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>
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>
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>
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>
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="type">search</field>
51 <field name="arch" type="xml">
52 <search string="Stage Search">
53 <field name="name" string="Stage Name"/>
54 <separator orientation="vertical"/>
61 <!-- Stage Form view -->
62 <record id="crm_lead_stage_act" model="ir.actions.act_window">
63 <field name="name">Stages</field>
64 <field name="res_model">crm.case.stage</field>
65 <field name="view_type">form</field>
66 <field name="view_id" ref="crm.crm_case_stage_tree"/>
67 <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>
70 <menuitem action="crm_lead_stage_act" id="menu_crm_lead_stage_act" name="Stages" sequence="0" parent="base.menu_crm_config_lead" />
73 LEADS/OPPORTUNITIES CATEGORIES
76 <!-- Categories Form View -->
77 <record id="crm_lead_categ_action" model="ir.actions.act_window">
78 <field name="name">Categories</field>
79 <field name="res_model">crm.case.categ</field>
80 <field name="view_type">form</field>
81 <field name="view_id" ref="crm_case_categ_tree-view"/>
82 <field name="context" eval="{'object_id': ref('model_crm_lead')}"/>
83 <field name="domain">[('object_id.model', '=', 'crm.lead')]</field>
84 <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>
87 <menuitem action="crm_lead_categ_action"
88 id="menu_crm_lead_categ" name="Categories"
89 parent="base.menu_crm_config_lead" sequence="1" groups="base.group_no_one"/>
95 id="act_crm_opportunity_crm_phonecall_new"
97 groups="base.group_sale_salesman"
98 res_model="crm.phonecall"
99 view_mode="tree,calendar,form"
100 context="{'default_duration': 1.0 ,'default_opportunity_id': active_id,'default_partner_phone':phone}"
101 domain="[('opportunity_id', '=', active_id)]"
105 id="act_crm_opportunity_crm_meeting_new"
107 res_model="crm.meeting"
108 view_mode="tree,form,calendar"
109 context="{'default_duration': 4.0, 'default_opportunity_id': active_id}"
110 domain="[('opportunity_id', '=', active_id)]"
114 <!-- CRM Lead Form View -->
115 <record model="ir.ui.view" id="crm_case_form_view_leads">
116 <field name="name">CRM - Leads Form</field>
117 <field name="model">crm.lead</field>
118 <field name="type">form</field>
119 <field name="arch" type="xml">
120 <form string="Leads Form" version="7.0">
122 <button name="%(crm.action_crm_lead2opportunity_partner)d" string="Convert to Opportunity" type="action"
123 states="draft,open,pending" help="Convert to Opportunity" class="oe_highlight"/>
124 <button name="case_escalate" string="Escalate" type="object"
125 states="draft,open,pending"/>
126 <button name="case_reset" string="Reset" type="object"
128 <button name="case_cancel" string="Cancel" type="object"
129 states="draft,open,pending"/>
130 <field name="stage_id" widget="statusbar"
131 on_change="onchange_stage_id(stage_id)"/>
134 <div class="oe_right oe_button_box" name="buttons">
135 <button type="action"
136 name="%(act_crm_opportunity_crm_meeting_new)d"
139 <button type="action"
140 name="%(act_crm_opportunity_crm_phonecall_new)d"
141 string="Phone Calls" />
144 <label for="name" class="oe_edit_only" string="Lead Description"/>
145 <h1><field name="name" placeholder="Describe the lead..."/></h1>
148 <field name="user_id" />
149 <field name="section_id" widget="selection" />
150 <field name="type" invisible="1"/>
153 <field name="priority"/>
154 <field name="categ_id"
156 domain="[('object_id.model','=','crm.lead')]"/>
159 <field name="partner_name" string="Company Name"/>
160 <field name="partner_id" string="Customer"/>
161 <label for="street" string="Address"/>
