addons/crm/crm_lead_view.xml

   1 <?xml version="1.0"?>
   2 <openerp>
   3     <data>
   4
   5         <!--
   6             CRM CASE STAGE
   7             -->
   8
   9         <!-- Stage Search view -->
  10         <record id="crm_lead_stage_search" model="ir.ui.view">
  11             <field name="name">Stage - Search</field>
  12             <field name="model">crm.case.stage</field>
  13             <field name="type">search</field>
  14             <field name="arch" type="xml">
  15                 <search string="Stage Search">
  16                     <field name="name"/>
  17                     <field name="state"/>
  18                     <field name="type"/>
  19                 </search>
  20             </field>
  21         </record>
  22
  23         <!-- Stage Form view -->
  24         <record id="crm_lead_stage_act" model="ir.actions.act_window">
  25             <field name="name">Stages</field>
  26             <field name="res_model">crm.case.stage</field>
  27             <field name="view_type">form</field>
  28             <field name="view_id" ref="crm.crm_case_stage_tree"/>
  29             <field name="help">Add specific stages to leads and opportunities allowing your sales to better organise their sales pipeline. Stages will allow them to easily track how a specific lead or opportunity is positioned in the sales cycle.</field>
  30         </record>
  31
  32         <menuitem action="crm_lead_stage_act" id="menu_crm_lead_stage_act" name="Stages" sequence="0" parent="base.menu_crm_config_lead" />
  33
  34         <!--
  35             LEADS/OPPORTUNITIES CATEGORIES
  36             -->
  37
  38         <!-- Categories Form View -->
  39         <record id="crm_lead_categ_action" model="ir.actions.act_window">
  40             <field name="name">Categories</field>
  41             <field name="res_model">crm.case.categ</field>
  42             <field name="view_type">form</field>
  43             <field name="view_id" ref="crm_case_categ_tree-view"/>
  44             <field name="context" eval="{'object_id': ref('model_crm_lead')}"/>
  45             <field name="domain">[('object_id.model', '=', 'crm.lead')]</field>
  46             <field name="help">Create specific categories that fit your company's activities to better classify and analyse your leads and opportunities. Such categories could for instance reflect your product structure or the different types of sales you do.</field>
  47         </record>
  48
  49         <menuitem action="crm_lead_categ_action"
  50             id="menu_crm_lead_categ" name="Categories"
  51             parent="base.menu_crm_config_lead" sequence="1" groups="base.group_no_one"/>
  52
  53         <!--
  54             LEADS
  55             -->
  56         <act_window
  57                 id="act_crm_opportunity_crm_phonecall_new"
  58                 name="Phone calls"
  59                 groups="base.group_sale_salesman"
  60                 res_model="crm.phonecall"
  61                 view_mode="tree,calendar,form"
  62                 context="{'default_duration': 1.0 ,'default_opportunity_id': active_id,'default_partner_phone':phone}"
  63                 domain="[('opportunity_id', '=', active_id)]"
  64                 view_type="form"/>
  65
  66         <act_window
  67                 id="act_crm_opportunity_crm_meeting_new"
  68                 name="Meetings"
  69                 res_model="crm.meeting"
  70                 view_mode="tree,form,calendar"
  71                 context="{'default_duration': 4.0, 'default_opportunity_id': active_id}"
  72                 domain="[('opportunity_id', '=', active_id)]"
  73                 view_type="form"/>
  74
  75
  76         <!-- CRM Lead Form View  -->
  77         <record model="ir.ui.view" id="crm_case_form_view_leads">
  78         <field name="name">CRM - Leads Form</field>
  79         <field name="model">crm.lead</field>
  80         <field name="type">form</field>
  81         <field name="arch" type="xml">
  82             <form string="Leads Form" version="7.0">
  83                 <header>
  84                     <button name="%(crm.action_crm_lead2opportunity_partner)d" string="Convert to Opportunity" type="action"
  85                             states="draft,open,pending" help="Convert to Opportunity"/>
  86                     <button name="case_escalate" string="Escalate" type="object"
  87                             states="draft,open,pending"/>
  88                     <button name="case_reset" string="Reset" type="object"
  89                             states="cancel"/>
  90                     <button name="case_cancel" string="Cancel" type="object"
  91                             states="draft,open,pending"/>
  92                     <button name="message_mark_as_unread" string="Mark Unread" type="object"
  93                             attrs="{'invisible':[('message_thread_read', '==', False)]}"/>
  94                     <button name="message_mark_as_read" string="Mark Read" type="object"
  95                             attrs="{'invisible':[('message_thread_read', '==', True)]}"/>
  96                     <field name="stage_id" widget="statusbar"
  97                             on_change="onchange_stage_id(stage_id)"/>
  98                 </header>
  99                 <sheet>
 100                     <div class="oe_right oe_button_box" name="buttons">
 101                         <button type="action"
 102                             name="%(act_crm_opportunity_crm_meeting_new)d"
