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                 <field name="name" string="Lead / Customer"
 309                     filter_domain="['|','|',('partner_name','ilike',self),('email_from','ilike',self),('name','ilike',self)]"/>
 310                 <field name="user_id">
 311                     <filter string="Unassigned Leads"
 312                         icon="terp-personal-"
 313                         domain="[('user_id','=', False)]"
 314                         help="Unassigned Leads" />
 315                 </field>
 316                 <field name="subjects"/>
 317                 <field name="section_id" widget="selection"
 318                     context="{'invisible_section': False}">
 319                     <filter string="My Sales Team(s)"
 320                         icon="terp-personal+"
 321                         context="{'invisible_section': False}"
 322                         domain="['|', ('section_id.user_id','=',uid), ('section_id.member_ids', 'in', [uid])]"
 323                         help="My Sales Team(s)"/>
 324                     <filter string="Show Sales Team"
 325                         icon="terp-personal+"
 326                         context="{'invisible_section': False}"
 327                         domain="[]"
 328                         help="Show Sales Team"/>
 329                 </field>
 330                 <separator orientation="vertical"/>
 331                 <field name="country_id" context="{'invisible_country': False}">
 332                     <filter string="Show Countries" icon="terp-personal+" context="{'invisible_country': False}" help="Show Countries"/>
 333                 </field>
 334                 <field name="create_date"/>
 335                 <newline/>
 336                 <group expand="0" string="Group By...">
 337                     <filter string="Salesperson" icon="terp-personal" domain="[]" context="{'group_by':'user_id'}"/>
 338                     <filter string="Team" icon="terp-personal+" domain="[]" context="{'group_by':'section_id'}"/>
 339                     <filter string="Referrer" icon="terp-personal" domain="[]" context="{'group_by':'referred'}"/>
 340                     <separator orientation="vertical"/>
 341                     <filter string="Category" icon="terp-stock_symbol-selection" domain="[]" context="{'group_by':'categ_id'}"/>
 342                     <filter string="Campaign" icon="terp-gtk-jump-to-rtl"
 343                         domain="[]" context="{'group_by':'type_id'}" />
 344                     <filter string="Channel" icon="terp-call-start"
 345                         domain="[]" context="{'group_by':'channel_id'}" />
 346                     <separator orientation="vertical"/>
 347                     <filter string="Stage" icon="terp-stage" domain="[]" context="{'group_by':'stage_id'}"/>
 348                     <filter string="Status" icon="terp-stock_effects-object-colorize" domain="[]" context="{'group_by':'state'}"/>
 349                     <separator orientation="vertical" groups="base.group_no_one"/>
 350                     <filter string="Creation" help="Create date" icon="terp-go-month"
 351                         domain="[]" context="{'group_by':'create_date'}" groups="base.group_no_one"/>
 352                 </group>
 353            </search>
 354         </field>
 355     </record>
 356
 357
 358     <!--
 359         OPPORTUNITY
 360         -->
 361
 362     <!-- Opportunities Form View -->
 363     <record model="ir.ui.view" id="crm_case_form_view_oppor">
 364         <field name="name">Opportunities</field>
 365         <field name="model">crm.lead</field>
 366         <field name="type">form</field>
 367         <field name="priority">20</field>
 368         <field name="arch" type="xml">
 369             <form string="Opportunities" validate="0">
 370                 <header>
 371                     <button name="case_mark_won" string="Mark Won" states="open,pending" type="object" />
 372                     <button name="case_open" string="Open" states="draft,pending" type="object" />
 373                     <button name="case_pending" string="Pending" states="draft,open" type="object" />
 374                     <button name="case_escalate" string="Escalate" states="open,pending" type="object" />
 375                     <button name="case_mark_lost" string="Mark Lost" states="open,pending" type="object" />
 376                     <button name="case_reset" string="Reset to Draft" states="done,cancel" type="object" />
 377                     <button name="case_cancel" string="Cancel" states="draft" type="object" />
 378                     <field name="state" nolabel="1" widget="statusbar" statusbar_visible="draft,open,done" statusbar_colors='{"pending":"blue"}'/>
 379                 </header>
 380                 <sheet>
 381                     <div class="oe_right oe_form_button_box">
 382                         <button string="Schedule/Log Call"
 383                             name="%(opportunity2phonecall_act)d"
 384                             type="action"/>
 385                         <button string="Schedule Meeting"
 386                             name="action_makeMeeting"
 387                             type="object"/>
 388                     </div>
 389                     <div class="oe_form_title">
 390                         <label for="name" class="oe_form_readonly_hidden"/>
 391                         <h1><field name="name"/></h1>
 392
 393                         <label for="planned_revenue" class="oe_form_readonly_hidden"/>
 394                         <h2>
 395                             <field name="planned_revenue" class="oe_form_inline"/>
 396                             <field name="company_currency" class="oe_form_readonly_hidden oe_form_inline"/> at
 397                             <field name="probability" class="oe_form_inline"/> %% success rate
 398                         </h2>
 399                     </div>
