addons/crm/crm_lead_view.xml

   1 <?xml version="1.0"?>
   2 <openerp>
   3     <data>
   4
   5         <!--
   6             CRM CASE STAGE
   7             -->
   8
   9         <!-- Stage Search view -->
  10         <record id="crm_lead_stage_search" model="ir.ui.view">
  11             <field name="name">Stage - Search</field>
  12             <field name="model">crm.case.stage</field>
  13             <field name="type">search</field>
  14             <field name="arch" type="xml">
  15                 <search string="Stage Search">
  16                     <field name="name"/>
  17                     <field name="state"/>
  18                     <field name="type"/>
  19                 </search>
  20             </field>
  21         </record>
  22
  23         <!-- Stage Form view -->
  24         <record id="crm_lead_stage_act" model="ir.actions.act_window">
  25             <field name="name">Stages</field>
  26             <field name="res_model">crm.case.stage</field>
  27             <field name="view_type">form</field>
  28             <field name="view_id" ref="crm.crm_case_stage_tree"/>
  29             <field name="help">Add specific stages to leads and opportunities allowing your sales to better organise their sales pipeline. Stages will allow them to easily track how a specific lead or opportunity is positioned in the sales cycle.</field>
  30         </record>
  31
  32         <menuitem action="crm_lead_stage_act" id="menu_crm_lead_stage_act" name="Stages" sequence="0" parent="base.menu_crm_config_lead" />
  33
  34         <!--
  35             LEADS/OPPORTUNITIES CATEGORIES
  36             -->
  37
  38         <!-- Categories Form View -->
  39         <record id="crm_lead_categ_action" model="ir.actions.act_window">
  40             <field name="name">Categories</field>
  41             <field name="res_model">crm.case.categ</field>
  42             <field name="view_type">form</field>
  43             <field name="view_id" ref="crm_case_categ_tree-view"/>
  44             <field name="context" eval="{'object_id': ref('model_crm_lead')}"/>
  45             <field name="domain">[('object_id.model', '=', 'crm.lead')]</field>
  46             <field name="help">Create specific categories that fit your company's activities to better classify and analyse your leads and opportunities. Such categories could for instance reflect your product structure or the different types of sales you do.</field>
  47         </record>
  48
  49         <menuitem action="crm_lead_categ_action"
  50             id="menu_crm_lead_categ" name="Categories"
  51             parent="base.menu_crm_config_lead" sequence="1" groups="base.group_no_one"/>
  52
  53         <!--
  54             LEADS
  55             -->
  56
  57         <!-- CRM Lead Form View  -->
  58         <record model="ir.ui.view" id="crm_case_form_view_leads">
  59         <field name="name">CRM - Leads Form</field>
  60         <field name="model">crm.lead</field>
  61         <field name="type">form</field>
  62         <field name="arch" type="xml">
  63             <form string="Leads Form" layout="manual">
  64                 <div class="oe_form_topbar">
  65                     <button name="%(crm.action_crm_lead2opportunity_partner)d" string="Convert to Opportunity" type="action"
  66                             states="draft,open,pending" help="Convert to Opportunity"/>
  67                     <button name="case_escalate" string="Escalate" type="object"
  68                             states="draft,open,pending"/>
  69                     <button name="case_reset" string="Reset" type="object"
  70                             states="cancel"/>
  71                     <button name="case_cancel" string="Cancel" type="object"
  72                             states="draft,open,pending"/>
  73                     <div class="oe_right">
  74                         <field name="stage_id" nolabel="1" widget="statusbar"
  75                             on_change="onchange_stage_id(stage_id)"/>
  76                     </div>
  77                     <div class="oe_clear"/>
  78                 </div>
  79                 <sheet layout="auto">
  80                 <group colspan="4" col="7">
  81                     <field name="name" required="1" string="Subject"/>
  82                     <field name="priority"/>
  83                     <field name="categ_id"
  84                         widget="selection"
  85                         domain="[('object_id.model','=','crm.lead')]"/>
  86                     <newline />
  87                     <field name="user_id" />
  88                     <field name="section_id" widget="selection" />
  89                     <field name="type" invisible="1"/>
  90                 </group>
  91                 <notebook colspan="4">
  92                 <page string="Lead">
  93                     <group colspan="4" col="2">
  94                         <field name="partner_name" string="Company Name" />
  95                     </group>
  96                     <group colspan="2" col="4">
  97                         <separator string="Contact" colspan="4" col="4"/>
  98                         <field name="contact_name" colspan="4"/>
  99                         <newline/>
