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         <act_window
  57                 id="act_crm_opportunity_crm_phonecall_new"
  58                 name="Phone calls"
  59                 groups="base.group_sale_salesman"
  60                 res_model="crm.phonecall"
  61                 view_mode="tree,calendar,form"
  62                 context="{'default_duration': 1.0 ,'default_opportunity_id': active_id,'default_partner_phone':phone}"
  63                 domain="[('opportunity_id', '=', active_id)]"
  64                 view_type="form"/>
  65
  66         <act_window
  67                 id="act_crm_opportunity_crm_meeting_new"
  68                 name="Meetings"
  69                 res_model="crm.meeting"
  70                 view_mode="tree,form,calendar"
  71                 context="{'default_duration': 4.0, 'default_opportunity_id': active_id}"
  72                 domain="[('opportunity_id', '=', active_id)]"
  73                 view_type="form"/>
  74
  75
  76         <!-- CRM Lead Form View  -->
  77         <record model="ir.ui.view" id="crm_case_form_view_leads">
  78         <field name="name">CRM - Leads Form</field>
  79         <field name="model">crm.lead</field>
  80         <field name="type">form</field>
  81         <field name="arch" type="xml">
  82             <form string="Leads Form" version="7.0">
  83                 <header>
  84                     <button name="%(crm.action_crm_lead2opportunity_partner)d" string="Convert to Opportunity" type="action"
  85                             states="draft,open,pending" help="Convert to Opportunity"/>
  86                     <button name="case_escalate" string="Escalate" type="object"
  87                             states="draft,open,pending"/>
  88                     <button name="case_reset" string="Reset" type="object"
  89                             states="cancel"/>
  90                     <button name="case_cancel" string="Cancel" type="object"
  91                             states="draft,open,pending"/>
  92                     <field name="stage_id" widget="statusbar"
  93                             on_change="onchange_stage_id(stage_id)"/>
  94                 </header>
  95                 <sheet>
  96                     <div class="oe_right oe_form_button_box" name="buttons">
  97                         <button type="action"
  98                             name="%(act_crm_opportunity_crm_meeting_new)d"
  99                             string="Meetings" />
 100
 101                         <button type="action"
 102                             name="%(act_crm_opportunity_crm_phonecall_new)d"
 103                             string="Phone Calls" />
 104                     </div>
 105
 106                     <label for="name" class="oe_form_readonly_hidden" string="Lead Description"/>
 107                     <h1><field name="name" placeholder="Describe the lead..."/></h1>
 108                     <group>
 109                         <group>
 110                             <field name="user_id" />
 111                             <field name="section_id" widget="selection" />
 112                             <field name="type" invisible="1"/>
 113                         </group>
 114                         <group>
 115                             <field name="priority"/>
 116                             <field name="categ_id"
 117                                 widget="selection"
 118                                 domain="[('object_id.model','=','crm.lead')]"/>
 119                         </group>
 120                         <group>
 121                             <field name="partner_name" string="Company Name"/>
 122                             <field name="partner_id" string="Customer"/>
 123                             <label for="street" string="Address"/>
 124                             <div>
 125                                 <field name="street" placeholder="Street..."/>
 126                                 <field name="street2"/>
 127                                 <div>
 128                                     <field name="zip" class="oe_form_inline" placeholder="ZIP"/>
 129                                     <field name="city" class="oe_form_inline" placeholder="City"/>
 130                                 </div>
 131                                 <field name="state_id" placeholder="State"/>
 132                                 <field name="country_id" placeholder="Country"/>
 133                             </div>
 134                         </group>
 135                         <group>
 136                             <field name="contact_name" />
 137                             <field name="email_from" widget="email"/>
 138                             <field name="function" />
 139                             <field domain="[('domain', '=', 'contact')]" name="title"/>
 140                             <field name="phone"/>
 141                             <field name="mobile"/>
