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="arch" type="xml">
  14                 <search string="Stage Search">
  15                     <field name="name" string="Stage Name"/>
  16                     <field name="state"/>
  17                     <field name="type"/>
  18                 </search>
  19             </field>
  20         </record>
  21
  22         <!-- Stage Form view -->
  23         <record id="crm_lead_stage_act" model="ir.actions.act_window">
  24             <field name="name">Stages</field>
  25             <field name="res_model">crm.case.stage</field>
  26             <field name="view_type">form</field>
  27             <field name="view_id" ref="crm.crm_case_stage_tree"/>
  28             <field name="help" type="html">
  29               <p class="oe_view_nocontent_create">
  30                 Click to set a new stage in your lead/opportunity pipeline.
  31               </p><p>
  32                 Stages will allow salespersons to easily track how a specific
  33                 lead or opportunity is positioned in the sales cycle.
  34               </p>
  35             </field>
  36         </record>
  37
  38         <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"/>
  39
  40         <!--
  41             LEADS/OPPORTUNITIES CATEGORIES
  42         -->
  43
  44         <!-- Categories Form View -->
  45         <record id="crm_lead_categ_action" model="ir.actions.act_window">
  46             <field name="name">Sales Tags</field>
  47             <field name="res_model">crm.case.categ</field>
  48             <field name="view_type">form</field>
  49             <field name="view_id" ref="crm_case_categ_tree-view"/>
  50             <field name="context" eval="{'object_id': ref('model_crm_lead')}"/>
  51             <field name="domain">[('object_id.model', '=', 'crm.lead')]</field>
  52             <field name="help" type="html">
  53               <p class="oe_view_nocontent_create">
  54                 Click to define a new sales tag.
  55               </p><p>
  56                 Create specific tags that fit your company's activities
  57                 to better classify and analyse your leads and opportunities.
  58                 Such categories could for instance reflect your product
  59                 structure or the different types of sales you do.
  60               </p>
  61             </field>
  62         </record>
  63
  64         <menuitem action="crm_lead_categ_action"
  65             id="menu_crm_lead_categ" name="Sales Tags"
  66             parent="base.menu_crm_config_lead" sequence="1" groups="base.group_no_one"/>
  67
  68         <!--
  69             LEADS
  70         -->
  71         <act_window
  72                 id="act_crm_opportunity_crm_phonecall_new"
  73                 name="Phone calls"
  74                 groups="base.group_sale_salesman"
  75                 res_model="crm.phonecall"
  76                 view_mode="tree,calendar,form"
  77                 context="{'default_duration': 1.0 ,'default_opportunity_id': active_id}"
  78                 view_type="form"/>
  79
  80         <act_window
  81                 id="act_crm_opportunity_crm_meeting_new"
  82                 name="Meetings"
  83                 res_model="crm.meeting"
  84                 view_mode="tree,form,calendar"
  85                 context="{'default_duration': 4.0, 'default_opportunity_id': active_id}"
  86                 view_type="form"/>
  87
  88
  89         <!-- CRM Lead Form View  -->
  90         <record model="ir.ui.view" id="crm_case_form_view_leads">
  91         <field name="name">CRM - Leads Form</field>
  92         <field name="model">crm.lead</field>
  93         <field name="arch" type="xml">
  94             <form string="Leads Form" version="7.0">
  95                 <header>
  96                     <button name="%(crm.action_crm_lead2opportunity_partner)d" string="Convert to Opportunity" type="action"
  97                             states="draft,open,pending" help="Convert to Opportunity" class="oe_highlight"/>
  98                     <button name="case_reset" string="Reset" type="object"
  99                             states="cancel"/>
 100                     <button name="case_cancel" string="Cancel Case" type="object"
 101                             states="draft,open,pending"/>
 102                     <field name="stage_id" widget="statusbar" clickable="True"
 103                             on_change="onchange_stage_id(stage_id)"/>
 104                 </header>
 105                 <sheet>
 106                     <div class="oe_right oe_button_box" name="buttons">
 107                         <button type="action"
 108                             name="%(act_crm_opportunity_crm_phonecall_new)d"
 109                             string="Phone Calls"/>
 110                     </div>
 111                     <div class="oe_title">