 100                         <field domain="[('domain', '=', 'contact')]" name="title" widget="selection"/>
 101                         <field name="function" />
 102                         <field name="street" colspan="4"/>
 103                         <field name="street2" colspan="4"/>
 104                         <field name="zip"/>
 105                         <field name="city"/>
 106                         <field name="country_id"/>
 107                         <field name="state_id"/>
 108                     </group>
 109                     <group colspan="2" col="3">
 110                         <separator string="Communication" colspan="4" col="3"/>
 111                         <field name="email_from" widget="email"/>
 112                         <button string="Mail"
 113                             name="%(mail.action_email_compose_message_wizard)d"
 114                             icon="terp-mail-message-new" type="action" colspan="1"/>
 115                         <newline/>
 116                         <field name="phone"/>
 117                         <newline/>
 118                         <field name="fax"/>
 119                         <newline/>
 120                         <field name="mobile"/>
 121                         <newline/>
 122                         <separator string="Links" colspan="4" col="3"/>
 123                         <field name="partner_id" string="Customer"/>
 124                         <button
 125                             name="%(action_crm_lead2partner)d"
 126                             icon="terp-partner" type="action"
 127                             string="Create"
 128                             attrs="{'invisible':[('partner_id','!=',False)]}"/>
 129                     </group>
 130                     <separator colspan="4" string="Notes"/>
 131                     <field name="description" nolabel="1" colspan="4"/>
 132                  </page>
 133                  <page string="Extra Info">
 134                     <group colspan="2" col="2">
 135                         <separator string="Categorization" colspan="2" col="2"/>
 136                         <field name="company_id"
 137                             groups="base.group_multi_company"
 138                             widget="selection" colspan="2" />
 139                         <field name="type_id" select="1" widget="selection"/>
 140                         <field name="channel_id" select="1" widget="selection"/>
 141                         <field name="referred"/>
 142                         <field name="state" groups="base.group_no_one"/>
 143                     </group>
 144                     <group colspan="2" col="2">
 145                         <separator string="Mailings" colspan="2" col="2"/>
 146                         <field name="opt_in" on_change="on_change_opt_in(opt_in)"/>
 147                         <field name="opt_out" on_change="on_change_opt_out(opt_out)"/>
 148                     </group>
 149                     <group colspan="2" col="2" groups="base.group_no_one">
 150                         <separator string="Statistics" colspan="2" col="2"/>
 151                         <field name="day_open"/>
 152                         <field name="day_close"/>
 153                     </group>
 154                  </page>
 155                 </notebook>
 156                 </sheet>
 157                 <div class="oe_form_bottom">
 158                     <field name="message_ids_social" colspan="4" widget="ThreadView" nolabel="1"/>
 159                 </div>
 160             </form>
 161         </field>
 162         </record>
 163
 164         <!-- CRM Lead Tree View -->
 165         <record model="ir.ui.view" id="crm_case_tree_view_leads">
 166             <field name="name">Leads</field>
 167             <field name="model">crm.lead</field>
 168             <field name="type">tree</field>
 169             <field name="arch" type="xml">
 170                 <tree string="Leads" fonts="bold:needaction_pending==True" colors="blue:state=='pending';grey:state in ('cancel', 'done')">
 171                     <field name="needaction_pending" invisible="1"/>
 172                     <field name="date_deadline" invisible="1"/>
 173                     <field name="create_date" groups="base.group_no_one"/>
 174                     <field name="name" string="Subject"/>
 175                     <field name="contact_name"/>
 176                     <field name="country_id" invisible="context.get('invisible_country', True)" />
 177                     <field name="email_from"/>
 178                     <field name="phone"/>
 179                     <field name="stage_id"/>
 180                     <field name="categ_id" invisible="1"/>
 181                     <field name="section_id" invisible="context.get('invisible_section', True)" />
 182                     <field name="state" groups="base.group_no_one"/>
 183                     <field name="type_id" invisible="1"/>
 184                     <field name="referred" invisible="1"/>
 185                     <field name="channel_id" invisible="1"/>
 186                     <field name="subjects" invisible="1"/>
 187                 </tree>
 188             </field>