 103                             string="Meetings" />
 104
 105                         <button type="action"
 106                             name="%(act_crm_opportunity_crm_phonecall_new)d"
 107                             string="Phone Calls" />
 108                     </div>
 109
 110                     <label for="name" class="oe_edit_only" string="Lead Description"/>
 111                     <h1><field name="name" placeholder="Describe the lead..."/></h1>
 112                     <field name="message_thread_read"/>
 113                     <newline/>
 114                     <group>
 115                         <group>
 116                             <field name="user_id" />
 117                             <field name="section_id" widget="selection" />
 118                             <field name="type" invisible="1"/>
 119                         </group>
 120                         <group>
 121                             <field name="priority"/>
 122                             <field name="categ_id"
 123                                 widget="selection"
 124                                 domain="[('object_id.model','=','crm.lead')]"/>
 125                         </group>
 126                         <group>
 127                             <field name="partner_name" string="Company Name"/>
 128                             <field name="partner_id" string="Customer"/>
 129                             <label for="street" string="Address"/>
 130                             <div>
 131                                 <field name="street" placeholder="Street..."/>
 132                                 <field name="street2"/>
 133                                 <div>
 134                                     <field name="zip" class="oe_inline" placeholder="ZIP"/>
 135                                     <field name="city" class="oe_inline" placeholder="City"/>
 136                                 </div>
 137                                 <field name="state_id" placeholder="State"/>
 138                                 <field name="country_id" placeholder="Country"/>
 139                             </div>
 140                         </group>
 141                         <group>
 142                             <field name="contact_name" />
 143                             <field name="email_from" widget="email"/>
 144                             <field name="function" />
 145                             <field domain="[('domain', '=', 'contact')]" name="title"/>
 146                             <field name="phone"/>
 147                             <field name="mobile"/>
 148                             <field name="fax"/>
 149                             <!--
 150                             This should be integrated in Open Chatter
 151                             <button string="Mail"
 152                                 name="%(mail.action_email_compose_message_wizard)d"
 153                                 icon="terp-mail-message-new" type="action" colspan="1"/>
 154                             -->
 155                         </group>
 156                     </group>
 157                     <notebook colspan="4">
 158                     <page string="Notes">
 159                         <field name="description"/>
 160                     </page>
 161                     <page string="Extra Info">
 162                         <group>
 163                             <group string="Categorization">
 164                                 <field name="company_id"
 165                                     groups="base.group_multi_company"
 166                                     widget="selection" colspan="2" />
 167                                 <field name="type_id" widget="selection"/>
 168                                 <field name="channel_id" widget="selection"/>
 169                                 <field name="referred"/>
 170                                 <field name="state" groups="base.group_no_one"/>
 171                             </group>
 172                             <group string="Mailings">
 173                                 <field name="opt_in" on_change="on_change_opt_in(opt_in)"/>
 174                                 <field name="opt_out" on_change="on_change_opt_out(opt_out)"/>
 175                             </group>
 176                         </group>
 177                     </page>
 178                     </notebook>
 179                 </sheet>
 180                 <footer>
 181                     <field name="message_ids" widget="ThreadView"/>
 182                 </footer>
 183             </form>
 184         </field>
 185         </record>
 186
 187         <!-- CRM Lead Tree View -->
 188         <record model="ir.ui.view" id="crm_case_tree_view_leads">
 189             <field name="name">Leads</field>
 190             <field name="model">crm.lead</field>
 191             <field name="type">tree</field>
 192             <field name="arch" type="xml">
 193                 <tree string="Leads" fonts="bold:needaction_pending==True" colors="grey:state in ('cancel', 'done')">
 194                     <field name="date_deadline" invisible="1"/>
 195                     <field name="create_date" groups="base.group_no_one"/>
 196                     <field name="name"/>
 197                     <field name="contact_name"/>
 198                     <field name="country_id" invisible="context.get('invisible_country', True)" />
 199                     <field name="email_from"/>
