5 <!-- Stage Search view -->
6 <record id="crm_lead_stage_search" model="ir.ui.view">
7 <field name="name">Stage - Search</field>
8 <field name="model">crm.case.stage</field>
9 <field name="type">search</field>
10 <field name="arch" type="xml">
11 <search string="Stage Search">
17 <!--Lead Stage Form view -->
18 <record id="crm_lead_stage_act" model="ir.actions.act_window">
19 <field name="name">Stages</field>
20 <field name="res_model">crm.case.stage</field>
21 <field name="view_type">form</field>
22 <field name="view_id" ref="crm.crm_case_stage_tree"/>
23 <field name="help">Add specific stages to leads and opportunities allowing your sales to better organise their sales pipeline. Stages will allow them to easily track how a specific lead or opportunity is positioned in the sales cycle.</field>
26 <menuitem action="crm_lead_stage_act" id="menu_crm_lead_stage_act" name="Stages"
27 groups="base.group_no_one" sequence="0"
28 parent="base.menu_crm_config_lead" />
31 <!-- Lead/Opportunity Categories Action -->
33 <record id="crm_lead_categ_action" model="ir.actions.act_window">
34 <field name="name">Categories</field>
35 <field name="res_model">crm.case.categ</field>
36 <field name="view_type">form</field>
37 <field name="view_id" ref="crm_case_categ_tree-view"/>
38 <field name="context" eval="{'object_id': ref('model_crm_lead')}"/>
39 <field name="domain">[('object_id.model', '=', 'crm.lead')]</field>
40 <field name="help">Create specific categories that fit your company's activities to better classify and analyse your leads and opportunities. Such categories could for instance reflect your product structure or the different types of sales you do.</field>
43 <menuitem action="crm_lead_categ_action"
44 id="menu_crm_lead_categ" name="Categories"
45 parent="base.menu_crm_config_lead" sequence="1" groups="base.group_no_one"/>
48 <!-- CRM Lead Form View -->
49 <record model="ir.ui.view" id="crm_case_form_view_leads">
50 <field name="name">CRM - Leads Form</field>
51 <field name="model">crm.lead</field>
52 <field name="type">form</field>
53 <field name="arch" type="xml">
54 <form string="Leads Form" layout="manual">
55 <div class="oe_form_topbar">
56 <button name="case_cancel" string="Cancel" states="draft,open,pending" type="object" icon="gtk-cancel" />
57 <button name="case_open" string="Open" states="draft,pending" type="object" icon="gtk-go-forward" />
58 <button name="case_mark_lost" string="Close" states="open,pending" type="object" icon="gtk-close" />
59 <button name="case_pending" string="Pending" states="open" type="object" icon="gtk-media-pause" />
60 <button name="case_escalate" string="Escalate" states="open,pending" type="object" icon="gtk-go-up" />
61 <button name="case_reset" string="Reset to Draft" states="done,cancel" type="object" icon="gtk-convert" />
62 <div class="oe_right">
63 <field name="state" nolabel="1" widget="statusbar" statusbar_visible="draft,open,done" statusbar_colors='{"pending":"blue"}'/>
67 <group colspan="4" col="7">
68 <field name="name" required="1" string="Subject"/>
69 <field name="priority"/>
70 <field name="categ_id"
72 domain="[('object_id.model','=','crm.lead')]"/>
74 name="%(crm.action_crm_lead2opportunity_partner)d"
75 string="Convert to Opportunity"
76 help="Convert to Opportunity" icon="gtk-go-forward"
80 <field name="user_id" />
81 <field name="section_id" widget="selection" />
82 <field name="stage_id" domain="section_id and [('section_ids', '=', section_id)] or []" />
83 <group col="2" colspan="1">
84 <button name="stage_previous" string=""
85 states="open,pending,draft" type="object"
86 icon="gtk-go-back" context="{'stage_type': 'lead'}" />
87 <button name="stage_next" string=""
