addons/crm/crm_lead_view.xml

   1 <?xml version="1.0"?>
   2 <openerp>
   3     <data>
   4
   5         <!-- Read/Unread actions -->
   6         <record id="actions_server_crm_lead_unread" model="ir.actions.server">
   7             <field name="name">Mark unread</field>
   8             <field name="condition">True</field>
   9             <field name="type">ir.actions.server</field>
  10             <field name="model_id" ref="model_crm_lead"/>
  11             <field name="state">code</field>
  12             <field name="code">self.message_check_and_set_unread(cr, uid, context.get('active_ids'), context=context)</field>
  13         </record>
  14         <record id="action_crm_lead_unread" model="ir.values">
  15             <field name="name">action_crm_lead_unread</field>
  16             <field name="action_id" ref="actions_server_crm_lead_unread"/>
  17             <field name="value" eval="'ir.actions.server,' + str(ref('actions_server_crm_lead_unread'))" />
  18             <field name="key">action</field>
  19             <field name="model_id" ref="model_crm_lead" />
  20             <field name="model">crm.lead</field>
  21             <field name="key2">client_action_multi</field>
  22         </record>
  23
  24         <record id="actions_server_crm_lead_read" model="ir.actions.server">
  25             <field name="name">Mark read</field>
  26             <field name="condition">True</field>
  27             <field name="type">ir.actions.server</field>
  28             <field name="model_id" ref="model_crm_lead"/>
  29             <field name="state">code</field>
  30             <field name="code">self.message_check_and_set_read(cr, uid, context.get('active_ids'), context=context)</field>
  31         </record>
  32         <record id="action_crm_lead_read" model="ir.values">
  33             <field name="name">action_crm_lead_read</field>
  34             <field name="action_id" ref="actions_server_crm_lead_read"/>
  35             <field name="value" eval="'ir.actions.server,' + str(ref('actions_server_crm_lead_read'))" />
  36             <field name="key">action</field>
  37             <field name="model_id" ref="model_crm_lead" />
  38             <field name="model">crm.lead</field>
  39             <field name="key2">client_action_multi</field>
  40         </record>
  41
  42         <!--
  43             CRM CASE STAGE
  44             -->
  45
  46         <!-- Stage Search view -->
  47         <record id="crm_lead_stage_search" model="ir.ui.view">
  48             <field name="name">Stage - Search</field>
  49             <field name="model">crm.case.stage</field>
  50             <field name="type">search</field>
  51             <field name="arch" type="xml">
  52                 <search string="Stage Search">
  53                     <field name="name" string="Stage Name"/>
  54                     <separator orientation="vertical"/>
  55                     <field name="state"/>
  56                     <field name="type"/>
  57                 </search>
  58             </field>
  59         </record>
  60
  61         <!-- Stage Form view -->
  62         <record id="crm_lead_stage_act" model="ir.actions.act_window">
  63             <field name="name">Stages</field>
  64             <field name="res_model">crm.case.stage</field>
  65             <field name="view_type">form</field>
  66             <field name="view_id" ref="crm.crm_case_stage_tree"/>
  67             <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>
  68         </record>
  69
  70         <menuitem action="crm_lead_stage_act" id="menu_crm_lead_stage_act" name="Stages" sequence="0" parent="base.menu_crm_config_lead" groups="base.group_no_one"/>
  71
  72         <!--
  73             LEADS/OPPORTUNITIES CATEGORIES
  74             -->
  75
  76         <!-- Categories Form View -->
  77         <record id="crm_lead_categ_action" model="ir.actions.act_window">
  78             <field name="name">Categories</field>
  79             <field name="res_model">crm.case.categ</field>
  80             <field name="view_type">form</field>
  81             <field name="view_id" ref="crm_case_categ_tree-view"/>
  82             <field name="context" eval="{'object_id': ref('model_crm_lead')}"/>
  83             <field name="domain">[('object_id.model', '=', 'crm.lead')]</field>
  84             <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>
  85         </record>
  86
  87         <menuitem action="crm_lead_categ_action"
  88             id="menu_crm_lead_categ" name="Categories"
  89             parent="base.menu_crm_config_lead" sequence="1" groups="base.group_no_one"/>
  90
  91         <!--
  92             LEADS
  93             -->
  94         <act_window
  95                 id="act_crm_opportunity_crm_phonecall_new"
  96                 name="Phone calls"
