addons/crm/crm_lead_view.xml

   1 <?xml version="1.0"?>
   2 <openerp>
   3     <data>
   4
   5         <!--
   6             CRM CASE STAGE
   7             -->
   8
   9         <!-- Stage Search view -->
  10         <record id="crm_lead_stage_search" model="ir.ui.view">
  11             <field name="name">Stage - Search</field>
  12             <field name="model">crm.case.stage</field>
  13             <field name="type">search</field>
  14             <field name="arch" type="xml">
  15                 <search string="Stage Search">
  16                     <field name="name"/>
  17                     <field name="state"/>
  18                     <field name="type"/>
  19                 </search>
  20             </field>
  21         </record>
  22
  23         <!-- Stage Form view -->
  24         <record id="crm_lead_stage_act" model="ir.actions.act_window">
  25             <field name="name">Stages</field>
  26             <field name="res_model">crm.case.stage</field>
  27             <field name="view_type">form</field>
  28             <field name="view_id" ref="crm.crm_case_stage_tree"/>
  29             <field name="help">Add specific stages to leads and opportunities allowing your sales to better organise their sales pipeline. Stages will allow them to easily track how a specific lead or opportunity is positioned in the sales cycle.</field>
  30         </record>
  31
  32         <menuitem action="crm_lead_stage_act" id="menu_crm_lead_stage_act" name="Stages" sequence="0" parent="base.menu_crm_config_lead" />
  33
  34         <!--
  35             LEADS/OPPORTUNITIES CATEGORIES
  36             -->
  37
  38         <!-- Categories Form View -->
  39         <record id="crm_lead_categ_action" model="ir.actions.act_window">
  40             <field name="name">Categories</field>
  41             <field name="res_model">crm.case.categ</field>
  42             <field name="view_type">form</field>
  43             <field name="view_id" ref="crm_case_categ_tree-view"/>
  44             <field name="context" eval="{'object_id': ref('model_crm_lead')}"/>
  45             <field name="domain">[('object_id.model', '=', 'crm.lead')]</field>
  46             <field name="help">Create specific categories that fit your company's activities to better classify and analyse your leads and opportunities. Such categories could for instance reflect your product structure or the different types of sales you do.</field>
  47         </record>
  48
  49         <menuitem action="crm_lead_categ_action"
  50             id="menu_crm_lead_categ" name="Categories"
  51             parent="base.menu_crm_config_lead" sequence="1" groups="base.group_no_one"/>
  52
  53         <!--
  54             LEADS
  55             -->
  56
  57         <!-- CRM Lead Form View  -->
  58         <record model="ir.ui.view" id="crm_case_form_view_leads">
  59         <field name="name">CRM - Leads Form</field>
  60         <field name="model">crm.lead</field>
  61         <field name="type">form</field>
  62         <field name="arch" type="xml">
  63             <form string="Leads Form" layout="manual">
  64                 <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 layout="auto">
  77                 <group colspan="4" col="7">
  78                     <field name="name"/>
  79                     <field name="priority"/>
  80                     <field name="categ_id"
  81                         widget="selection"
  82                         domain="[('object_id.model','=','crm.lead')]"/>
  83                     <newline />
  84                     <field name="user_id" />
  85                     <field name="section_id" widget="selection" />
  86                     <field name="type" invisible="1"/>
  87                 </group>
  88                 <notebook colspan="4">
  89                 <page string="Lead">
  90                     <group colspan="4" col="2">
  91                         <field name="partner_name" string="Company Name" />
  92                     </group>
  93                     <group colspan="2" col="4">
  94                         <separator string="Contact" colspan="4" col="4"/>
  95                         <field name="contact_name" colspan="4"/>
  96                         <newline/>
  97                         <field domain="[('domain', '=', 'contact')]" name="title" widget="selection"/>
  98                         <field name="function" />
  99                         <field name="street" colspan="4"/>
 100                         <field name="street2" colspan="4"/>
 101                         <field name="zip"/>
 102                         <field name="city"/>
 103                         <field name="country_id"/>
 104                         <field name="state_id"/>
 105                     </group>
 106                     <group colspan="2" col="3">
 107                         <separator string="Communication" colspan="4" col="3"/>
 108                         <field name="email_from" widget="email"/>
 109                         <button string="Mail"