 200                     <field name="phone"/>
 201                     <field name="stage_id"/>
 202                     <field name="categ_id" invisible="1"/>
 203                     <field name="section_id" invisible="context.get('invisible_section', True)" />
 204                     <field name="state" groups="base.group_no_one"/>
 205                     <field name="type_id" invisible="1"/>
 206                     <field name="referred" invisible="1"/>
 207                     <field name="channel_id" invisible="1"/>
 208                     <field name="subjects" invisible="1"/>
 209                     <field name="needaction_pending" invisible="1"/>
 210                 </tree>
 211             </field>
 212         </record>
 213
 214         <!-- CRM Lead Calendar View -->
 215         <record model="ir.ui.view" id="crm_case_calendar_view_leads">
 216             <field name="name">CRM - Leads Calendar</field>
 217             <field name="model">crm.lead</field>
 218             <field name="type">calendar</field>
 219             <field name="priority" eval="2"/>
 220             <field name="arch" type="xml">
 221                 <calendar string="Leads Generation"
 222                     date_start="date_action" color="user_id">
 223                     <field name="name" />
 224                     <field name="partner_name" />
 225                 </calendar>
 226             </field>
 227         </record>
 228
 229     <!-- CRM Lead Kanban View  -->
 230     <record model="ir.ui.view" id="crm_case_kanban_view_leads">
 231         <field name="name">CRM - Leads Kanban</field>
 232         <field name="model">crm.lead</field>
 233         <field name="type">kanban</field>
 234         <field name="arch" type="xml">
 235             <kanban default_group_by="stage_id">
 236                 <field name="state" groups="base.group_no_one"/>
 237                 <field name="color"/>
 238                 <field name="priority"/>
 239                 <field name="planned_revenue" sum="Expected Revenues"/>
 240                 <field name="user_email"/>
 241                 <field name="user_id"/>
 242                 <field name="partner_address_email"/>
 243                 <templates>
 244                     <t t-name="lead_details">
 245                         <ul class="oe_kanban_tooltip">
 246                             <li t-if="record.phone.raw_value"><b>Phone:</b> <field name="phone"/></li>
 247                             <li><b>Probability:</b> <field name="probability"/>%%</li>
 248                             <li><b>Creation date:</b> <field name="create_date"/></li>
 249                             <li t-if="record.date_deadline.raw_value"><b>Date Deadline:</b> <field name="date_deadline"/></li>
 250                         </ul>
 251                     </t>
 252                     <t t-name="kanban-box">
 253                         <div t-attf-class="oe_kanban_color_#{kanban_getcolor(record.color.raw_value)} oe_kanban_card">
 254                             <div class="oe_dropdown_toggle oe_dropdown_kanban">
 255                                 <span class="oe_e">i</span>
 256                                 <ul class="oe_dropdown_menu">
 257                                     <li><a type="edit" >Edit...</a></li>
 258                                     <li><a type="delete">Delete</a></li>
 259                                     <li><a name="%(mail.action_email_compose_message_wizard)d" type="action">Send Email</a></li>
 260                                     <li><a name="%(opportunity2phonecall_act)d" type="action">Log Call</a></li>
 261                                     <li><a name="action_makeMeeting" type="object">Schedule Meeting</a></li>
 262                                     <li><ul class="oe_kanban_colorpicker" data-field="color"/></li>
 263                                 </ul>
 264                             </div>
 265                             <div class="oe_kanban_content">
 266                                 <div>
 267                                     <b><field name="name"/></b>
 268                                     <t t-if="record.planned_revenue.raw_value">
 269                                         - <b><t t-esc="Math.round(record.planned_revenue.value)"/>
 270                                         <field name="company_currency"/></b>
 271                                     </t>
 272                                 </div>
 273                                 <div>
 274                                     <field name="partner_id"/>
 275                                 </div>
 276                                 <div style="padding-left: 0.5em">
 277                                     <i>
 278                                         <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>
 279                                         <span t-attf-class="#{red || ''}">
 280                                             <field name="date_action"/>
 281                                         </span>
 282                                         <t t-if="record.date_action.raw_value"> : </t>
 283                                         <field name="title_action"/>
 284                                     </i>
 285                                 </div>
 286                                 <div class="oe_right">
 287                                     <a t-if="record.priority.raw_value == 1" icon="star-on" type="object" name="set_normal_priority"/>