  97                 groups="base.group_sale_salesman"
  98                 res_model="crm.phonecall"
  99                 view_mode="tree,calendar,form"
 100                 context="{'default_duration': 1.0 ,'default_opportunity_id': active_id}"
 101                 view_type="form"/>
 102
 103         <act_window
 104                 id="act_crm_opportunity_crm_meeting_new"
 105                 name="Meetings"
 106                 res_model="crm.meeting"
 107                 view_mode="tree,form,calendar"
 108                 context="{'default_duration': 4.0, 'default_opportunity_id': active_id}"
 109                 view_type="form"/>
 110
 111
 112         <!-- CRM Lead Form View  -->
 113         <record model="ir.ui.view" id="crm_case_form_view_leads">
 114         <field name="name">CRM - Leads Form</field>
 115         <field name="model">crm.lead</field>
 116         <field name="type">form</field>
 117         <field name="arch" type="xml">
 118             <form string="Leads Form" version="7.0">
 119                 <header>
 120                     <button name="%(crm.action_crm_lead2opportunity_partner)d" string="Convert to Opportunity" type="action"
 121                             states="draft,open,pending" help="Convert to Opportunity" class="oe_highlight"/>
 122                     <button name="case_escalate" string="Escalate" type="object"
 123                             states="draft,open,pending"/>
 124                     <button name="case_reset" string="Reset" type="object"
 125                             states="cancel"/>
 126                     <button name="case_cancel" string="Cancel" type="object"
 127                             states="draft,open,pending"/>
 128                     <field name="stage_id" widget="statusbar"
 129                             on_change="onchange_stage_id(stage_id)"/>
 130                 </header>
 131                 <sheet>
 132                     <div class="oe_right oe_button_box" name="buttons">
 133                         <button type="action"
 134                             name="%(act_crm_opportunity_crm_meeting_new)d"
 135                             string="Meetings" />
 136
 137                         <button type="action"
 138                             name="%(act_crm_opportunity_crm_phonecall_new)d"
 139                             string="Phone Calls" />
 140                     </div>
 141                     <div class="oe_title">
 142                         <label for="name" class="oe_edit_only" string="Lead Description"/>
 143                         <h1><field name="name" placeholder="Describe the lead..."/></h1>
 144                     </div>
 145                     <group>
 146                         <group>
 147                             <field name="user_id" />
 148                             <field name="section_id"/>
 149                             <field name="type" invisible="1"/>
 150                         </group>
 151                         <group>
 152                             <field name="priority"/>
 153                             <field name="categ_ids"
 154                                 widget="many2many_tags"
 155                                 domain="[('object_id.model','=','crm.lead')]"/>
 156                         </group>
 157                         <group>
 158                             <field name="partner_name" string="Company Name"/>
 159                             <field name="partner_id" string="Customer"/>
 160                             <label for="street" string="Address"/>
 161                             <div>
 162                                 <field name="street" placeholder="Street..."/>
 163                                 <field name="street2"/>
 164                                 <div>
 165                                     <field name="zip" class="oe_inline" placeholder="ZIP"/>
 166                                     <field name="city" class="oe_inline" placeholder="City"/>
 167                                 </div>
 168                                 <field name="state_id" placeholder="State"/>
 169                                 <field name="country_id" placeholder="Country"/>
 170                             </div>
 171                         </group>
 172                         <group>
 173                             <label for="contact_name" />
 174                             <div>
 175                                 <field name="contact_name" class="oe_inline"/>,
 176                                 <field name="title" placeholder="Title" domain="[('domain', '=', 'contact')]" class="oe_inline"/>
 177                             </div>
 178                             <field name="email_from" widget="email"/>
 179                             <field name="function" />
 180                             <field name="phone"/>