 142                             <field name="fax"/>
 143                             <!--
 144                             This should be integrated in Open Chatter
 145                             <button string="Mail"
 146                                 name="%(mail.action_email_compose_message_wizard)d"
 147                                 icon="terp-mail-message-new" type="action" colspan="1"/>
 148                             -->
 149                         </group>
 150                     </group>
 151                     <notebook colspan="4">
 152                     <page string="Notes">
 153                         <field name="description"/>
 154                     </page>
 155                     <page string="Extra Info">
 156                         <group>
 157                             <group string="Categorization">
 158                                 <field name="company_id"
 159                                     groups="base.group_multi_company"
 160                                     widget="selection" colspan="2" />
 161                                 <field name="type_id" widget="selection"/>
 162                                 <field name="channel_id" widget="selection"/>
 163                                 <field name="referred"/>
 164                                 <field name="state" groups="base.group_no_one"/>
 165                             </group>
 166                             <group string="Mailings">
 167                                 <field name="opt_in" on_change="on_change_opt_in(opt_in)"/>
 168                                 <field name="opt_out" on_change="on_change_opt_out(opt_out)"/>
 169                             </group>
 170                         </group>
 171                     </page>
 172                     </notebook>
 173                 </sheet>
 174                 <div class="oe_form_bottom">
 175                     <field name="message_ids" widget="ThreadView"/>
 176                 </div>
 177             </form>
 178         </field>
 179         </record>
 180
 181         <!-- CRM Lead Tree View -->
 182         <record model="ir.ui.view" id="crm_case_tree_view_leads">
 183             <field name="name">Leads</field>
 184             <field name="model">crm.lead</field>
 185             <field name="type">tree</field>
 186             <field name="arch" type="xml">
 187                 <tree string="Leads" fonts="bold:needaction_pending==True" colors="blue:state=='pending';grey:state in ('cancel', 'done')">
 188                     <field name="needaction_pending" invisible="1"/>
 189                     <field name="date_deadline" invisible="1"/>
 190                     <field name="create_date" groups="base.group_no_one"/>
 191                     <field name="name"/>
 192                     <field name="contact_name"/>
 193                     <field name="country_id" invisible="context.get('invisible_country', True)" />
 194                     <field name="email_from"/>
 195                     <field name="phone"/>
 196                     <field name="stage_id"/>
 197                     <field name="categ_id" invisible="1"/>
 198                     <field name="section_id" invisible="context.get('invisible_section', True)" />
 199                     <field name="state" groups="base.group_no_one"/>
 200                     <field name="type_id" invisible="1"/>
 201                     <field name="referred" invisible="1"/>
 202                     <field name="channel_id" invisible="1"/>
 203                     <field name="subjects" invisible="1"/>
 204                 </tree>
 205             </field>
 206         </record>
 207
 208         <!-- CRM Lead Calendar View -->
 209         <record model="ir.ui.view" id="crm_case_calendar_view_leads">
 210             <field name="name">CRM - Leads Calendar</field>
 211             <field name="model">crm.lead</field>
 212             <field name="type">calendar</field>
 213             <field name="priority" eval="2"/>
 214             <field name="arch" type="xml">
 215                 <calendar string="Leads Generation"
 216                     date_start="date_action" color="user_id">
 217                     <field name="name" />
 218                     <field name="partner_name" />
 219                 </calendar>
 220             </field>
 221         </record>
 222
 223     <!-- CRM Lead Kanban View  -->
 224     <record model="ir.ui.view" id="crm_case_kanban_view_leads">
 225         <field name="name">CRM - Leads Kanban</field>
 226         <field name="model">crm.lead</field>
 227         <field name="type">kanban</field>
 228         <field name="arch" type="xml">
 229             <kanban default_group_by="stage_id">
 230                 <field name="state" groups="base.group_no_one"/>
 231                 <field name="color"/>
 232                 <field name="priority"/>
 233                 <field name="planned_revenue" sum="Expected Revenues"/>
 234                 <field name="user_email"/>
