addons/crm/crm_lead_view.xml

   1 <?xml version="1.0"?>
   2 <openerp>
   3     <data>
   4
   5         <!--
   6             CRM CASE STAGE
   7             -->
   8
   9         <!-- Stage Search view -->
  10         <record id="crm_lead_stage_search" model="ir.ui.view">
  11             <field name="name">Stage - Search</field>
  12             <field name="model">crm.case.stage</field>
  13             <field name="type">search</field>
  14             <field name="arch" type="xml">
  15                 <search string="Stage Search">
  16                     <field name="name"/>
  17                     <field name="state"/>
  18                     <field name="type"/>
  19                 </search>
  20             </field>
  21         </record>
  22
  23         <!-- Stage Form view -->
  24         <record id="crm_lead_stage_act" model="ir.actions.act_window">
  25             <field name="name">Stages</field>
  26             <field name="res_model">crm.case.stage</field>
  27             <field name="view_type">form</field>
  28             <field name="view_id" ref="crm.crm_case_stage_tree"/>
  29             <field name="help">Add specific stages to leads and opportunities allowing your sales to better organise their sales pipeline. Stages will allow them to easily track how a specific lead or opportunity is positioned in the sales cycle.</field>
  30         </record>
  31
  32         <menuitem action="crm_lead_stage_act" id="menu_crm_lead_stage_act" name="Stages" sequence="0" parent="base.menu_crm_config_lead" />
  33
  34         <!--
  35             LEADS/OPPORTUNITIES CATEGORIES
  36             -->
  37
  38         <!-- Categories Form View -->
  39         <record id="crm_lead_categ_action" model="ir.actions.act_window">
  40             <field name="name">Categories</field>
  41             <field name="res_model">crm.case.categ</field>
  42             <field name="view_type">form</field>
  43             <field name="view_id" ref="crm_case_categ_tree-view"/>
  44             <field name="context" eval="{'object_id': ref('model_crm_lead')}"/>
  45             <field name="domain">[('object_id.model', '=', 'crm.lead')]</field>
  46             <field name="help">Create specific categories that fit your company's activities to better classify and analyse your leads and opportunities. Such categories could for instance reflect your product structure or the different types of sales you do.</field>
  47         </record>
  48
  49         <menuitem action="crm_lead_categ_action"
  50             id="menu_crm_lead_categ" name="Categories"
  51             parent="base.menu_crm_config_lead" sequence="1" groups="base.group_no_one"/>
  52
  53         <!--
  54             LEADS
  55             -->
  56
  57         <!-- CRM Lead Form View  -->
  58         <record model="ir.ui.view" id="crm_case_form_view_leads">
  59         <field name="name">CRM - Leads Form</field>
  60         <field name="model">crm.lead</field>
  61         <field name="type">form</field>
  62         <field name="arch" type="xml">
  63             <form string="Leads Form" layout="manual">
  64                 <div class="oe_form_topbar">
  65                     <button name="%(crm.action_crm_lead2opportunity_partner)d" string="Convert to Opportunity" type="action"
  66                             states="draft,open,pending" help="Convert to Opportunity"/>
  67                     <button name="case_escalate" string="Escalate" type="object"
  68                             states="draft,open,pending"/>
  69                     <button name="case_reset" string="Reset" type="object"
  70                             states="cancel"/>
  71                     <button name="case_cancel" string="Cancel" type="object"
  72                             states="draft,open,pending"/>
  73                     <div class="oe_right">
  74                         <field name="stage_id" nolabel="1" widget="statusbar"
  75                             on_change="onchange_stage_id(stage_id)"/>
  76                     </div>
  77                     <div class="oe_clear"/>
  78                 </div>
  79                 <sheet layout="auto">
  80                 <group colspan="4" col="7">
  81                     <field name="name" required="1" string="Subject"/>
  82                     <field name="priority"/>
  83                     <field name="categ_id"
  84                         widget="selection"
  85                         domain="[('object_id.model','=','crm.lead')]"/>
  86                     <newline />
  87                     <field name="user_id" />
  88                     <field name="section_id" widget="selection" />
  89                     <field name="type" invisible="1"/>
  90                 </group>
  91                 <notebook colspan="4">
  92                 <page string="Lead">
  93                     <group colspan="4" col="2">
  94                         <field name="partner_name" string="Company Name" />
  95                     </group>
  96                     <group colspan="2" col="4">
  97                         <separator string="Contact" colspan="4" col="4"/>
  98                         <field name="contact_name" colspan="4"/>
  99                         <newline/>
