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                 <filter icon="terp-go-today" string="Today"
 309                     domain="[('create_date','&lt;', time.strftime('%%Y-%%m-%%d 23:59:59')), ('create_date','&gt;=', time.strftime('%%Y-%%m-%%d 00:00:00'))]"
 310                     help="Todays' Leads" />
 311                 <filter icon="terp-go-week" string="7 Days"
 312                     help="Leads creating during last 7 days"
 313                     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'))]"
 314                 />
 315                 <separator orientation="vertical"/>
 316                 <field name="name" string="Lead / Customer"
 317                     filter_domain="['|','|',('partner_name','ilike',self),('email_from','ilike',self),('name','ilike',self)]"/>
 318                 <field name="user_id">
 319                     <filter icon="terp-personal-"
 320                         domain="[('user_id','=', False)]"
 321                         help="Unassigned Leads" />
 322                 </field>
 323                 <field name="subjects"/>
 324                 <field name="section_id" widget="selection"
 325                     context="{'invisible_section': False}">
 326                     <filter 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 icon="terp-personal+"
 331                         context="{'invisible_section': False}"
 332                         domain="[]"
 333                         help="Show Sales Team"/>
 334                 </field>
 335                 <separator orientation="vertical"/>
 336                 <field name="country_id" context="{'invisible_country': False}">
 337                     <filter icon="terp-personal+" context="{'invisible_country': False}" help="Show countries"/>
 338                 </field>
 339                 <newline/>
 340                 <group expand="0" string="Group By...">
 341                     <filter string="Salesperson" icon="terp-personal" domain="[]" context="{'group_by':'user_id'}"/>
 342                     <filter string="Team" icon="terp-personal+" domain="[]" context="{'group_by':'section_id'}"/>
 343                     <filter string="Referrer" icon="terp-personal" domain="[]" context="{'group_by':'referred'}"/>
 344                     <separator orientation="vertical"/>
 345                     <filter string="Category" icon="terp-stock_symbol-selection" domain="[]" context="{'group_by':'categ_id'}"/>
 346                     <filter string="Campaign" icon="terp-gtk-jump-to-rtl"
 347                         domain="[]" context="{'group_by':'type_id'}" />
 348                     <filter string="Channel" icon="terp-call-start"
 349                         domain="[]" context="{'group_by':'channel_id'}" />
 350                     <separator orientation="vertical"/>
 351                     <filter string="Stage" icon="terp-stage" domain="[]" context="{'group_by':'stage_id'}"/>
 352                     <filter string="Status" icon="terp-stock_effects-object-colorize" domain="[]" context="{'group_by':'state'}"/>
 353                     <separator orientation="vertical" groups="base.group_no_one"/>
 354                     <filter string="Creation" help="Create date" icon="terp-go-month"
 355                         domain="[]" context="{'group_by':'create_date'}" groups="base.group_no_one"/>
 356                 </group>
 357            </search>
 358         </field>
 359     </record>
 360
 361
 362     <!--
 363         OPPORTUNITY
 364         -->
 365
 366     <!-- Opportunities Form View -->
 367     <record model="ir.ui.view" id="crm_case_form_view_oppor">
 368         <field name="name">Opportunities</field>
 369         <field name="model">crm.lead</field>
 370         <field name="type">form</field>
 371         <field name="priority">20</field>
 372         <field name="arch" type="xml">
 373             <form string="Opportunities" validate="0">
 374                 <header>
 375                     <button name="case_mark_won" string="Mark Won" states="open,pending" type="object" />
 376                     <button name="case_open" string="Open" states="draft,pending" type="object" />
 377                     <button name="case_pending" string="Pending" states="draft,open" type="object" />
 378                     <button name="case_escalate" string="Escalate" states="open,pending" type="object" />
 379                     <button name="case_mark_lost" string="Mark Lost" states="open,pending" type="object" />
 380                     <button name="case_reset" string="Reset to Draft" states="done,cancel" type="object" />
 381                     <button name="case_cancel" string="Cancel" states="draft" type="object" />
 382                     <field name="state" widget="statusbar" statusbar_visible="draft,open,done" statusbar_colors='{"pending":"blue"}'/>
 383                 </header>
 384                 <sheet>
 385                     <div class="oe_right oe_form_button_box">
 386                         <button string="Schedule/Log Call"
 387                             name="%(opportunity2phonecall_act)d"
 388                             type="action"/>
 389                         <button string="Schedule Meeting"
 390                             name="action_makeMeeting"
 391                             type="object"/>
 392                     </div>
 393                     <div class="oe_form_title">
 394                         <label for="name" class="oe_form_readonly_hidden"/>
 395                         <h1><field name="name"/></h1>
 396
 397                         <label for="planned_revenue" class="oe_form_readonly_hidden"/>
 398                         <h2>
 399                             <field name="planned_revenue" class="oe_form_inline"/>
 400                             <field name="company_currency" class="oe_form_readonly_hidden oe_form_inline"/> at
 401                             <field name="probability" class="oe_form_inline"/> %% success rate