 400                     <group>
 401                         <group>
 402                             <field name="partner_id"
 403                                 on_change="onchange_partner_id(partner_id, email_from)"
 404                                 string="Customer"
 405                                 context="{'default_name': partner_name, 'default_email': email_from, 'default_phone': phone}"/>
 406                             <field name="email_from" string="Email"/>
 407                             <field name="phone"/>
 408                         </group>
 409
 410                         <group>
 411                             <label for="title_action"/>
 412                             <div>
 413                                 <field name="date_action" nolabel="1"/> -
 414                                 <field name="title_action" class="oe_form_inline" nolabel="1" placeholder="Call for proposal"/>
 415                             </div>
 416                             <field name="date_deadline"/>
 417                             <field name="priority"/>
 418                         </group>
 419
 420                         <group>
 421                             <field name="user_id"/>
 422                             <field name="section_id" colspan="1" widget="selection"/>
 423                         </group>
 424                         <group>
 425                             <field name="categ_id" select="1"
 426                                 string="Category" widget="selection"
 427                                 domain="[('object_id.model', '=', 'crm.lead')]" />
 428
 429                         </group>
 430                     </group>
 431
 432                                     <!--<button string="Mail"
 433                                         name="%(mail.action_email_compose_message_wizard)d"
 434                                         context="{'mail':'new', 'model': 'crm.lead'}"
 435                                         icon="terp-mail-message-new" type="action" />-->
 436
 437                     <notebook colspan="4">
 438                     <page string="Internal Notes">
 439                         <field name="description"/>
 440                     </page>
 441                     <page string="Lead">
 442                         <group>
 443                             <group>
 444                                 <field name="partner_name"/>
 445                                 <label for="street" string="Address"/>
 446                                 <div>
 447                                     <field name="street" placeholder="Street..."/>
 448                                     <field name="street2"/>
 449                                     <div>
 450                                         <field name="zip" class="oe_form_inline" placeholder="ZIP"/>
 451                                         <field name="city" class="oe_form_inline" placeholder="City"/>
 452                                     </div>
 453                                     <field name="state_id" placeholder="State"/>
 454                                     <field name="country_id" placeholder="Country"/>
 455                                 </div>
 456                             </group>
 457
 458                             <group>
 459                                 <field name="contact_name" />
 460                                 <field name="function" />
 461                                 <field domain="[('domain', '=', 'contact')]" name="title"/>
 462                                 <field name="mobile"/>
 463                                 <field name="fax"/>
 464                             </group>
 465
 466                             <group string="Categorization">
 467                                 <field name="type_id" widget="selection"/>
 468                                 <field name="channel_id" widget="selection"/>
 469                             </group>
 470                             <group string="Mailings">
 471                                 <field name="opt_in" on_change="on_change_opt_in(opt_in)"/>
 472                                 <field name="opt_out" on_change="on_change_opt_out(opt_out)"/>
 473                             </group>
 474                             <group string="Misc">
 475                                 <field name="active"/>
 476                                 <field name="day_open" groups="base.group_no_one"/>
 477                                 <field name="day_close" groups="base.group_no_one"/>
 478                                 <field name="referred"/>
 479                             </group>
 480                             <group string="References">
 481                                 <field name="ref"/>
 482                                 <field name="ref2"/>
 483                             </group>
 484                         </group>
 485                     </page>
 486                     </notebook>
 487                 </sheet>
 488                 <footer>
 489                     <field name="message_ids" widget="ThreadView"/>
 490                 </footer>
 491             </form>
 492         </field>
 493     </record>
 494
 495         <!-- Opportunities Tree View -->
 496         <record model="ir.ui.view" id="crm_case_tree_view_oppor">
 497             <field name="name">Opportunities Tree</field>
 498             <field name="model">crm.lead</field>
 499             <field name="type">tree</field>
 500             <field name="arch" type="xml">
 501                 <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)">
 502                     <field name="needaction_pending" invisible="1"/>
 503                     <field name="date_deadline" invisible="1"/>
 504                     <field name="create_date" groups="base.group_no_one"/>
 505                     <field name="name" string="Opportunity"/>
 506                     <field name="partner_id" string="Customer"/>