 100                         <field domain="[('domain', '=', 'contact')]" name="title" widget="selection"/>
 101                         <field name="function" />
 102                         <field name="street" colspan="4"/>
 103                         <field name="street2" colspan="4"/>
 104                         <field name="zip"/>
 105                         <field name="city"/>
 106                         <field name="country_id"/>
 107                         <field name="state_id"/>
 108                     </group>
 109                     <group colspan="2" col="3">
 110                         <separator string="Communication" colspan="4" col="3"/>
 111                         <field name="email_from" widget="email"/>
 112                         <button string="Mail"
 113                             name="%(mail.action_email_compose_message_wizard)d"
 114                             icon="terp-mail-message-new" type="action" colspan="1"/>
 115                         <newline/>
 116                         <field name="phone"/>
 117                         <newline/>
 118                         <field name="fax"/>
 119                         <newline/>
 120                         <field name="mobile"/>
 121                         <newline/>
 122                         <separator string="Links" colspan="4" col="3"/>
 123                         <field name="partner_id" string="Customer"/>
 124                         <button
 125                             name="%(action_crm_lead2partner)d"
 126                             icon="terp-partner" type="action"
 127                             string="Create"
 128                             attrs="{'invisible':[('partner_id','!=',False)]}"/>
 129                     </group>
 130                     <separator colspan="4" string="Notes"/>
 131                     <field name="description" nolabel="1" colspan="4"/>
 132                  </page>
 133                  <page string="Extra Info">
 134                     <group colspan="2" col="2">
 135                         <separator string="Categorization" colspan="2" col="2"/>
 136                         <field name="company_id"
 137                             groups="base.group_multi_company"
 138                             widget="selection" colspan="2" />
 139                         <field name="type_id" select="1" widget="selection"/>
 140                         <field name="channel_id" select="1" widget="selection"/>
 141                         <field name="referred"/>
 142                         <field name="state" groups="base.group_no_one"/>
 143                     </group>
 144                     <group colspan="2" col="2">
 145                         <separator string="Mailings" colspan="2" col="2"/>
 146                         <field name="opt_in" on_change="on_change_opt_in(opt_in)"/>
 147                         <field name="opt_out" on_change="on_change_opt_out(opt_out)"/>
 148                     </group>
 149                     <group colspan="2" col="2" groups="base.group_no_one">
 150                         <separator string="Statistics" colspan="2" col="2"/>
 151                         <field name="day_open"/>
 152                         <field name="day_close"/>
 153                     </group>
 154                  </page>
 155                 </notebook>
 156                 </sheet>
 157                 <div class="oe_form_bottom">
 158                     <field name="message_ids_social" colspan="4" widget="ThreadView" nolabel="1"/>
 159                 </div>
 160             </form>
 161         </field>
 162         </record>
 163
 164         <!-- CRM Lead Tree View -->
 165         <record model="ir.ui.view" id="crm_case_tree_view_leads">
 166             <field name="name">Leads</field>
 167             <field name="model">crm.lead</field>
 168             <field name="type">tree</field>
 169             <field name="arch" type="xml">
 170                 <tree string="Leads" fonts="bold:needaction_pending==True" colors="blue:state=='pending';grey:state in ('cancel', 'done')">
 171                     <field name="needaction_pending" invisible="1"/>
 172                     <field name="date_deadline" invisible="1"/>
 173                     <field name="create_date" groups="base.group_no_one"/>
 174                     <field name="name" string="Subject"/>
 175                     <field name="contact_name"/>
 176                     <field name="country_id" invisible="context.get('invisible_country', True)" />
 177                     <field name="email_from"/>
 178                     <field name="phone"/>
 179                     <field name="stage_id"/>
 180                     <field name="categ_id" invisible="1"/>
 181                     <field name="section_id" invisible="context.get('invisible_section', True)" />
 182                     <field name="state" groups="base.group_no_one"/>
 183                     <field name="type_id" invisible="1"/>
 184                     <field name="referred" invisible="1"/>
 185                     <field name="channel_id" invisible="1"/>
 186                     <field name="subjects" invisible="1"/>
 187                 </tree>
 188             </field>