 112                         <label for="name" class="oe_edit_only"/>
 113                         <h1><field name="name" placeholder="Describe the lead..."/></h1>
 114                     </div>
 115                     <group>
 116                         <group>
 117                             <field name="partner_name" string="Company Name"/>
 118                             <!-- Preload all the partner's information -->
 119                             <field name="partner_id" string="Customer"
 120                                 on_change="on_change_partner(partner_id)"
 121                                 options='{"create_name_field": "name"}'
 122                                 context="{'default_name': contact_name, 'default_street': street, 'default_city': city, 'default_state_id': state_id, 'default_zip': zip, 'default_country_id': country_id, 'default_function': function, 'default_phone': phone, 'default_mobile': mobile, 'default_fax': fax, 'default_email': email_from, 'default_user_id': user_id, 'default_section_id': section_id}"/>
 123                             <label for="street" string="Address"/>
 124                             <div>
 125                                 <field name="street" placeholder="Street..."/>
 126                                 <field name="street2"/>
 127                                 <div class="address_format">
 128                                     <field name="city" placeholder="City" style="width: 40%%"/>
 129                                     <field name="state_id" on_change="onchange_state(state_id)" options='{"no_open": True}' placeholder="State" style="width: 24%%"/>
 130                                     <field name="zip" placeholder="ZIP" style="width: 34%%"/>
 131                                 </div>
 132                                 <field name="country_id" placeholder="Country" options='{"no_open": True}'/>
 133                             </div>
 134                         </group>
 135                         <group>
 136                             <label for="contact_name"/>
 137                             <div>
 138                                 <field name="contact_name" class="oe_inline"/><span attrs="{'invisible': [('title', '=', '')]}">, </span>
 139                                 <field name="title" placeholder="Title" domain="[('domain', '=', 'contact')]" class="oe_inline" options='{"no_open": True}'/>
 140                             </div>
 141                             <field name="email_from" widget="email"/>
 142                             <field name="function"/>
 143                             <field name="phone"/>
 144                             <field name="mobile"/>
 145                             <field name="fax"/>
 146                             <!--
 147                             This should be integrated in Open Chatter
 148                             <button string="Mail"
 149                                 name="%(mail.action_email_compose_message_wizard)d"
 150                                 icon="terp-mail-message-new" type="action" colspan="1"/>
 151                             -->
 152                         </group>
 153                         <group>
 154                             <field name="user_id"/>
 155                             <label for="section_id"/>
 156                             <div>
 157                                 <field name="section_id"/>
 158                                 <button name="case_escalate" string="Escalate" type="object" attrs="{'invisible': ['|', ('section_id','=',False), ('state', 'not in', ['draft','open','pending'])]}"/>
 159                             </div>
 160                             <field name="type" invisible="1"/>
 161                         </group>
 162                         <group>
 163                             <field name="priority"/>
 164                             <field name="categ_ids"
 165                                 widget="many2many_tags"
 166                                 domain="[('object_id.model','=','crm.lead')]"
 167                                 context="{'object_name': 'crm.lead'}"
 168                             />
 169                         </group>
 170                     </group>
 171                     <notebook colspan="4">
 172                     <page string="Internal Notes">
 173                         <field name="description"/>
 174                     </page>
 175                     <page string="Extra Info">
 176                         <group>
 177                             <group string="Categorization" groups="base.group_multi_company,base.group_no_one" name="categorization">
 178                                 <field name="company_id"
 179                                     groups="base.group_multi_company"
 180                                     widget="selection" colspan="2"/>
