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                 <div class="oe_form_topbar">
  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                     <div class="oe_right">
  74                         <field name="stage_id" nolabel="1" widget="statusbar"
  75                             on_change="onchange_stage_id(stage_id)"/>
  76                     </div>
  77                     <div class="oe_clear"/>
  78                 </div>
  79                 <sheet layout="auto">
  80                 <group colspan="4" col="7">
  81                     <field name="name" required="1" string="Subject"/>
  82                     <field name="priority"/>
  83                     <field name="categ_id"
  84                         widget="selection"
  85                         domain="[('object_id.model','=','crm.lead')]"/>
  86                     <newline />
  87                     <field name="user_id" />
  88                     <field name="section_id" widget="selection" />
  89                     <field name="type" invisible="1"/>
  90                 </group>
  91                 <notebook colspan="4">
  92                 <page string="Lead">
  93                     <group colspan="4" col="2">
  94                         <field name="partner_name" string="Company Name" />
  95                     </group>
  96                     <group colspan="2" col="4">
  97                         <separator string="Contact" colspan="4" col="4"/>
  98                         <field name="contact_name" colspan="4"/>
  99                         <newline/>
 100                         <field domain="[('domain', '=', 'contact')]" name="title" widget="selection"/>
 101                         <field name="function" />
 102                         <field name="street" colspan="4"/>
 103                         <field name="street2" colspan="4"/>
 104                         <field name="zip"/>
 105                         <field name="city"/>
 106                         <field name="country_id"/>
 107                         <field name="state_id"/>
 108                     </group>
 109                     <group colspan="2" col="3">
 110                         <separator string="Communication" colspan="4" col="3"/>
 111                         <field name="email_from" widget="email"/>
 112                         <button string="Mail"
 113                             name="%(mail.action_email_compose_message_wizard)d"
 114                             icon="terp-mail-message-new" type="action" colspan="1"/>
 115                         <newline/>
 116                         <field name="phone"/>
 117                         <newline/>
 118                         <field name="fax"/>
 119                         <newline/>
 120                         <field name="mobile"/>
 121                         <newline/>
 122                         <separator string="Links" colspan="4" col="3"/>
 123                         <field name="partner_id" string="Customer"/>
 124                         <button
 125                             name="%(action_crm_lead2partner)d"
 126                             icon="terp-partner" type="action"
 127                             string="Create"
 128                             attrs="{'invisible':[('partner_id','!=',False)]}"/>
 129                     </group>
 130                     <separator colspan="4" string="Notes"/>
 131                     <field name="description" nolabel="1" colspan="4"/>
 132                  </page>
 133                  <page string="Extra Info">
 134                     <group colspan="2" col="2">
 135                         <separator string="Categorization" colspan="2" col="2"/>
 136                         <field name="company_id"
 137                             groups="base.group_multi_company"
 138                             widget="selection" colspan="2" />
 139                         <field name="type_id" select="1" widget="selection"/>
 140                         <field name="channel_id" select="1" widget="selection"/>
 141                         <field name="referred"/>
 142                         <field name="state" groups="base.group_no_one"/>
 143                     </group>
 144                     <group colspan="2" col="2">
 145                         <separator string="Mailings" colspan="2" col="2"/>
 146                         <field name="opt_in" on_change="on_change_opt_in(opt_in)"/>
 147                         <field name="opt_out" on_change="on_change_opt_out(opt_out)"/>
 148                     </group>
 149                     <group colspan="2" col="2" groups="base.group_no_one">
 150                         <separator string="Statistics" colspan="2" col="2"/>
 151                         <field name="day_open"/>
 152                         <field name="day_close"/>
 153                     </group>
 154                  </page>
 155                 </notebook>
 156                 </sheet>
 157                 <div class="oe_form_bottom">
 158                     <field name="message_ids_social" colspan="4" widget="ThreadView" nolabel="1"/>
