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