 402                         </h2>
 403                     </div>
 404                     <group>
 405                         <group>
 406                             <field name="partner_id"
 407                                 on_change="onchange_partner_id(partner_id, email_from)"
 408                                 string="Customer"
 409                                 context="{'default_name': partner_name, 'default_email': email_from, 'default_phone': phone}"/>
 410                             <field name="email_from" string="Email"/>
 411                             <field name="phone"/>
 412                         </group>
 413
 414                         <group>
 415                             <label for="title_action"/>
 416                             <div>
 417                                 <field name="date_action" nolabel="1"/> -
 418                                 <field name="title_action" class="oe_form_inline" nolabel="1" placeholder="Call for proposal"/>
 419                             </div>
 420                             <field name="date_deadline"/>
 421                             <field name="priority"/>
 422                         </group>
 423
 424                         <group>
 425                             <field name="user_id"/>
 426                             <field name="section_id" colspan="1" widget="selection"/>
 427                         </group>
 428                         <group>
 429                             <field name="categ_id" select="1"
 430                                 string="Category" widget="selection"
 431                                 domain="[('object_id.model', '=', 'crm.lead')]" />
 432
 433                         </group>
 434                     </group>
 435
 436                                     <!--<button string="Mail"
 437                                         name="%(mail.action_email_compose_message_wizard)d"
 438                                         context="{'mail':'new', 'model': 'crm.lead'}"
 439                                         icon="terp-mail-message-new" type="action" />-->
 440
 441                     <notebook colspan="4">
 442                     <page string="Internal Notes">
 443                         <field name="description"/>
 444                     </page>
 445                     <page string="Lead">
 446                         <group>
 447                             <group>
 448                                 <field name="partner_name"/>
 449                                 <label for="street" string="Address"/>
 450                                 <div>
 451                                     <field name="street" placeholder="Street..."/>
 452                                     <field name="street2"/>
 453                                     <div>
 454                                         <field name="zip" class="oe_form_inline" placeholder="ZIP"/>
 455                                         <field name="city" class="oe_form_inline" placeholder="City"/>
 456                                     </div>
 457                                     <field name="state_id" placeholder="State"/>
 458                                     <field name="country_id" placeholder="Country"/>
 459                                 </div>
 460                             </group>
 461
 462                             <group>
 463                                 <field name="contact_name" />
 464                                 <field name="function" />
 465                                 <field domain="[('domain', '=', 'contact')]" name="title"/>
 466                                 <field name="mobile"/>
 467                                 <field name="fax"/>
 468                             </group>
 469
 470                             <group string="Categorization">
 471                                 <field name="type_id" widget="selection"/>
 472                                 <field name="channel_id" widget="selection"/>
 473                             </group>
 474                             <group string="Mailings">
 475                                 <field name="opt_in" on_change="on_change_opt_in(opt_in)"/>
 476                                 <field name="opt_out" on_change="on_change_opt_out(opt_out)"/>
 477                             </group>
 478                             <group string="Misc">
 479                                 <field name="active"/>
 480                                 <field name="day_open" groups="base.group_no_one"/>
 481                                 <field name="day_close" groups="base.group_no_one"/>
 482                                 <field name="referred"/>
 483                             </group>
 484                             <group string="References">
 485                                 <field name="ref"/>
 486                                 <field name="ref2"/>
 487                             </group>
 488                         </group>
 489                     </page>
 490                     </notebook>
 491                 </sheet>
 492                 <footer>
 493                     <field name="message_ids" widget="ThreadView"/>
 494                 </footer>
 495             </form>
 496         </field>
 497     </record>
 498
 499         <!-- Opportunities Tree View -->
 500         <record model="ir.ui.view" id="crm_case_tree_view_oppor">
 501             <field name="name">Opportunities Tree</field>
 502             <field name="model">crm.lead</field>
 503             <field name="type">tree</field>
 504             <field name="arch" type="xml">
 505                 <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)">
 506                     <field name="needaction_pending" invisible="1"/>
 507                     <field name="date_deadline" invisible="1"/>
 508                     <field name="create_date" groups="base.group_no_one"/>