163 <field name="street" placeholder="Street..."/>
164 <field name="street2"/>
166 <field name="zip" class="oe_inline" placeholder="ZIP"/>
167 <field name="city" class="oe_inline" placeholder="City"/>
169 <field name="state_id" placeholder="State"/>
170 <field name="country_id" placeholder="Country"/>
174 <label for="contact_name" />
176 <field name="contact_name" class="oe_inline"/>,
177 <field name="title" placeholder="Title" domain="[('domain', '=', 'contact')]" class="oe_inline"/>
179 <field name="email_from" widget="email"/>
180 <field name="function" />
181 <field name="phone"/>
182 <field name="mobile"/>
185 This should be integrated in Open Chatter
186 <button string="Mail"
187 name="%(mail.action_email_compose_message_wizard)d"
188 icon="terp-mail-message-new" type="action" colspan="1"/>
192 <notebook colspan="4">
193 <page string="Notes">
194 <field name="description"/>
196 <page string="Extra Info">
198 <group string="Categorization">
199 <field name="company_id"
200 groups="base.group_multi_company"
201 widget="selection" colspan="2" />
202 <field name="type_id" widget="selection"/>
203 <field name="channel_id" widget="selection"/>
204 <field name="referred"/>
205 <field name="state" groups="base.group_no_one"/>
207 <group string="Mailings">
208 <field name="opt_in" on_change="on_change_opt_in(opt_in)"/>
209 <field name="opt_out" on_change="on_change_opt_out(opt_out)"/>
216 <field name="message_ids" widget="mail_thread"/>
222 <!-- CRM Lead Tree View -->
223 <record model="ir.ui.view" id="crm_case_tree_view_leads">
224 <field name="name">Leads</field>
225 <field name="model">crm.lead</field>
226 <field name="type">tree</field>
227 <field name="arch" type="xml">
228 <tree string="Leads" fonts="bold:needaction_pending==True" colors="grey:state in ('cancel', 'done')">
229 <field name="date_deadline" invisible="1"/>
230 <field name="create_date" groups="base.group_no_one"/>
232 <field name="contact_name"/>
233 <field name="country_id" invisible="context.get('invisible_country', True)" />
234 <field name="email_from"/>
235 <field name="phone"/>
236 <field name="stage_id"/>
237 <field name="categ_id" invisible="1"/>
238 <field name="section_id" invisible="context.get('invisible_section', True)" />
239 <field name="state" groups="base.group_no_one"/>
240 <field name="type_id" invisible="1"/>
241 <field name="referred" invisible="1"/>
242 <field name="channel_id" invisible="1"/>
243 <field name="subjects" invisible="1"/>
244 <field name="needaction_pending" invisible="1"/>
249 <!-- CRM Lead Calendar View -->
250 <record model="ir.ui.view" id="crm_case_calendar_view_leads">
251 <field name="name">CRM - Leads Calendar</field>
252 <field name="model">crm.lead</field>
253 <field name="type">calendar</field>
254 <field name="priority" eval="2"/>
255 <field name="arch" type="xml">
256 <calendar string="Leads Generation"
257 date_start="date_action" color="user_id">
258 <field name="name" />
259 <field name="partner_name" />
264 <!-- CRM Lead Kanban View -->
265 <record model="ir.ui.view" id="crm_case_kanban_view_leads">
266 <field name="name">CRM - Leads Kanban</field>
267 <field name="model">crm.lead</field>
268 <field name="type">kanban</field>
269 <field name="arch" type="xml">
270 <kanban default_group_by="stage_id">
271 <field name="state" groups="base.group_no_one"/>
272 <field name="color"/>
273 <field name="priority"/>
274 <field name="planned_revenue" sum="Expected Revenues"/>
275 <field name="user_email"/>
276 <field name="user_id"/>
277 <field name="partner_address_email"/>
278 <field name="message_summary"/>
279 <field name="needaction_pending"/>
281 <t t-name="lead_details">
282 <ul class="oe_kanban_tooltip">
283 <li t-if="record.phone.raw_value"><b>Phone:</b> <field name="phone"/></li>