 159                 </div>
 160             </form>
 161         </field>
 162         </record>
 163
 164         <!-- CRM Lead Tree View -->
 165         <record model="ir.ui.view" id="crm_case_tree_view_leads">
 166             <field name="name">Leads</field>
 167             <field name="model">crm.lead</field>
 168             <field name="type">tree</field>
 169             <field name="arch" type="xml">
 170                 <tree string="Leads" fonts="bold:needaction_pending==True" colors="blue:state=='pending';grey:state in ('cancel', 'done')">
 171                     <field name="needaction_pending" invisible="1"/>
 172                     <field name="date_deadline" invisible="1"/>
 173                     <field name="create_date" groups="base.group_no_one"/>
 174                     <field name="name" string="Subject"/>
 175                     <field name="contact_name"/>
 176                     <field name="country_id" invisible="context.get('invisible_country', True)" />
 177                     <field name="email_from"/>
 178                     <field name="phone"/>
 179                     <field name="stage_id"/>
 180                     <field name="categ_id" invisible="1"/>
 181                     <field name="section_id" invisible="context.get('invisible_section', True)" />
 182                     <field name="state" groups="base.group_no_one"/>
 183                     <field name="type_id" invisible="1"/>
 184                     <field name="referred" invisible="1"/>
 185                     <field name="channel_id" invisible="1"/>
 186                     <field name="subjects" invisible="1"/>
 187                 </tree>
 188             </field>
 189         </record>
 190
 191         <!-- CRM Lead Calendar View -->
 192         <record model="ir.ui.view" id="crm_case_calendar_view_leads">
 193             <field name="name">CRM - Leads Calendar</field>
 194             <field name="model">crm.lead</field>
 195             <field name="type">calendar</field>
 196             <field name="priority" eval="2"/>
 197             <field name="arch" type="xml">
 198                 <calendar string="Leads Generation"
 199                     date_start="date_action" color="user_id">
 200                     <field name="name" />
 201                     <field name="partner_name" />
 202                 </calendar>
 203             </field>
 204         </record>
 205
 206     <!-- CRM Lead Kanban View  -->
 207     <record model="ir.ui.view" id="crm_case_kanban_view_leads">
 208         <field name="name">CRM - Leads Kanban</field>
 209         <field name="model">crm.lead</field>
 210         <field name="type">kanban</field>
 211         <field name="arch" type="xml">
 212             <kanban default_group_by="stage_id">
 213                 <field name="state" groups="base.group_no_one"/>
 214                 <field name="color"/>
 215                 <field name="priority"/>
 216                 <field name="planned_revenue" sum="Expected Revenues"/>
 217                 <field name="user_email"/>
 218                 <field name="user_id"/>
 219                 <field name="partner_address_email"/>
 220                 <templates>
 221                     <t t-name="lead_details">
 222                         <ul class="oe_kanban_tooltip">
 223                             <li t-if="record.phone.raw_value"><b>Phone:</b> <field name="phone"/></li>
 224                             <li><b>Probability:</b> <field name="probability"/>%%</li>
 225                             <li><b>Creation date:</b> <field name="create_date"/></li>
 226                             <li t-if="record.date_deadline.raw_value"><b>Date Deadline:</b> <field name="date_deadline"/></li>
 227                         </ul>
 228                     </t>
 229                     <t t-name="kanban-box">
 230                         <div t-attf-class="oe_kanban_color_#{kanban_getcolor(record.color.raw_value)} oe_kanban_card">
 231                             <a class="oe_kanban_menuaction oe_i">B</a>
 232                             <ul class="oe_kanban_menu">
 233                                 <li><a type="edit" >Edit...</a></li>
 234                                 <li><a type="delete">Delete</a></li>
 235                                 <li><a name="%(mail.action_email_compose_message_wizard)d" type="action">Send New Email</a></li>
 236                                 <li><a name="%(opportunity2phonecall_act)d" type="action">Log Call</a></li>
 237                                 <li><a name="action_makeMeeting" type="object">Schedule Meeting</a></li>
 238                                 <li><a name="%(crm.action_crm_add_note)d" context="{'model': 'crm.lead' }" type="action">Add Internal Note</a></li>
 239                                 <li><ul class="oe_kanban_colorpicker" data-field="color"/></li>
 240                             </ul>
 241                             <div class="oe_kanban_content">
 242                                 <h3>
 243                                     <field name="partner_id"/>
