead Search View -->
 310     <record id="view_crm_case_leads_filter" model="ir.ui.view">
 311         <field name="name">CRM - Leads Search</field>
 312         <field name="model">crm.lead</field>
 313         <field name="type">search</field>
 314         <field name="arch" type="xml">
 315             <search string="Search Leads">
 316                 <field name="name" string="Lead / Customer" filter_domain="['|','|',('partner_name','ilike',self),('email_from','ilike',self),('name','ilike',self)]"/>
 317                 <!-- subjects is not set as store=True so, it is placed outside filter_domain-->
 318                 <field name="subjects"/>
 319                 <separator orientation="vertical"/>
 320                 <field name="create_date"/>
 321                 <separator orientation="vertical"/>
 322                 <filter icon="terp-check"
 323                     string="New"
 324                     name="new" help="New Leads"
 325                     domain="[('state','=','draft')]"/>
 326                 <filter icon="terp-camera_test"
 327                     string="Open"
 328                     name="open"
 329                     domain="[('state','=','open')]"/>
 330                 <filter icon="terp-gtk-media-pause"
 331                     string="Pending"
 332                     name="pending"
 333                     domain="[('state','=','pending')]"/>
 334                 <filter string="Unassigned Leads"
 335                         icon="terp-personal-"
 336                         domain="[('user_id','=', False)]"
 337                         help="Unassigned Leads" />
 338                 <filter string="Leads Assigned to Me or My Team(s)"
 339                         icon="terp-personal+"
 340                         context="{'invisible_section': False}"
 341                         domain="['|', ('section_id.user_id','=',uid), ('section_id.member_ids', 'in', [uid])]"
 342                         help="Leads that are assigned to one of the sale teams I manage, or to me"/>
 343                 <separator orientation="vertical"/>
 344                 <field name="user_id"/>
 345                 <field name="section_id" widget="selection"
 346                     context="{'invisible_section': False}"/>
 347                 <field name="country_id" context="{'invisible_country': False}"/>
 348                 <separator orientation="vertical"/>
 349                 <newline/>
 350                 <group expand="0" string="Group By...">
 351                     <filter string="Salesperson" icon="terp-personal" domain="[]" context="{'group_by':'user_id'}"/>
 352                     <filter string="Team" icon="terp-personal+" domain="[]" context="{'group_by':'section_id'}"/>
 353                     <filter string="Referrer" icon="terp-personal" domain="[]" context="{'group_by':'referred'}"/>
 354                     <separator orientation="vertical"/>
 355                     <filter string="Category" icon="terp-stock_symbol-selection" domain="[]" context="{'group_by':'categ_id'}"/>
 356                     <filter string="Campaign" icon="terp-gtk-jump-to-rtl"
 357                         domain="[]" context="{'group_by':'type_id'}" />
 358                     <filter string="Channel" icon="terp-call-start"
 359                         domain="[]" context="{'group_by':'channel_id'}" />
 360                     <separator orientation="vertical"/>
 361                     <filter string="Stage" icon="terp-stage" domain="[]" context="{'group_by':'stage_id'}"/>
 362                     <filter string="Status" icon="terp-stock_effects-object-colorize" domain="[]" context="{'group_by':'state'}"/>
 363                     <separator orientation="vertical" groups="base.group_no_one"/>
 364                     <filter string="Creation" help="Create date" icon="terp-go-month"
 365                         domain="[]" context="{'group_by':'create_date'}" groups="base.group_no_one"/>
 366                 </group>
 367                 <separator orientation="vertical"/>
 368                 <group string="Display">
 369                     <filter string="Show Countries" icon="terp-personal+" context="{'invisible_country': False}" help="Show Countries"/>
 370                     <filter string="Show Sales Team"
 371                         icon="terp-personal+"
 372                         context="{'invisible_section': False}"
 373                         domain="[]"
 374                         help="Show Sales Team"/>
 375                 </group>
 376            </search>
 377         </field>
 378     </record>
 379
 380
 381     <!--
 382         OPPORTUNITY
 383         -->
 384
 385     <!-- Opportunities Form View -->
 386     <record model="ir.ui.view" id="crm_case_form_view_oppor">
 387         <field name="name">Opportunities</field>
 388         <field name="model">crm.lead</field>
 389         <field name="type">form</field>
 390         <field name="priority">20</field>
 391         <field name="arch" type="xml">