 189         </record>
 190
 191         <!-- CRM Lead Calendar View -->
 192         <record model="ir.ui.view" id="crm_case_calendar_view_leads">
 193             <field name="name">CRM - Leads Calendar</field>
 194             <field name="model">crm.lead</field>
 195             <field name="type">calendar</field>
 196             <field name="priority" eval="2"/>
 197             <field name="arch" type="xml">
 198                 <calendar string="Leads Generation"
 199                     date_start="date_action" color="user_id">
 200                     <field name="name" />
 201                     <field name="partner_name" />
 202                 </calendar>
 203             </field>
 204         </record>
 205
 206     <!-- CRM Lead Kanban View  -->
 207     <record model="ir.ui.view" id="crm_case_kanban_view_leads">
 208         <field name="name">CRM - Leads Kanban</field>
 209         <field name="model">crm.lead</field>
 210         <field name="type">kanban</field>
 211         <field name="arch" type="xml">
 212             <kanban default_group_by="stage_id">
 213                 <field name="state" groups="base.group_no_one"/>
 214                 <field name="color"/>
 215                 <field name="priority"/>
 216                 <field name="planned_revenue" sum="Expected Revenues"/>
 217                 <field name="user_email"/>
 218                 <field name="user_id"/>
 219                 <field name="partner_address_email"/>
 220                 <templates>
 221                     <t t-name="lead_details">
 222                         <ul class="oe_kanban_tooltip">
 223                             <li t-if="record.phone.raw_value"><b>Phone:</b> <field name="phone"/></li>
 224                             <li><b>Probability:</b> <field name="probability"/>%%</li>
 225                             <li><b>Creation date:</b> <field name="create_date"/></li>
 226                             <li t-if="record.date_deadline.raw_value"><b>Date Deadline:</b> <field name="date_deadline"/></li>
 227                         </ul>
 228                     </t>
 229                     <t t-name="kanban-box">
 230                         <div t-attf-class="oe_kanban_color_#{kanban_getcolor(record.color.raw_value)} oe_kanban_card">
 231                             <a class="oe_kanban_menuaction oe_i">B</a>
 232                             <ul class="oe_kanban_menu">
 233                                 <li><a type="edit" >Edit...</a></li>
 234                                 <li><a type="delete">Delete</a></li>
 235                                 <li><a name="%(mail.action_email_compose_message_wizard)d" type="action">Send New Email</a></li>
 236                                 <li><a name="%(opportunity2phonecall_act)d" type="action">Log Call</a></li>
 237                                 <li><a name="action_makeMeeting" type="object">Schedule Meeting</a></li>
 238                                 <li><a name="%(crm.action_crm_add_note)d" context="{'model': 'crm.lead' }" type="action">Add Internal Note</a></li>
 239                                 <li><ul class="oe_kanban_colorpicker" data-field="color"/></li>
 240                             </ul>
 241                             <div class="oe_kanban_content">
 242                                 <h3>
 243                                     <field name="partner_id"/>
 244                                     <t t-if="record.planned_revenue.raw_value">
 245                                         - <t t-esc="Math.round(record.planned_revenue.value)"/>
 246                                         <field name="company_currency"/>
 247                                     </t>
 248                                 </h3>
 249                                 <div>
 250                                     <b> <field name="partner_address_name"/> </b>
 251                                 </div>
 252                                 <div>
 253                                     <field name="name"/>
 254                                 </div>
 255                                 <div style="padding-left: 0.5em">
 256                                     <i>
 257                                         <t t-if="record.date_deadline.raw_value and record.date_deadline.raw_value lt (new Date())" t-set="red">oe_kanban_text_red</t>
 258                                         <span t-attf-class="#{red || ''}">
 259                                             <field name="date_action"/>
 260                                         </span>
 261                                         <t t-if="record.date_action.raw_value"> : </t>
 262                                         <field name="title_action"/>
 263                                     </i>
 264                                 </div>
 265                                 <div class="oe_right">
 266                                     <a t-if="record.priority.raw_value == 1" icon="star-on" type="object" name="set_normal_priority"/>
 267                                     <a t-if="record.priority.raw_value != 1" icon="star-off" type="object" name="set_high_priority" style="opacity:0.7; filter:alpha(opacity=70);"/>
 268                                     <!--