 244                                     <t t-if="record.planned_revenue.raw_value">
 245                                         - <t t-esc="Math.round(record.planned_revenue.value)"/>
 246                                         <field name="company_currency"/>
 247                                     </t>
 248                                 </h3>
 249                                 <div>
 250                                     <b> <field name="partner_address_name"/> </b>
 251                                 </div>
 252                                 <div>
 253                                     <field name="name"/>
 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-check"
 301                     string="New"
 302                     name="new" help="New Leads"
 303                     domain="[('state','=','draft')]"/>
 304                 <filter icon="terp-camera_test"
 305                     string="Open"
 306                     name="open"
 307                     domain="[('state','=','open')]"/>
 308                 <filter icon="terp-gtk-media-pause"
 309                     string="Pending"
 310                     name="pending"
 311                     domain="[('state','=','pending')]"/>
 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" layout="manual">
 380                 <div class="oe_form_topbar oe_form_topbar_hifirst">
 381                     <button name="case_open" string="Open" type="object"
 382                             states="draft"/>
 383                     <button name="case_mark_won" string="Mark Won" type="object"
 384                             states="draft,open"/>
 385                     <button name="case_mark_lost" string="Mark Lost" type="object"
 386                             states="draft,open"/>
 387                     <button name="case_reset" string="Reset to Draft" type="object"
 388                             states="cancel"/>
 389                     <button name="case_escalate" string="Escalate" type="object"
 390                             states="open"/>
 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                     <div class="oe_right">
 396                         <field name="stage_id" nolabel="1" widget="statusbar"
 397                             on_change="onchange_stage_id(stage_id)"/>
 398                     </div>
 399                     <div class="oe_clear"/>
 400                 </div>
 401                 <sheet layout="auto">
 402                 <group colspan="4" col="2" width="auto">
 403                     <field name="name" required="1" nolabel="1" class="oe_form_title"/>
 404                     <div class="oe_text_right">
 405                         <button string="Schedule/Log Call"
 406                             name="%(opportunity2phonecall_act)d" icon="terp-call-start"
 407                             type="action"/>
 408                         <button string="Schedule Meeting" icon="gtk-redo"
 409                             name="action_makeMeeting"
 410                             type="object"/>
 411                     </div>
 412                 </group>
 413                 <group colspan="4" col="4" class="oe_form_group_label_border" style="margin-top: 20px;">
 414                     <field name="user_id"/>
 415                     <field name="planned_revenue"/>
 416
 417                     <field name="date_action"/>
 418                     <field name="date_deadline"/>
 419
 420                     <field name="title_action"/>
 421                     <field name="probability"/>
 422
 423                     <field name="type" invisible="1"/>
 424                 </group>
 425                 <notebook colspan="4">
 426                 <page string="Opportunity">
 427                     <group col="4" colspan="2">
 428                         <separator colspan="4" string="Contacts"/>
 429                         <group colspan="2" col="3" class="oe_form_group_label_border">
 430                             <field width="80%%" name="partner_id" select="1"
 431                                 on_change="onchange_partner_id(partner_id, email_from)" string="Customer"/>
 432                             <button name="%(action_crm_lead2partner)d"
 433                                 icon="terp-partner" type="action"
 434                                 string="Create"
 435                                 attrs="{'invisible':[('partner_id','!=',False)]}"/>
 436                             <field name="phone" colspan="3"/>
 437                             <field width="80%%" name="email_from" string="Email"/>
 438                             <button string="Mail"
 439                                 name="%(mail.action_email_compose_message_wizard)d"
 440                                 context="{'mail':'new', 'model': 'crm.lead'}"
 441                                 icon="terp-mail-message-new" type="action" />
 442                         </group>
 443                     </group>
 444                     <group col="2" colspan="2" class="oe_form_group_label_border">
 445                         <separator colspan="2" string="Category"/>