 235                 <field name="user_id"/>
 236                 <field name="partner_address_email"/>
 237                 <templates>
 238                     <t t-name="lead_details">
 239                         <ul class="oe_kanban_tooltip">
 240                             <li t-if="record.phone.raw_value"><b>Phone:</b> <field name="phone"/></li>
 241                             <li><b>Probability:</b> <field name="probability"/>%%</li>
 242                             <li><b>Creation date:</b> <field name="create_date"/></li>
 243                             <li t-if="record.date_deadline.raw_value"><b>Date Deadline:</b> <field name="date_deadline"/></li>
 244                         </ul>
 245                     </t>
 246                     <t t-name="kanban-box">
 247                         <div t-attf-class="oe_kanban_color_#{kanban_getcolor(record.color.raw_value)} oe_kanban_card">
 248                             <a class="oe_kanban_menuaction oe_i">B</a>
 249                             <ul class="oe_kanban_menu">
 250                                 <li><a type="edit" >Edit...</a></li>
 251                                 <li><a type="delete">Delete</a></li>
 252                                 <li><a name="%(mail.action_email_compose_message_wizard)d" type="action">Send Email</a></li>
 253                                 <li><a name="%(opportunity2phonecall_act)d" type="action">Log Call</a></li>
 254                                 <li><a name="action_makeMeeting" type="object">Schedule Meeting</a></li>
 255                                 <li><ul class="oe_kanban_colorpicker" data-field="color"/></li>
 256                             </ul>
 257                             <div class="oe_kanban_content">
 258                                 <div>
 259                                     <b><field name="name"/></b>
 260                                     <t t-if="record.planned_revenue.raw_value">
 261                                         - <b><t t-esc="Math.round(record.planned_revenue.value)"/>
 262                                         <field name="company_currency"/></b>
 263                                     </t>
 264                                 </div>
 265                                 <div>
 266                                     <field name="partner_id"/>
 267                                 </div>
 268                                 <div style="padding-left: 0.5em">
 269                                     <i>
 270                                         <t t-if="record.date_deadline.raw_value and record.date_deadline.raw_value lt (new Date())" t-set="red">oe_kanban_text_red</t>
 271                                         <span t-attf-class="#{red || ''}">
 272                                             <field name="date_action"/>
 273                                         </span>
 274                                         <t t-if="record.date_action.raw_value"> : </t>
 275                                         <field name="title_action"/>
 276                                     </i>
 277                                 </div>
 278                                 <div class="oe_right">
 279                                     <a t-if="record.priority.raw_value == 1" icon="star-on" type="object" name="set_normal_priority"/>
 280                                     <a t-if="record.priority.raw_value != 1" icon="star-off" type="object" name="set_high_priority" style="opacity:0.7; filter:alpha(opacity=70);"/>
 281                                     <!--
 282                                     <t t-if="record.date_deadline.raw_value and record.date_deadline.raw_value lt (new Date())" t-set="red">oe_kaban_status_red</t>
 283                                     <span t-attf-class="oe_kanban_status #{red}"> </span>
 284                                     -->
 285                                     <img t-att-src="kanban_image('res.users', 'avatar', record.user_id.raw_value[0])" t-att-title="record.user_id.value" width="24" height="24" class="oe_kanban_avatar"/>
 286                                 </div>
 287                                 <div class="oe_kanban_footer_left">
 288                                 </div>
 289                             </div>
 290                             <div class="oe_clear"></div>
 291                         </div>
 292                         <!--
 293                             <div class="oe_kanban_right">
 294                                 <a name="case_mark_lost" string="Mark Lost" states="open,pending" type="object" icon="kanban-stop" />
 295                                 <a name="case_pending" string="Pending" states="draft,open" type="object" icon="kanban-pause" />
 296                                 <a name="case_open" string="Open" states="pending" type="object" icon="gtk-media-play" />
 297                                 <a name="case_mark_won" string="Mark Won" states="open,pending" type="object" icon="kanban-apply" />