 509                     <field name="name" string="Opportunity"/>
 510                     <field name="partner_id" string="Customer"/>
 511                     <field name="country_id" invisible="context.get('invisible_country', True)" />
 512                     <field name="date_action"/>
 513                     <field name="title_action" />
 514                     <field name="channel_id" invisible="1"/>
 515                     <field name="type_id" invisible="1"/>
 516                     <field name="subjects" invisible="1"/>
 517                     <field name="stage_id"/>
 518                     <field name="planned_revenue" sum="Expected Revenues"/>
 519                     <field name="probability" widget="progressbar" avg="Avg. of Probability"/>
 520                     <field name="section_id" invisible="context.get('invisible_section', True)" />
 521                     <field name="user_id"/>
 522                     <field name="priority" invisible="1"/>
 523                     <field name="categ_id" invisible="1"/>
 524                     <field name="state" groups="base.group_no_one"/>
 525                 </tree>
 526             </field>
 527         </record>
 528
 529
 530     <!-- Opportunities Search View -->
 531     <record id="view_crm_case_opportunities_filter" model="ir.ui.view">
 532         <field name="name">CRM - Opportunities Search</field>
 533         <field name="model">crm.lead</field>
 534         <field name="type">search</field>
 535         <field name="arch" type="xml">
 536             <search string="Search Opportunities">
 537                 <filter icon="terp-check"
 538                     string="New"  help="New Opportunities"
 539                     name="new"
 540                     domain="[('state','=','draft')]"/>
 541                 <filter icon="terp-camera_test"
 542                     string="Open"  help="Open Opportunities"
 543                     name="open"
 544                     domain="[('state','=','open')]"/>
 545                 <filter icon="terp-gtk-media-pause"
 546                     string="Pending"  help="Pending Opportunities"
 547                     name="pending"
 548                     domain="[('state','=','pending')]"/>
 549                 <separator orientation="vertical"/>
 550                 <field name="name" string="Opportunity / Customer"
 551                     filter_domain="['|','|','|',('partner_id','ilike',self),('partner_name','ilike',self),('email_from','ilike',self),('name', 'ilike', self)]"/>
 552                 <field name="user_id">
 553                     <filter icon="terp-personal-"
 554                         domain="[('user_id','=', False)]"
 555                         help="Unassigned Opportunities" />
 556                 </field>
 557                 <field name="section_id"
 558                     context="{'invisible_section': False, 'default_section_id': self}">
 559                     <filter icon="terp-personal+"
 560                         domain="['|', ('section_id.user_id','=',uid), ('section_id.member_ids', 'in', [uid])]"
 561                         context="{'invisible_section': False}"
 562                         help="My Sales Team(s)" />
 563                     <filter icon="terp-personal+"
 564                         context="{'invisible_section': False}"
 565                         domain="[]"
 566                         help="Show Sales Team"/>
 567                 </field>
 568                 <newline/>
 569                 <group expand="0" string="Group By..." colspan="16">
 570                     <filter string="Salesperson" icon="terp-personal" domain="[]" context="{'group_by':'user_id'}" />
 571                     <filter string="Team" help="Sales Team" icon="terp-personal+" domain="[]" context="{'group_by':'section_id'}"/>
 572                     <filter string="Customer" help="Partner" icon="terp-personal+" domain="[]" context="{'group_by':'partner_id'}"/>
 573                     <separator orientation="vertical" />
 574                     <filter string="Stage" icon="terp-stage" domain="[]" context="{'group_by':'stage_id'}" />
 575                     <filter string="Priority" icon="terp-rating-rated" domain="[]" context="{'group_by':'priority'}" />
 576                     <filter string="Category" icon="terp-stock_symbol-selection" domain="[]" context="{'group_by':'categ_id'}" />
 577                     <filter string="Campaign" icon="terp-gtk-jump-to-rtl" domain="[]" context="{'group_by':'type_id'}"/>
 578                     <filter string="Channel" icon="terp-call-start" domain="[]" context="{'group_by':'channel_id'}" />
 579                     <filter string="Status" icon="terp-stock_effects-object-colorize" domain="[]" context="{'group_by':'state'}"/>
 580                     <separator orientation="vertical" />
 581                     <filter string="Creation" icon="terp-go-month" domain="[]" context="{'group_by':'create_date'}" groups="base.group_no_one"/>
 582                     <filter string="Exp.Closing" icon="terp-go-month" help="Expected Closing" domain="[]" context="{'group_by':'date_deadline'}" />
 583                 </group>
 584             </search>
 585         </field>
 586     </record>
 587
 588         <!-- crm.lead Opportunities Graph View -->
 589         <record model="ir.ui.view" id="crm_case_graph_view_opportunity">
 590             <field name="name">CRM - Opportunity Graph</field>
 591             <field name="model">crm.lead</field>
 592             <field name="type">graph</field>
 593             <field name="arch" type="xml">
 594                 <graph string="Opportunity by Categories" type="bar" orientation="horizontal">
 595                     <field name="categ_id"/>
 596                     <field name="planned_revenue" operator="+"/>
 597                     <field name="state" group="True"/>
 598                 </graph>
 599             </field>
 600         </record>
 601
 602     </data>
 603 </openerp>