 189         </record>
 190
 191         <!-- CRM Lead Calendar View -->
 192         <record model="ir.ui.view" id="crm_case_calendar_view_leads">
 193             <field name="name">CRM - Leads Calendar</field>
 194             <field name="model">crm.lead</field>
 195             <field name="type">calendar</field>
 196             <field name="priority" eval="2"/>
 197             <field name="arch" type="xml">
 198                 <calendar string="Leads Generation"
 199                     date_start="date_action" color="user_id">
 200                     <field name="name" />
 201                     <field name="partner_name" />
 202                 </calendar>
 203             </field>
 204         </record>
 205
 206     <!-- CRM Lead Kanban View  -->
 207     <record model="ir.ui.view" id="crm_case_kanban_view_leads">
 208         <field name="name">CRM - Leads Kanban</field>
 209         <field name="model">crm.lead</field>
 210         <field name="type">kanban</field>
 211         <field name="arch" type="xml">
 212             <kanban default_group_by="stage_id">
 213                 <field name="state" groups="base.group_no_one"/>
 214                 <field name="color"/>
 215                 <field name="priority"/>
 216                 <field name="planned_revenue" sum="Expected Revenues"/>
 217                 <field name="user_email"/>
 218                 <field name="user_id"/>
 219                 <field name="partner_address_email"/>
 220                 <templates>
 221                     <t t-name="lead_details">
 222                         <ul class="oe_kanban_tooltip">
 223                             <li t-if="record.phone.raw_value"><b>Phone:</b> <field name="phone"/></li>
 224                             <li><b>Probability:</b> <field name="probability"/>%%</li>
 225                             <li><b>Creation date:</b> <field name="create_date"/></li>
 226                             <li t-if="record.date_deadline.raw_value"><b>Date Deadline:</b> <field name="date_deadline"/></li>
 227                         </ul>
 228                     </t>
 229                     <t t-name="kanban-box">
 230                         <div t-attf-class="oe_kanban_color_#{kanban_getcolor(record.color.raw_value)} oe_kanban_card">
 231                             <a class="oe_kanban_menuaction oe_i">B</a>
 232                             <ul class="oe_kanban_menu">
 233                                 <li><a type="edit" >Edit...</a></li>
 234                                 <li><a type="delete">Delete</a></li>
 235                                 <li><a name="%(mail.action_email_compose_message_wizard)d" type="action">Send New Email</a></li>
 236                                 <li><a name="%(opportunity2phonecall_act)d" type="action">Log Call</a></li>
 237                                 <li><a name="action_makeMeeting" type="object">Schedule Meeting</a></li>
 238                                 <li><a name="%(crm.action_crm_add_note)d" context="{'model': 'crm.lead' }" type="action">Add Internal Note</a></li>
 239                                 <li><ul class="oe_kanban_colorpicker" data-field="color"/></li>
 240                             </ul>
 241                             <div class="oe_kanban_content">
 242                                 <h3>
 243                                     <field name="partner_id"/>
 244                                     <t t-if="record.planned_revenue.raw_value">
 245                                         - <t t-esc="Math.round(record.planned_revenue.value)"/>
 246                                         <field name="company_currency"/>
 247                                     </t>
 248                                 </h3>
 249                                 <div>
 250                                     <b> <field name="partner_address_name"/> </b>
 251                                 </div>
 252                                 <div>
 253                                     <field name="name"/>
 254                                 </div>
 255                                 <div style="padding-left: 0.5em">
 256                                     <i>
 257                                         <t t-if="record.date_deadline.raw_value and record.date_deadline.raw_value lt (new Date())" t-set="red">oe_kanban_text_red</t>
 258                                         <span t-attf-class="#{red || ''}">
 259                                             <field name="date_action"/>
 260                                         </span>
 261                                         <t t-if="record.date_action.raw_value"> : </t>
 262                                         <field name="title_action"/>
 263                                     </i>
 264                                 </div>
 265                                 <div class="oe_right">
 266                                     <a t-if="record.priority.raw_value == 1" icon="star-on" type="object" name="set_normal_priority"/>
 267                                     <a t-if="record.priority.raw_value != 1" icon="star-off" type="object" name="set_high_priority" style="opacity:0.7; filter:alpha(opacity=70);"/>
 268                                     <!--