 298                             </div>
 299                         -->
 300                     </t>
 301                 </templates>
 302             </kanban>
 303         </field>
 304     </record>
 305
 306     <!-- CRM Lead Search View -->
 307     <record id="view_crm_case_leads_filter" model="ir.ui.view">
 308         <field name="name">CRM - Leads Search</field>
 309         <field name="model">crm.lead</field>
 310         <field name="type">search</field>
 311         <field name="arch" type="xml">
 312             <search string="Search Leads">
 313                 <filter icon="terp-check"
 314                     string="New"
 315                     name="new" help="New Leads"
 316                     domain="[('state','=','draft')]"/>
 317                 <filter icon="terp-camera_test"
 318                     string="Open"
 319                     name="open"
 320                     domain="[('state','=','open')]"/>
 321                 <filter icon="terp-gtk-media-pause"
 322                     string="Pending"
 323                     name="pending"
 324                     domain="[('state','=','pending')]"/>
 325
 326                 <separator orientation="vertical"/>
 327                 <filter string="Unassigned Leads"
 328                         icon="terp-personal-"
 329                         domain="[('user_id','=', False)]"
 330                         help="Unassigned Leads" />
 331                 <filter string="Leads Assigned to Me or My Team(s)"
 332                         icon="terp-personal+"
 333                         context="{'invisible_section': False}"
 334                         domain="['|', ('section_id.user_id','=',uid), ('section_id.member_ids', 'in', [uid])]"
 335                         help="Leads that are assigned to one of the sale teams I manage, or to me"/>
 336                 <separator orientation="vertical"/>
 337                 <filter string="Show Sales Team"
 338                         icon="terp-personal+"
 339                         context="{'invisible_section': False}"
 340                         domain="[]"
 341                         help="Show Sales Team"/>
 342                 <field name="name" string="Lead / Customer"
 343                     filter_domain="['|','|',('partner_name','ilike',self),('email_from','ilike',self),('name','ilike',self)]"/>
 344                 <field name="user_id"/>
 345                 <field name="subjects"/>
 346                 <field name="section_id" widget="selection"
 347                     context="{'invisible_section': False}"/>
 348                 <separator orientation="vertical"/>
 349                 <field name="country_id" context="{'invisible_country': False}">
 350                     <filter string="Show Countries" icon="terp-personal+" context="{'invisible_country': False}" help="Show Countries"/>
 351                 </field>
 352                 <field name="create_date"/>
 353                 <newline/>
 354                 <group expand="0" string="Group By...">
 355                     <filter string="Salesperson" icon="terp-personal" domain="[]" context="{'group_by':'user_id'}"/>
 356                     <filter string="Team" icon="terp-personal+" domain="[]" context="{'group_by':'section_id'}"/>
 357                     <filter string="Referrer" icon="terp-personal" domain="[]" context="{'group_by':'referred'}"/>
 358                     <separator orientation="vertical"/>
 359                     <filter string="Category" icon="terp-stock_symbol-selection" domain="[]" context="{'group_by':'categ_id'}"/>
 360                     <filter string="Campaign" icon="terp-gtk-jump-to-rtl"
 361                         domain="[]" context="{'group_by':'type_id'}" />
 362                     <filter string="Channel" icon="terp-call-start"
 363                         domain="[]" context="{'group_by':'channel_id'}" />
 364                     <separator orientation="vertical"/>
 365                     <filter string="Stage" icon="terp-stage" domain="[]" context="{'group_by':'stage_id'}"/>
 366                     <filter string="Status" icon="terp-stock_effects-object-colorize" domain="[]" context="{'group_by':'state'}"/>
 367                     <separator orientation="vertical" groups="base.group_no_one"/>
 368                     <filter string="Creation" help="Create date" icon="terp-go-month"
 369                         domain="[]" context="{'group_by':'create_date'}" groups="base.group_no_one"/>
 370                 </group>
 371            </search>
 372         </field>
 373     </record>
 374
 375
 376     <!--
 377         OPPORTUNITY
 378         -->
 379
 380     <!-- Opportunities Form View -->
 381     <record model="ir.ui.view" id="crm_case_form_view_oppor">
 382         <field name="name">Opportunities</field>
 383         <field name="model">crm.lead</field>
 384         <field name="type">form</field>
 385         <field name="priority">20</field>
 386         <field name="arch" type="xml">