 507                     <field name="country_id" invisible="context.get('invisible_country', True)" />
 508                     <field name="date_action"/>
 509                     <field name="title_action" />
 510                     <field name="channel_id" invisible="1"/>
 511                     <field name="type_id" invisible="1"/>
 512                     <field name="subjects" invisible="1"/>
 513                     <field name="stage_id"/>
 514                     <field name="planned_revenue" sum="Expected Revenues"/>
 515                     <field name="probability" widget="progressbar" avg="Avg. of Probability"/>
 516                     <field name="section_id" invisible="context.get('invisible_section', True)" />
 517                     <field name="user_id"/>
 518                     <field name="priority" invisible="1"/>
 519                     <field name="categ_id" invisible="1"/>
 520                     <field name="state" groups="base.group_no_one"/>
 521                 </tree>
 522             </field>
 523         </record>
 524
 525
 526     <!-- Opportunities Search View -->
 527     <record id="view_crm_case_opportunities_filter" model="ir.ui.view">
 528         <field name="name">CRM - Opportunities Search</field>
 529         <field name="model">crm.lead</field>
 530         <field name="type">search</field>
 531         <field name="arch" type="xml">
 532             <search string="Search Opportunities">
 533                 <filter icon="terp-check"
 534                     string="New"  help="New Opportunities"
 535                     domain="[('state','=','draft')]"/>
 536                 <filter icon="terp-camera_test"
 537                     string="Open"  help="Open Opportunities"
 538                     domain="[('state','=','open')]"/>
 539                 <filter icon="terp-gtk-media-pause"
 540                     string="Pending"  help="Pending Opportunities"
 541                     domain="[('state','=','pending')]"/>
 542                 <separator orientation="vertical"/>
 543                 <field name="name" string="Opportunity / Customer"
 544                     filter_domain="['|','|','|',('partner_id','ilike',self),('partner_name','ilike',self),('email_from','ilike',self),('name', 'ilike', self)]"/>
 545                 <field name="user_id">
 546                     <filter string="Unassigned Opportunities"
 547                         icon="terp-personal-"
 548                         domain="[('user_id','=', False)]"
 549                         help="Unassigned Opportunities" />
 550                 </field>
 551                 <field name="country"/>
 552                 <field name="partner_id"/>
 553                 <field name="section_id"
 554                     context="{'invisible_section': False, 'default_section_id': self}">
 555                     <filter string="My Sales Team(s)"  icon="terp-personal+"
 556                         domain="['|', ('section_id.user_id','=',uid), ('section_id.member_ids', 'in', [uid])]"
 557                         context="{'invisible_section': False}"
 558                         help="My Sales Team(s)" />
 559                     <filter string="Show Sales Team"
 560                         icon="terp-personal+"
 561                         context="{'invisible_section': False}"
 562                         domain="[]"
 563                         help="Show Sales Team"/>
 564                 </field>
 565                 <newline/>
 566                 <group expand="0" string="Group By..." colspan="16">
 567                     <filter string="Salesperson" icon="terp-personal" domain="[]" context="{'group_by':'user_id'}" />
 568                     <filter string="Team" help="Sales Team" icon="terp-personal+" domain="[]" context="{'group_by':'section_id'}"/>
 569                     <filter string="Customer" help="Partner" icon="terp-personal+" domain="[]" context="{'group_by':'partner_id'}"/>
 570                     <separator orientation="vertical" />
 571                     <filter string="Stage" icon="terp-stage" domain="[]" context="{'group_by':'stage_id'}" />
 572                     <filter string="Priority" icon="terp-rating-rated" domain="[]" context="{'group_by':'priority'}" />
 573                     <filter string="Category" icon="terp-stock_symbol-selection" domain="[]" context="{'group_by':'categ_id'}" />
 574                     <filter string="Campaign" icon="terp-gtk-jump-to-rtl" domain="[]" context="{'group_by':'type_id'}"/>
 575                     <filter string="Channel" icon="terp-call-start" domain="[]" context="{'group_by':'channel_id'}" />
 576                     <filter string="Status" icon="terp-stock_effects-object-colorize" domain="[]" context="{'group_by':'state'}"/>
 577                     <separator orientation="vertical" />
 578                     <filter string="Creation" icon="terp-go-month" domain="[]" context="{'group_by':'create_date'}" groups="base.group_no_one"/>
 579                     <filter string="Exp.Closing" icon="terp-go-month" help="Expected Closing" domain="[]" context="{'group_by':'date_deadline'}" />
 580                 </group>
 581             </search>
 582         </field>
 583     </record>
 584
 585         <!-- crm.lead Opportunities Graph View -->
 586         <record model="ir.ui.view" id="crm_case_graph_view_opportunity">
 587             <field name="name">CRM - Opportunity Graph</field>
 588             <field name="model">crm.lead</field>
 589             <field name="type">graph</field>
 590             <field name="arch" type="xml">
 591                 <graph string="Opportunity by Categories" type="bar" orientation="horizontal">
 592                     <field name="categ_id"/>
 593                     <field name="planned_revenue" operator="+"/>
 594                     <field name="state" group="True"/>
 595                 </graph>
 596             </field>
 597         </record>
 598
 599     </data>
 600 </openerp>