 269                                     <t t-if="record.date_deadline.raw_value and record.date_deadline.raw_value lt (new Date())" t-set="red">oe_kaban_status_red</t>
 270                                     <span t-attf-class="oe_kanban_status #{red}"> </span>
 271                                     -->
 272                                     <img t-att-src="kanban_image('res.users', 'avatar', record.user_id.raw_value[0])" t-att-title="record.user_id.value" width="24" height="24" class="oe_kanban_avatar"/>
 273                                 </div>
 274                                 <div class="oe_kanban_footer_left">
 275                                 </div>
 276                             </div>
 277                             <div class="oe_clear"></div>
 278                         </div>
 279                         <!--
 280                             <div class="oe_kanban_right">
 281                                 <a name="case_mark_lost" string="Mark Lost" states="open,pending" type="object" icon="kanban-stop" />
 282                                 <a name="case_pending" string="Pending" states="draft,open" type="object" icon="kanban-pause" />
 283                                 <a name="case_open" string="Open" states="pending" type="object" icon="gtk-media-play" />
 284                                 <a name="case_mark_won" string="Mark Won" states="open,pending" type="object" icon="kanban-apply" />
 285                             </div>
 286                         -->
 287                     </t>
 288                 </templates>
 289             </kanban>
 290         </field>
 291     </record>
 292
 293     <!-- CRM Lead Search View -->
 294     <record id="view_crm_case_leads_filter" model="ir.ui.view">
 295         <field name="name">CRM - Leads Search</field>
 296         <field name="model">crm.lead</field>
 297         <field name="type">search</field>
 298         <field name="arch" type="xml">
 299             <search string="Search Leads">
 300                 <filter icon="terp-check"
 301                     string="New"
 302                     name="new" help="New Leads"
 303                     domain="[('state','=','draft')]"/>
 304                 <filter icon="terp-camera_test"
 305                     string="Open"
 306                     name="open"
 307                     domain="[('state','=','open')]"/>
 308                 <filter icon="terp-gtk-media-pause"
 309                     string="Pending"
 310                     name="pending"
 311                     domain="[('state','=','pending')]"/>
 312
 313                 <separator orientation="vertical"/>
 314                 <field name="name" string="Lead / Customer"
 315                     filter_domain="['|','|',('partner_name','ilike',self),('email_from','ilike',self),('name','ilike',self)]"/>
 316                 <field name="user_id">
 317                     <filter string="Unassigned Leads"
 318                         icon="terp-personal-"
 319                         domain="[('user_id','=', False)]"
 320                         help="Unassigned Leads" />
 321                 </field>
 322                 <field name="subjects"/>
 323                 <field name="section_id" widget="selection"
 324                     context="{'invisible_section': False}">
 325                     <filter string="My Sales Team(s)"
 326                         icon="terp-personal+"
 327                         context="{'invisible_section': False}"
 328                         domain="['|', ('section_id.user_id','=',uid), ('section_id.member_ids', 'in', [uid])]"
 329                         help="My Sales Team(s)"/>
 330                     <filter string="Show Sales Team"
 331                         icon="terp-personal+"
 332                         context="{'invisible_section': False}"
 333                         domain="[]"
 334                         help="Show Sales Team"/>
 335                 </field>
 336                 <separator orientation="vertical"/>
 337                 <field name="country_id" context="{'invisible_country': False}">
 338                     <filter string="Show countries" icon="terp-personal+" context="{'invisible_country': False}" help="Show countries"/>
 339                 </field>
 340                 <field name="create_date"/>
 341                 <newline/>
 342                 <group expand="0" string="Group By...">
 343                     <filter string="Salesperson" icon="terp-personal" domain="[]" context="{'group_by':'user_id'}"/>
 344                     <filter string="Team" icon="terp-personal+" domain="[]" context="{'group_by':'section_id'}"/>
 345                     <filter string="Referrer" icon="terp-personal" domain="[]" context="{'group_by':'referred'}"/>
 346                     <separator orientation="vertical"/>
 347                     <filter string="Category" icon="terp-stock_symbol-selection" domain="[]" context="{'group_by':'categ_id'}"/>
 348                     <filter string="Campaign" icon="terp-gtk-jump-to-rtl"
 349                         domain="[]" context="{'group_by':'type_id'}" />
 350                     <filter string="Channel" icon="terp-call-start"
 351                         domain="[]" context="{'group_by':'channel_id'}" />