 288                                     <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);"/>
 289                                     <!--
 290                                     <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>
 291                                     <span t-attf-class="oe_kanban_status #{red}"> </span>
 292                                     -->
 293                                     <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"/>
 294                                 </div>
 295                                 <div class="oe_kanban_footer_left">
 296                                 </div>
 297                             </div>
 298                             <div class="oe_clear"></div>
 299                         </div>
 300                         <!--
 301                             <div class="oe_kanban_right">
 302                                 <a name="case_mark_lost" string="Mark Lost" states="open,pending" type="object" icon="kanban-stop" />
 303                                 <a name="case_pending" string="Pending" states="draft,open" type="object" icon="kanban-pause" />
 304                                 <a name="case_open" string="Open" states="pending" type="object" icon="gtk-media-play" />
 305                                 <a name="case_mark_won" string="Mark Won" states="open,pending" type="object" icon="kanban-apply" />
 306                             </div>
 307                         -->
 308                     </t>
 309                 </templates>
 310             </kanban>
 311         </field>
 312     </record>
 313
 314     <!-- CRM Lead Search View -->
 315     <record id="view_crm_case_leads_filter" model="ir.ui.view">
 316         <field name="name">CRM - Leads Search</field>
 317         <field name="model">crm.lead</field>
 318         <field name="type">search</field>
 319         <field name="arch" type="xml">
 320             <search string="Search Leads">
 321                 <filter icon="terp-mail-message-new"
 322                     string="Inbox" help="Unread messages"
 323                     name="needaction_pending"
 324                     domain="[('needaction_pending','=',True)]"/>
 325                 <separator orientation="vertical"/>
 326                 <filter icon="terp-check"
 327                     string="New"
 328                     name="new" help="New Leads"
 329                     domain="[('state','=','draft')]"/>
 330                 <filter icon="terp-camera_test"
 331                     string="Open"
 332                     name="open"
 333                     domain="[('state','=','open')]"/>
 334                 <separator orientation="vertical"/>
 335                 <filter icon="terp-go-today" string="Today"
 336                     domain="[('create_date','&lt;', time.strftime('%%Y-%%m-%%d 23:59:59')), ('create_date','&gt;=', time.strftime('%%Y-%%m-%%d 00:00:00'))]"
 337                     help="Todays' Leads" />
 338                 <filter icon="terp-go-week" string="7 Days"
 339                     help="Leads creating during last 7 days"
 340                     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'))]"
 341                 />
 342                 <separator orientation="vertical"/>
 343                 <field name="name" string="Lead / Customer"
 344                     filter_domain="['|','|',('partner_name','ilike',self),('email_from','ilike',self),('name','ilike',self)]"/>
 345                 <field name="user_id">
 346                     <filter icon="terp-personal-"
 347                         domain="[('user_id','=', False)]"
 348                         help="Unassigned Leads" />
 349                 </field>
 350                 <field name="subjects"/>
 351                 <field name="section_id" widget="selection"
 352                     context="{'invisible_section': False}">
 353                     <filter icon="terp-personal+"
 354                         context="{'invisible_section': False}"
 355                         domain="['|', ('section_id.user_id','=',uid), ('section_id.member_ids', 'in', [uid])]"
 356                         help="My Sales Team(s)"/>
 357                     <filter icon="terp-personal+"
 358                         context="{'invisible_section': False}"
 359                         domain="[]"
 360                         help="Show Sales Team"/>
 361                 </field>
 362                 <separator orientation="vertical"/>
 363                 <field name="country_id" context="{'invisible_country': False}">
 364                     <filter icon="terp-personal+" context="{'invisible_country': False}" help="Show countries"/>
 365                 </field>
 366                 <newline/>
 367                 <group expand="0" string="Group By...">
 368                     <filter string="Salesperson" icon="terp-personal" domain="[]" context="{'group_by':'user_id'}"/>
 369                     <filter string="Team" icon="terp-personal+" domain="[]" context="{'group_by':'section_id'}"/>
 370                     <filter string="Referrer" icon="terp-personal" domain="[]" context="{'group_by':'referred'}"/>
 371                     <separator orientation="vertical"/>
 372                     <filter string="Category" icon="terp-stock_symbol-selection" domain="[]" context="{'group_by':'categ_id'}"/>
 373                     <filter string="Campaign" icon="terp-gtk-jump-to-rtl"
 374                         domain="[]" context="{'group_by':'type_id'}" />