 392             <form string="Opportunities" version="7.0">
 393                 <header>
 394                     <button name="stage_previous" string="Previous" type="object"
 395                             states="open" icon="gtk-go-back" context="{'stage_type': 'opportunity'}"/>
 396                     <button name="stage_next" string="Next" type="object"
 397                             states="open" icon="gtk-go-forward" context="{'stage_type': 'opportunity'}"/>
 398                     <button name="case_mark_won" string="Mark Won" type="object"
 399                             states="draft,open,pending"/>
 400                     <button name="case_open" string="Open" type="object"
 401                             states="draft,pending"/>
 402                     <button name="case_escalate" string="Escalate" type="object"
 403                             states="open"/>
 404                     <button name="case_mark_lost" string="Mark Lost" type="object"
 405                             states="draft,open"/>
 406                     <button name="case_reset" string="Reset to Draft" type="object"
 407                             states="done,cancel"/>
 408                     <button name="case_cancel" string="Cancel" type="object"
 409                             states="draft"/>
 410                     <field name="stage_id" widget="statusbar"
 411                             on_change="onchange_stage_id(stage_id)"/>
 412                 </header>
 413                 <sheet>
 414                     <div class="oe_right oe_button_box">
 415                         <button string="Schedule/Log Call"
 416                             name="%(opportunity2phonecall_act)d"
 417                             type="action"/>
 418                         <button string="Schedule Meeting"
 419                             name="action_makeMeeting"
 420                             type="object"/>
 421                     </div>
 422                     <div class="oe_title">
 423                         <label for="name" class="oe_edit_only"/>
 424                         <h1><field name="name"/></h1>
 425
 426                         <label for="planned_revenue" class="oe_edit_only"/>
 427                         <h2>
 428                             <field name="planned_revenue" class="oe_inline"/>
 429                             <field name="company_currency" class="oe_edit_only oe_inline"/> at
 430                             <field name="probability" class="oe_inline"/> %% success rate
 431                         </h2>
 432                     </div>
 433                     <group>
 434                         <group>
 435                             <field name="partner_id"
 436                                 on_change="onchange_partner_id(partner_id, email_from)"
 437                                 string="Customer"
 438                                 context="{'default_name': partner_name, 'default_email': email_from, 'default_phone': phone}"/>
 439                             <field name="email_from" string="Email"/>
 440                             <field name="phone"/>
 441                         </group>
 442
 443                         <group>
 444                             <label for="title_action"/>
 445                             <div>
 446                                 <field name="date_action" nolabel="1"/> -
 447                                 <field name="title_action" class="oe_inline" nolabel="1" placeholder="Call for proposal"/>
 448                             </div>
 449                             <field name="date_deadline"/>
 450                             <field name="priority"/>
 451                         </group>
 452
 453                         <group>
 454                             <field name="user_id"/>
 455                             <field name="section_id" colspan="1" widget="selection"/>
 456                         </group>
 457                         <group>
 458                             <field name="categ_id"
 459                                 string="Category" widget="selection"
 460                                 domain="[('object_id.model', '=', 'crm.lead')]" />
 461
 462                         </group>
 463                     </group>
 464
 465                                     <!--<button string="Mail"
 466                                         name="%(mail.action_email_compose_message_wizard)d"
 467                                         context="{'mail':'new', 'model': 'crm.lead'}"
 468                                         icon="terp-mail-message-new" type="action" />-->
 469
 470                     <notebook colspan="4">
 471                     <page string="Internal Notes">
 472                         <field name="description"/>
 473                     </page>
 474                     <page string="Lead">
 475                         <group>
 476                             <group>