 269                                     <t t-if="record.date_deadline.raw_value and record.date_deadline.raw_value lt (new Date())" t-set="red">oe_kaban_status_red</t>
 270                                     <span t-attf-class="oe_kanban_status #{red}"> </span>
 271                                     -->
 272                                     <img t-att-src="kanban_image('res.users', 'avatar', record.user_id.raw_value[0])" t-att-title="record.user_id.value" width="24" height="24" class="oe_kanban_avatar"/>
 273                                 </div>
 274                                 <div class="oe_kanban_footer_left">
 275                                 </div>
 276                             </div>
 277                             <div class="oe_clear"></div>
 278                         </div>
 279                         <!--
 280                             <div class="oe_kanban_right">
 281                                 <a name="case_mark_lost" string="Mark Lost" states="open,pending" type="object" icon="kanban-stop" />
 282                                 <a name="case_pending" string="Pending" states="draft,open" type="object" icon="kanban-pause" />
 283                                 <a name="case_open" string="Open" states="pending" type="object" icon="gtk-media-play" />
 284                                 <a name="case_mark_won" string="Mark Won" states="open,pending" type="object" icon="kanban-apply" />
 285                             </div>
 286                         -->
 287                     </t>
 288                 </templates>
 289             </kanban>
 290         </field>
 291     </record>
 292
 293     <!-- CRM Lead Search View -->
 294     <record id="view_crm_case_leads_filter" model="ir.ui.view">
 295         <field name="name">CRM - Leads Search</field>
 296         <field name="model">crm.lead</field>
 297         <field name="type">search</field>
 298         <field name="arch" type="xml">
 299             <search string="Search Leads">
 300                 <filter icon="terp-check"
 301                     string="New"
 302                     name="new" help="New Leads"
 303                     domain="[('state','=','draft')]"/>
 304                 <filter icon="terp-camera_test"
 305                     string="Open"
 306                     name="open"
 307                     domain="[('state','=','open')]"/>
 308                 <filter icon="terp-gtk-media-pause"
 309                     string="Pending"
 310                     name="pending"
 311                     domain="[('state','=','pending')]"/>
 312
 313                 <separator orientation="vertical"/>
 314                 <filter icon="terp-go-today" string="Today"
 315                     domain="[('create_date','&lt;', time.strftime('%%Y-%%m-%%d 23:59:59')), ('create_date','&gt;=', time.strftime('%%Y-%%m-%%d 00:00:00'))]"
 316                     help="Todays' Leads" />
 317                 <filter icon="terp-go-week" string="7 Days"
 318                     help="Leads creating during last 7 days"
 319                     domain="[('create_date','&lt;', time.strftime('%%Y-%%m-%%d 23:59:59')),('create_date','&gt;=',(datetime.date.today()-datetime.timedelta(days=7)).strftime('%%Y-%%m-%%d 00:00:00'))]"
 320                 />
 321                 <separator orientation="vertical"/>
 322                 <field name="name" string="Lead / Customer"
 323                     filter_domain="['|','|',('partner_name','ilike',self),('email_from','ilike',self),('name','ilike',self)]"/>
 324                 <field name="user_id">
 325                     <filter icon="terp-personal-"
 326                         domain="[('user_id','=', False)]"
 327                         help="Unassigned Leads" />
 328                 </field>
 329                 <field name="subjects"/>
 330                 <field name="section_id" widget="selection"
 331                     context="{'invisible_section': False}">
 332                     <filter icon="terp-personal+"
 333                         context="{'invisible_section': False}"
 334                         domain="['|', ('section_id.user_id','=',uid), ('section_id.member_ids', 'in', [uid])]"
 335                         help="My Sales Team(s)"/>
 336                     <filter icon="terp-personal+"
 337                         context="{'invisible_section': False}"
 338                         domain="[]"
 339                         help="Show Sales Team"/>
 340                 </field>
 341                 <separator orientation="vertical"/>
 342                 <field name="country_id" context="{'invisible_country': False}">
 343                     <filter icon="terp-personal+" context="{'invisible_country': False}" help="Show countries"/>
 344                 </field>
 345                 <newline/>
 346                 <group expand="0" string="Group By...">
 347                     <filter string="Salesperson" icon="terp-personal" domain="[]" context="{'group_by':'user_id'}"/>
 348                     <filter string="Team" icon="terp-personal+" domain="[]" context="{'group_by':'section_id'}"/>
 349                     <filter string="Referrer" icon="terp-personal" domain="[]" context="{'group_by':'referred'}"/>