 387             <form string="Opportunities" version="7.0">
 388                 <header>
 389                     <button name="stage_previous" string="Previous" type="object"
 390                             states="open" icon="gtk-go-back" context="{'stage_type': 'opportunity'}"/>
 391                     <button name="stage_next" string="Next" type="object"
 392                             states="open" icon="gtk-go-forward" context="{'stage_type': 'opportunity'}"/>
 393                     <button name="case_mark_won" string="Mark Won" type="object"
 394                             states="draft,open,pending"/>
 395                     <button name="case_open" string="Open" type="object"
 396                             states="draft,pending"/>
 397                     <button name="case_escalate" string="Escalate" type="object"
 398                             states="open"/>
 399                     <button name="case_mark_lost" string="Mark Lost" type="object"
 400                             states="draft,open"/>
 401                     <button name="case_reset" string="Reset to Draft" type="object"
 402                             states="done,cancel"/>
 403                     <button name="case_cancel" string="Cancel" type="object"
 404                             states="draft"/>
 405                     <field name="stage_id" widget="statusbar"
 406                             on_change="onchange_stage_id(stage_id)"/>
 407                 </header>
 408                 <sheet>
 409                     <div class="oe_right oe_form_button_box">
 410                         <button string="Schedule/Log Call"
 411                             name="%(opportunity2phonecall_act)d"
 412                             type="action"/>
 413                         <button string="Schedule Meeting"
 414                             name="action_makeMeeting"
 415                             type="object"/>
 416                     </div>
 417                     <div class="oe_form_title">
 418                         <label for="name" class="oe_form_readonly_hidden"/>
 419                         <h1><field name="name"/></h1>
 420
 421                         <label for="planned_revenue" class="oe_form_readonly_hidden"/>
 422                         <h2>
 423                             <field name="planned_revenue" class="oe_form_inline"/>
 424                             <field name="company_currency" class="oe_form_readonly_hidden oe_form_inline"/> at
 425                             <field name="probability" class="oe_form_inline"/> %% success rate
 426                         </h2>
 427                     </div>
 428                     <group>
 429                         <group>
 430                             <field name="partner_id"
 431                                 on_change="onchange_partner_id(partner_id, email_from)"
 432                                 string="Customer"
 433                                 context="{'default_name': partner_name, 'default_email': email_from, 'default_phone': phone}"/>
 434                             <field name="email_from" string="Email"/>
 435                             <field name="phone"/>
 436                         </group>
 437
 438                         <group>
 439                             <label for="title_action"/>
 440                             <div>
 441                                 <field name="date_action" nolabel="1"/> -
 442                                 <field name="title_action" class="oe_form_inline" nolabel="1" placeholder="Call for proposal"/>
 443                             </div>
 444                             <field name="date_deadline"/>
 445                             <field name="priority"/>
 446                         </group>
 447
 448                         <group>
 449                             <field name="user_id"/>
 450                             <field name="section_id" colspan="1" widget="selection"/>
 451                         </group>
 452                         <group>
 453                             <field name="categ_id"
 454                                 string="Category" widget="selection"
 455                                 domain="[('object_id.model', '=', 'crm.lead')]" />
 456
 457                         </group>
 458                     </group>
 459
 460                                     <!--<button string="Mail"
 461                                         name="%(mail.action_email_compose_message_wizard)d"
 462                                         context="{'mail':'new', 'model': 'crm.lead'}"
 463                                         icon="terp-mail-message-new" type="action" />-->
 464
 465                     <notebook colspan="4">
 466                     <page string="Internal Notes">
 467                         <field name="description"/>
 468                     </page>
 469                     <page string="Lead">
 470                         <group>
 471                             <group>