 352                     <separator orientation="vertical"/>
 353                     <filter string="Stage" icon="terp-stage" domain="[]" context="{'group_by':'stage_id'}"/>
 354                     <filter string="Status" icon="terp-stock_effects-object-colorize" domain="[]" context="{'group_by':'state'}"/>
 355                     <separator orientation="vertical" groups="base.group_no_one"/>
 356                     <filter string="Creation" help="Create date" icon="terp-go-month"
 357                         domain="[]" context="{'group_by':'create_date'}" groups="base.group_no_one"/>
 358                 </group>
 359            </search>
 360         </field>
 361     </record>
 362
 363
 364     <!--
 365         OPPORTUNITY
 366         -->
 367
 368     <!-- Opportunities Form View -->
 369     <record model="ir.ui.view" id="crm_case_form_view_oppor">
 370         <field name="name">Opportunities</field>
 371         <field name="model">crm.lead</field>
 372         <field name="type">form</field>
 373         <field name="priority">20</field>
 374         <field name="arch" type="xml">
 375             <form string="Opportunities" layout="manual">
 376                 <div class="oe_form_topbar oe_form_topbar_hifirst">
 377                     <button name="case_open" string="Open" type="object"
 378                             states="draft"/>
 379                     <button name="case_mark_won" string="Mark Won" type="object"
 380                             states="draft,open"/>
 381                     <button name="case_mark_lost" string="Mark Lost" type="object"
 382                             states="draft,open"/>
 383                     <button name="case_reset" string="Reset to Draft" type="object"
 384                             states="cancel"/>
 385                     <button name="case_escalate" string="Escalate" type="object"
 386                             states="open"/>
 387                     <button name="stage_previous" string="Previous" type="object"
 388                             states="open" icon="gtk-go-back" context="{'stage_type': 'opportunity'}"/>
 389                     <button name="stage_next" string="Next" type="object"
 390                             states="open" icon="gtk-go-forward" context="{'stage_type': 'opportunity'}"/>
 391                     <div class="oe_right">
 392                         <field name="stage_id" nolabel="1" widget="statusbar"
 393                             on_change="onchange_stage_id(stage_id)"/>
 394                     </div>
 395                     <div class="oe_clear"/>
 396                 </div>
 397                 <sheet layout="auto">
 398                 <group colspan="4" col="2" width="auto">
 399                     <field name="name" required="1" nolabel="1" class="oe_form_title"/>
 400                     <div class="oe_text_right">
 401                         <button string="Schedule/Log Call"
 402                             name="%(opportunity2phonecall_act)d" icon="terp-call-start"
 403                             type="action"/>
 404                         <button string="Schedule Meeting" icon="gtk-redo"
 405                             name="action_makeMeeting"
 406                             type="object"/>
 407                     </div>
 408                 </group>
 409                 <group colspan="4" col="4" class="oe_form_group_label_border" style="margin-top: 20px;">
 410                     <field name="user_id"/>
 411                     <field name="planned_revenue"/>
 412
 413                     <field name="date_action"/>
 414                     <field name="date_deadline"/>
 415
 416                     <field name="title_action"/>
 417                     <field name="probability"/>
 418
 419                     <field name="type" invisible="1"/>
 420                 </group>
 421                 <notebook colspan="4">
 422                 <page string="Opportunity">
 423                     <group col="4" colspan="2">
 424                         <separator colspan="4" string="Contacts"/>
 425                         <group colspan="2" col="3" class="oe_form_group_label_border">
 426                             <field width="80%%" name="partner_id" select="1"
 427                                 on_change="onchange_partner_id(partner_id, email_from)" string="Customer"/>
 428                             <button name="%(action_crm_lead2partner)d"
 429                                 icon="terp-partner" type="action"
 430                                 string="Create"
 431                                 attrs="{'invisible':[('partner_id','!=',False)]}"/>
 432                             <field name="phone" colspan="3"/>
 433                             <field width="80%%" name="email_from" string="Email"/>
 434                             <button string="Mail"
 435                                 name="%(mail.action_email_compose_message_wizard)d"
 436                                 context="{'mail':'new', 'model': 'crm.lead'}"
 437                                 icon="terp-mail-message-new" type="action" />
 438                         </group>
 439                     </group>
 440                     <group col="2" colspan="2" class="oe_form_group_label_border">