284 <li><b>Probability:</b> <field name="probability"/>%%</li>
285 <li><b>Creation date:</b> <field name="create_date"/></li>
286 <li t-if="record.date_deadline.raw_value"><b>Date Deadline:</b> <field name="date_deadline"/></li>
289 <t t-name="kanban-box">
290 <div t-attf-class="oe_kanban_color_#{kanban_getcolor(record.color.raw_value)} oe_kanban_card oe_kanban_global_click">
291 <div class="oe_dropdown_toggle oe_dropdown_kanban">
292 <span class="oe_e">i</span>
293 <ul class="oe_dropdown_menu">
294 <li><a type="edit" >Edit...</a></li>
295 <li><a type="delete">Delete</a></li>
296 <li><a name="%(mail.action_email_compose_message_wizard)d" type="action">Send Email</a></li>
297 <li><a name="%(opportunity2phonecall_act)d" type="action">Log Call</a></li>
298 <li><a name="action_makeMeeting" type="object">Schedule Meeting</a></li>
299 <li><ul class="oe_kanban_colorpicker" data-field="color"/></li>
302 <div class="oe_kanban_content">
304 <b><field name="name"/></b>
305 <t t-if="record.planned_revenue.raw_value">
306 - <b><t t-esc="Math.round(record.planned_revenue.value)"/>
307 <field name="company_currency"/></b>
311 <field name="partner_id"/>
313 <div style="padding-left: 0.5em">
315 <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>
316 <span t-attf-class="#{red || ''}">
317 <field name="date_action"/>
319 <t t-if="record.date_action.raw_value"> : </t>
320 <field name="title_action"/>
323 <div class="oe_right">
324 <a t-if="record.priority.raw_value == 1" icon="star-on" type="object" name="set_normal_priority"/>
325 <a t-if="record.priority.raw_value != 1" icon="star-off" type="object" name="set_high_priority" style="opacity:0.7; filter:alpha(opacity=70);"/>
327 <t t-if="record.date_deadline.raw_value and record.date_deadline.raw_value lt (new Date())" t-set="red">oe_kaban_status_red</t>
328 <span t-attf-class="oe_kanban_status #{red}"> </span>
330 <img t-att-src="kanban_image('res.users', 'avatar', record.user_id.raw_value[0])" t-att-title="record.user_id.value" width="24" height="24" class="oe_kanban_avatar"/>
332 <div class="oe_kanban_footer_left">
333 <t t-if="record.needaction_pending.raw_value"><span class="oe_kanban_mail_new">New</span></t>
334 <t t-raw="record.message_summary.raw_value"/>
337 <div class="oe_clear"></div>
340 <div class="oe_kanban_right">
341 <a name="case_mark_lost" string="Mark Lost" states="open,pending" type="object" icon="kanban-stop" />
342 <a name="case_pending" string="Pending" states="draft,open" type="object" icon="kanban-pause" />
343 <a name="case_open" string="Open" states="pending" type="object" icon="gtk-media-play" />
344 <a name="case_mark_won" string="Mark Won" states="open,pending" type="object" icon="kanban-apply" />
353 <!-- CRM Lead Search View -->
354 <record id="view_crm_case_leads_filter" model="ir.ui.view">
355 <field name="name">CRM - Leads Search</field>
356 <field name="model">crm.lead</field>
357 <field name="type">search</field>
358 <field name="arch" type="xml">
359 <search string="Search Leads">
360 <filter icon="terp-mail-message-new"
361 string="Inbox" help="Unread messages"
362 name="needaction_pending"
363 domain="[('needaction_pending','=',True)]"/>
364 <field name="name" string="Lead / Customer" filter_domain="['|','|',('partner_name','ilike',self),('email_from','ilike',self),('name','ilike',self)]"/>
365 <!-- subjects is not set as store=True so, it is placed outside filter_domain-->
366 <field name="subjects"/>
367 <separator orientation="vertical"/>
368 <field name="create_date"/>
369 <separator orientation="vertical"/>
370 <filter icon="terp-check"
372 name="new" help="New Leads"
373 domain="[('state','=','draft')]"/>
374 <filter icon="terp-camera_test"
377 domain="[('state','=','open')]"/>