 446                         <field name="section_id" colspan="1" widget="selection"/>
 447                         <field name="categ_id" select="1"
 448                             string="Category" widget="selection"
 449                             domain="[('object_id.model', '=', 'crm.lead')]" />
 450                         <field name="state"/>
 451                         <field name="priority"/>
 452                     </group>
 453
 454                     <separator colspan="4" string="Details"/>
 455                     <field name="description" nolabel="1" colspan="4"/>
 456                 </page>
 457                 <page string="Lead">
 458                     <separator string="Contact" colspan="4"/>
 459                     <group colspan="4" col="4" class="oe_form_group_label_border">
 460                         <field name="partner_name" string="Customer Name" colspan="4"/>
 461                     </group>
 462                     <group colspan="2" col="2" class="oe_form_group_label_border">
 463                         <field domain="[('domain', '=', 'contact')]" name="title" widget="selection"/>
 464                         <field name="fax"/>
 465                         <field name="street"/>
 466                         <field name="zip"/>
 467                         <field name="country_id"/>
 468                     </group>
 469                     <group colspan="2" col="2" class="oe_form_group_label_border">
 470                         <field name="function" />
 471                         <field name="mobile"/>
 472                         <field name="street2"/>
 473                         <field name="city"/>
 474                         <field name="state_id"/>
 475                     </group>
 476
 477                     <group colspan="2" col="2" class="oe_form_group_label_border">
 478                         <separator string="Categorization" colspan="2"/>
 479                         <field name="type_id" widget="selection"/>
 480                         <field name="channel_id" widget="selection"/>
 481                     </group>
 482                     <group colspan="2" col="2" class="oe_form_group_label_border">
 483                         <separator string="Mailings" colspan="2"/>
 484                         <field name="opt_in" on_change="on_change_opt_in(opt_in)"/>
 485                         <field name="opt_out" on_change="on_change_opt_out(opt_out)"/>
 486                     </group>
 487                 </page>
 488                 <page string="Extra Info">
 489                     <group col="2" colspan="2" class="oe_form_group_label_border">
 490                         <separator string="Misc" colspan="2"/>
 491                         <field name="active"/>
 492                         <field name="day_open" groups="base.group_no_one"/>
 493                         <field name="day_close" groups="base.group_no_one"/>
 494                         <field name="referred"/>
 495                     </group>
 496                     <group col="2" colspan="2" class="oe_form_group_label_border">
 497                         <separator colspan="4" string="References"/>
 498                         <field name="ref"/>
 499                         <field name="ref2"/>
 500                     </group>
 501                 </page>
 502                 </notebook>
 503                 </sheet>
 504                 <div class="oe_form_bottom">
 505                     <field name="message_ids_social" colspan="4" widget="ThreadView" nolabel="1"/>
 506                 </div>
 507             </form>
 508         </field>
 509     </record>
 510
 511         <!-- Opportunities Tree View -->
 512         <record model="ir.ui.view" id="crm_case_tree_view_oppor">
 513             <field name="name">Opportunities Tree</field>
 514             <field name="model">crm.lead</field>
 515             <field name="type">tree</field>
 516             <field name="arch" type="xml">
 517                 <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)">
 518                     <field name="needaction_pending" invisible="1"/>
 519                     <field name="date_deadline" invisible="1"/>
 520                     <field name="create_date" groups="base.group_no_one"/>
 521                     <field name="name" string="Opportunity"/>
 522                     <field name="partner_id" string="Customer"/>
 523                     <field name="country_id" invisible="context.get('invisible_country', True)" />
 524                     <field name="date_action"/>
 525                     <field name="title_action" />
 526                     <field name="channel_id" invisible="1"/>
 527                     <field name="type_id" invisible="1"/>
 528                     <field name="subjects" invisible="1"/>
 529                     <field name="stage_id"/>
 530                     <field name="planned_revenue" sum="Expected Revenues"/>
 531                     <field name="probability" widget="progressbar" avg="Avg. of Probability"/>
 532                     <field name="section_id" invisible="context.get('invisible_section', True)" />
