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_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_edit_only" 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_inline" placeholder="ZIP"/>
 129                                     <field name="city" class="oe_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_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                             <div class="oe_dropdown_toggle oe_dropdown_kanban">
 249                                 <span class="oe_e">i</span>
 250                                 <ul class="oe_dropdown_menu">
 251                                     <li><a type="edit" >Edit...</a></li>
 252                                     <li><a type="delete">Delete</a></li>
 253                                     <li><a name="%(mail.action_email_compose_message_wizard)d" type="action">Send Email</a></li>
 254                                     <li><a name="%(opportunity2phonecall_act)d" type="action">Log Call</a></li>
 255                                     <li><a name="action_makeMeeting" type="object">Schedule Meeting</a></li>
 256                                     <li><ul class="oe_kanban_colorpicker" data-field="color"/></li>
 257                                 </ul>
 258                             </div>
 259                             <div class="oe_kanban_content">
 260                                 <div>
 261                                     <b><field name="name"/></b>
 262                                     <t t-if="record.planned_revenue.raw_value">
 263                                         - <b><t t-esc="Math.round(record.planned_revenue.value)"/>
 264                                         <field name="company_currency"/></b>
 265                                     </t>
 266                                 </div>
 267                                 <div>
 268                                     <field name="partner_id"/>
 269                                 </div>
 270                                 <div style="padding-left: 0.5em">
 271                                     <i>
 272                                         <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>
 273                                         <span t-attf-class="#{red || ''}">
 274                                             <field name="date_action"/>
 275                                         </span>
 276                                         <t t-if="record.date_action.raw_value"> : </t>
 277                                         <field name="title_action"/>
 278                                     </i>
 279                                 </div>
 280                                 <div class="oe_right">
 281                                     <a t-if="record.priority.raw_value == 1" icon="star-on" type="object" name="set_normal_priority"/>
 282                                     <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);"/>
 283                                     <!--
 284                                     <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>
 285                                     <span t-attf-class="oe_kanban_status #{red}"> </span>
 286                                     -->
 287                                     <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"/>
 288                                 </div>
 289                                 <div class="oe_kanban_footer_left">
 290                                 </div>
 291                             </div>
 292                             <div class="oe_clear"></div>
 293                         </div>
 294                         <!--
 295                             <div class="oe_kanban_right">
 296                                 <a name="case_mark_lost" string="Mark Lost" states="open,pending" type="object" icon="kanban-stop" />
 297                                 <a name="case_pending" string="Pending" states="draft,open" type="object" icon="kanban-pause" />
 298                                 <a name="case_open" string="Open" states="pending" type="object" icon="gtk-media-play" />
 299                                 <a name="case_mark_won" string="Mark Won" states="open,pending" type="object" icon="kanban-apply" />
 300                             </div>
 301                         -->
 302                     </t>
 303                 </templates>
 304             </kanban>
 305         </field>
 306     </record>
 307
 308     <!-- CRM Lead Search View -->
 309     <record id="view_crm_case_leads_filter" model="ir.ui.view">
 310         <field name="name">CRM - Leads Search</field>
 311         <field name="model">crm.lead</field>
 312         <field name="type">search</field>
 313         <field name="arch" type="xml">
 314             <search string="Search Leads">
 315                 <field name="name" string="Lead / Customer" filter_domain="['|','|',('partner_name','ilike',self),('email_from','ilike',self),('name','ilike',self)]"/>
 316                 <!-- subjects is not set as store=True so, it is placed outside filter_domain-->
 317                 <field name="subjects"/>
 318                 <separator orientation="vertical"/>
 319                 <field name="create_date"/>
 320                 <separator orientation="vertical"/>
 321                 <filter icon="terp-check"
 322                     string="New"
 323                     name="new" help="New Leads"
 324                     domain="[('state','=','draft')]"/>
 325                 <filter icon="terp-camera_test"
 326                     string="Open"
 327                     name="open"
 328                     domain="[('state','=','open')]"/>
 329                 <filter icon="terp-gtk-media-pause"
 330                     string="Pending"
 331                     name="pending"
 332                     domain="[('state','=','pending')]"/>
 333                 <filter string="Unassigned Leads"
 334                         icon="terp-personal-"
 335                         domain="[('user_id','=', False)]"
 336                         help="Unassigned Leads" />