 181                                 <field name="state" groups="base.group_no_one"/>
 182                             </group>
 183                             <group string="Mailings">
 184                                 <field name="opt_out"/>
 185                             </group>
 186                             <group string="Misc">
 187                                 <field name="active"/>
 188                                 <field name="referred"/>
 189                             </group>
 190                         </group>
 191                     </page>
 192                     </notebook>
 193                 </sheet>
 194                 <div class="oe_chatter">
 195                     <field name="message_follower_ids" widget="mail_followers"/>
 196                     <field name="message_ids" widget="mail_thread"/>
 197                 </div>
 198             </form>
 199         </field>
 200         </record>
 201
 202         <!-- CRM Lead Graph View -->
 203         <record model="ir.ui.view" id="crm_case_graph_view_leads">
 204             <field name="name">Opportunities</field>
 205             <field name="model">crm.lead</field>
 206             <field name="arch" type="xml">
 207                 <graph string="Opportunities" type="bar">
 208                     <field name="stage_id"/>
 209                     <field name="planned_revenue" operator="+"/>
 210                 </graph>
 211             </field>
 212         </record>
 213
 214         <!-- CRM Lead Tree View -->
 215         <record model="ir.ui.view" id="crm_case_tree_view_leads">
 216             <field name="name">Leads</field>
 217             <field name="model">crm.lead</field>
 218             <field name="arch" type="xml">
 219                 <tree string="Leads" fonts="bold:message_unread==True" colors="grey:state in ('cancel', 'done')">
 220                     <field name="date_deadline" invisible="1"/>
 221                     <field name="create_date"/>
 222                     <field name="name"/>
 223                     <field name="contact_name"/>
 224                     <field name="country_id" invisible="context.get('invisible_country', True)"/>
 225                     <field name="email_from"/>
 226                     <field name="phone"/>
 227                     <field name="stage_id"/>
 228                     <field name="user_id" invisible="1"/>
 229                     <field name="partner_id" invisible="1"/>
 230                     <field name="section_id" invisible="context.get('invisible_section', True)"/>
 231                     <field name="state" invisible="1"/>
 232                     <field name="type_id" invisible="1"/>
 233                     <field name="referred" invisible="1"/>
 234                     <field name="channel_id" invisible="1"/>
 235                     <field name="message_unread" invisible="1"/>
 236                 </tree>
 237             </field>
 238         </record>
 239
 240
 241         <!-- CRM Lead Calendar View -->
 242         <record model="ir.ui.view" id="crm_case_calendar_view_leads">
 243             <field name="name">CRM - Leads Calendar</field>
 244             <field name="model">crm.lead</field>
 245             <field name="priority" eval="2"/>
 246             <field name="arch" type="xml">
 247                 <calendar string="Leads Generation"
 248                     date_start="date_action" color="user_id">
 249                     <field name="name"/>
 250                     <field name="partner_name"/>
 251                 </calendar>
 252             </field>
 253         </record>
 254
 255         <!-- CRM Lead Kanban View  -->
 256         <record model="ir.ui.view" id="crm_case_kanban_view_leads">
 257             <field name="name">CRM - Leads Kanban</field>
 258             <field name="model">crm.lead</field>
 259             <field name="arch" type="xml">
 260                 <kanban default_group_by="stage_id">
 261                     <field name="state" groups="base.group_no_one"/>
 262                     <field name="stage_id"/>
 263                     <field name="color"/>
 264                     <field name="priority"/>
 265                     <field name="planned_revenue" sum="Expected Revenues"/>
 266                     <field name="user_email"/>
 267                     <field name="user_id"/>
 268                     <field name="partner_address_email"/>
 269                     <field name="message_summary"/>
 270                     <field name="message_unread"/>
 271                     <templates>
 272                         <field name="date_deadline"/>
 273                         <t t-name="kanban-box">
 274                             <div t-attf-class="oe_kanban_color_#{kanban_getcolor(record.color.raw_value)} oe_kanban_card oe_kanban_global_click">
 275                                 <div class="oe_dropdown_toggle oe_dropdown_kanban">
