<field name="arch" type="xml">
<search string="Stage Search">
<field name="name" string="Stage Name"/>
- <separator orientation="vertical"/>
<field name="state"/>
<field name="type"/>
</search>
<field name="type">search</field>
<field name="arch" type="xml">
<search string="Search Leads">
- <filter icon="terp-mail-message-new"
- string="Inbox" help="Unread messages"
- name="needaction_pending"
- domain="[('needaction_pending','=',True)]"/>
<field name="name" string="Lead / Customer" filter_domain="['|','|',('partner_name','ilike',self),('email_from','ilike',self),('name','ilike',self)]"/>
- <!-- subjects is not set as store=True so, it is placed outside filter_domain-->
- <field name="subjects"/>
- <separator orientation="vertical"/>
+ <field name="subjects"/>
<field name="create_date"/>
- <separator orientation="vertical"/>
- <filter icon="terp-check"
- string="New"
- name="new" help="New Leads"
- domain="[('state','=','draft')]"/>
- <filter icon="terp-camera_test"
- string="Open"
- name="open"
- domain="[('state','=','open')]"/>
- <filter string="Unassigned Leads"
- icon="terp-personal-"
- domain="[('user_id','=', False)]"
- help="Unassigned Leads" />
- <filter string="Leads Assigned to Me or My Team(s)"
- icon="terp-personal+"
- context="{'invisible_section': False}"
- domain="['|', ('section_id.user_id','=',uid), ('section_id.member_ids', 'in', [uid])]"
- help="Leads that are assigned to one of the sale teams I manage, or to me"/>
- <separator orientation="vertical"/>
<field name="user_id"/>
- <field name="section_id" widget="selection"
- context="{'invisible_section': False}"/>
+ <field name="section_id" context="{'invisible_section': False}"/>
<field name="country_id" context="{'invisible_country': False}"/>
- <separator orientation="vertical"/>
- <newline/>
+ <filter icon="terp-mail-message-new" string="Inbox" help="Unread messages" name="needaction_pending" domain="[('needaction_pending','=',True)]"/>
+ <!-- subjects is not set as store=True so, it is placed outside filter_domain-->
+ <separator/>
+ <filter icon="terp-check" string="New" name="new" help="New Leads" domain="[('state','=','draft')]"/>
+ <filter icon="terp-camera_test" string="Open" name="open" domain="[('state','=','open')]"/>
+ <separator/>
+ <filter string="Unassigned Leads" icon="terp-personal-" domain="[('user_id','=', False)]" help="Unassigned Leads" />
+ <separator/>
+ <filter string="Leads Assigned to Me or My Team(s)" icon="terp-personal+" context="{'invisible_section': False}"
+ domain="['|', ('section_id.user_id','=',uid), ('section_id.member_ids', 'in', [uid])]"
+ help="Leads that are assigned to one of the sale teams I manage, or to me"/>
<group expand="0" string="Group By...">
<filter string="Salesperson" icon="terp-personal" domain="[]" context="{'group_by':'user_id'}"/>
<filter string="Team" icon="terp-personal+" domain="[]" context="{'group_by':'section_id'}"/>
<filter string="Referrer" icon="terp-personal" domain="[]" context="{'group_by':'referred'}"/>
- <separator orientation="vertical"/>
<filter string="Category" icon="terp-stock_symbol-selection" domain="[]" context="{'group_by':'categ_id'}"/>
- <filter string="Campaign" icon="terp-gtk-jump-to-rtl"
- domain="[]" context="{'group_by':'type_id'}" />
- <filter string="Channel" icon="terp-call-start"
- domain="[]" context="{'group_by':'channel_id'}" />
- <separator orientation="vertical"/>
+ <filter string="Campaign" icon="terp-gtk-jump-to-rtl" domain="[]" context="{'group_by':'type_id'}" />
+ <filter string="Channel" icon="terp-call-start" domain="[]" context="{'group_by':'channel_id'}" />
<filter string="Stage" icon="terp-stage" domain="[]" context="{'group_by':'stage_id'}"/>
<filter string="Status" icon="terp-stock_effects-object-colorize" domain="[]" context="{'group_by':'state'}"/>
- <separator orientation="vertical" groups="base.group_no_one"/>
- <filter string="Creation" help="Create date" icon="terp-go-month"
- domain="[]" context="{'group_by':'create_date'}" groups="base.group_no_one"/>
+ <filter string="Creation" help="Create date" icon="terp-go-month" domain="[]" context="{'group_by':'create_date'}" groups="base.group_no_one"/>
</group>
- <separator orientation="vertical"/>
<group string="Display">
<filter string="Show Countries" icon="terp-personal+" context="{'invisible_country': False}" help="Show Countries"/>