 375                     <filter string="Channel" icon="terp-call-start"
 376                         domain="[]" context="{'group_by':'channel_id'}" />
 377                     <separator orientation="vertical"/>
 378                     <filter string="Stage" icon="terp-stage" domain="[]" context="{'group_by':'stage_id'}"/>
 379                     <filter string="Status" icon="terp-stock_effects-object-colorize" domain="[]" context="{'group_by':'state'}"/>
 380                     <separator orientation="vertical" groups="base.group_no_one"/>
 381                     <filter string="Creation" help="Create date" icon="terp-go-month"
 382                         domain="[]" context="{'group_by':'create_date'}" groups="base.group_no_one"/>
 383                 </group>
 384            </search>
 385         </field>
 386     </record>
 387
 388
 389     <!--
 390         OPPORTUNITY
 391         -->
 392
 393     <!-- Opportunities Form View -->
 394     <record model="ir.ui.view" id="crm_case_form_view_oppor">
 395         <field name="name">Opportunities</field>
 396         <field name="model">crm.lead</field>
 397         <field name="type">form</field>
 398         <field name="priority">20</field>
 399         <field name="arch" type="xml">
 400             <form string="Opportunities" version="7.0">
 401                 <header>
 402                     <button name="stage_previous" string="Previous" type="object"
 403                             states="open" icon="gtk-go-back" context="{'stage_type': 'opportunity'}"/>
 404                     <button name="stage_next" string="Next" type="object"
 405                             states="open" icon="gtk-go-forward" context="{'stage_type': 'opportunity'}"/>
 406                     <button name="case_mark_won" string="Mark Won" type="object"
 407                             states="draft,open,pending"/>
 408                     <button name="case_open" string="Open" type="object"
 409                             states="draft,pending"/>
 410                     <button name="case_escalate" string="Escalate" type="object"
 411                             states="open"/>
 412                     <button name="case_mark_lost" string="Mark Lost" type="object"
 413                             states="draft,open"/>
 414                     <button name="case_reset" string="Reset to Draft" type="object"
 415                             states="done,cancel"/>
 416                     <button name="case_cancel" string="Cancel" type="object"
 417                             states="draft"/>
 418                     <button name="message_mark_as_unread" string="Mark Unread" type="object"
 419                             attrs="{'invisible':[('message_thread_read', '==', False)]}"/>
 420                     <button name="message_mark_as_read" string="Mark Read" type="object"
 421                             attrs="{'invisible':[('message_thread_read', '==', True)]}"/>
 422                     <field name="stage_id" widget="statusbar"
 423                             on_change="onchange_stage_id(stage_id)"/>
 424                 </header>
 425                 <sheet>
 426                     <div class="oe_right oe_button_box">
 427                         <button string="Schedule/Log Call"
 428                             name="%(opportunity2phonecall_act)d"
 429                             type="action"/>
 430                         <button string="Schedule Meeting"
 431                             name="action_makeMeeting"
 432                             type="object"/>
 433                     </div>
 434                     <div class="oe_title">
 435                         <label for="name" class="oe_edit_only"/>
 436                         <h1><field name="name"/></h1>
 437                         <newline/>
 438                         <field name="message_thread_read"/>
 439                         <newline/>
 440
 441                         <label for="planned_revenue" class="oe_edit_only"/>
 442                         <h2>
 443                             <field name="planned_revenue" class="oe_inline"/>
 444                             <field name="company_currency" class="oe_edit_only oe_inline"/> at
 445                             <field name="probability" class="oe_inline"/> %% success rate
 446                         </h2>
 447                     </div>
 448                     <group>
 449                         <group>
 450                             <field name="partner_id"
 451                                 on_change="onchange_partner_id(partner_id, email_from)"
 452                                 string="Customer"
 453                                 context="{'default_name': partner_name, 'default_email': email_from, 'default_phone': phone}"/>
 454                             <field name="email_from" string="Email"/>
 455                             <field name="phone"/>
 456                         </group>
 457
 458                         <group>
 459                             <label for="title_action"/>
 460                             <div>
 461                                 <field name="date_action" nolabel="1"/> -
 462                                 <field name="title_action" class="oe_inline" nolabel="1" placeholder="Call for proposal"/>
 463                             </div>
 464                             <field name="date_deadline"/>
 465                             <field name="priority"/>
 466                         </group>
 467