 276                                     <span class="oe_e">í</span>
 277                                     <ul class="oe_dropdown_menu">
 278                                         <t t-if="widget.view.is_action_enabled('edit')"><li><a type="edit">Edit...</a></li></t>
 279                                         <t t-if="widget.view.is_action_enabled('delete')"><li><a type="delete">Delete</a></li></t>
 280                                         <li><a name="%(mail.action_email_compose_message_wizard)d" type="action">Send Email</a></li>
 281                                         <li><a name="%(opportunity2phonecall_act)d" type="action">Schedule/Log Call</a></li>
 282                                         <li><a name="action_makeMeeting" type="object">Schedule Meeting</a></li>
 283                                         <li><ul class="oe_kanban_colorpicker" data-field="color"/></li>
 284                                     </ul>
 285                                 </div>
 286                                 <div class="oe_kanban_content">
 287                                     <div>
 288                                         <b><field name="name"/></b>
 289                                         <t t-if="record.planned_revenue.raw_value">
 290                                             - <b><t t-esc="record.planned_revenue.value"/>
 291                                             <field name="company_currency"/></b>
 292                                         </t>
 293                                     </div>
 294                                     <div>
 295                                         <field name="partner_id"/>
 296                                     </div>
 297                                     <div style="padding-left: 0.5em">
 298                                         <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>
 299                                         <span t-attf-class="#{red || ''}"><field name="date_action"/></span>
 300                                         <t t-if="record.date_action.raw_value"> : </t>
 301                                         <field name="title_action"/>
 302                                     </div>
 303                                     <div class="oe_kanban_bottom_right">
 304                                         <a t-if="record.priority.raw_value == 1" type="object" name="set_normal_priority" class="oe_e oe_star_on">7</a>
 305                                         <a t-if="record.priority.raw_value != 1" type="object" name="set_high_priority" class="oe_e oe_star_off">7</a>
 306                                         <img t-att-src="kanban_image('res.users', 'image_small', record.user_id.raw_value)" t-att-title="record.user_id.value" width="24" height="24" class="oe_kanban_avatar" t-if="record.user_id.value"/>
 307                                     </div>
 308                                     <div class="oe_kanban_footer_left">
 309                                         <t t-raw="record.message_summary.raw_value"/>
 310                                     </div>
 311                                 </div>
 312                                 <div class="oe_clear"></div>
 313                             </div>
 314                         </t>
 315                     </templates>
 316                 </kanban>
 317             </field>
 318         </record>
 319
 320         <!-- CRM Lead Search View -->
 321         <record id="view_crm_case_leads_filter" model="ir.ui.view">
 322             <field name="name">CRM - Leads Search</field>
 323             <field name="model">crm.lead</field>
 324             <field name="arch" type="xml">
 325                 <search string="Search Leads">
 326                     <field name="name" string="Lead / Customer" filter_domain="['|','|',('partner_name','ilike',self),('email_from','ilike',self),('name','ilike',self)]"/>
 327                     <field name="categ_ids" string="Category" filter_domain="[('categ_ids','ilike',self)]"/>
 328                     <field name="section_id" context="{'invisible_section': False, 'default_section_id': self}"/>
 329                     <field name="user_id"/>
 330                     <field name="partner_id"/>
 331                     <field name="create_date"/>
 332                     <field name="country_id" context="{'invisible_country': False}"/>
 333                     <separator/>
 334                     <filter string="Open" name="open" domain="[('state','!=','cancel')]" help="Open Leads"/>
 335                     <filter string="Dead" name="dead" domain="[('state','=','cancel')]"/>
 336                     <filter string="Unassigned" domain="[('user_id','=', False)]" help="No salesperson"/>
 337                     <filter string="Unread Messages" name="message_unread" domain="[('message_unread','=',True)]" help="Unread messages"/>