- <filter string="Show Sales Team"
- icon="terp-personal+"
- context="{'invisible_section': False}"
- domain="[]"
- help="Show Sales Team"/>
+ <filter string="Show Sales Team" icon="terp-personal+" context="{'invisible_section': False}" domain="[]" help="Show Sales Team"/>
</group>
</search>
</field>
<field name="type">search</field>
<field name="arch" type="xml">
<search string="Search Opportunities">
- <filter icon="terp-mail-message-new"
- string="Inbox" help="Unread messages"
- name="needaction_pending"
- domain="[('needaction_pending','=',True)]"/>
<field name="name" string="Opportunity / Customer"
filter_domain="['|','|','|',('partner_id','ilike',self),('partner_name','ilike',self),('email_from','ilike',self),('name', 'ilike', self)]"/>
- <separator orientation="vertical"/>
- <filter icon="terp-check"
- string="New" help="New Opportunities"
- name="new"
- domain="[('state','=','draft')]"/>
- <filter icon="terp-camera_test"
- string="Open" help="Open Opportunities"
- name="open"
- domain="[('state','=','open')]"/>
- <filter string="Unassigned Opportunities"
- icon="terp-personal-"
- domain="[('user_id','=', False)]"
- help="Unassigned Opportunities" />
- <filter string="Opportunities Assigned to Me or My Team(s)" icon="terp-personal+"
- domain="['|', ('section_id.user_id','=',uid), ('section_id.member_ids', 'in', [uid])]"
- context="{'invisible_section': False}"
- help="Opportunities that are assigned to either me or one of the sale teams I manage" />
- <separator orientation="vertical"/>
<field name="user_id"/>
<field name="country_id"/>
<field name="partner_id"/>
- <field name="section_id"
- context="{'invisible_section': False, 'default_section_id': self}"/>
- <newline/>
+ <field name="section_id" context="{'invisible_section': False, 'default_section_id': self}"/>
+ <filter icon="terp-mail-message-new" string="Inbox" help="Unread messages" name="needaction_pending" domain="[('needaction_pending','=',True)]"/>
+ <separator/>
+ <filter icon="terp-check" string="New" help="New Opportunities" name="new" domain="[('state','=','draft')]"/>
+ <filter icon="terp-camera_test" string="Open" help="Open Opportunities" name="open" domain="[('state','=','open')]"/>
+ <separator/>
+ <filter string="Unassigned Opportunities" icon="terp-personal-" domain="[('user_id','=', False)]" help="Unassigned Opportunities" />
+ <separator/>
+ <filter string="Opportunities Assigned to Me or My Team(s)" icon="terp-personal+"
+ domain="['|', ('section_id.user_id','=',uid), ('section_id.member_ids', 'in', [uid])]" context="{'invisible_section': False}"
+ help="Opportunities that are assigned to either me or one of the sale teams I manage" />
<group expand="0" string="Group By..." colspan="16">
<filter string="Salesperson" icon="terp-personal" domain="[]" context="{'group_by':'user_id'}" />
<filter string="Team" help="Sales Team" icon="terp-personal+" domain="[]" context="{'group_by':'section_id'}"/>
<filter string="Customer" help="Partner" icon="terp-personal+" domain="[]" context="{'group_by':'partner_id'}"/>
- <separator orientation="vertical" />
<filter string="Stage" icon="terp-stage" domain="[]" context="{'group_by':'stage_id'}" />
<filter string="Priority" icon="terp-rating-rated" domain="[]" context="{'group_by':'priority'}" />
<filter string="Category" icon="terp-stock_symbol-selection" domain="[]" context="{'group_by':'categ_id'}" />
<filter string="Campaign" icon="terp-gtk-jump-to-rtl" domain="[]" context="{'group_by':'type_id'}"/>
<filter string="Channel" icon="terp-call-start" domain="[]" context="{'group_by':'channel_id'}" />
<filter string="Status" icon="terp-stock_effects-object-colorize" domain="[]" context="{'group_by':'state'}"/>
- <separator orientation="vertical" />
<filter string="Creation" icon="terp-go-month" domain="[]" context="{'group_by':'create_date'}" groups="base.group_no_one"/>
<filter string="Exp.Closing" icon="terp-go-month" help="Expected Closing" domain="[]" context="{'group_by':'date_deadline'}" />
</group>
<group string="Display">
- <filter string="Show Sales Team"
- icon="terp-personal+"
- context="{'invisible_section': False}"
- domain="[]"
- help="Show Sales Team"/>
+ <filter string="Show Sales Team" icon="terp-personal+" context="{'invisible_section': False}" domain="[]" help="Show Sales Team"/>
</group>
</search>
</field>