 181                             <field name="mobile"/>
 182                             <field name="fax"/>
 183                             <!--
 184                             This should be integrated in Open Chatter
 185                             <button string="Mail"
 186                                 name="%(mail.action_email_compose_message_wizard)d"
 187                                 icon="terp-mail-message-new" type="action" colspan="1"/>
 188                             -->
 189                         </group>
 190                     </group>
 191                     <notebook colspan="4">
 192                     <page string="Notes">
 193                         <field name="description"/>
 194                     </page>
 195                     <page string="Extra Info">
 196                         <group>
 197                             <group string="Categorization">
 198                                 <field name="company_id"
 199                                     groups="base.group_multi_company"
 200                                     widget="selection" colspan="2" />
 201                                 <field name="type_id" widget="selection"/>
 202                                 <field name="channel_id" widget="selection"/>
 203                                 <field name="referred"/>
 204                                 <field name="state" groups="base.group_no_one"/>
 205                             </group>
 206                             <group string="Mailings">
 207                                 <field name="opt_out" />
 208                             </group>
 209                         </group>
 210                     </page>
 211                     </notebook>
 212                 </sheet>
 213                 <div class="oe_chatter">
 214                     <field name="message_ids" widget="mail_thread"/>
 215                 </div>
 216             </form>
 217         </field>
 218         </record>
 219
 220         <!-- CRM Lead Tree View -->
 221         <record model="ir.ui.view" id="crm_case_tree_view_leads">
 222             <field name="name">Leads</field>
 223             <field name="model">crm.lead</field>
 224             <field name="type">tree</field>
 225             <field name="arch" type="xml">
 226                 <tree string="Leads" fonts="bold:needaction_pending==True" colors="grey:state in ('cancel', 'done')">
 227                     <field name="date_deadline" invisible="1"/>
 228                     <field name="create_date" groups="base.group_no_one"/>
 229                     <field name="name"/>
 230                     <field name="contact_name"/>
 231                     <field name="country_id" invisible="context.get('invisible_country', True)" />
 232                     <field name="email_from"/>
 233                     <field name="phone"/>
 234                     <field name="stage_id"/>
 235                     <field name="user_id" invisible="1"/>
 236                     <field name="section_id" invisible="context.get('invisible_section', True)" />
 237                     <field name="state" groups="base.group_no_one"/>
 238                     <field name="type_id" invisible="1"/>
 239                     <field name="referred" invisible="1"/>
 240                     <field name="channel_id" invisible="1"/>
 241                     <field name="subjects" invisible="1"/>
 242                     <field name="needaction_pending" invisible="1"/>
 243                 </tree>
 244             </field>
 245         </record>
 246
 247         <!-- CRM Lead Calendar View -->
 248         <record model="ir.ui.view" id="crm_case_calendar_view_leads">
 249             <field name="name">CRM - Leads Calendar</field>
 250             <field name="model">crm.lead</field>
 251             <field name="type">calendar</field>
 252             <field name="priority" eval="2"/>
 253             <field name="arch" type="xml">
 254                 <calendar string="Leads Generation"
 255                     date_start="date_action" color="user_id">
 256                     <field name="name" />
 257                     <field name="partner_name" />
 258                 </calendar>
 259             </field>
 260         </record>
 261
 262     <!-- CRM Lead Kanban View  -->
 263     <record model="ir.ui.view" id="crm_case_kanban_view_leads">
 264         <field name="name">CRM - Leads Kanban</field>
 265         <field name="model">crm.lead</field>
 266         <field name="type">kanban</field>
 267         <field name="arch" type="xml">
 268             <kanban default_group_by="stage_id">
 269                 <field name="state" groups="base.group_no_one"/>
 270                 <field name="color"/>
 271                 <field name="priority"/>
 272                 <field name="planned_revenue" sum="Expected Revenues"/>