 337                 <filter string="Leads Assigned to Me or My Team(s)"
 338                         icon="terp-personal+"
 339                         context="{'invisible_section': False}"
 340                         domain="['|', ('section_id.user_id','=',uid), ('section_id.member_ids', 'in', [uid])]"
 341                         help="Leads that are assigned to one of the sale teams I manage, or to me"/>
 342                 <separator orientation="vertical"/>
 343                 <field name="user_id"/>
 344                 <field name="section_id" widget="selection"
 345                     context="{'invisible_section': False}"/>
 346                 <field name="country_id" context="{'invisible_country': False}"/>
 347                 <separator orientation="vertical"/>
 348                 <newline/>
 349                 <group expand="0" string="Group By...">
 350                     <filter string="Salesperson" icon="terp-personal" domain="[]" context="{'group_by':'user_id'}"/>
 351                     <filter string="Team" icon="terp-personal+" domain="[]" context="{'group_by':'section_id'}"/>
 352                     <filter string="Referrer" icon="terp-personal" domain="[]" context="{'group_by':'referred'}"/>
 353                     <separator orientation="vertical"/>
 354                     <filter string="Category" icon="terp-stock_symbol-selection" domain="[]" context="{'group_by':'categ_id'}"/>
 355                     <filter string="Campaign" icon="terp-gtk-jump-to-rtl"
 356                         domain="[]" context="{'group_by':'type_id'}" />
 357                     <filter string="Channel" icon="terp-call-start"
 358                         domain="[]" context="{'group_by':'channel_id'}" />
 359                     <separator orientation="vertical"/>
 360                     <filter string="Stage" icon="terp-stage" domain="[]" context="{'group_by':'stage_id'}"/>
 361                     <filter string="Status" icon="terp-stock_effects-object-colorize" domain="[]" context="{'group_by':'state'}"/>
 362                     <separator orientation="vertical" groups="base.group_no_one"/>
 363                     <filter string="Creation" help="Create date" icon="terp-go-month"
 364                         domain="[]" context="{'group_by':'create_date'}" groups="base.group_no_one"/>
 365                 </group>
 366                 <separator orientation="vertical"/>
 367                 <group string="Display">
 368                     <filter string="Show Countries" icon="terp-personal+" context="{'invisible_country': False}" help="Show Countries"/>
 369                     <filter string="Show Sales Team"
 370                         icon="terp-personal+"
 371                         context="{'invisible_section': False}"
 372                         domain="[]"
 373                         help="Show Sales Team"/>
 374                 </group>
 375            </search>
 376         </field>
 377     </record>
 378
 379
 380     <!--
 381         OPPORTUNITY
 382         -->
 383
 384     <!-- Opportunities Form View -->
 385     <record model="ir.ui.view" id="crm_case_form_view_oppor">
 386         <field name="name">Opportunities</field>
 387         <field name="model">crm.lead</field>
 388         <field name="type">form</field>
 389         <field name="priority">20</field>
 390         <field name="arch" type="xml">
 391             <form string="Opportunities" version="7.0">
 392                 <header>
 393                     <button name="stage_previous" string="Previous" type="object"
 394                             states="open" icon="gtk-go-back" context="{'stage_type': 'opportunity'}"/>
 395                     <button name="stage_next" string="Next" type="object"
 396                             states="open" icon="gtk-go-forward" context="{'stage_type': 'opportunity'}"/>
 397                     <button name="case_mark_won" string="Mark Won" type="object"
 398                             states="draft,open,pending"/>
 399                     <button name="case_open" string="Open" type="object"
 400                             states="draft,pending"/>
 401                     <button name="case_escalate" string="Escalate" type="object"
 402                             states="open"/>
 403                     <button name="case_mark_lost" string="Mark Lost" type="object"
 404                             states="draft,open"/>
 405                     <button name="case_reset" string="Reset to Draft" type="object"
 406                             states="done,cancel"/>
 407                     <button name="case_cancel" string="Cancel" type="object"
 408                             states="draft"/>
 409                     <field name="stage_id" widget="statusbar"
 410                             on_change="onchange_stage_id(stage_id)"/>
 411                 </header>
 412                 <sheet>
 413                     <div class="oe_right oe_button_box">
 414                         <button string="Schedule/Log Call"
 415                             name="%(opportunity2phonecall_act)d"
 416                             type="action"/>
 417                         <button string="Schedule Meeting"
 418                             name="action_makeMeeting"
 419                             type="object"/>
 420                     </div>
 421                     <div class="oe_title">
 422                         <label for="name" class="oe_edit_only"/>
 423                         <h1><field name="name"/></h1>
 424
 425                         <label for="planned_revenue" class="oe_edit_only"/>
 426                         <h2>
 427                             <field name="planned_revenue" class="oe_inline"/>
 428                             <field name="company_currency" class="oe_edit_only oe_inline"/> at
 429                             <field name="probability" class="oe_inline"/> %% success rate
 430                         </h2>
 431                     </div>
 432                     <group>
 433                         <group>
 434                             <field name="partner_id"