 477                                 <field name="partner_name"/>
 478                                 <label for="street" string="Address"/>
 479                                 <div>
 480                                     <field name="street" placeholder="Street..."/>
 481                                     <field name="street2"/>
 482                                     <div>
 483                                         <field name="zip" class="oe_inline" placeholder="ZIP"/>
 484                                         <field name="city" class="oe_inline" placeholder="City"/>
 485                                     </div>
 486                                     <field name="state_id" placeholder="State"/>
 487                                     <field name="country_id" placeholder="Country"/>
 488                                 </div>
 489                             </group>
 490
 491                             <group>
 492                                 <field name="contact_name" />
 493                                 <field name="function" />
 494                                 <field domain="[('domain', '=', 'contact')]" name="title"/>
 495                                 <field name="mobile"/>
 496                                 <field name="fax"/>
 497                             </group>
 498
 499                             <group string="Categorization">
 500                                 <field name="type_id" widget="selection"/>
 501                                 <field name="channel_id" widget="selection"/>
 502                             </group>
 503                             <group string="Mailings">
 504                                 <field name="opt_in" on_change="on_change_opt_in(opt_in)"/>
 505                                 <field name="opt_out" on_change="on_change_opt_out(opt_out)"/>
 506                             </group>
 507                             <group string="Misc">
 508                                 <field name="active"/>
 509                                 <field name="day_open" groups="base.group_no_one"/>
 510                                 <field name="day_close" groups="base.group_no_one"/>
 511                                 <field name="referred"/>
 512                                 <field name="state" groups="base.group_no_one"/>
 513                                 <field name="type" invisible="1"/>
 514                             </group>
 515                             <group string="References">
 516                                 <field name="ref"/>
 517                                 <field name="ref2"/>
 518                             </group>
 519                         </group>
 520                     </page>
 521                     </notebook>
 522                 </sheet>
 523                 <footer>
 524                     <field name="message_ids" widget="ThreadView"/>
 525                 </footer>
 526             </form>
 527         </field>
 528     </record>
 529
 530         <!-- Opportunities Tree View -->
 531         <record model="ir.ui.view" id="crm_case_tree_view_oppor">
 532             <field name="name">Opportunities Tree</field>
 533             <field name="model">crm.lead</field>
 534             <field name="type">tree</field>
 535             <field name="arch" type="xml">
 536                 <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)">
 537                     <field name="needaction_pending" invisible="1"/>
 538                     <field name="date_deadline" invisible="1"/>
 539                     <field name="create_date" groups="base.group_no_one"/>
 540                     <field name="name" string="Opportunity"/>
 541                     <field name="partner_id" string="Customer"/>
 542                     <field name="country_id" invisible="context.get('invisible_country', True)" />
 543                     <field name="date_action"/>
 544                     <field name="title_action" />
 545                     <field name="channel_id" invisible="1"/>
 546                     <field name="type_id" invisible="1"/>
 547                     <field name="subjects" invisible="1"/>
 548                     <field name="stage_id"/>
 549                     <field name="planned_revenue" sum="Expected Revenues"/>
 550                     <field name="probability" widget="progressbar" avg="Avg. of Probability"/>
 551                     <field name="section_id" invisible="context.get('invisible_section', True)" />
 552                     <field name="user_id"/>
 553                     <field name="priority" invisible="1"/>
 554                     <field name="categ_id" invisible="1"/>
 555                     <field name="state" groups="base.group_no_one"/>
 556                 </tree>
 557             </field>
 558         </record>
 559
 560
 561     <!-- Opportunities Search View -->
 562     <record id="view_crm_case_opportunities_filter" model="ir.ui.view">
 563         <field name="name">CRM - Opportunities Search</field>