 110                             name="%(mail.action_email_compose_message_wizard)d"
 111                             icon="terp-mail-message-new" type="action" colspan="1"/>
 112                         <newline/>
 113                         <field name="phone"/>
 114                         <newline/>
 115                         <field name="fax"/>
 116                         <newline/>
 117                         <field name="mobile"/>
 118                         <newline/>
 119                         <separator string="Links" colspan="4" col="3"/>
 120                         <field name="partner_id" string="Customer"/>
 121                         <button
 122                             name="%(action_crm_lead2partner)d"
 123                             icon="terp-partner" type="action"
 124                             string="Create"
 125                             attrs="{'invisible':[('partner_id','!=',False)]}"/>
 126                     </group>
 127                     <separator colspan="4" string="Notes"/>
 128                     <field name="description" nolabel="1" colspan="4"/>
 129                  </page>
 130                  <page string="Extra Info">
 131                     <group colspan="2" col="2">
 132                         <separator string="Categorization" colspan="2" col="2"/>
 133                         <field name="company_id"
 134                             groups="base.group_multi_company"
 135                             widget="selection" colspan="2" />
 136                         <field name="type_id" select="1" widget="selection"/>
 137                         <field name="channel_id" select="1" widget="selection"/>
 138                         <field name="referred"/>
 139                         <field name="state" groups="base.group_no_one"/>
 140                     </group>
 141                     <group colspan="2" col="2">
 142                         <separator string="Mailings" colspan="2" col="2"/>
 143                         <field name="opt_in" on_change="on_change_opt_in(opt_in)"/>
 144                         <field name="opt_out" on_change="on_change_opt_out(opt_out)"/>
 145                     </group>
 146                     <group colspan="2" col="2" groups="base.group_no_one">
 147                         <separator string="Statistics" colspan="2" col="2"/>
 148                         <field name="day_open"/>
 149                         <field name="day_close"/>
 150                     </group>
 151                  </page>
 152                 </notebook>
 153                 </sheet>
 154                 <div class="oe_form_bottom">
 155                     <field name="message_ids" colspan="4" widget="ThreadView" nolabel="1"/>
 156                 </div>
 157             </form>
 158         </field>
 159         </record>
 160
 161         <!-- CRM Lead Tree View -->
 162         <record model="ir.ui.view" id="crm_case_tree_view_leads">
 163             <field name="name">Leads</field>
 164             <field name="model">crm.lead</field>
 165             <field name="type">tree</field>
 166             <field name="arch" type="xml">
 167                 <tree string="Leads" fonts="bold:needaction_pending==True" colors="blue:state=='pending';grey:state in ('cancel', 'done')">
 168                     <field name="needaction_pending" invisible="1"/>
 169                     <field name="date_deadline" invisible="1"/>
 170                     <field name="create_date" groups="base.group_no_one"/>
 171                     <field name="name"/>
 172                     <field name="contact_name"/>
 173                     <field name="country_id" invisible="context.get('invisible_country', True)" />
 174                     <field name="email_from"/>
 175                     <field name="phone"/>
 176                     <field name="stage_id"/>
 177                     <field name="categ_id" invisible="1"/>
 178                     <field name="section_id" invisible="context.get('invisible_section', True)" />
 179                     <field name="state" groups="base.group_no_one"/>
 180                     <field name="type_id" invisible="1"/>
 181                     <field name="referred" invisible="1"/>
 182                     <field name="channel_id" invisible="1"/>
 183                     <field name="subjects" invisible="1"/>
 184                 </tree>
 185             </field>
 186         </record>
 187
 188         <!-- CRM Lead Calendar View -->
 189         <record model="ir.ui.view" id="crm_case_calendar_view_leads">
 190             <field name="name">CRM - Leads Calendar</field>
 191             <field name="model">crm.lead</field>
 192             <field name="type">calendar</field>
 193             <field name="priority" eval="2"/>
 194             <field name="arch" type="xml">
 195                 <calendar string="Leads Generation"
 196                     date_start="date_action" color="user_id">
 197                     <field name="name" />
 198                     <field name="partner_name" />
 199                 </calendar>