 472                                 <field name="partner_name"/>
 473                                 <label for="street" string="Address"/>
 474                                 <div>
 475                                     <field name="street" placeholder="Street..."/>
 476                                     <field name="street2"/>
 477                                     <div>
 478                                         <field name="zip" class="oe_form_inline" placeholder="ZIP"/>
 479                                         <field name="city" class="oe_form_inline" placeholder="City"/>
 480                                     </div>
 481                                     <field name="state_id" placeholder="State"/>
 482                                     <field name="country_id" placeholder="Country"/>
 483                                 </div>
 484                             </group>
 485
 486                             <group>
 487                                 <field name="contact_name" />
 488                                 <field name="function" />
 489                                 <field domain="[('domain', '=', 'contact')]" name="title"/>
 490                                 <field name="mobile"/>
 491                                 <field name="fax"/>
 492                             </group>
 493
 494                             <group string="Categorization">
 495                                 <field name="type_id" widget="selection"/>
 496                                 <field name="channel_id" widget="selection"/>
 497                             </group>
 498                             <group string="Mailings">
 499                                 <field name="opt_in" on_change="on_change_opt_in(opt_in)"/>
 500                                 <field name="opt_out" on_change="on_change_opt_out(opt_out)"/>
 501                             </group>
 502                             <group string="Misc">
 503                                 <field name="active"/>
 504                                 <field name="day_open" groups="base.group_no_one"/>
 505                                 <field name="day_close" groups="base.group_no_one"/>
 506                                 <field name="referred"/>
 507                                 <field name="state" groups="base.group_no_one"/>
 508                                 <field name="type" invisible="1"/>
 509                             </group>
 510                             <group string="References">
 511                                 <field name="ref"/>
 512                                 <field name="ref2"/>
 513                             </group>
 514                         </group>
 515                     </page>
 516                     </notebook>
 517                 </sheet>
 518                 <footer>
 519                     <field name="message_ids" widget="ThreadView"/>
 520                 </footer>
 521             </form>
 522         </field>
 523     </record>
 524
 525         <!-- Opportunities Tree View -->
 526         <record model="ir.ui.view" id="crm_case_tree_view_oppor">
 527             <field name="name">Opportunities Tree</field>
 528             <field name="model">crm.lead</field>
 529             <field name="type">tree</field>
 530             <field name="arch" type="xml">
 531                 <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)">
 532                     <field name="needaction_pending" invisible="1"/>
 533                     <field name="date_deadline" invisible="1"/>
 534                     <field name="create_date" groups="base.group_no_one"/>
 535                     <field name="name" string="Opportunity"/>
 536                     <field name="partner_id" string="Customer"/>
 537                     <field name="country_id" invisible="context.get('invisible_country', True)" />
 538                     <field name="date_action"/>
 539                     <field name="title_action" />
 540                     <field name="channel_id" invisible="1"/>
 541                     <field name="type_id" invisible="1"/>
 542                     <field name="subjects" invisible="1"/>
 543                     <field name="stage_id"/>
 544                     <field name="planned_revenue" sum="Expected Revenues"/>
 545                     <field name="probability" widget="progressbar" avg="Avg. of Probability"/>
 546                     <field name="section_id" invisible="context.get('invisible_section', True)" />
 547                     <field name="user_id"/>
 548                     <field name="priority" invisible="1"/>
 549                     <field name="categ_id" invisible="1"/>
 550                     <field name="state" groups="base.group_no_one"/>
 551                 </tree>
 552             </field>
 553         </record>
 554
 555
 556     <!-- Opportunities Search View -->
 557     <record id="view_crm_case_opportunities_filter" model="ir.ui.view">