 564         <field name="model">crm.lead</field>
 565         <field name="type">search</field>
 566         <field name="arch" type="xml">
 567             <search string="Search Opportunities">
 568                 <field name="name" string="Opportunity / Customer"
 569                     filter_domain="['|','|','|',('partner_id','ilike',self),('partner_name','ilike',self),('email_from','ilike',self),('name', 'ilike', self)]"/>
 570                 <separator orientation="vertical"/>
 571                 <filter icon="terp-check"
 572                     string="New"  help="New Opportunities"
 573                     name="new"
 574                     domain="[('state','=','draft')]"/>
 575                 <filter icon="terp-camera_test"
 576                     string="Open"  help="Open Opportunities"
 577                     name="open"
 578                     domain="[('state','=','open')]"/>
 579                 <filter icon="terp-gtk-media-pause"
 580                     string="Pending"  help="Pending Opportunities"
 581                     name="pending"
 582                     domain="[('state','=','pending')]"/>
 583                 <filter string="Unassigned Opportunities"
 584                         icon="terp-personal-"
 585                         domain="[('user_id','=', False)]"
 586                         help="Unassigned Opportunities" />
 587                <filter string="Opportunities Assigned to Me or My Team(s)"  icon="terp-personal+"
 588                         domain="['|', ('section_id.user_id','=',uid), ('section_id.member_ids', 'in', [uid])]"
 589                         context="{'invisible_section': False}"
 590                         help="Opportunities that are assigned to either me or one of the sale teams I manage" />
 591                 <separator orientation="vertical"/>
 592                 <field name="user_id"/>
 593                 <field name="country"/>
 594                 <field name="partner_id"/>
 595                 <field name="section_id"
 596                     context="{'invisible_section': False, 'default_section_id': self}"/>
 597                 <newline/>
 598                 <group expand="0" string="Group By..." colspan="16">
 599                     <filter string="Salesperson" icon="terp-personal" domain="[]" context="{'group_by':'user_id'}" />
 600                     <filter string="Team" help="Sales Team" icon="terp-personal+" domain="[]" context="{'group_by':'section_id'}"/>
 601                     <filter string="Customer" help="Partner" icon="terp-personal+" domain="[]" context="{'group_by':'partner_id'}"/>
 602                     <separator orientation="vertical" />
 603                     <filter string="Stage" icon="terp-stage" domain="[]" context="{'group_by':'stage_id'}" />
 604                     <filter string="Priority" icon="terp-rating-rated" domain="[]" context="{'group_by':'priority'}" />
 605                     <filter string="Category" icon="terp-stock_symbol-selection" domain="[]" context="{'group_by':'categ_id'}" />
 606                     <filter string="Campaign" icon="terp-gtk-jump-to-rtl" domain="[]" context="{'group_by':'type_id'}"/>
 607                     <filter string="Channel" icon="terp-call-start" domain="[]" context="{'group_by':'channel_id'}" />
 608                     <filter string="Status" icon="terp-stock_effects-object-colorize" domain="[]" context="{'group_by':'state'}"/>
 609                     <separator orientation="vertical" />
 610                     <filter string="Creation" icon="terp-go-month" domain="[]" context="{'group_by':'create_date'}" groups="base.group_no_one"/>
 611                     <filter string="Exp.Closing" icon="terp-go-month" help="Expected Closing" domain="[]" context="{'group_by':'date_deadline'}" />
 612                 </group>
 613                 <group string="Display">
 614                     <filter string="Show Sales Team"
 615                         icon="terp-personal+"
 616                         context="{'invisible_section': False}"
 617                         domain="[]"
 618                         help="Show Sales Team"/>
 619                 </group>
 620             </search>
 621         </field>
 622     </record>
 623
 624         <!-- crm.lead Opportunities Graph View -->
 625         <record model="ir.ui.view" id="crm_case_graph_view_opportunity">
 626             <field name="name">CRM - Opportunity Graph</field>
 627             <field name="model">crm.lead</field>
 628             <field name="type">graph</field>
 629             <field name="arch" type="xml">
 630                 <graph string="Opportunity by Categories" type="bar" orientation="horizontal">
 631                     <field name="categ_id"/>
 632                     <field name="planned_revenue" operator="+"/>
 633                     <field name="state" group="True"/>
 634                 </graph>
 635             </field>
 636         </record>
 637
 638     </data>
 639 </openerp>