 273                 <field name="user_email"/>
 274                 <field name="user_id"/>
 275                 <field name="partner_address_email"/>
 276                 <field name="message_summary"/>
 277                 <field name="needaction_pending"/>
 278                 <templates>
 279                     <t t-name="lead_details">
 280                         <ul class="oe_kanban_tooltip">
 281                             <li t-if="record.phone.raw_value"><b>Phone:</b> <field name="phone"/></li>
 282                             <li><b>Probability:</b> <field name="probability"/>%%</li>
 283                             <li><b>Creation date:</b> <field name="create_date"/></li>
 284                             <li t-if="record.date_deadline.raw_value"><b>Date Deadline:</b> <field name="date_deadline"/></li>
 285                         </ul>
 286                     </t>
 287                     <t t-name="kanban-box">
 288                         <div t-attf-class="oe_kanban_color_#{kanban_getcolor(record.color.raw_value)} oe_kanban_card oe_kanban_global_click">
 289                             <div class="oe_dropdown_toggle oe_dropdown_kanban">
 290                                 <span class="oe_e">í</span>
 291                                 <ul class="oe_dropdown_menu">
 292                                     <li><a type="edit" >Edit...</a></li>
 293                                     <li><a type="delete">Delete</a></li>
 294                                     <li><a name="%(mail.action_email_compose_message_wizard)d" type="action">Send Email</a></li>
 295                                     <li><a name="%(opportunity2phonecall_act)d" type="action">Log Call</a></li>
 296                                     <li><a name="action_makeMeeting" type="object">Schedule Meeting</a></li>
 297                                     <li><ul class="oe_kanban_colorpicker" data-field="color"/></li>
 298                                 </ul>
 299                             </div>
 300                             <div class="oe_kanban_content">
 301                                 <div>
 302                                     <b><field name="name"/></b>
 303                                     <t t-if="record.planned_revenue.raw_value">
 304                                         - <b><t t-esc="Math.round(record.planned_revenue.value)"/>
 305                                         <field name="company_currency"/></b>
 306                                     </t>
 307                                 </div>
 308                                 <div>
 309                                     <field name="partner_id"/>
 310                                 </div>
 311                                 <div style="padding-left: 0.5em">
 312                                     <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>
 313                                     <span t-attf-class="#{red || ''}"><field name="date_action"/></span>
 314                                     <t t-if="record.date_action.raw_value"> : </t>
 315                                     <field name="title_action"/>
 316                                 </div>
 317                                 <div class="oe_kanban_bottom_right">
 318                                     <a t-if="record.priority.raw_value == 1" type="object" name="set_normal_priority" class="oe_e oe_star_on">7</a>
 319                                     <a t-if="record.priority.raw_value != 1" type="object" name="set_high_priority" class="oe_e oe_star_off">7</a>
 320                                     <!--
 321                                     <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>
 322                                     <span t-attf-class="oe_kanban_status #{red}"> </span>
 323                                     -->
 324                                     <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"/>
 325                                 </div>
 326                                 <div class="oe_kanban_footer_left">
 327                                     <t t-if="record.needaction_pending.raw_value"><span class="oe_kanban_mail_new">New</span></t>
 328                                     <t t-raw="record.message_summary.raw_value"/>
 329                                 </div>
 330                             </div>
 331                             <div class="oe_clear"></div>
 332                         </div>
 333                         <!--
 334                             <div class="oe_kanban_right">
 335                                 <a name="case_mark_lost" string="Mark Lost" states="open,pending" type="object" icon="kanban-stop" />
 336                                 <a name="case_pending" string="Pending" states="draft,open" type="object" icon="kanban-pause" />