 338                     <filter string="Assigned to Me"
 339                             domain="[('user_id','=',uid)]" context="{'invisible_section': False}"
 340                             help="Leads that are assigned to me"/>
 341                     <filter string="Assigned to My Team(s)"
 342                             domain="[('section_id.member_ids', 'in', [uid])]" context="{'invisible_section': False}"
 343                             help="Leads that are assigned to any sales teams I am member of"/>
 344                     <separator/>
 345                     <group expand="0" string="Group By...">
 346                         <filter string="Salesperson" domain="[]" context="{'group_by':'user_id'}"/>
 347                         <filter string="Team" domain="[]" context="{'group_by':'section_id'}"/>
 348                         <filter string="Stage" domain="[]" context="{'group_by':'stage_id'}"/>
 349                         <filter string="Customer" help="Partner" domain="[]" context="{'group_by':'partner_id'}"/>
 350                         <filter string="Country" domain="[]" context="{'group_by':'country_id'}"/>
 351                         <filter string="Stage" domain="[]" context="{'group_by':'stage_id'}"/>
 352                         <filter string="Referrer" domain="[]" context="{'group_by':'referred'}"/>
 353                         <filter string="Campaign" domain="[]" context="{'group_by':'type_id'}"/>
 354                         <filter string="Channel" domain="[]" context="{'group_by':'channel_id'}"/>
 355                         <filter string="Creation" domain="[]" context="{'group_by':'create_date'}" groups="base.group_no_one"/>
 356                     </group>
 357                     <group string="Display">
 358                         <filter string="Show Countries" context="{'invisible_country': False}" help="Show Countries"/>
 359                         <filter string="Show Sales Team" context="{'invisible_section': False}" domain="[]" help="Show Sales Team"/>
 360                     </group>
 361                 </search>
 362             </field>
 363         </record>
 364
 365
 366         <!--
 367             OPPORTUNITY
 368         -->
 369
 370         <!-- Opportunities Form View -->
 371         <record model="ir.ui.view" id="crm_case_form_view_oppor">
 372             <field name="name">Opportunities</field>
 373             <field name="model">crm.lead</field>
 374             <field name="priority">20</field>
 375             <field name="arch" type="xml">
 376                 <form string="Opportunities" version="7.0">
 377                     <header>
 378                         <button name="case_mark_won" string="Mark Won" type="object"
 379                                 states="draft,open,pending" class="oe_highlight"/>
 380                         <button name="case_mark_lost" string="Mark Lost" type="object"
 381                                 states="draft,open" class="oe_highlight"/>
 382                         <field name="stage_id" widget="statusbar" clickable="True"/>
 383                     </header>
 384                     <sheet>
 385                         <div class="oe_right oe_button_box">
 386                             <button string="Schedule/Log Call"
 387                                 name="%(opportunity2phonecall_act)d"
 388                                 type="action"/>
 389                             <button string="Meeting"
 390                                 name="action_makeMeeting"
 391                                 type="object"
 392                                 context="{'search_default_attendee_id': active_id, 'default_attendee_id' : active_id}"/>
 393                         </div>
 394                         <div class="oe_title">
 395                             <label for="name" class="oe_edit_only"/>
 396                             <h1><field name="name"/></h1>
 397                             <label for="planned_revenue" class="oe_edit_only"/>
 398                             <h2>
 399                                 <field name="company_currency" invisible="1"/>
 400                                 <field name="planned_revenue" class="oe_inline" widget='monetary' options="{'currency_field': 'company_currency'}"/>
 401                                 <span class="oe_grey"> at </span>
 402                                 <field name="probability" class="oe_inline" widget="integer"/>%%
 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"/> <label string="-" attrs="{'invisible': ['|', ('date_action', '=', False), ('title_action', '=', False)]}"/>
 419                                     <field name="title_action" class="oe_inline" nolabel="1" placeholder="e.g. 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                                 <label for="section_id"/>
 428                                 <div>