88 states="open,pending,draft" type="object"
89 icon="gtk-go-forward" context="{'stage_type': 'lead'}" />
91 <field name="type" invisible="1"/>
93 <notebook colspan="4">
95 <group colspan="4" col="2">
96 <field name="partner_name" string="Company Name" />
98 <group colspan="2" col="4">
99 <separator string="Contact" colspan="4" col="4"/>
100 <field name="contact_name" colspan="4"/>
102 <field domain="[('domain', '=', 'contact')]" name="title" widget="selection"/>
103 <field name="function" />
104 <field name="street" colspan="4"/>
105 <field name="street2" colspan="4"/>
108 <field name="country_id"/>
109 <field name="state_id"/>
111 <group colspan="2" col="3">
112 <separator string="Communication" colspan="4" col="3"/>
113 <field name="email_from" widget="email"/>
114 <button string="Mail"
115 name="%(mail.action_email_compose_message_wizard)d"
116 icon="terp-mail-message-new" type="action" colspan="1"/>
118 <field name="phone"/>
122 <field name="mobile"/>
124 <separator string="Links" colspan="4" col="3"/>
125 <field name="partner_id" string="Customer"/>
127 name="%(action_crm_lead2partner)d"
128 icon="terp-partner" type="action"
130 attrs="{'invisible':[('partner_id','!=',False)]}"/>
132 <separator colspan="4" string="Notes"/>
133 <field name="description" nolabel="1" colspan="4"/>
135 <page string="Extra Info">
136 <group colspan="2" col="2">
137 <separator string="Categorization" colspan="2" col="2"/>
138 <field name="company_id"
139 groups="base.group_multi_company"
140 widget="selection" colspan="2" />
141 <field name="type_id" select="1" widget="selection"/>
142 <field name="channel_id" select="1" widget="selection"/>
143 <field name="referred"/>
145 <group colspan="2" col="2">
146 <separator string="Mailings" colspan="2" col="2"/>
147 <field name="opt_in" on_change="on_change_opt_in(opt_in)"/>
148 <field name="opt_out" on_change="on_change_opt_out(opt_out)"/>
150 <group colspan="2" col="2" groups="base.group_no_one">
151 <separator string="Statistics" colspan="2" col="2"/>
152 <field name="day_open"/>
153 <field name="day_close"/>
158 <div class="oe_form_sheet_width">
159 <field name="message_ids_social" colspan="4" widget="ThreadView" nolabel="1"/>
165 <!-- CRM Lead Tree View -->
167 <record model="ir.ui.view" id="crm_case_tree_view_leads">
168 <field name="name">Leads</field>
169 <field name="model">crm.lead</field>
170 <field name="type">tree</field>
171 <field name="arch" type="xml">
172 <tree string="Leads" fonts="bold:needaction_pending==True" colors="blue:state=='pending';grey:state in ('cancel', 'done')">
173 <field name="needaction_pending" invisible="1"/>
174 <field name="date_deadline" invisible="1"/>
175 <field name="create_date" groups="base.group_no_one"/>
176 <field name="name" string="Subject"/>
177 <field name="contact_name"/>
178 <field name="country_id" invisible="context.get('invisible_country', True)" />
179 <field name="email_from"/>
180 <field name="phone"/>
182 <field name="categ_id" invisible="1"/>
183 <field name="type_id" invisible="1"/>
184 <field name="referred" invisible="1"/>
185 <field name="channel_id" invisible="1"/>
186 <field name="subjects" invisible="1"/>
188 <field name="stage_id"/>
189 <button name="stage_previous" string="Previous Stage"
190 states="open,pending" type="object" icon="gtk-go-back" />
191 <button name="stage_next" string="Next Stage"
192 states="open,pending" type="object"
193 icon="gtk-go-forward" />
194 <field name="section_id" invisible="context.get('invisible_section', True)" />
195 <field name="user_id" />
196 <field name="state" />
197 <button name="case_open" string="Open"
198 states="draft,pending" type="object"
199 icon="gtk-go-forward" />
200 <button name="case_close" string="Close"