 200             </field>
 201         </record>
 202
 203     <!-- CRM Lead Kanban View  -->
 204     <record model="ir.ui.view" id="crm_case_kanban_view_leads">
 205         <field name="name">CRM - Leads Kanban</field>
 206         <field name="model">crm.lead</field>
 207         <field name="type">kanban</field>
 208         <field name="arch" type="xml">
 209             <kanban default_group_by="stage_id">
 210                 <field name="state" groups="base.group_no_one"/>
 211                 <field name="color"/>
 212                 <field name="priority"/>
 213                 <field name="planned_revenue" sum="Expected Revenues"/>
 214                 <field name="user_email"/>
 215                 <field name="user_id"/>
 216                 <field name="partner_address_email"/>
 217                 <templates>
 218                     <t t-name="lead_details">
 219                         <ul class="oe_kanban_tooltip">
 220                             <li t-if="record.phone.raw_value"><b>Phone:</b> <field name="phone"/></li>
 221                             <li><b>Probability:</b> <field name="probability"/>%%</li>
 222                             <li><b>Creation date:</b> <field name="create_date"/></li>
 223                             <li t-if="record.date_deadline.raw_value"><b>Date Deadline:</b> <field name="date_deadline"/></li>
 224                         </ul>
 225                     </t>
 226                     <t t-name="kanban-box">
 227                         <div t-attf-class="oe_kanban_color_#{kanban_getcolor(record.color.raw_value)} oe_kanban_card">
 228                             <a class="oe_kanban_menuaction oe_i">B</a>
 229                             <ul class="oe_kanban_menu">
 230                                 <li><a type="edit" >Edit...</a></li>
 231                                 <li><a type="delete">Delete</a></li>
 232                                 <li><a name="%(mail.action_email_compose_message_wizard)d" type="action">Send New Email</a></li>
 233                                 <li><a name="%(opportunity2phonecall_act)d" type="action">Log Call</a></li>
 234                                 <li><a name="action_makeMeeting" type="object">Schedule Meeting</a></li>
 235                                 <li><a name="%(crm.action_crm_add_note)d" context="{'model': 'crm.lead' }" type="action">Add Internal Note</a></li>
 236                                 <li><ul class="oe_kanban_colorpicker" data-field="color"/></li>
 237                             </ul>
 238                             <div class="oe_kanban_content">
 239                                 <div>
 240                                     <b><field name="name"/></b>
 241                                     <t t-if="record.planned_revenue.raw_value">
 242                                         - <b><t t-esc="Math.round(record.planned_revenue.value)"/>
 243                                         <field name="company_currency"/></b>
 244                                     </t>
 245                                 </div>
 246                                 <div>
 247                                     <field name="partner_id"/>
 248                                 </div>
 249                                 <div style="padding-left: 0.5em">
 250                                     <i>
 251                                         <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>
 252                                         <span t-attf-class="#{red || ''}">
 253                                             <field name="date_action"/>
 254                                         </span>
 255                                         <t t-if="record.date_action.raw_value"> : </t>
 256                                         <field name="title_action"/>
 257                                     </i>
 258                                 </div>
 259                                 <div class="oe_right">
 260                                     <a t-if="record.priority.raw_value == 1" icon="star-on" type="object" name="set_normal_priority"/>
 261                                     <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);"/>
 262                                     <!--
 263                                     <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>
 264                                     <span t-attf-class="oe_kanban_status #{red}"> </span>
 265                                     -->
 266                                     <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"/>
 267                                 </div>
 268                                 <div class="oe_kanban_footer_left">
 269                                 </div>
 270                             </div>
 271                             <div class="oe_clear"></div>
 272                         </div>
 273                         <!--
 274                             <div class="oe_kanban_right">
 275                                 <a name="case_mark_lost" string="Mark Lost" states="open,pending" type="object" icon="kanban-stop" />