378 <filter string="Unassigned Leads"
379 icon="terp-personal-"
380 domain="[('user_id','=', False)]"
381 help="Unassigned Leads" />
382 <filter string="Leads Assigned to Me or My Team(s)"
383 icon="terp-personal+"
384 context="{'invisible_section': False}"
385 domain="['|', ('section_id.user_id','=',uid), ('section_id.member_ids', 'in', [uid])]"
386 help="Leads that are assigned to one of the sale teams I manage, or to me"/>
387 <separator orientation="vertical"/>
388 <field name="user_id"/>
389 <field name="section_id" widget="selection"
390 context="{'invisible_section': False}"/>
391 <field name="country_id" context="{'invisible_country': False}"/>
392 <separator orientation="vertical"/>
394 <group expand="0" string="Group By...">
395 <filter string="Salesperson" icon="terp-personal" domain="[]" context="{'group_by':'user_id'}"/>
396 <filter string="Team" icon="terp-personal+" domain="[]" context="{'group_by':'section_id'}"/>
397 <filter string="Referrer" icon="terp-personal" domain="[]" context="{'group_by':'referred'}"/>
398 <separator orientation="vertical"/>
399 <filter string="Category" icon="terp-stock_symbol-selection" domain="[]" context="{'group_by':'categ_id'}"/>
400 <filter string="Campaign" icon="terp-gtk-jump-to-rtl"
401 domain="[]" context="{'group_by':'type_id'}" />
402 <filter string="Channel" icon="terp-call-start"
403 domain="[]" context="{'group_by':'channel_id'}" />
404 <separator orientation="vertical"/>
405 <filter string="Stage" icon="terp-stage" domain="[]" context="{'group_by':'stage_id'}"/>
406 <filter string="Status" icon="terp-stock_effects-object-colorize" domain="[]" context="{'group_by':'state'}"/>
407 <separator orientation="vertical" groups="base.group_no_one"/>
408 <filter string="Creation" help="Create date" icon="terp-go-month"
409 domain="[]" context="{'group_by':'create_date'}" groups="base.group_no_one"/>
411 <separator orientation="vertical"/>
412 <group string="Display">
413 <filter string="Show Countries" icon="terp-personal+" context="{'invisible_country': False}" help="Show Countries"/>
414 <filter string="Show Sales Team"
415 icon="terp-personal+"
416 context="{'invisible_section': False}"
418 help="Show Sales Team"/>
429 <!-- Opportunities Form View -->
430 <record model="ir.ui.view" id="crm_case_form_view_oppor">
431 <field name="name">Opportunities</field>
432 <field name="model">crm.lead</field>
433 <field name="type">form</field>
434 <field name="priority">20</field>
435 <field name="arch" type="xml">
436 <form string="Opportunities" version="7.0">
438 <button name="stage_previous" string="Previous" type="object"
439 states="open" icon="gtk-go-back" context="{'stage_type': 'opportunity'}"/>
440 <button name="stage_next" string="Next" type="object"
441 states="open" icon="gtk-go-forward" context="{'stage_type': 'opportunity'}"/>
442 <button name="case_mark_won" string="Mark Won" type="object"
443 states="open" class="oe_highlight"/>
444 <button name="case_mark_won" string="Mark Won" type="object"
445 states="draft,pending"/>
446 <button name="case_open" string="Open" type="object" class="oe_highlight"
447 states="draft,pending"/>
448 <button name="case_escalate" string="Escalate" type="object"
450 <button name="case_mark_lost" string="Mark Lost" type="object"
451 states="draft,open"/>
452 <button name="case_reset" string="Reset to Draft" type="object"
453 states="done,cancel" />
454 <button name="case_cancel" string="Cancel" type="object"
456 <field name="stage_id" widget="statusbar"
457 on_change="onchange_stage_id(stage_id)"/>
460 <div class="oe_right oe_button_box">
461 <button string="Schedule/Log Call"
462 name="%(opportunity2phonecall_act)d"
464 <button string="Schedule Meeting"
465 name="action_makeMeeting"
468 <div class="oe_title">