 337                                 <a name="case_open" string="Open" states="pending" type="object" icon="gtk-media-play" />
 338                                 <a name="case_mark_won" string="Mark Won" states="open,pending" type="object" icon="kanban-apply" />
 339                             </div>
 340                         -->
 341                     </t>
 342                 </templates>
 343             </kanban>
 344         </field>
 345     </record>
 346
 347     <!-- CRM Lead Search View -->
 348     <record id="view_crm_case_leads_filter" model="ir.ui.view">
 349         <field name="name">CRM - Leads Search</field>
 350         <field name="model">crm.lead</field>
 351         <field name="type">search</field>
 352         <field name="arch" type="xml">
 353             <search string="Search Leads">
 354                 <filter icon="terp-mail-message-new"
 355                     string="Inbox" help="Unread messages"
 356                     name="needaction_pending"
 357                     domain="[('needaction_pending','=',True)]"/>
 358                 <field name="name" string="Lead / Customer" filter_domain="['|','|',('partner_name','ilike',self),('email_from','ilike',self),('name','ilike',self)]"/>
 359                 <!-- subjects is not set as store=True so, it is placed outside filter_domain-->
 360                 <field name="subjects"/>
 361                 <separator orientation="vertical"/>
 362                 <field name="create_date"/>
 363                 <separator orientation="vertical"/>
 364                 <filter icon="terp-check"
 365                     string="New"
 366                     name="new" help="New Leads"
 367                     domain="[('state','=','draft')]"/>
 368                 <filter icon="terp-camera_test"
 369                     string="Open"
 370                     name="open"
 371                     domain="[('state','=','open')]"/>
 372                 <filter string="Unassigned Leads"
 373                         icon="terp-personal-"
 374                         domain="[('user_id','=', False)]"
 375                         help="Unassigned Leads" />
 376                 <filter string="Leads Assigned to Me or My Team(s)"
 377                         icon="terp-personal+"
 378                         context="{'invisible_section': False}"
 379                         domain="['|', ('section_id.user_id','=',uid), ('section_id.member_ids', 'in', [uid])]"
 380                         help="Leads that are assigned to one of the sale teams I manage, or to me"/>
 381                 <separator orientation="vertical"/>
 382                 <field name="user_id"/>
 383                 <field name="section_id" widget="selection"
 384                     context="{'invisible_section': False}"/>
 385                 <field name="country_id" context="{'invisible_country': False}"/>
 386                 <separator orientation="vertical"/>
 387                 <newline/>
 388                 <group expand="0" string="Group By...">
 389                     <filter string="Salesperson" icon="terp-personal" domain="[]" context="{'group_by':'user_id'}"/>
 390                     <filter string="Team" icon="terp-personal+" domain="[]" context="{'group_by':'section_id'}"/>
 391                     <filter string="Referrer" icon="terp-personal" domain="[]" context="{'group_by':'referred'}"/>
 392                     <separator orientation="vertical"/>
 393                     <filter string="Campaign" icon="terp-gtk-jump-to-rtl"
 394                         domain="[]" context="{'group_by':'type_id'}" />
 395                     <filter string="Channel" icon="terp-call-start"
 396                         domain="[]" context="{'group_by':'channel_id'}" />
 397                     <separator orientation="vertical"/>
 398                     <filter string="Stage" icon="terp-stage" domain="[]" context="{'group_by':'stage_id'}"/>
 399                     <filter string="Status" icon="terp-stock_effects-object-colorize" domain="[]" context="{'group_by':'state'}"/>
 400                     <separator orientation="vertical" groups="base.group_no_one"/>
 401                     <filter string="Creation" help="Create date" icon="terp-go-month"
 402                         domain="[]" context="{'group_by':'create_date'}" groups="base.group_no_one"/>
 403                 </group>
 404                 <separator orientation="vertical"/>
 405                 <group string="Display">
 406                     <filter string="Show Countries" icon="terp-personal+" context="{'invisible_country': False}" help="Show Countries"/>
 407                     <filter string="Show Sales Team"
 408                         icon="terp-personal+"
 409                         context="{'invisible_section': False}"
 410                         domain="[]"