 276                                 <a name="case_pending" string="Pending" states="draft,open" type="object" icon="kanban-pause" />
 277                                 <a name="case_open" string="Open" states="pending" type="object" icon="gtk-media-play" />
 278                                 <a name="case_mark_won" string="Mark Won" states="open,pending" type="object" icon="kanban-apply" />
 279                             </div>
 280                         -->
 281                     </t>
 282                 </templates>
 283             </kanban>
 284         </field>
 285     </record>
 286
 287     <!-- CRM Lead Search View -->
 288     <record id="view_crm_case_leads_filter" model="ir.ui.view">
 289         <field name="name">CRM - Leads Search</field>
 290         <field name="model">crm.lead</field>
 291         <field name="type">search</field>
 292         <field name="arch" type="xml">
 293             <search string="Search Leads">
 294                 <filter icon="terp-check"
 295                     string="New"
 296                     name="new" help="New Leads"
 297                     domain="[('state','=','draft')]"/>
 298                 <filter icon="terp-camera_test"
 299                     string="Open"
 300                     name="open"
 301                     domain="[('state','=','open')]"/>
 302                 <filter icon="terp-gtk-media-pause"
 303                     string="Pending"
 304                     name="pending"
 305                     domain="[('state','=','pending')]"/>
 306
 307                 <separator orientation="vertical"/>
 308                 <filter icon="terp-go-today" string="Today"
 309                     domain="[('create_date','&lt;', time.strftime('%%Y-%%m-%%d 23:59:59')), ('create_date','&gt;=', time.strftime('%%Y-%%m-%%d 00:00:00'))]"
 310                     help="Todays' Leads" />
 311                 <filter icon="terp-go-week" string="7 Days"
 312                     help="Leads creating during last 7 days"
 313                     domain="[('create_date','&lt;', time.strftime('%%Y-%%m-%%d 23:59:59')),('create_date','&gt;=',(datetime.date.today()-datetime.timedelta(days=7)).strftime('%%Y-%%m-%%d 00:00:00'))]"
 314                 />
 315                 <separator orientation="vertical"/>
 316                 <field name="name" string="Lead / Customer"
 317                     filter_domain="['|','|',('partner_name','ilike',self),('email_from','ilike',self),('name','ilike',self)]"/>
 318                 <field name="user_id">
 319                     <filter icon="terp-personal-"
 320                         domain="[('user_id','=', False)]"
 321                         help="Unassigned Leads" />
 322                 </field>
 323                 <field name="subjects"/>
 324                 <field name="section_id" widget="selection"
 325                     context="{'invisible_section': False}">
 326                     <filter icon="terp-personal+"
 327                         context="{'invisible_section': False}"
 328                         domain="['|', ('section_id.user_id','=',uid), ('section_id.member_ids', 'in', [uid])]"
 329                         help="My Sales Team(s)"/>
 330                     <filter icon="terp-personal+"
 331                         context="{'invisible_section': False}"
 332                         domain="[]"
 333                         help="Show Sales Team"/>
 334                 </field>
 335                 <separator orientation="vertical"/>
 336                 <field name="country_id" context="{'invisible_country': False}">
 337                     <filter icon="terp-personal+" context="{'invisible_country': False}" help="Show countries"/>
 338                 </field>
 339                 <newline/>
 340                 <group expand="0" string="Group By...">
 341                     <filter string="Salesperson" icon="terp-personal" domain="[]" context="{'group_by':'user_id'}"/>
 342                     <filter string="Team" icon="terp-personal+" domain="[]" context="{'group_by':'section_id'}"/>
 343                     <filter string="Referrer" icon="terp-personal" domain="[]" context="{'group_by':'referred'}"/>
 344                     <separator orientation="vertical"/>
 345                     <filter string="Category" icon="terp-stock_symbol-selection" domain="[]" context="{'group_by':'categ_id'}"/>
 346                     <filter string="Campaign" icon="terp-gtk-jump-to-rtl"
 347                         domain="[]" context="{'group_by':'type_id'}" />
 348                     <filter string="Channel" icon="terp-call-start"
 349                         domain="[]" context="{'group_by':'channel_id'}" />
 350                     <separator orientation="vertical"/>
 351                     <filter string="Stage" icon="terp-stage" domain="[]" context="{'group_by':'stage_id'}"/>
 352                     <filter string="Status" icon="terp-stock_effects-object-colorize" domain="[]" context="{'group_by':'state'}"/>
 353                     <separator orientation="vertical" groups="base.group_no_one"/>