469 <label for="name" class="oe_edit_only"/>
470 <h1><field name="name"/></h1>
471 <label for="planned_revenue" class="oe_edit_only"/>
473 <field name="planned_revenue" class="oe_inline"/>
474 <field name="company_currency" class="oe_edit_only oe_inline"/> at
475 <field name="probability" class="oe_inline"/> %% success rate
480 <field name="partner_id"
481 on_change="onchange_partner_id(partner_id, email_from)"
483 context="{'default_name': partner_name, 'default_email': email_from, 'default_phone': phone}"/>
484 <field name="email_from" string="Email"/>
485 <field name="phone"/>
489 <label for="title_action"/>
491 <field name="date_action" nolabel="1"/> -
492 <field name="title_action" class="oe_inline" nolabel="1" placeholder="Call for proposal"/>
494 <field name="date_deadline"/>
495 <field name="priority"/>
499 <field name="user_id"/>
500 <field name="section_id" colspan="1" widget="selection"/>
503 <field name="categ_id"
504 string="Category" widget="selection"
505 domain="[('object_id.model', '=', 'crm.lead')]" />
510 <!--<button string="Mail"
511 name="%(mail.action_email_compose_message_wizard)d"
512 context="{'mail':'new', 'model': 'crm.lead'}"
513 icon="terp-mail-message-new" type="action" />-->
515 <notebook colspan="4">
516 <page string="Internal Notes">
517 <field name="description"/>
522 <field name="partner_name"/>
523 <label for="street" string="Address"/>
525 <field name="street" placeholder="Street..."/>
526 <field name="street2"/>
528 <field name="zip" class="oe_inline" placeholder="ZIP"/>
529 <field name="city" class="oe_inline" placeholder="City"/>
531 <field name="state_id" placeholder="State"/>
532 <field name="country_id" placeholder="Country"/>
537 <label for="contact_name" />
539 <field name="contact_name" class="oe_inline"/>,
540 <field name="title" placeholder="Title" domain="[('domain', '=', 'contact')]" class="oe_inline"/>
542 <field name="function" />
543 <field name="mobile"/>
547 <group string="Categorization">
548 <field name="type_id" widget="selection"/>
549 <field name="channel_id" widget="selection"/>
551 <group string="Mailings">
552 <field name="opt_in" on_change="on_change_opt_in(opt_in)"/>
553 <field name="opt_out" on_change="on_change_opt_out(opt_out)"/>
555 <group string="Misc">
556 <field name="active"/>
557 <field name="day_open" groups="base.group_no_one"/>
558 <field name="day_close" groups="base.group_no_one"/>
559 <field name="referred"/>
560 <field name="state" groups="base.group_no_one"/>
561 <field name="type" invisible="1"/>
563 <group string="References">
572 <field name="message_ids" widget="mail_thread"/>
578 <!-- Opportunities Tree View -->
579 <record model="ir.ui.view" id="crm_case_tree_view_oppor">
580 <field name="name">Opportunities Tree</field>
581 <field name="model">crm.lead</field>
582 <field name="type">tree</field>
583 <field name="arch" type="xml">
584 <tree string="Opportunities" fonts="bold:needaction_pending==True" colors="gray:state in ('cancel', 'done');red:date_deadline and (date_deadline < current_date)">
585 <field name="date_deadline" invisible="1"/>
586 <field name="create_date" groups="base.group_no_one"/>
587 <field name="name" string="Opportunity"/>
588 <field name="partner_id" string="Customer"/>
589 <field name="country_id" invisible="context.get('invisible_country', True)" />
590 <field name="date_action"/>
591 <field name="title_action" />
592 <field name="channel_id" invisible="1"/>
593 <field name="type_id" invisible="1"/>
594 <field name="subjects" invisible="1"/>
595 <field name="stage_id"/>
596 <field name="planned_revenue" sum="Expected Revenues"/>
597 <field name="probability" widget="progressbar" avg="Avg. of Probability"/>
598 <field name="section_id" invisible="context.get('invisible_section', True)" />