 411                         help="Show Sales Team"/>
 412                 </group>
 413            </search>
 414         </field>
 415     </record>
 416
 417
 418     <!--
 419         OPPORTUNITY
 420         -->
 421
 422     <!-- Opportunities Form View -->
 423     <record model="ir.ui.view" id="crm_case_form_view_oppor">
 424         <field name="name">Opportunities</field>
 425         <field name="model">crm.lead</field>
 426         <field name="type">form</field>
 427         <field name="priority">20</field>
 428         <field name="arch" type="xml">
 429             <form string="Opportunities" version="7.0">
 430                 <header>
 431                     <button name="case_mark_won" string="Mark Won" type="object"
 432                             states="open" class="oe_highlight"/>
 433                     <button name="case_mark_won" string="Mark Won" type="object"
 434                             states="draft,pending"/>
 435                     <button name="case_escalate" string="Escalate" type="object"
 436                             states="open" />
 437                     <button name="case_mark_lost" string="Mark Lost" type="object"
 438                             states="draft,open"/>
 439                     <button name="case_cancel" string="Cancel" type="object"
 440                             states="draft"/>
 441                     <field name="stage_id" widget="statusbar"
 442                             on_change="onchange_stage_id(stage_id)" clickable="1"/>
 443                 </header>
 444                 <sheet>
 445                     <div class="oe_right oe_button_box">
 446                         <button string="Schedule/Log Call"
 447                             name="%(opportunity2phonecall_act)d"
 448                             type="action"/>
 449                         <button string="Schedule Meeting"
 450                             name="action_makeMeeting"
 451                             type="object"/>
 452                     </div>
 453                     <div class="oe_title">
 454                         <label for="name" class="oe_edit_only"/>
 455                         <h1><field name="name"/></h1>
 456                         <label for="planned_revenue" class="oe_edit_only"/>
 457                         <h2>
 458                             <field name="planned_revenue" class="oe_inline"/>
 459                             <field name="company_currency" class="oe_inline"/> at
 460                             <field name="probability" class="oe_inline"/>%% success rate
 461                         </h2>
 462                     </div>
 463                     <group>
 464                         <group>
 465                             <field name="partner_id"
 466                                 on_change="onchange_partner_id(partner_id, email_from)"
 467                                 string="Customer"
 468                                 context="{'default_name': partner_name, 'default_email': email_from, 'default_phone': phone}"/>
 469                             <field name="email_from" string="Email"/>
 470                             <field name="phone"/>
 471                         </group>
 472
 473                         <group>
 474                             <label for="title_action"/>
 475                             <div>
 476                                 <field name="date_action" nolabel="1"/> <label string="-" attrs="{'invisible': ['|', ('date_action', '=', False), ('title_action', '=', False)]}"/>
 477                                 <field name="title_action" class="oe_inline" nolabel="1" placeholder="Call for proposal"/>
 478                             </div>
 479                             <field name="date_deadline"/>
 480                             <field name="priority"/>
 481                         </group>
 482
 483                         <group>
 484                             <field name="user_id"/>
 485                             <field name="section_id" colspan="1" widget="selection"/>
 486                         </group>
 487                         <group>
 488                             <field name="categ_ids"
 489                                 string="Categories" widget="many2many_tags"
 490                                 domain="[('object_id.model', '=', 'crm.lead')]"/>
 491
 492                         </group>
 493                     </group>
 494
 495                                     <!--<button string="Mail"
 496                                         name="%(mail.action_email_compose_message_wizard)d"
 497                                         context="{'mail':'new', 'model': 'crm.lead'}"
 498                                         icon="terp-mail-message-new" type="action" />-->
 499
 500                     <notebook colspan="4">