 435                                 on_change="onchange_partner_id(partner_id, email_from)"
 436                                 string="Customer"
 437                                 context="{'default_name': partner_name, 'default_email': email_from, 'default_phone': phone}"/>
 438                             <field name="email_from" string="Email"/>
 439                             <field name="phone"/>
 440                         </group>
 441
 442                         <group>
 443                             <label for="title_action"/>
 444                             <div>
 445                                 <field name="date_action" nolabel="1"/> -
 446                                 <field name="title_action" class="oe_inline" nolabel="1" placeholder="Call for proposal"/>
 447                             </div>
 448                             <field name="date_deadline"/>
 449                             <field name="priority"/>
 450                         </group>
 451
 452                         <group>
 453                             <field name="user_id"/>
 454                             <field name="section_id" colspan="1" widget="selection"/>
 455                         </group>
 456                         <group>
 457                             <field name="categ_id"
 458                                 string="Category" widget="selection"
 459                                 domain="[('object_id.model', '=', 'crm.lead')]" />
 460
 461                         </group>
 462                     </group>
 463
 464                                     <!--<button string="Mail"
 465                                         name="%(mail.action_email_compose_message_wizard)d"
 466                                         context="{'mail':'new', 'model': 'crm.lead'}"
 467                                         icon="terp-mail-message-new" type="action" />-->
 468
 469                     <notebook colspan="4">
 470                     <page string="Internal Notes">
 471                         <field name="description"/>
 472                     </page>
 473                     <page string="Lead">
 474                         <group>
 475                             <group>
 476                                 <field name="partner_name"/>
 477                                 <label for="street" string="Address"/>
 478                                 <div>
 479                                     <field name="street" placeholder="Street..."/>
 480                                     <field name="street2"/>
 481                                     <div>
 482                                         <field name="zip" class="oe_inline" placeholder="ZIP"/>
 483                                         <field name="city" class="oe_inline" placeholder="City"/>
 484                                     </div>
 485                                     <field name="state_id" placeholder="State"/>
 486                                     <field name="country_id" placeholder="Country"/>
 487                                 </div>
 488                             </group>
 489
 490                             <group>
 491                                 <field name="contact_name" />
 492                                 <field name="function" />
 493                                 <field domain="[('domain', '=', 'contact')]" name="title"/>
 494                                 <field name="mobile"/>
 495                                 <field name="fax"/>
 496                             </group>
 497
 498                             <group string="Categorization">
 499                                 <field name="type_id" widget="selection"/>
 500                                 <field name="channel_id" widget="selection"/>
 501                             </group>
 502                             <group string="Mailings">
 503                                 <field name="opt_in" on_change="on_change_opt_in(opt_in)"/>
 504                                 <field name="opt_out" on_change="on_change_opt_out(opt_out)"/>
 505                             </group>
 506                             <group string="Misc">
 507                                 <field name="active"/>
 508                                 <field name="day_open" groups="base.group_no_one"/>
 509                                 <field name="day_close" groups="base.group_no_one"/>
 510                                 <field name="referred"/>
 511                                 <field name="state" groups="base.group_no_one"/>
 512                                 <field name="type" invisible="1"/>
 513                             </group>
 514                             <group string="References">
 515                                 <field name="ref"/>
 516                                 <field name="ref2"/>
 517                             </group>
 518                         </group>
 519                     </page>
 520                     </notebook>
 521                 </sheet>
 522                 <footer>
 523                     <field name="message_ids" widget="ThreadView"/>
 524                 </footer>
 525             </form>
 526         </field>
 527     </record>
 528
 529         <!-- Opportunities Tree View -->
 530         <record model="ir.ui.view" id="crm_case_tree_view_oppor">
 531             <field name="name">Opportunities Tree</field>
 532             <field name="model">crm.lead</field>
 533             <field name="type">tree</field>
 534             <field name="arch" type="xml">
 535                 <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)">
 536                     <field name="needaction_pending" invisible="1"/>
 537                     <field name="date_deadline" invisible="1"/>
 538                     <field name="create_date" groups="base.group_no_one"/>
 539                     <field name="name" string="Opportunity"/>
 540                     <field name="partner_id" string="Customer"/>
 541                     <field name="country_id" invisible="context.get('invisible_country', True)" />
 542                     <field name="date_action"/>