 558         <field name="name">CRM - Opportunities Search</field>
 559         <field name="model">crm.lead</field>
 560         <field name="type">search</field>
 561         <field name="arch" type="xml">
 562             <search string="Search Opportunities">
 563                 <filter icon="terp-check"
 564                     string="New"  help="New Opportunities"
 565                     name="new"
 566                     domain="[('state','=','draft')]"/>
 567                 <filter icon="terp-camera_test"
 568                     string="Open"  help="Open Opportunities"
 569                     name="open"
 570                     domain="[('state','=','open')]"/>
 571                 <filter icon="terp-gtk-media-pause"
 572                     string="Pending"  help="Pending Opportunities"
 573                     name="pending"
 574                     domain="[('state','=','pending')]"/>
 575                 <separator orientation="vertical"/>
 576                 <filter string="Unassigned Opportunities"
 577                         icon="terp-personal-"
 578                         domain="[('user_id','=', False)]"
 579                         help="Unassigned Opportunities" />
 580                <filter string="Opportunities Assigned to Me or My Team(s)"  icon="terp-personal+"
 581                         domain="['|', ('section_id.user_id','=',uid), ('section_id.member_ids', 'in', [uid])]"
 582                         context="{'invisible_section': False}"
 583                         help="Opportunities that are assigned to either me or one of the sale teams I manage" />
 584                 <separator orientation="vertical"/>
 585                 <field name="name" string="Opportunity / Customer"
 586                     filter_domain="['|','|','|',('partner_id','ilike',self),('partner_name','ilike',self),('email_from','ilike',self),('name', 'ilike', self)]"/>
 587                 <field name="user_id"/>
 588                 <field name="country"/>
 589                 <field name="partner_id"/>
 590                 <field name="section_id"
 591                     context="{'invisible_section': False, 'default_section_id': self}">
 592                     <filter string="Show Sales Team"
 593                         icon="terp-personal+"
 594                         context="{'invisible_section': False}"
 595                         domain="[]"
 596                         help="Show Sales Team"/>
 597                 </field>
 598                 <newline/>
 599                 <group expand="0" string="Group By..." colspan="16">
 600                     <filter string="Salesperson" icon="terp-personal" domain="[]" context="{'group_by':'user_id'}" />
 601                     <filter string="Team" help="Sales Team" icon="terp-personal+" domain="[]" context="{'group_by':'section_id'}"/>
 602                     <filter string="Customer" help="Partner" icon="terp-personal+" domain="[]" context="{'group_by':'partner_id'}"/>
 603                     <separator orientation="vertical" />
 604                     <filter string="Stage" icon="terp-stage" domain="[]" context="{'group_by':'stage_id'}" />
 605                     <filter string="Priority" icon="terp-rating-rated" domain="[]" context="{'group_by':'priority'}" />
 606                     <filter string="Category" icon="terp-stock_symbol-selection" domain="[]" context="{'group_by':'categ_id'}" />
 607                     <filter string="Campaign" icon="terp-gtk-jump-to-rtl" domain="[]" context="{'group_by':'type_id'}"/>
 608                     <filter string="Channel" icon="terp-call-start" domain="[]" context="{'group_by':'channel_id'}" />
 609                     <filter string="Status" icon="terp-stock_effects-object-colorize" domain="[]" context="{'group_by':'state'}"/>
 610                     <separator orientation="vertical" />
 611                     <filter string="Creation" icon="terp-go-month" domain="[]" context="{'group_by':'create_date'}" groups="base.group_no_one"/>
 612                     <filter string="Exp.Closing" icon="terp-go-month" help="Expected Closing" domain="[]" context="{'group_by':'date_deadline'}" />
 613                 </group>
 614             </search>
 615         </field>
 616     </record>
 617
 618         <!-- crm.lead Opportunities Graph View -->
 619         <record model="ir.ui.view" id="crm_case_graph_view_opportunity">
 620             <field name="name">CRM - Opportunity Graph</field>
 621             <field name="model">crm.lead</field>
 622             <field name="type">graph</field>
 623             <field name="arch" type="xml">
 624                 <graph string="Opportunity by Categories" type="bar" orientation="horizontal">
 625                     <field name="categ_id"/>
 626                     <field name="planned_revenue" operator="+"/>
 627                     <field name="state" group="True"/>
 628                 </graph>
 629             </field>
 630         </record>
 631
 632     </data>
 633 </openerp>