 429                                     <field name="section_id" widget="selection"/>
 430                                     <button name="case_escalate" string="Escalate" type="object" class="oe_link" attrs="{'invisible': ['|', ('section_id','=',False), ('state', 'not in', ['draft','open','pending'])]}"/>
 431                                 </div>
 432                             </group>
 433                             <group>
 434                                 <field name="categ_ids"
 435                                     string="Categories" widget="many2many_tags"
 436                                     context = "{'object_name': 'crm.lead'}"
 437                                     domain="[('object_id.model', '=', 'crm.lead')]"/>
 438
 439                             </group>
 440                         </group>
 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 class="address_format">
 455                                             <field name="city" placeholder="City" style="width: 40%%"/>
 456                                             <field name="state_id" options='{"no_open": True}' on_change="onchange_state(state_id)" placeholder="State" style="width: 24%%"/>
 457                                             <field name="zip" placeholder="ZIP" style="width: 34%%"/>
 458                                         </div>
 459                                         <field name="country_id" placeholder="Country" options='{"no_open": True}'/>
 460                                     </div>
 461                                 </group>
 462
 463                                 <group>
 464                                     <label for="contact_name"/>
 465                                     <div>
 466                                         <field name="contact_name" class="oe_inline"/>
 467                                         <field name="title" placeholder="Title" domain="[('domain', '=', 'contact')]" options='{"no_open": True}' class="oe_inline"/>
 468                                     </div>
 469                                     <field name="function"/>
 470                                     <field name="mobile"/>
 471                                     <field name="fax"/>
 472                                 </group>
 473                                 <group string="Mailings" name="mailings">
 474                                     <field name="opt_out"/>
 475                                 </group>
 476                                 <group string="Misc">
 477                                     <field name="active"/>
 478                                     <field name="day_open" groups="base.group_no_one"/>
 479                                     <field name="day_close" groups="base.group_no_one"/>
 480                                     <field name="referred"/>
 481                                     <field name="state" invisible="1"/>
 482                                     <field name="type" invisible="1"/>
 483                                 </group>
 484                                 <group string="References">
 485                                     <field name="ref"/>
 486                                     <field name="ref2"/>
 487                                 </group>
 488                             </group>
 489                         </page>
 490                         <page string="Fund Raising" groups="crm.group_fund_raising">
 491                             <group>
 492                                 <field name="payment_mode" widget="selection"/>
 493                                 <field name="planned_cost"/>
 494                             </group>
 495                         </page>
 496                         </notebook>
 497                     </sheet>
 498                     <div class="oe_chatter">
 499                         <field name="message_follower_ids" widget="mail_followers"/>
 500                         <field name="message_ids" widget="mail_thread"/>
 501                     </div>
 502                 </form>
 503             </field>
 504         </record>
 505
 506         <!-- Opportunities Tree View -->
 507         <record model="ir.ui.view" id="crm_case_tree_view_oppor">
 508             <field name="name">Opportunities Tree</field>
 509             <field name="model">crm.lead</field>
 510             <field name="arch" type="xml">
 511                 <tree string="Opportunities" fonts="bold:message_unread==True" colors="gray:state in ('cancel', 'done');red:date_deadline and (date_deadline &lt; current_date)">
 512                     <field name="date_deadline" invisible="1"/>
 513                     <field name="create_date"/>
 514                     <field name="name" string="Opportunity"/>
 515                     <field name="partner_id" string="Customer"/>
 516                     <field name="country_id" invisible="context.get('invisible_country', True)"/>