 350                     <separator orientation="vertical"/>
 351                     <filter string="Category" icon="terp-stock_symbol-selection" domain="[]" context="{'group_by':'categ_id'}"/>
 352                     <filter string="Campaign" icon="terp-gtk-jump-to-rtl"
 353                         domain="[]" context="{'group_by':'type_id'}" />
 354                     <filter string="Channel" icon="terp-call-start"
 355                         domain="[]" context="{'group_by':'channel_id'}" />
 356                     <separator orientation="vertical"/>
 357                     <filter string="Stage" icon="terp-stage" domain="[]" context="{'group_by':'stage_id'}"/>
 358                     <filter string="Status" icon="terp-stock_effects-object-colorize" domain="[]" context="{'group_by':'state'}"/>
 359                     <separator orientation="vertical" groups="base.group_no_one"/>
 360                     <filter string="Creation" help="Create date" icon="terp-go-month"
 361                         domain="[]" context="{'group_by':'create_date'}" groups="base.group_no_one"/>
 362                 </group>
 363            </search>
 364         </field>
 365     </record>
 366
 367
 368     <!--
 369         OPPORTUNITY
 370         -->
 371
 372     <!-- Opportunities Form View -->
 373     <record model="ir.ui.view" id="crm_case_form_view_oppor">
 374         <field name="name">Opportunities</field>
 375         <field name="model">crm.lead</field>
 376         <field name="type">form</field>
 377         <field name="priority">20</field>
 378         <field name="arch" type="xml">
 379             <form string="Opportunities" validate="0">
 380                 <header class="oe_form_topbar_hifirst">
 381                     <button name="case_mark_won" string="Mark Won" states="open,pending" type="object" />
 382                     <button name="case_open" string="Open" states="draft,pending" type="object" />
 383                     <button name="case_pending" string="Pending" states="draft,open" type="object" />
 384                     <button name="case_escalate" string="Escalate" states="open,pending" type="object" />
 385                     <button name="case_mark_lost" string="Mark Lost" states="open,pending" type="object" />
 386                     <button name="case_reset" string="Reset to Draft" states="done,cancel" type="object" />
 387                     <button name="case_cancel" string="Cancel" states="draft" type="object" />
 388                     <field name="state" nolabel="1" widget="statusbar" statusbar_visible="draft,open,done" statusbar_colors='{"pending":"blue"}'/>
 389                 </header>
 390                 <sheet>
 391                     <div class="oe_right oe_form_button_box">
 392                         <button string="Schedule/Log Call"
 393                             name="%(opportunity2phonecall_act)d"
 394                             type="action"/>
 395                         <button string="Schedule Meeting"
 396                             name="action_makeMeeting"
 397                             type="object"/>
 398                     </div>
 399
 400                     <div class="oe_form_title">
 401                         <label for="name" class="oe_form_readonly_hidden"/>
 402                         <h1><field name="name"/></h1>
 403
 404                         <label for="planned_revenue" class="oe_form_readonly_hidden"/>
 405                         <h2>
 406                             <field name="planned_revenue" class="oe_form_inline"/>
 407                             <field name="company_currency" class="oe_form_readonly_hidden oe_form_inline"/> at
 408                             <field name="probability" class="oe_form_inline"/> %% success rate
 409                         </h2>
 410                     </div>
 411                     <group>
 412                         <group>
 413                             <field name="partner_id"
 414                                 on_change="onchange_partner_id(partner_id, email_from)"
 415                                 string="Customer"
 416                                 context="{'default_name': partner_name, 'default_email': email_from, 'default_phone': phone}"/>
 417                             <field name="email_from" string="Email"/>
 418                             <field name="phone"/>
 419                         </group>
 420
 421                         <group>
 422                             <label for="title_action"/>
 423                             <div>
 424                                 <field name="date_action" nolabel="1"/> -
 425                                 <field name="title_action" class="oe_form_inline" nolabel="1" placeholder="Call for proposal"/>
 426                             </div>
 427                             <field name="date_deadline"/>
 428                             <field name="priority"/>
 429                         </group>
 430
 431                         <group>
 432                             <field name="user_id"/>
 433                             <field name="section_id" colspan="1" widget="selection"/>
 434                         </group>
 435                         <group>