 354                     <filter string="Creation" help="Create date" icon="terp-go-month"
 355                         domain="[]" context="{'group_by':'create_date'}" groups="base.group_no_one"/>
 356                 </group>
 357            </search>
 358         </field>
 359     </record>
 360
 361
 362     <!--
 363         OPPORTUNITY
 364         -->
 365
 366     <!-- Opportunities Form View -->
 367     <record model="ir.ui.view" id="crm_case_form_view_oppor">
 368         <field name="name">Opportunities</field>
 369         <field name="model">crm.lead</field>
 370         <field name="type">form</field>
 371         <field name="priority">20</field>
 372         <field name="arch" type="xml">
 373             <form string="Opportunities" validate="0">
 374                 <header>
 375                     <button name="case_open" string="Open" type="object"
 376                             states="draft"/>
 377                     <button name="case_mark_won" string="Mark Won" type="object"
 378                             states="draft,open"/>
 379                     <button name="case_mark_lost" string="Mark Lost" type="object"
 380                             states="draft,open"/>
 381                     <button name="case_reset" string="Reset to Draft" type="object"
 382                             states="cancel"/>
 383                     <button name="case_escalate" string="Escalate" type="object"
 384                             states="open"/>
 385                     <button name="stage_previous" string="Previous" type="object"
 386                             states="open" icon="gtk-go-back" context="{'stage_type': 'opportunity'}"/>
 387                     <button name="stage_next" string="Next" type="object"
 388                             states="open" icon="gtk-go-forward" context="{'stage_type': 'opportunity'}"/>
 389                     <field name="stage_id" nolabel="1" widget="statusbar"
 390                             on_change="onchange_stage_id(stage_id)"/>
 391                 </header>
 392                 <sheet>
 393                     <div class="oe_right oe_form_button_box">
 394                         <button string="Schedule/Log Call"
 395                             name="%(opportunity2phonecall_act)d"
 396                             type="action"/>
 397                         <button string="Schedule Meeting"
 398                             name="action_makeMeeting"
 399                             type="object"/>
 400                     </div>
 401                     <div class="oe_form_title">
 402                         <label for="name" class="oe_form_readonly_hidden"/>
 403                         <h1><field name="name"/></h1>
 404
 405                         <label for="planned_revenue" class="oe_form_readonly_hidden"/>
 406                         <h2>
 407                             <field name="planned_revenue" class="oe_form_inline"/>
 408                             <field name="company_currency" class="oe_form_readonly_hidden oe_form_inline"/> at
 409                             <field name="probability" class="oe_form_inline"/> %% success rate
 410                         </h2>
 411                     </div>
 412                     <group>
 413                         <group>
 414                             <field name="partner_id"
 415                                 on_change="onchange_partner_id(partner_id, email_from)"
 416                                 string="Customer"
 417                                 context="{'default_name': partner_name, 'default_email': email_from, 'default_phone': phone}"/>
 418                             <field name="email_from" string="Email"/>
 419                             <field name="phone"/>
 420                         </group>
 421
 422                         <group>
 423                             <label for="title_action"/>
 424                             <div>
 425                                 <field name="date_action" nolabel="1"/> -
 426                                 <field name="title_action" class="oe_form_inline" nolabel="1" placeholder="Call for proposal"/>
 427                             </div>
 428                             <field name="date_deadline"/>
 429                             <field name="priority"/>
 430                         </group>
 431
 432                         <group>
 433                             <field name="user_id"/>
 434                             <field name="section_id" colspan="1" widget="selection"/>
 435                         </group>
 436                         <group>
 437                             <field name="categ_id" select="1"
 438                                 string="Category" widget="selection"
 439                                 domain="[('object_id.model', '=', 'crm.lead')]" />
 440
 441                         </group>
 442                     </group>
 443
 444                                     <!--<button string="Mail"
 445                                         name="%(mail.action_email_compose_message_wizard)d"