 441                         <separator colspan="2" string="Category"/>
 442                         <field name="section_id" colspan="1" widget="selection"/>
 443                         <field name="categ_id" select="1"
 444                             string="Category" widget="selection"
 445                             domain="[('object_id.model', '=', 'crm.lead')]" />
 446                         <field name="state"/>
 447                         <field name="priority"/>
 448                     </group>
 449
 450                     <separator colspan="4" string="Details"/>
 451                     <field name="description" nolabel="1" colspan="4"/>
 452                 </page>
 453                 <page string="Lead">
 454                     <separator string="Contact" colspan="4"/>
 455                     <group colspan="4" col="4" class="oe_form_group_label_border">
 456                         <field name="partner_name" string="Customer Name" colspan="4"/>
 457                     </group>
 458                     <group colspan="2" col="2" class="oe_form_group_label_border">
 459                         <field domain="[('domain', '=', 'contact')]" name="title" widget="selection"/>
 460                         <field name="fax"/>
 461                         <field name="street"/>
 462                         <field name="zip"/>
 463                         <field name="country_id"/>
 464                     </group>
 465                     <group colspan="2" col="2" class="oe_form_group_label_border">
 466                         <field name="function" />
 467                         <field name="mobile"/>
 468                         <field name="street2"/>
 469                         <field name="city"/>
 470                         <field name="state_id"/>
 471                     </group>
 472
 473                     <group colspan="2" col="2" class="oe_form_group_label_border">
 474                         <separator string="Categorization" colspan="2"/>
 475                         <field name="type_id" widget="selection"/>
 476                         <field name="channel_id" widget="selection"/>
 477                     </group>
 478                     <group colspan="2" col="2" class="oe_form_group_label_border">
 479                         <separator string="Mailings" colspan="2"/>
 480                         <field name="opt_in" on_change="on_change_opt_in(opt_in)"/>
 481                         <field name="opt_out" on_change="on_change_opt_out(opt_out)"/>
 482                     </group>
 483                 </page>
 484                 <page string="Extra Info">
 485                     <group col="2" colspan="2" class="oe_form_group_label_border">
 486                         <separator string="Misc" colspan="2"/>
 487                         <field name="active"/>
 488                         <field name="day_open" groups="base.group_no_one"/>
 489                         <field name="day_close" groups="base.group_no_one"/>
 490                         <field name="referred"/>
 491                     </group>
 492                     <group col="2" colspan="2" class="oe_form_group_label_border">
 493                         <separator colspan="4" string="References"/>
 494                         <field name="ref"/>
 495                         <field name="ref2"/>
 496                     </group>
 497                 </page>
 498                 </notebook>
 499                 </sheet>
 500                 <div class="oe_form_bottom">
 501                     <field name="message_ids_social" colspan="4" widget="ThreadView" nolabel="1"/>
 502                 </div>
 503             </form>
 504         </field>
 505     </record>
 506
 507         <!-- Opportunities Tree View -->
 508         <record model="ir.ui.view" id="crm_case_tree_view_oppor">
 509             <field name="name">Opportunities Tree</field>
 510             <field name="model">crm.lead</field>
 511             <field name="type">tree</field>
 512             <field name="arch" type="xml">
 513                 <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)">
 514                     <field name="needaction_pending" invisible="1"/>
 515                     <field name="date_deadline" invisible="1"/>
 516                     <field name="create_date" groups="base.group_no_one"/>
 517                     <field name="name" string="Opportunity"/>
 518                     <field name="partner_id" string="Customer"/>
 519                     <field name="country_id" invisible="context.get('invisible_country', True)" />
 520                     <field name="date_action"/>
 521                     <field name="title_action" />
 522                     <field name="channel_id" invisible="1"/>
 523                     <field name="type_id" invisible="1"/>
 524                     <field name="subjects" invisible="1"/>
 525                     <field name="stage_id"/>
 526                     <field name="planned_revenue" sum="Expected Revenues"/>
 527                     <field name="probability" widget="progressbar" avg="Avg. of Probability"/>
 528                     <field name="section_id" invisible="context.get('invisible_section', True)" />