201 states="open,draft,pending" type="object"
203 <button name="%(crm.action_crm_lead2opportunity_partner)d"
204 string="Convert to Opportunity"
205 states="draft,open,pending" icon="gtk-index"
207 <button name="case_escalate" string="Escalate"
208 states="open,draft,pending" type="object"
214 <!-- CRM Lead Calendar View -->
216 <record model="ir.ui.view" id="crm_case_calendar_view_leads">
217 <field name="name">CRM - Leads Calendar</field>
218 <field name="model">crm.lead</field>
219 <field name="type">calendar</field>
220 <field name="priority" eval="2"/>
221 <field name="arch" type="xml">
222 <calendar string="Leads Generation"
223 date_start="date_action" color="user_id">
224 <field name="name" />
225 <field name="partner_name" />
230 <!-- CRM Lead Kanban View -->
231 <record model="ir.ui.view" id="crm_case_kanban_view_leads">
232 <field name="name">CRM - Leads Kanban</field>
233 <field name="model">crm.lead</field>
234 <field name="type">kanban</field>
235 <field name="arch" type="xml">
236 <kanban default_group_by="stage_id">
237 <field name="state"/>
238 <field name="color"/>
239 <field name="priority"/>
240 <field name="planned_revenue" sum="Expected Revenues"/>
241 <field name="user_email"/>
242 <field name="user_id"/>
243 <field name="partner_address_email"/>
245 <t t-name="lead_details">
246 <ul class="oe_kanban_tooltip">
247 <li t-if="record.phone.raw_value"><b>Phone:</b> <field name="phone"/></li>
248 <li><b>Probability:</b> <field name="probability"/>%%</li>
249 <li><b>Creation date:</b> <field name="create_date"/></li>
250 <li t-if="record.date_deadline.raw_value"><b>Date Deadline:</b> <field name="date_deadline"/></li>
253 <t t-name="kanban-box">
254 <t t-if="record.date_deadline.raw_value and record.date_deadline.raw_value lt (new Date())" t-set="border">oe_kanban_color_red</t>
255 <div t-attf-class="#{kanban_color(record.color.raw_value)} #{border || ''}">
256 <div class="oe_kanban_box oe_kanban_color_border">
257 <table class="oe_kanban_table oe_kanban_box_header oe_kanban_color_bgdark oe_kanban_color_border oe_kanban_draghandle">
259 <td align="left" valign="middle" width="16">
260 <a t-if="record.priority.raw_value == 1" icon="star-on" type="object" name="set_normal_priority"/>
261 <a t-if="record.priority.raw_value != 1" icon="star-off" type="object" name="set_high_priority" style="opacity:0.6; filter:alpha(opacity=60);"/>
263 <td align="left" valign="middle" class="oe_kanban_title" tooltip="lead_details">
264 <field name="partner_id"/>
265 <t t-if="record.planned_revenue.raw_value">
266 - <t t-esc="Math.round(record.planned_revenue.value)"/>
267 <field name="company_currency"/>
270 <td valign="top" width="22">
271 <img t-att-src="kanban_image('res.users', 'avatar', record.user_id.raw_value[0])" t-att-title="record.user_id.value"
272 width="22" height="22" class="oe_kanban_gravatar"/>
277 <div class="oe_kanban_box_content oe_kanban_color_bglight oe_kanban_box_show_onclick_trigger">
280 <a t-if="record.partner_address_email.raw_value" t-attf-href="mailto:#{record.partner_address_email.raw_value}">
281 <field name="partner_address_name"/>
283 <field t-if="!record.partner_address_email.raw_value" name="partner_address_name"/>
289 <div style="padding-left: 0.5em">
290 <i><field name="date_action"/><t t-if="record.date_action.raw_value"> : </t><field name="title_action"/></i>
294 <div class="oe_kanban_buttons_set oe_kanban_color_border oe_kanban_color_bglight oe_kanban_box_show_onclick">
295 <div class="oe_kanban_left">
296 <a string="Edit" icon="gtk-edit" type="edit"/>
297 <a string="Change Color" icon="color-picker" type="color" name="color"/>
298 <a string="Send New Email" name="%(mail.action_email_compose_message_wizard)d" icon="terp-mail-message-new" type="action"/>