 517                     <field name="date_action"/>
 518                     <field name="title_action"/>
 519                     <field name="channel_id" invisible="1"/>
 520                     <field name="type_id" invisible="1"/>
 521                     <field name="stage_id"/>
 522                     <field name="planned_revenue" sum="Expected Revenues"/>
 523                     <field name="probability" avg="Avg. of Probability"/>
 524                     <field name="section_id" invisible="context.get('invisible_section', True)"/>
 525                     <field name="user_id"/>
 526                     <field name="referred" invisible="1"/>
 527                     <field name="priority" invisible="1"/>
 528                     <field name="message_unread" invisible="1"/>
 529                     <field name="state" invisible="1"/>
 530                 </tree>
 531             </field>
 532         </record>
 533
 534
 535         <!-- Opportunities Search View -->
 536         <record id="view_crm_case_opportunities_filter" model="ir.ui.view">
 537             <field name="name">CRM - Opportunities Search</field>
 538             <field name="model">crm.lead</field>
 539             <field name="arch" type="xml">
 540                 <search string="Search Opportunities">
 541                     <field name="name" string="Opportunity" filter_domain="['|','|','|',('partner_id','ilike',self),('partner_name','ilike',self),('email_from','ilike',self),('name', 'ilike', self)]"/>
 542                     <field name="categ_ids" string="Category" filter_domain="[('categ_ids','ilike', self)]"/>
 543                     <field name="section_id" context="{'invisible_section': False, 'default_section_id': self}"/>
 544                     <field name="user_id"/>
 545                     <field name="partner_id"/>
 546                     <separator/>
 547                     <filter string="New" name="new" domain="[('state','=','draft')]" help="New Opportunities"/>
 548                     <filter string="In Progress" name="open" domain="[('state','=','open')]" help="Open Opportunities"/>
 549                     <filter string="Won" name="won" domain="[('state','=','done')]"/>
 550                     <filter string="Lost" name="lost" domain="[('state','=','cancel')]"/>
 551                     <filter string="Unassigned" domain="[('user_id','=', False)]" help="No salesperson"/>
 552                     <filter string="Unread Messages" name="message_unread" domain="[('message_unread','=',True)]" help="Unread messages"/>
 553                     <filter string="Assigned to Me"
 554                             domain="[('user_id','=',uid)]" context="{'invisible_section': False}"
 555                             help="Opportunities that are assigned to me"/>
 556                     <filter string="Assigned to My Team(s)"
 557                             domain="[('section_id.member_ids', 'in', [uid])]" context="{'invisible_section': False}"
 558                             help="Opportunities that are assigned to any sales teams I am member of"/>
 559                     <separator/>
 560                     <group expand="0" string="Group By..." colspan="16">
 561                         <filter string="Salesperson" domain="[]" context="{'group_by':'user_id'}"/>
 562                         <filter string="Team" domain="[]" context="{'group_by':'section_id'}"/>
 563                         <filter string="Stage" domain="[]" context="{'group_by':'stage_id'}"/>
 564                         <filter string="Customer" help="Partner" domain="[]" context="{'group_by':'partner_id'}"/>
 565                         <filter string="Country" domain="[]" context="{'group_by':'country_id'}"/>
 566                         <filter string="Priority" domain="[]" context="{'group_by':'priority'}"/>
 567                         <filter string="Expected Closing" domain="[]" context="{'group_by':'date_deadline'}"/>
 568                         <filter string="Referrer" domain="[]" context="{'group_by':'referred'}"/>
 569                         <filter string="Campaign" domain="[]" context="{'group_by':'type_id'}"/>
 570                         <filter string="Channel" domain="[]" context="{'group_by':'channel_id'}"/>
 571                         <filter string="Creation" domain="[]" context="{'group_by':'create_date'}" groups="base.group_no_one"/>
 572                     </group>
 573                     <group string="Display">
 574                         <filter string="Show Sales Team" context="{'invisible_section': False}" domain="[]" help="Show Sales Team"/>
 575                         <filter string="Show Countries" context="{'invisible_country': False}" help="Show Countries"/>
 576                     </group>
 577                 </search>
 578             </field>
 579         </record>
 580
 581     </data>
 582 </openerp>