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