299 <a string="Log Call" name="%(opportunity2phonecall_act)d" icon="terp-call-start" type="action"/>
300 <a string="Schedule Meeting" name="action_makeMeeting" type="object" icon="stock_calendar"/>
301 <a string="Add Internal Note" name="%(crm.action_crm_add_note)d" context="{'model': 'crm.lead' }" icon="terp-document-new" type="action"/>
303 <div class="oe_kanban_right">
304 <a name="case_mark_lost" string="Mark Lost" states="open,pending" type="object" icon="kanban-stop" />
305 <a name="case_pending" string="Pending" states="draft,open" type="object" icon="kanban-pause" />
306 <a name="case_open" string="Open" states="pending" type="object" icon="gtk-media-play" />
307 <a name="case_mark_won" string="Mark Won" states="open,pending" type="object" icon="kanban-apply" />
309 <br class="oe_kanban_clear"/>
319 <!-- 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="type">search</field>
325 <field name="arch" type="xml">
326 <search string="Search Leads">
327 <filter icon="terp-check"
329 name="new" help="New Leads"
330 domain="[('state','=','draft')]"/>
331 <filter icon="terp-camera_test"
334 domain="[('state','=','open')]"/>
335 <filter icon="terp-gtk-media-pause"
338 domain="[('state','=','pending')]"/>
340 <separator orientation="vertical"/>
341 <filter icon="terp-go-today" string="Today"
342 domain="[('create_date','<', time.strftime('%%Y-%%m-%%d 23:59:59')), ('create_date','>=', time.strftime('%%Y-%%m-%%d 00:00:00'))]"
343 help="Todays' Leads" />
344 <filter icon="terp-go-week" string="7 Days"
345 help="Leads creating during last 7 days"
346 domain="[('create_date','<', time.strftime('%%Y-%%m-%%d 23:59:59')),('create_date','>=',(datetime.date.today()-datetime.timedelta(days=7)).strftime('%%Y-%%m-%%d 00:00:00'))]"
348 <separator orientation="vertical"/>
349 <field name="name" string="Lead / Customer"
350 filter_domain="['|','|',('partner_name','ilike',self),('email_from','ilike',self),('name','ilike',self)]"/>
351 <field name="user_id">
352 <filter icon="terp-personal-"
353 domain="[('user_id','=', False)]"
354 help="Unassigned Leads" />
356 <field name="partner_id"/>
357 <field name="subjects"/>
358 <field name="section_id" widget="selection"
359 context="{'invisible_section': False}">
360 <filter icon="terp-personal+"
361 context="{'invisible_section': False}"
362 domain="['|', ('section_id', '=', context.get('section_id')), '|', ('section_id.user_id','=',uid), ('section_id.member_ids', 'in', [uid])]"
363 help="My Sales Team(s)"/>
364 <filter icon="terp-personal+"
365 context="{'invisible_section': False}"
367 help="Show Sales Team"/>
369 <separator orientation="vertical"/>
370 <field name="country_id" context="{'invisible_country': False}">
371 <filter icon="terp-personal+" context="{'invisible_country': False}" help="Show countries"/>
374 <group expand="0" string="Group By...">
375 <filter string="Salesman" icon="terp-personal" domain="[]" context="{'group_by':'user_id'}"/>
376 <filter string="Team" icon="terp-personal+" domain="[]" context="{'group_by':'section_id'}"/>
377 <filter string="Referrer" icon="terp-personal" domain="[]" context="{'group_by':'referred'}"/>
378 <separator orientation="vertical"/>
379 <filter string="Category" icon="terp-stock_symbol-selection" domain="[]" context="{'group_by':'categ_id'}"/>
380 <filter string="Campaign" icon="terp-gtk-jump-to-rtl"
381 domain="[]" context="{'group_by':'type_id'}" />
382 <filter string="Channel" icon="terp-call-start"
383 domain="[]" context="{'group_by':'channel_id'}" />
384 <separator orientation="vertical"/>
385 <filter string="Stage" icon="terp-stage" domain="[]" context="{'group_by':'stage_id'}"/>