 446                                         context="{'mail':'new', 'model': 'crm.lead'}"
 447                                         icon="terp-mail-message-new" type="action" />-->
 448
 449                     <notebook colspan="4">
 450                     <page string="Internal Notes">
 451                         <field name="description"/>
 452                     </page>
 453                     <page string="Lead">
 454                         <group>
 455                             <group>
 456                                 <field name="partner_name"/>
 457                                 <label for="street" string="Address"/>
 458                                 <div>
 459                                     <field name="street" placeholder="Street..."/>
 460                                     <field name="street2"/>
 461                                     <div>
 462                                         <field name="zip" class="oe_form_inline" placeholder="ZIP"/>
 463                                         <field name="city" class="oe_form_inline" placeholder="City"/>
 464                                     </div>
 465                                     <field name="state_id" placeholder="State"/>
 466                                     <field name="country_id" placeholder="Country"/>
 467                                 </div>
 468                             </group>
 469
 470                             <group>
 471                                 <field name="contact_name" />
 472                                 <field name="function" />
 473                                 <field domain="[('domain', '=', 'contact')]" name="title"/>
 474                                 <field name="mobile"/>
 475                                 <field name="fax"/>
 476                             </group>
 477
 478                             <group string="Categorization">
 479                                 <field name="type_id" widget="selection"/>
 480                                 <field name="channel_id" widget="selection"/>
 481                             </group>
 482                             <group string="Mailings">
 483                                 <field name="opt_in" on_change="on_change_opt_in(opt_in)"/>
 484                                 <field name="opt_out" on_change="on_change_opt_out(opt_out)"/>
 485                             </group>
 486                             <group string="Misc">
 487                                 <field name="active"/>
 488                                 <field name="day_open" groups="base.group_no_one"/>
 489                                 <field name="day_close" groups="base.group_no_one"/>
 490                                 <field name="referred"/>
 491                                 <field name="state" groups="base.group_no_one"/>
 492                                 <field name="type" invisible="1"/>
 493                             </group>
 494                             <group string="References">
 495                                 <field name="ref"/>
 496                                 <field name="ref2"/>
 497                             </group>
 498                         </group>
 499                     </page>
 500                     </notebook>
 501                 </sheet>
 502                 <footer>
 503                     <field name="message_ids" widget="ThreadView"/>
 504                 </footer>
 505             </form>
 506         </field>
 507     </record>
 508
 509         <!-- Opportunities Tree View -->
 510         <record model="ir.ui.view" id="crm_case_tree_view_oppor">
 511             <field name="name">Opportunities Tree</field>
 512             <field name="model">crm.lead</field>
 513             <field name="type">tree</field>
 514             <field name="arch" type="xml">
 515                 <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)">
 516                     <field name="needaction_pending" invisible="1"/>
 517                     <field name="date_deadline" invisible="1"/>
 518                     <field name="create_date" groups="base.group_no_one"/>
 519                     <field name="name" string="Opportunity"/>
 520                     <field name="partner_id" string="Customer"/>
 521                     <field name="country_id" invisible="context.get('invisible_country', True)" />
 522                     <field name="date_action"/>
 523                     <field name="title_action" />
 524                     <field name="channel_id" invisible="1"/>
 525                     <field name="type_id" invisible="1"/>
 526                     <field name="subjects" invisible="1"/>
 527                     <field name="stage_id"/>
 528                     <field name="planned_revenue" sum="Expected Revenues"/>
 529                     <field name="probability" widget="progressbar" avg="Avg. of Probability"/>
 530                     <field name="section_id" invisible="context.get('invisible_section', True)" />
 531                     <field name="user_id"/>