 533                     <field name="user_id"/>
 534                     <field name="priority" invisible="1"/>
 535                     <field name="categ_id" invisible="1"/>
 536                     <field name="state" groups="base.group_no_one"/>
 537                 </tree>
 538             </field>
 539         </record>
 540
 541
 542     <!-- Opportunities Search View -->
 543     <record id="view_crm_case_opportunities_filter" model="ir.ui.view">
 544         <field name="name">CRM - Opportunities Search</field>
 545         <field name="model">crm.lead</field>
 546         <field name="type">search</field>
 547         <field name="arch" type="xml">
 548             <search string="Search Opportunities">
 549                 <filter icon="terp-check"
 550                     string="New"  help="New Opportunities"
 551                     name="new"
 552                     domain="[('state','=','draft')]"/>
 553                 <filter icon="terp-camera_test"
 554                     string="Open"  help="Open Opportunities"
 555                     name="open"
 556                     domain="[('state','=','open')]"/>
 557                 <filter icon="terp-gtk-media-pause"
 558                     string="Pending"  help="Pending Opportunities"
 559                     name="pending"
 560                     domain="[('state','=','pending')]"/>
 561                 <separator orientation="vertical"/>
 562                 <field name="name" string="Opportunity / Customer"
 563                     filter_domain="['|','|','|',('partner_id','ilike',self),('partner_name','ilike',self),('email_from','ilike',self),('name', 'ilike', self)]"/>
 564                 <field name="user_id">
 565                     <filter icon="terp-personal-"
 566                         domain="[('user_id','=', False)]"
 567                         help="Unassigned Opportunities" />
 568                 </field>
 569                 <field name="section_id"
 570                     context="{'invisible_section': False, 'default_section_id': self}">
 571                     <filter icon="terp-personal+"
 572                         domain="['|', ('section_id.user_id','=',uid), ('section_id.member_ids', 'in', [uid])]"
 573                         context="{'invisible_section': False}"
 574                         help="My Sales Team(s)" />
 575                     <filter icon="terp-personal+"
 576                         context="{'invisible_section': False}"
 577                         domain="[]"
 578                         help="Show Sales Team"/>
 579                 </field>
 580                 <newline/>
 581                 <group expand="0" string="Group By..." colspan="16">
 582                     <filter string="Salesperson" icon="terp-personal" domain="[]" context="{'group_by':'user_id'}" />
 583                     <filter string="Team" help="Sales Team" icon="terp-personal+" domain="[]" context="{'group_by':'section_id'}"/>
 584                     <filter string="Customer" help="Partner" icon="terp-personal+" domain="[]" context="{'group_by':'partner_id'}"/>
 585                     <separator orientation="vertical" />
 586                     <filter string="Stage" icon="terp-stage" domain="[]" context="{'group_by':'stage_id'}" />
 587                     <filter string="Priority" icon="terp-rating-rated" domain="[]" context="{'group_by':'priority'}" />
 588                     <filter string="Category" icon="terp-stock_symbol-selection" domain="[]" context="{'group_by':'categ_id'}" />
 589                     <filter string="Campaign" icon="terp-gtk-jump-to-rtl" domain="[]" context="{'group_by':'type_id'}"/>
 590                     <filter string="Channel" icon="terp-call-start" domain="[]" context="{'group_by':'channel_id'}" />
 591                     <filter string="Status" icon="terp-stock_effects-object-colorize" domain="[]" context="{'group_by':'state'}"/>
 592                     <separator orientation="vertical" />
 593                     <filter string="Creation" icon="terp-go-month" domain="[]" context="{'group_by':'create_date'}" groups="base.group_no_one"/>
 594                     <filter string="Exp.Closing" icon="terp-go-month" help="Expected Closing" domain="[]" context="{'group_by':'date_deadline'}" />
 595                 </group>
 596             </search>
 597         </field>
 598     </record>
 599
 600         <!-- crm.lead Opportunities Graph View -->
 601         <record model="ir.ui.view" id="crm_case_graph_view_opportunity">
 602             <field name="name">CRM - Opportunity Graph</field>
 603             <field name="model">crm.lead</field>
 604             <field name="type">graph</field>
 605             <field name="arch" type="xml">
 606                 <graph string="Opportunity by Categories" type="bar" orientation="horizontal">
 607                     <field name="categ_id"/>
 608                     <field name="planned_revenue" operator="+"/>
 609                     <field name="state" group="True"/>
 610                 </graph>
 611             </field>
 612         </record>
 613
 614     </data>
 615 </openerp>