386 <filter string="State" icon="terp-stock_effects-object-colorize" domain="[]" context="{'group_by':'state'}"/>
387 <separator orientation="vertical" groups="base.group_no_one"/>
388 <filter string="Creation" help="Create date" icon="terp-go-month"
389 domain="[]" context="{'group_by':'create_date'}" groups="base.group_no_one"/>
396 <!-- Opportunities Form View -->
397 <record model="ir.ui.view" id="crm_case_form_view_oppor">
398 <field name="name">Opportunities</field>
399 <field name="model">crm.lead</field>
400 <field name="type">form</field>
401 <field name="priority">20</field>
402 <field name="arch" type="xml">
403 <form string="Opportunities" layout="manual">
404 <div class="oe_form_topbar oe_form_topbar_hifirst">
405 <button name="case_cancel" string="Cancel" states="draft" type="object" icon="gtk-cancel" />
406 <button name="case_mark_lost" string="Mark Lost" states="open,pending" type="object" icon="gtk-cancel" />
407 <button name="case_reset" string="Reset to Draft" states="done,cancel" type="object" icon="gtk-convert" />
408 <button name="case_open" string="Open" states="draft,pending" type="object" icon="gtk-go-forward" />
409 <button name="case_pending" string="Pending" states="draft,open" type="object" icon="gtk-media-pause" />
410 <button name="case_escalate" string="Escalate" states="open,pending" type="object" icon="gtk-go-up" />
411 <button name="case_mark_won" string="Mark Won" states="open,pending" type="object" icon="gtk-apply" />
412 <div class="oe_right">
413 <field name="state" nolabel="1" widget="statusbar" statusbar_visible="draft,open,done" statusbar_colors='{"pending":"blue"}'/>
415 <div class="oe_clear"/>
417 <sheet layout="auto">
418 <group colspan="4" col="2" width="auto">
419 <field name="name" required="1" nolabel="1" class="oe_form_title"/>
420 <div class="oe_text_right">
421 <button string="Schedule/Log Call"
422 name="%(opportunity2phonecall_act)d" icon="terp-call-start"
424 <button string="Schedule Meeting" icon="gtk-redo"
425 name="action_makeMeeting"
429 <group colspan="4" col="4" class="oe_form_group_label_border" style="margin-top: 20px;">
430 <field name="user_id"/>
431 <field name="planned_revenue"/>
433 <field name="date_action"/>
434 <field name="date_deadline"/>
436 <field name="title_action"/>
437 <field name="probability"/>
439 <field name="type" invisible="1"/>
441 <notebook colspan="4">
442 <page string="Opportunity">
443 <group col="4" colspan="2">
444 <separator colspan="4" string="Contacts"/>
445 <group colspan="2" col="3" class="oe_form_group_label_border">
446 <field width="80%%" name="partner_id" select="1"
447 on_change="onchange_partner_id(partner_id, email_from)" string="Customer"/>
448 <button name="%(action_crm_lead2partner)d"
449 icon="terp-partner" type="action"
451 attrs="{'invisible':[('partner_id','!=',False)]}"/>
453 <field name="phone" colspan="3"/>
455 <field width="80%%" name="email_from" string="Email"/>
456 <button string="Mail"
457 name="%(mail.action_email_compose_message_wizard)d"
458 context="{'mail':'new', 'model': 'crm.lead'}"
459 icon="terp-mail-message-new" type="action" />
462 <group col="2" colspan="2" class="oe_form_group_label_border">
463 <separator colspan="2" string="Categorization"/>
464 <field name="section_id" colspan="1" widget="selection"/>
465 <field name="categ_id" select="1"
466 string="Category" widget="selection"
467 domain="[('object_id.model', '=', 'crm.lead')]" />
469 <label string="Stage" for="stage_id" align="1.0"/>
470 <group colspan="1" col="3">
471 <field name="stage_id" nolabel="1"
472 on_change="onchange_stage_id(stage_id)"
473 domain="section_id and [('section_ids', '=', section_id)] or []" width="60%%"/>
474 <button name="stage_previous"
475 states="draft,open,pending" type="object"