 436                             <field name="categ_id" select="1"
 437                                 string="Category" widget="selection"
 438                                 domain="[('object_id.model', '=', 'crm.lead')]" />
 439
 440                         </group>
 441                     </group>
 442
 443                                     <!--<button string="Mail"
 444                                         name="%(mail.action_email_compose_message_wizard)d"
 445                                         context="{'mail':'new', 'model': 'crm.lead'}"
 446                                         icon="terp-mail-message-new" type="action" />-->
 447
 448                     <notebook colspan="4">
 449                     <page string="Internal Notes">
 450                         <field name="description"/>
 451                     </page>
 452                     <page string="Lead">
 453                         <group>
 454                             <group>
 455                                 <field name="partner_name"/>
 456                                 <label for="street" string="Address"/>
 457                                 <div>
 458                                     <field name="street" placeholder="Street..."/>
 459                                     <field name="street2" placeholder="...Street"/>
 460                                     <div>
 461                                         <field name="zip" class="oe_form_inline" placeholder="ZIP"/>&amp;nbsp;
 462                                         <field name="city" class="oe_form_inline" placeholder="City"/>
 463                                     </div>
 464                                     <field name="state_id" placeholder="State"/>
 465                                     <field name="country_id" placeholder="Country"/>
 466                                 </div>
 467                             </group>
 468
 469                             <group>
 470                                 <field name="contact_name" />
 471                                 <field name="function" />
 472                                 <field domain="[('domain', '=', 'contact')]" name="title"/>
 473                                 <field name="mobile"/>
 474                                 <field name="fax"/>
 475                             </group>
 476
 477                             <group string="Categorization">
 478                                 <field name="type_id" widget="selection"/>
 479                                 <field name="channel_id" widget="selection"/>
 480                             </group>
 481                             <group string="Mailings">
 482                                 <field name="opt_in" on_change="on_change_opt_in(opt_in)"/>
 483                                 <field name="opt_out" on_change="on_change_opt_out(opt_out)"/>
 484                             </group>
 485                             <group string="Misc">
 486                                 <field name="active"/>
 487                                 <field name="day_open" groups="base.group_no_one"/>
 488                                 <field name="day_close" groups="base.group_no_one"/>
 489                                 <field name="referred"/>
 490                             </group>
 491                             <group string="References">
 492                                 <field name="ref"/>
 493                                 <field name="ref2"/>
 494                             </group>
 495                         </group>
 496                     </page>
 497                     </notebook>
 498                 </sheet>
 499                 <footer>
 500                     <field name="message_ids_social" widget="ThreadView"/>
 501                 </footer>
 502             </form>
 503         </field>
 504     </record>
 505
 506         <!-- Opportunities Tree View -->
 507         <record model="ir.ui.view" id="crm_case_tree_view_oppor">
 508             <field name="name">Opportunities Tree</field>
 509             <field name="model">crm.lead</field>
 510             <field name="type">tree</field>
 511             <field name="arch" type="xml">
 512                 <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)">
 513                     <field name="needaction_pending" invisible="1"/>
 514                     <field name="date_deadline" invisible="1"/>
 515                     <field name="create_date" groups="base.group_no_one"/>
 516                     <field name="name" string="Opportunity"/>
 517                     <field name="partner_id" string="Customer"/>
 518                     <field name="country_id" invisible="context.get('invisible_country', True)" />
 519                     <field name="date_action"/>
 520                     <field name="title_action" />
 521                     <field name="channel_id" invisible="1"/>
 522                     <field name="type_id" invisible="1"/>
 523                     <field name="subjects" invisible="1"/>
 524                     <field name="stage_id"/>
 525                     <field name="planned_revenue" sum="Expected Revenues"/>
 526                     <field name="probability" widget="progressbar" avg="Avg. of Probability"/>
