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