476 icon="gtk-go-back" string="" context="{'stage_type': 'opportunity'}"/>
477 <button name="stage_next" states="draft,open,pending"
478 type="object" icon="gtk-go-forward" string="" context="{'stage_type': 'opportunity'}"/>
481 <field name="priority" string="Priority"/>
484 <separator colspan="4" string="Details"/>
485 <field name="description" nolabel="1" colspan="4"/>
488 <separator string="Contact" colspan="4"/>
489 <group colspan="4" col="4" class="oe_form_group_label_border">
490 <field name="partner_name" string="Customer Name" colspan="4"/>
492 <group colspan="2" col="2" class="oe_form_group_label_border">
493 <field domain="[('domain', '=', 'contact')]" name="title" widget="selection"/>
495 <field name="street"/>
497 <field name="country_id"/>
499 <group colspan="2" col="2" class="oe_form_group_label_border">
500 <field name="function" />
501 <field name="mobile"/>
502 <field name="street2"/>
504 <field name="state_id"/>
507 <group colspan="2" col="2" class="oe_form_group_label_border">
508 <separator string="Categorization" colspan="2"/>
509 <field name="type_id" widget="selection"/>
510 <field name="channel_id" widget="selection"/>
512 <group colspan="2" col="2" class="oe_form_group_label_border">
513 <separator string="Mailings" colspan="2"/>
514 <field name="opt_in" on_change="on_change_opt_in(opt_in)"/>
515 <field name="opt_out" on_change="on_change_opt_out(opt_out)"/>
518 <page string="Extra Info">
519 <group col="2" colspan="2" class="oe_form_group_label_border">
520 <separator string="Misc" colspan="2"/>
521 <field name="active"/>
522 <field name="day_open" groups="base.group_no_one"/>
523 <field name="day_close" groups="base.group_no_one"/>
524 <field name="referred"/>
526 <group col="2" colspan="2" class="oe_form_group_label_border">
527 <separator colspan="4" string="References"/>
534 <div class="oe_form_sheet_width">
535 <field name="message_ids_social" colspan="4" widget="ThreadView" nolabel="1"/>
541 <!-- Opportunities Tree View -->
542 <record model="ir.ui.view" id="crm_case_tree_view_oppor">
543 <field name="name">Opportunities Tree</field>
544 <field name="model">crm.lead</field>
545 <field name="type">tree</field>
546 <field name="arch" type="xml">
547 <tree string="Opportunities" fonts="bold:needaction_pending==True" colors="blue:state=='pending' and not(date_deadline and (date_deadline < current_date));gray:state in ('cancel', 'done');red:date_deadline and (date_deadline < current_date)">
548 <field name="needaction_pending" invisible="1"/>
549 <field name="date_deadline" invisible="1"/>
550 <field name="create_date" groups="base.group_no_one"/>
551 <field name="name" string="Opportunity"/>
552 <field name="partner_id" string="Customer"/>
553 <field name="country_id" invisible="context.get('invisible_country', True)" />
554 <field name="date_action"/>
555 <field name="title_action" />
556 <field name="channel_id" invisible="1"/>
557 <field name="type_id" invisible="1"/>
558 <field name="subjects" invisible="1"/>
559 <field name="stage_id"/>
560 <button name="stage_previous" string="Previous Stage" states="open,pending" type="object" icon="gtk-go-back" />
561 <button name="stage_next" string="Next Stage" states="open,pending" type="object" icon="gtk-go-forward" />
562 <field name="planned_revenue" sum="Expected Revenues"/>
563 <field name="probability" widget="progressbar" avg="Avg. of Probability"/>
564 <field name="section_id" invisible="context.get('invisible_section', True)" />
565 <field name="user_id"/>
566 <field name="priority" invisible="1"/>
567 <field name="categ_id" invisible="1"/>
568 <field name="state"/>
569 <button name="case_open" string="Open" states="draft,pending" type="object" icon="gtk-go-forward" />