 543                     <field name="title_action" />
 544                     <field name="channel_id" invisible="1"/>
 545                     <field name="type_id" invisible="1"/>
 546                     <field name="subjects" invisible="1"/>
 547                     <field name="stage_id"/>
 548                     <field name="planned_revenue" sum="Expected Revenues"/>
 549                     <field name="probability" widget="progressbar" avg="Avg. of Probability"/>
 550                     <field name="section_id" invisible="context.get('invisible_section', True)" />
 551                     <field name="user_id"/>
 552                     <field name="priority" invisible="1"/>
 553                     <field name="categ_id" invisible="1"/>
 554                     <field name="state" groups="base.group_no_one"/>
 555                 </tree>
 556             </field>
 557         </record>
 558
 559
 560     <!-- Opportunities Search View -->
 561     <record id="view_crm_case_opportunities_filter" model="ir.ui.view">
 562         <field name="name">CRM - Opportunities Search</field>
 563         <field name="model">crm.lead</field>
 564         <field name="type">search</field>
 565         <field name="arch" type="xml">
 566             <search string="Search Opportunities">
 567                 <field name="name" string="Opportunity / Customer"
 568                     filter_domain="['|','|','|',('partner_id','ilike',self),('partner_name','ilike',self),('email_from','ilike',self),('name', 'ilike', self)]"/>
 569                 <separator orientation="vertical"/>
 570                 <filter icon="terp-check"
 571                     string="New"  help="New Opportunities"
 572                     name="new"
 573                     domain="[('state','=','draft')]"/>
 574                 <filter icon="terp-camera_test"
 575                     string="Open"  help="Open Opportunities"
 576                     name="open"
 577                     domain="[('state','=','open')]"/>
 578                 <filter icon="terp-gtk-media-pause"
 579                     string="Pending"  help="Pending Opportunities"
 580                     name="pending"
 581                     domain="[('state','=','pending')]"/>
 582                 <filter string="Unassigned Opportunities"
 583                         icon="terp-personal-"
 584                         domain="[('user_id','=', False)]"
 585                         help="Unassigned Opportunities" />
 586                <filter string="Opportunities Assigned to Me or My Team(s)"  icon="terp-personal+"
 587                         domain="['|', ('section_id.user_id','=',uid), ('section_id.member_ids', 'in', [uid])]"
 588                         context="{'invisible_section': False}"
 589                         help="Opportunities that are assigned to either me or one of the sale teams I manage" />
 590                 <separator orientation="vertical"/>
 591                 <field name="user_id"/>
 592                 <field name="country"/>
 593                 <field name="partner_id"/>
 594                 <field name="section_id"
 595                     context="{'invisible_section': False, 'default_section_id': self}"/>
 596                 <newline/>
 597                 <group expand="0" string="Group By..." colspan="16">
 598                     <filter string="Salesperson" icon="terp-personal" domain="[]" context="{'group_by':'user_id'}" />
 599                     <filter string="Team" help="Sales Team" icon="terp-personal+" domain="[]" context="{'group_by':'section_id'}"/>
 600                     <filter string="Customer" help="Partner" icon="terp-personal+" domain="[]" context="{'group_by':'partner_id'}"/>
 601                     <separator orientation="vertical" />
 602                     <filter string="Stage" icon="terp-stage" domain="[]" context="{'group_by':'stage_id'}" />
 603                     <filter string="Priority" icon="terp-rating-rated" domain="[]" context="{'group_by':'priority'}" />
 604                     <filter string="Category" icon="terp-stock_symbol-selection" domain="[]" context="{'group_by':'categ_id'}" />
 605                     <filter string="Campaign" icon="terp-gtk-jump-to-rtl" domain="[]" context="{'group_by':'type_id'}"/>
 606                     <filter string="Channel" icon="terp-call-start" domain="[]" context="{'group_by':'channel_id'}" />
 607                     <filter string="Status" icon="terp-stock_effects-object-colorize" domain="[]" context="{'group_by':'state'}"/>
 608                     <separator orientation="vertical" />
 609                     <filter string="Creation" icon="terp-go-month" domain="[]" context="{'group_by':'create_date'}" groups="base.group_no_one"/>
 610                     <filter string="Exp.Closing" icon="terp-go-month" help="Expected Closing" domain="[]" context="{'group_by':'date_deadline'}" />
 611                 </group>
 612                 <group string="Display">
 613                     <filter string="Show Sales Team"
 614                         icon="terp-personal+"
 615                         context="{'invisible_section': False}"
 616                         domain="[]"
 617                         help="Show Sales Team"/>
 618                 </group>
 619             </search>
 620         </field>
 621     </record>
 622
 623         <!-- crm.lead Opportunities Graph View -->
 624         <record model="ir.ui.view" id="crm_case_graph_view_opportunity">
 625             <field name="name">CRM - Opportunity Graph</field>
 626             <field name="model">crm.lead</field>
 627             <field name="type">graph</field>
 628             <field name="arch" type="xml">
 629                 <graph string="Opportunity by Categories" type="bar" orientation="horizontal">
 630                     <field name="categ_id"/>
 631                     <field name="planned_revenue" operator="+"/>
 632                     <field name="state" group="True"/>
 633                 </graph>
 634             </field>
 635         </record>
 636
 637     </data>
 638 </openerp>