 468                         <group>
 469                             <field name="user_id"/>
 470                             <field name="section_id" colspan="1" widget="selection"/>
 471                         </group>
 472                         <group>
 473                             <field name="categ_id"
 474                                 string="Category" widget="selection"
 475                                 domain="[('object_id.model', '=', 'crm.lead')]" />
 476
 477                         </group>
 478                     </group>
 479
 480                                     <!--<button string="Mail"
 481                                         name="%(mail.action_email_compose_message_wizard)d"
 482                                         context="{'mail':'new', 'model': 'crm.lead'}"
 483                                         icon="terp-mail-message-new" type="action" />-->
 484
 485                     <notebook colspan="4">
 486                     <page string="Internal Notes">
 487                         <field name="description"/>
 488                     </page>
 489                     <page string="Lead">
 490                         <group>
 491                             <group>
 492                                 <field name="partner_name"/>
 493                                 <label for="street" string="Address"/>
 494                                 <div>
 495                                     <field name="street" placeholder="Street..."/>
 496                                     <field name="street2"/>
 497                                     <div>
 498                                         <field name="zip" class="oe_inline" placeholder="ZIP"/>
 499                                         <field name="city" class="oe_inline" placeholder="City"/>
 500                                     </div>
 501                                     <field name="state_id" placeholder="State"/>
 502                                     <field name="country_id" placeholder="Country"/>
 503                                 </div>
 504                             </group>
 505
 506                             <group>
 507                                 <field name="contact_name" />
 508                                 <field name="function" />
 509                                 <field domain="[('domain', '=', 'contact')]" name="title"/>
 510                                 <field name="mobile"/>
 511                                 <field name="fax"/>
 512                             </group>
 513
 514                             <group string="Categorization">
 515                                 <field name="type_id" widget="selection"/>
 516                                 <field name="channel_id" widget="selection"/>
 517                             </group>
 518                             <group string="Mailings">
 519                                 <field name="opt_in" on_change="on_change_opt_in(opt_in)"/>
 520                                 <field name="opt_out" on_change="on_change_opt_out(opt_out)"/>
 521                             </group>
 522                             <group string="Misc">
 523                                 <field name="active"/>
 524                                 <field name="day_open" groups="base.group_no_one"/>
 525                                 <field name="day_close" groups="base.group_no_one"/>
 526                                 <field name="referred"/>
 527                                 <field name="state" groups="base.group_no_one"/>
 528                                 <field name="type" invisible="1"/>
 529                             </group>
 530                             <group string="References">
 531                                 <field name="ref"/>
 532                                 <field name="ref2"/>
 533                             </group>
 534                         </group>
 535                     </page>
 536                     </notebook>
 537                 </sheet>
 538                 <footer>
 539                     <field name="message_ids" widget="ThreadView"/>
 540                 </footer>
 541             </form>
 542         </field>
 543     </record>
 544
 545         <!-- Opportunities Tree View -->
 546         <record model="ir.ui.view" id="crm_case_tree_view_oppor">
 547             <field name="name">Opportunities Tree</field>
 548             <field name="model">crm.lead</field>
 549             <field name="type">tree</field>
 550             <field name="arch" type="xml">
 551                 <tree string="Opportunities" fonts="bold:needaction_pending==True" colors="gray:state in ('cancel', 'done');red:date_deadline and (date_deadline &lt; current_date)">
 552                     <field name="needaction_pending" invisible="1"/>
 553                     <field name="date_deadline" invisible="1"/>
 554                     <field name="create_date" groups="base.group_no_one"/>
 555                     <field name="name" string="Opportunity"/>
 556                     <field name="partner_id" string="Customer"/>
 557                     <field name="country_id" invisible="context.get('invisible_country', True)" />
 558                     <field name="date_action"/>
 559                     <field name="title_action" />
 560                     <field name="channel_id" invisible="1"/>
 561                     <field name="type_id" invisible="1"/>
 562                     <field name="subjects" invisible="1"/>