 501                     <page string="Internal Notes">
 502                         <field name="description"/>
 503                     </page>
 504                     <page string="Lead">
 505                         <group>
 506                             <group>
 507                                 <field name="partner_name"/>
 508                                 <label for="street" string="Address"/>
 509                                 <div>
 510                                     <field name="street" placeholder="Street..."/>
 511                                     <field name="street2"/>
 512                                     <div class="address_format">
 513                                         <field name="city" placeholder="City" style="width: 40%%"/>
 514                                         <field name="state_id" class="oe_no_button" placeholder="State" style="width: 24%%"/>
 515                                         <field name="zip" placeholder="ZIP" style="width: 34%%"/>
 516                                     </div>
 517                                     <field name="country_id" placeholder="Country"/>
 518                                 </div>
 519                             </group>
 520
 521                             <group>
 522                                 <label for="contact_name" />
 523                                 <div>
 524                                     <field name="contact_name" class="oe_inline"/>
 525                                     <field name="title" placeholder="Title" domain="[('domain', '=', 'contact')]" class="oe_inline oe_no_button"/>
 526                                 </div>
 527                                 <field name="function" />
 528                                 <field name="mobile"/>
 529                                 <field name="fax"/>
 530                             </group>
 531
 532                             <group string="Categorization">
 533                                 <field name="type_id" widget="selection"/>
 534                                 <field name="channel_id" widget="selection"/>
 535                             </group>
 536                             <group string="Mailings">
 537                                 <field name="opt_out" />
 538                             </group>
 539                             <group string="Misc">
 540                                 <field name="active"/>
 541                                 <field name="day_open" groups="base.group_no_one"/>
 542                                 <field name="day_close" groups="base.group_no_one"/>
 543                                 <field name="referred"/>
 544                                 <field name="state" groups="base.group_no_one"/>
 545                                 <field name="type" invisible="1"/>
 546                             </group>
 547                             <group string="References">
 548                                 <field name="ref"/>
 549                                 <field name="ref2"/>
 550                             </group>
 551                         </group>
 552                     </page>
 553                     </notebook>
 554                 </sheet>
 555                 <div class="oe_chatter">
 556                     <field name="message_ids" widget="mail_thread"/>
 557                 </div>
 558             </form>
 559         </field>
 560     </record>
 561
 562         <!-- Opportunities Tree View -->
 563         <record model="ir.ui.view" id="crm_case_tree_view_oppor">
 564             <field name="name">Opportunities Tree</field>
 565             <field name="model">crm.lead</field>
 566             <field name="type">tree</field>
 567             <field name="arch" type="xml">
 568                 <tree string="Opportunities" fonts="bold:needaction_pending==True" colors="gray:state in ('cancel', 'done');red:date_deadline and (date_deadline &lt; current_date)">
 569                     <field name="date_deadline" invisible="1"/>
 570                     <field name="create_date" groups="base.group_no_one"/>
 571                     <field name="name" string="Opportunity"/>
 572                     <field name="partner_id" string="Customer"/>
 573                     <field name="country_id" invisible="context.get('invisible_country', True)" />
 574                     <field name="date_action"/>
 575                     <field name="title_action" />
 576                     <field name="channel_id" invisible="1"/>
 577                     <field name="type_id" invisible="1"/>
 578                     <field name="subjects" invisible="1"/>
 579                     <field name="stage_id"/>
 580                     <field name="planned_revenue" sum="Expected Revenues"/>
 581                     <field name="probability" widget="progressbar" avg="Avg. of Probability"/>
