addons/crm/crm_lead_view.xml

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