 532                     <field name="priority" invisible="1"/>
 533                     <field name="categ_id" invisible="1"/>
 534                     <field name="state" groups="base.group_no_one"/>
 535                 </tree>
 536             </field>
 537         </record>
 538
 539
 540     <!-- Opportunities Search View -->
 541     <record id="view_crm_case_opportunities_filter" model="ir.ui.view">
 542         <field name="name">CRM - Opportunities Search</field>
 543         <field name="model">crm.lead</field>
 544         <field name="type">search</field>
 545         <field name="arch" type="xml">
 546             <search string="Search Opportunities">
 547                 <filter icon="terp-check"
 548                     string="New"  help="New Opportunities"
 549                     name="new"
 550                     domain="[('state','=','draft')]"/>
 551                 <filter icon="terp-camera_test"
 552                     string="Open"  help="Open Opportunities"
 553                     name="open"
 554                     domain="[('state','=','open')]"/>
 555                 <filter icon="terp-gtk-media-pause"
 556                     string="Pending"  help="Pending Opportunities"
 557                     name="pending"
 558                     domain="[('state','=','pending')]"/>
 559                 <separator orientation="vertical"/>
 560                 <field name="name" string="Opportunity / Customer"
 561                     filter_domain="['|','|','|',('partner_id','ilike',self),('partner_name','ilike',self),('email_from','ilike',self),('name', 'ilike', self)]"/>
 562                 <field name="user_id">
 563                     <filter icon="terp-personal-"
 564                         domain="[('user_id','=', False)]"
 565                         help="Unassigned Opportunities" />
 566                 </field>
 567                 <field name="section_id"
 568                     context="{'invisible_section': False, 'default_section_id': self}">
 569                     <filter icon="terp-personal+"
 570                         domain="['|', ('section_id.user_id','=',uid), ('section_id.member_ids', 'in', [uid])]"
 571                         context="{'invisible_section': False}"
 572                         help="My Sales Team(s)" />
 573                     <filter icon="terp-personal+"
 574                         context="{'invisible_section': False}"
 575                         domain="[]"
 576                         help="Show Sales Team"/>
 577                 </field>
 578                 <newline/>
 579                 <group expand="0" string="Group By..." colspan="16">
 580                     <filter string="Salesperson" icon="terp-personal" domain="[]" context="{'group_by':'user_id'}" />
 581                     <filter string="Team" help="Sales Team" icon="terp-personal+" domain="[]" context="{'group_by':'section_id'}"/>
 582                     <filter string="Customer" help="Partner" icon="terp-personal+" domain="[]" context="{'group_by':'partner_id'}"/>
 583                     <separator orientation="vertical" />
 584                     <filter string="Stage" icon="terp-stage" domain="[]" context="{'group_by':'stage_id'}" />
 585                     <filter string="Priority" icon="terp-rating-rated" domain="[]" context="{'group_by':'priority'}" />
 586                     <filter string="Category" icon="terp-stock_symbol-selection" domain="[]" context="{'group_by':'categ_id'}" />
 587                     <filter string="Campaign" icon="terp-gtk-jump-to-rtl" domain="[]" context="{'group_by':'type_id'}"/>
 588                     <filter string="Channel" icon="terp-call-start" domain="[]" context="{'group_by':'channel_id'}" />
 589                     <filter string="Status" icon="terp-stock_effects-object-colorize" domain="[]" context="{'group_by':'state'}"/>
 590                     <separator orientation="vertical" />
 591                     <filter string="Creation" icon="terp-go-month" domain="[]" context="{'group_by':'create_date'}" groups="base.group_no_one"/>
 592                     <filter string="Exp.Closing" icon="terp-go-month" help="Expected Closing" domain="[]" context="{'group_by':'date_deadline'}" />
 593                 </group>
 594             </search>
 595         </field>
 596     </record>
 597
 598         <!-- crm.lead Opportunities Graph View -->
 599         <record model="ir.ui.view" id="crm_case_graph_view_opportunity">
 600             <field name="name">CRM - Opportunity Graph</field>
 601             <field name="model">crm.lead</field>
 602             <field name="type">graph</field>
 603             <field name="arch" type="xml">
 604                 <graph string="Opportunity by Categories" type="bar" orientation="horizontal">
 605                     <field name="categ_id"/>
 606                     <field name="planned_revenue" operator="+"/>
 607                     <field name="state" group="True"/>
 608                 </graph>
 609             </field>
 610         </record>
 611
 612     </data>
 613 </openerp>