 529                     <field name="user_id"/>
 530                     <field name="priority" invisible="1"/>
 531                     <field name="categ_id" invisible="1"/>
 532                     <field name="state" groups="base.group_no_one"/>
 533                 </tree>
 534             </field>
 535         </record>
 536
 537
 538     <!-- Opportunities Search View -->
 539     <record id="view_crm_case_opportunities_filter" model="ir.ui.view">
 540         <field name="name">CRM - Opportunities Search</field>
 541         <field name="model">crm.lead</field>
 542         <field name="type">search</field>
 543         <field name="arch" type="xml">
 544             <search string="Search Opportunities">
 545                 <filter icon="terp-check"
 546                     string="New"  help="New Opportunities"
 547                     name="new"
 548                     domain="[('state','=','draft')]"/>
 549                 <filter icon="terp-camera_test"
 550                     string="Open"  help="Open Opportunities"
 551                     name="open"
 552                     domain="[('state','=','open')]"/>
 553                 <filter icon="terp-gtk-media-pause"
 554                     string="Pending"  help="Pending Opportunities"
 555                     name="pending"
 556                     domain="[('state','=','pending')]"/>
 557                 <separator orientation="vertical"/>
 558                 <field name="name" string="Opportunity / Customer"
 559                     filter_domain="['|','|','|',('partner_id','ilike',self),('partner_name','ilike',self),('email_from','ilike',self),('name', 'ilike', self)]"/>
 560                 <field name="user_id">
 561                     <filter string="Unassigned Opportunities"
 562                         icon="terp-personal-"
 563                         domain="[('user_id','=', False)]"
 564                         help="Unassigned Opportunities" />
 565                 </field>
 566                 <field name="section_id"
 567                     context="{'invisible_section': False, 'default_section_id': self}">
 568                     <filter string="My Sales Team(s)"  icon="terp-personal+"
 569                         domain="['|', ('section_id.user_id','=',uid), ('section_id.member_ids', 'in', [uid])]"
 570                         context="{'invisible_section': False}"
 571                         help="My Sales Team(s)" />
 572                     <filter string="Show Sales Team"
 573                         icon="terp-personal+"
 574                         context="{'invisible_section': False}"
 575                         domain="[]"
 576                         help="Show Sales Team"/>
 577                 </field>
 578                 <newline/>
 579                 <group expand="0" string="Group By..." colspan="16">
 580                     <filter string="Salesperson" icon="terp-personal" domain="[]" context="{'group_by':'user_id'}" />
 581                     <filter string="Team" help="Sales Team" icon="terp-personal+" domain="[]" context="{'group_by':'section_id'}"/>
 582                     <filter string="Customer" help="Partner" icon="terp-personal+" domain="[]" context="{'group_by':'partner_id'}"/>
 583                     <separator orientation="vertical" />
 584                     <filter string="Stage" icon="terp-stage" domain="[]" context="{'group_by':'stage_id'}" />
 585                     <filter string="Priority" icon="terp-rating-rated" domain="[]" context="{'group_by':'priority'}" />
 586                     <filter string="Category" icon="terp-stock_symbol-selection" domain="[]" context="{'group_by':'categ_id'}" />
 587                     <filter string="Campaign" icon="terp-gtk-jump-to-rtl" domain="[]" context="{'group_by':'type_id'}"/>
 588                     <filter string="Channel" icon="terp-call-start" domain="[]" context="{'group_by':'channel_id'}" />
 589                     <filter string="Status" icon="terp-stock_effects-object-colorize" domain="[]" context="{'group_by':'state'}"/>
 590                     <separator orientation="vertical" />
 591                     <filter string="Creation" icon="terp-go-month" domain="[]" context="{'group_by':'create_date'}" groups="base.group_no_one"/>
 592                     <filter string="Exp.Closing" icon="terp-go-month" help="Expected Closing" domain="[]" context="{'group_by':'date_deadline'}" />
 593                 </group>
 594             </search>
 595         </field>
 596     </record>
 597
 598         <!-- crm.lead Opportunities Graph View -->
 599         <record model="ir.ui.view" id="crm_case_graph_view_opportunity">
 600             <field name="name">CRM - Opportunity Graph</field>
 601             <field name="model">crm.lead</field>
 602             <field name="type">graph</field>
 603             <field name="arch" type="xml">
 604                 <graph string="Opportunity by Categories" type="bar" orientation="horizontal">
 605                     <field name="categ_id"/>
 606                     <field name="planned_revenue" operator="+"/>
 607                     <field name="state" group="True"/>
 608                 </graph>
 609             </field>
 610         </record>
 611
 612     </data>
 613 </openerp>