 527                     <field name="section_id" invisible="context.get('invisible_section', True)" />
 528                     <field name="user_id"/>
 529                     <field name="priority" invisible="1"/>
 530                     <field name="categ_id" invisible="1"/>
 531                     <field name="state" groups="base.group_no_one"/>
 532                 </tree>
 533             </field>
 534         </record>
 535
 536
 537     <!-- Opportunities Search View -->
 538     <record id="view_crm_case_opportunities_filter" model="ir.ui.view">
 539         <field name="name">CRM - Opportunities Search</field>
 540         <field name="model">crm.lead</field>
 541         <field name="type">search</field>
 542         <field name="arch" type="xml">
 543             <search string="Search Opportunities">
 544                 <filter icon="terp-check"
 545                     string="New"  help="New Opportunities"
 546                     name="new"
 547                     domain="[('state','=','draft')]"/>
 548                 <filter icon="terp-camera_test"
 549                     string="Open"  help="Open Opportunities"
 550                     name="open"
 551                     domain="[('state','=','open')]"/>
 552                 <filter icon="terp-gtk-media-pause"
 553                     string="Pending"  help="Pending Opportunities"
 554                     name="pending"
 555                     domain="[('state','=','pending')]"/>
 556                 <separator orientation="vertical"/>
 557                 <field name="name" string="Opportunity / Customer"
 558                     filter_domain="['|','|','|',('partner_id','ilike',self),('partner_name','ilike',self),('email_from','ilike',self),('name', 'ilike', self)]"/>
 559                 <field name="user_id">
 560                     <filter icon="terp-personal-"
 561                         domain="[('user_id','=', False)]"
 562                         help="Unassigned Opportunities" />
 563                 </field>
 564                 <field name="section_id"
 565                     context="{'invisible_section': False, 'default_section_id': self}">
 566                     <filter icon="terp-personal+"
 567                         domain="['|', ('section_id.user_id','=',uid), ('section_id.member_ids', 'in', [uid])]"
 568                         context="{'invisible_section': False}"
 569                         help="My Sales Team(s)" />
 570                     <filter icon="terp-personal+"
 571                         context="{'invisible_section': False}"
 572                         domain="[]"
 573                         help="Show Sales Team"/>
 574                 </field>
 575                 <newline/>
 576                 <group expand="0" string="Group By..." colspan="16">
 577                     <filter string="Salesperson" icon="terp-personal" domain="[]" context="{'group_by':'user_id'}" />
 578                     <filter string="Team" help="Sales Team" icon="terp-personal+" domain="[]" context="{'group_by':'section_id'}"/>
 579                     <filter string="Customer" help="Partner" icon="terp-personal+" domain="[]" context="{'group_by':'partner_id'}"/>
 580                     <separator orientation="vertical" />
 581                     <filter string="Stage" icon="terp-stage" domain="[]" context="{'group_by':'stage_id'}" />
 582                     <filter string="Priority" icon="terp-rating-rated" domain="[]" context="{'group_by':'priority'}" />
 583                     <filter string="Category" icon="terp-stock_symbol-selection" domain="[]" context="{'group_by':'categ_id'}" />
 584                     <filter string="Campaign" icon="terp-gtk-jump-to-rtl" domain="[]" context="{'group_by':'type_id'}"/>
 585                     <filter string="Channel" icon="terp-call-start" domain="[]" context="{'group_by':'channel_id'}" />
 586                     <filter string="Status" icon="terp-stock_effects-object-colorize" domain="[]" context="{'group_by':'state'}"/>
 587                     <separator orientation="vertical" />
 588                     <filter string="Creation" icon="terp-go-month" domain="[]" context="{'group_by':'create_date'}" groups="base.group_no_one"/>
 589                     <filter string="Exp.Closing" icon="terp-go-month" help="Expected Closing" domain="[]" context="{'group_by':'date_deadline'}" />
 590                 </group>
 591             </search>
 592         </field>
 593     </record>
 594
 595         <!-- crm.lead Opportunities Graph View -->
 596         <record model="ir.ui.view" id="crm_case_graph_view_opportunity">
 597             <field name="name">CRM - Opportunity Graph</field>
 598             <field name="model">crm.lead</field>
 599             <field name="type">graph</field>
 600             <field name="arch" type="xml">
 601                 <graph string="Opportunity by Categories" type="bar" orientation="horizontal">
 602                     <field name="categ_id"/>
 603                     <field name="planned_revenue" operator="+"/>
 604                     <field name="state" group="True"/>
 605                 </graph>
 606             </field>
 607         </record>
 608
 609     </data>
 610 </openerp>