570 <button name="case_pending" string="Pending" states="open,draft" type="object" icon="gtk-media-pause" />
571 <button name="case_mark_lost" string="Lost" states="open,pending" type="object" icon="gtk-cancel" />
572 <button name="case_mark_won" string="Won" states="open,pending" type="object" icon="gtk-apply" />
578 <!-- Opportunities Search View -->
579 <record id="view_crm_case_opportunities_filter" model="ir.ui.view">
580 <field name="name">CRM - Opportunities Search</field>
581 <field name="model">crm.lead</field>
582 <field name="type">search</field>
583 <field name="arch" type="xml">
584 <search string="Search Opportunities">
585 <filter icon="terp-check"
586 string="New" help="New Opportunities"
588 domain="[('state','=','draft')]"/>
589 <filter icon="terp-camera_test"
590 string="Open" help="Open Opportunities"
592 domain="[('state','=','open')]"/>
593 <filter icon="terp-gtk-media-pause"
594 string="Pending" help="Pending Opportunities"
596 domain="[('state','=','pending')]"/>
597 <separator orientation="vertical"/>
598 <field name="name" string="Opportunity / Customer"
599 filter_domain="['|','|','|',('partner_id','ilike',self),('partner_name','ilike',self),('email_from','ilike',self),('name', 'ilike', self)]"/>
600 <field name="user_id">
601 <filter icon="terp-personal-"
602 domain="[('user_id','=', False)]"
603 help="Unassigned Opportunities" />
605 <field name="section_id"
606 context="{'invisible_section': False}"
608 <filter icon="terp-personal+"
609 domain="['|', ('section_id', '=', context.get('section_id')), '|', ('section_id.user_id','=',uid), ('section_id.member_ids', 'in', [uid])]"
610 context="{'invisible_section': False}"
611 help="My Sales Team(s)" />
612 <filter icon="terp-personal+"
613 context="{'invisible_section': False}"
615 help="Show Sales Team"/>
617 <field name="partner_id"/>
619 <group expand="0" string="Group By..." colspan="16">
620 <filter string="Salesman" icon="terp-personal" domain="[]" context="{'group_by':'user_id'}" />
621 <filter string="Team" help="Sales Team" icon="terp-personal+" domain="[]" context="{'group_by':'section_id'}"/>
622 <filter string="Customer" help="Partner" icon="terp-personal+" domain="[]" context="{'group_by':'partner_id'}"/>
623 <separator orientation="vertical" />
624 <filter string="Stage" icon="terp-stage" domain="[]" context="{'group_by':'stage_id'}" />
625 <filter string="Priority" icon="terp-rating-rated" domain="[]" context="{'group_by':'priority'}" />
626 <filter string="Category" icon="terp-stock_symbol-selection" domain="[]" context="{'group_by':'categ_id'}" />
627 <filter string="Campaign" icon="terp-gtk-jump-to-rtl" domain="[]" context="{'group_by':'type_id'}"/>
628 <filter string="Channel" icon="terp-call-start" domain="[]" context="{'group_by':'channel_id'}" />
629 <filter string="State" icon="terp-stock_effects-object-colorize" domain="[]" context="{'group_by':'state'}"/>
630 <separator orientation="vertical" />
631 <filter string="Creation" icon="terp-go-month" domain="[]" context="{'group_by':'create_date'}" groups="base.group_no_one"/>
632 <filter string="Exp.Closing" icon="terp-go-month" help="Expected Closing" domain="[]" context="{'group_by':'date_deadline'}" />
638 <!-- crm.lead Opportunities Graph View -->
639 <record model="ir.ui.view" id="crm_case_graph_view_opportunity">
640 <field name="name">CRM - Opportunity Graph</field>
641 <field name="model">crm.lead</field>
642 <field name="type">graph</field>
643 <field name="arch" type="xml">
644 <graph string="Opportunity by Categories" type="bar" orientation="horizontal">
645 <field name="categ_id"/>
646 <field name="planned_revenue" operator="+"/>
647 <field name="state" group="True"/>