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