 582                     <field name="section_id" invisible="context.get('invisible_section', True)" />
 583                     <field name="user_id"/>
 584                     <field name="priority" invisible="1"/>
 585                     <field name="state" groups="base.group_no_one"/>
 586                     <field name="needaction_pending" invisible="1"/>
 587                 </tree>
 588             </field>
 589         </record>
 590
 591
 592     <!-- Opportunities Search View -->
 593     <record id="view_crm_case_opportunities_filter" model="ir.ui.view">
 594         <field name="name">CRM - Opportunities Search</field>
 595         <field name="model">crm.lead</field>
 596         <field name="type">search</field>
 597         <field name="arch" type="xml">
 598             <search string="Search Opportunities">
 599                 <filter icon="terp-mail-message-new"
 600                     string="Inbox" help="Unread messages"
 601                     name="needaction_pending"
 602                     domain="[('needaction_pending','=',True)]"/>
 603                 <field name="name" string="Opportunity / Customer"
 604                     filter_domain="['|','|','|',('partner_id','ilike',self),('partner_name','ilike',self),('email_from','ilike',self),('name', 'ilike', self)]"/>
 605                 <separator orientation="vertical"/>
 606                 <filter icon="terp-check"
 607                     string="New" help="New Opportunities"
 608                     name="new"
 609                     domain="[('state','=','draft')]"/>
 610                 <filter icon="terp-camera_test"
 611                     string="Open" help="Open Opportunities"
 612                     name="open"
 613                     domain="[('state','=','open')]"/>
 614                 <filter string="Unassigned Opportunities"
 615                         icon="terp-personal-"
 616                         domain="[('user_id','=', False)]"
 617                         help="Unassigned Opportunities" />
 618                <filter string="Opportunities Assigned to Me or My Team(s)"  icon="terp-personal+"
 619                         domain="['|', ('section_id.user_id','=',uid), ('section_id.member_ids', 'in', [uid])]"
 620                         context="{'invisible_section': False}"
 621                         help="Opportunities that are assigned to either me or one of the sale teams I manage" />
 622                 <separator orientation="vertical"/>
 623                 <field name="user_id"/>
 624                 <field name="country_id"/>
 625                 <field name="partner_id"/>
 626                 <field name="section_id"
 627                     context="{'invisible_section': False, 'default_section_id': self}"/>
 628                 <newline/>
 629                 <group expand="0" string="Group By..." colspan="16">
 630                     <filter string="Salesperson" icon="terp-personal" domain="[]" context="{'group_by':'user_id'}" />
 631                     <filter string="Team" help="Sales Team" icon="terp-personal+" domain="[]" context="{'group_by':'section_id'}"/>
 632                     <filter string="Customer" help="Partner" icon="terp-personal+" domain="[]" context="{'group_by':'partner_id'}"/>
 633                     <separator orientation="vertical" />
 634                     <filter string="Stage" icon="terp-stage" domain="[]" context="{'group_by':'stage_id'}" />
 635                     <filter string="Priority" icon="terp-rating-rated" domain="[]" context="{'group_by':'priority'}" />
 636                     <filter string="Campaign" icon="terp-gtk-jump-to-rtl" domain="[]" context="{'group_by':'type_id'}"/>
 637                     <filter string="Channel" icon="terp-call-start" domain="[]" context="{'group_by':'channel_id'}" />
 638                     <filter string="Status" icon="terp-stock_effects-object-colorize" domain="[]" context="{'group_by':'state'}"/>
 639                     <separator orientation="vertical" />
 640                     <filter string="Creation" icon="terp-go-month" domain="[]" context="{'group_by':'create_date'}" groups="base.group_no_one"/>
 641                     <filter string="Exp.Closing" icon="terp-go-month" help="Expected Closing" domain="[]" context="{'group_by':'date_deadline'}" />
 642                 </group>
 643                 <group string="Display">
 644                     <filter string="Show Sales Team"
 645                         icon="terp-personal+"
 646                         context="{'invisible_section': False}"
 647                         domain="[]"
 648                         help="Show Sales Team"/>
 649                 </group>
 650             </search>
 651         </field>
 652     </record>
 653
 654     </data>
 655 </openerp>