 563                     <field name="stage_id"/>
 564                     <field name="planned_revenue" sum="Expected Revenues"/>
 565                     <field name="probability" widget="progressbar" avg="Avg. of Probability"/>
 566                     <field name="section_id" invisible="context.get('invisible_section', True)" />
 567                     <field name="user_id"/>
 568                     <field name="priority" invisible="1"/>
 569                     <field name="categ_id" invisible="1"/>
 570                     <field name="state" groups="base.group_no_one"/>
 571                 </tree>
 572             </field>
 573         </record>
 574
 575
 576     <!-- Opportunities Search View -->
 577     <record id="view_crm_case_opportunities_filter" model="ir.ui.view">
 578         <field name="name">CRM - Opportunities Search</field>
 579         <field name="model">crm.lead</field>
 580         <field name="type">search</field>
 581         <field name="arch" type="xml">
 582             <search string="Search Opportunities">
 583                 <filter icon="terp-mail-message-new"
 584                     string="Inbox" help="Unread messages"
 585                     name="needaction_pending"
 586                     domain="[('needaction_pending','=',True)]"/>
 587                 <separator orientation="vertical"/>
 588                 <filter icon="terp-check"
 589                     string="New" help="New Opportunities"
 590                     name="new"
 591                     domain="[('state','=','draft')]"/>
 592                 <filter icon="terp-camera_test"
 593                     string="Open" help="Open Opportunities"
 594                     name="open"
 595                     domain="[('state','=','open')]"/>
 596                 <separator orientation="vertical"/>
 597                 <field name="name" string="Opportunity / Customer"
 598                     filter_domain="['|','|','|',('partner_id','ilike',self),('partner_name','ilike',self),('email_from','ilike',self),('name', 'ilike', self)]"/>
 599                 <field name="user_id">
 600                     <filter icon="terp-personal-"
 601                         domain="[('user_id','=', False)]"
 602                         help="Unassigned Opportunities" />
 603                 </field>
 604                 <field name="section_id"
 605                     context="{'invisible_section': False, 'default_section_id': self}">
 606                     <filter icon="terp-personal+"
 607                         domain="['|', ('section_id.user_id','=',uid), ('section_id.member_ids', 'in', [uid])]"
 608                         context="{'invisible_section': False}"
 609                         help="My Sales Team(s)" />
 610                     <filter icon="terp-personal+"
 611                         context="{'invisible_section': False}"
 612                         domain="[]"
 613                         help="Show Sales Team"/>
 614                 </field>
 615                 <newline/>
 616                 <group expand="0" string="Group By..." colspan="16">
 617                     <filter string="Salesperson" icon="terp-personal" domain="[]" context="{'group_by':'user_id'}" />
 618                     <filter string="Team" help="Sales Team" icon="terp-personal+" domain="[]" context="{'group_by':'section_id'}"/>
 619                     <filter string="Customer" help="Partner" icon="terp-personal+" domain="[]" context="{'group_by':'partner_id'}"/>
 620                     <separator orientation="vertical" />
 621                     <filter string="Stage" icon="terp-stage" domain="[]" context="{'group_by':'stage_id'}" />
 622                     <filter string="Priority" icon="terp-rating-rated" domain="[]" context="{'group_by':'priority'}" />
 623                     <filter string="Category" icon="terp-stock_symbol-selection" domain="[]" context="{'group_by':'categ_id'}" />
 624                     <filter string="Campaign" icon="terp-gtk-jump-to-rtl" domain="[]" context="{'group_by':'type_id'}"/>
 625                     <filter string="Channel" icon="terp-call-start" domain="[]" context="{'group_by':'channel_id'}" />
 626                     <filter string="Status" icon="terp-stock_effects-object-colorize" domain="[]" context="{'group_by':'state'}"/>
 627                     <separator orientation="vertical" />
 628                     <filter string="Creation" icon="terp-go-month" domain="[]" context="{'group_by':'create_date'}" groups="base.group_no_one"/>
 629                     <filter string="Exp.Closing" icon="terp-go-month" help="Expected Closing" domain="[]" context="{'group_by':'date_deadline'}" />
 630                 </group>
 631             </search>
 632         </field>
 633     </record>
 634
 635         <!-- crm.lead Opportunities Graph View -->
 636         <record model="ir.ui.view" id="crm_case_graph_view_opportunity">
 637             <field name="name">CRM - Opportunity Graph</field>
 638             <field name="model">crm.lead</field>
 639             <field name="type">graph</field>
 640             <field name="arch" type="xml">
 641                 <graph string="Opportunity by Categories" type="bar" orientation="horizontal">
 642                     <field name="categ_id"/>
 643                     <field name="planned_revenue" operator="+"/>
 644                     <field name="state" group="True"/>
 645                 </graph>
 646             </field>
 647         </record>
 648
 649     </data>
 650 </openerp>