599 <field name="user_id"/>
600 <field name="priority" invisible="1"/>
601 <field name="categ_id" invisible="1"/>
602 <field name="state" groups="base.group_no_one"/>
603 <field name="needaction_pending" invisible="1"/>
609 <!-- Opportunities Search View -->
610 <record id="view_crm_case_opportunities_filter" model="ir.ui.view">
611 <field name="name">CRM - Opportunities Search</field>
612 <field name="model">crm.lead</field>
613 <field name="type">search</field>
614 <field name="arch" type="xml">
615 <search string="Search Opportunities">
616 <filter icon="terp-mail-message-new"
617 string="Inbox" help="Unread messages"
618 name="needaction_pending"
619 domain="[('needaction_pending','=',True)]"/>
620 <field name="name" string="Opportunity / Customer"
621 filter_domain="['|','|','|',('partner_id','ilike',self),('partner_name','ilike',self),('email_from','ilike',self),('name', 'ilike', self)]"/>
622 <separator orientation="vertical"/>
623 <filter icon="terp-check"
624 string="New" help="New Opportunities"
626 domain="[('state','=','draft')]"/>
627 <filter icon="terp-camera_test"
628 string="Open" help="Open Opportunities"
630 domain="[('state','=','open')]"/>
631 <filter string="Unassigned Opportunities"
632 icon="terp-personal-"
633 domain="[('user_id','=', False)]"
634 help="Unassigned Opportunities" />
635 <filter string="Opportunities Assigned to Me or My Team(s)" icon="terp-personal+"
636 domain="['|', ('section_id.user_id','=',uid), ('section_id.member_ids', 'in', [uid])]"
637 context="{'invisible_section': False}"
638 help="Opportunities that are assigned to either me or one of the sale teams I manage" />
639 <separator orientation="vertical"/>
640 <field name="user_id"/>
641 <field name="country_id"/>
642 <field name="partner_id"/>
643 <field name="section_id"
644 context="{'invisible_section': False, 'default_section_id': self}"/>
646 <group expand="0" string="Group By..." colspan="16">
647 <filter string="Salesperson" icon="terp-personal" domain="[]" context="{'group_by':'user_id'}" />
648 <filter string="Team" help="Sales Team" icon="terp-personal+" domain="[]" context="{'group_by':'section_id'}"/>
649 <filter string="Customer" help="Partner" icon="terp-personal+" domain="[]" context="{'group_by':'partner_id'}"/>
650 <separator orientation="vertical" />
651 <filter string="Stage" icon="terp-stage" domain="[]" context="{'group_by':'stage_id'}" />
652 <filter string="Priority" icon="terp-rating-rated" domain="[]" context="{'group_by':'priority'}" />
653 <filter string="Category" icon="terp-stock_symbol-selection" domain="[]" context="{'group_by':'categ_id'}" />
654 <filter string="Campaign" icon="terp-gtk-jump-to-rtl" domain="[]" context="{'group_by':'type_id'}"/>
655 <filter string="Channel" icon="terp-call-start" domain="[]" context="{'group_by':'channel_id'}" />
656 <filter string="Status" icon="terp-stock_effects-object-colorize" domain="[]" context="{'group_by':'state'}"/>
657 <separator orientation="vertical" />
658 <filter string="Creation" icon="terp-go-month" domain="[]" context="{'group_by':'create_date'}" groups="base.group_no_one"/>
659 <filter string="Exp.Closing" icon="terp-go-month" help="Expected Closing" domain="[]" context="{'group_by':'date_deadline'}" />
661 <group string="Display">
662 <filter string="Show Sales Team"
663 icon="terp-personal+"
664 context="{'invisible_section': False}"
666 help="Show Sales Team"/>
672 <!-- crm.lead Opportunities Graph View -->
673 <record model="ir.ui.view" id="crm_case_graph_view_opportunity">
674 <field name="name">CRM - Opportunity Graph</field>
675 <field name="model">crm.lead</field>
676 <field name="type">graph</field>
677 <field name="arch" type="xml">
678 <graph string="Opportunity by Categories" type="bar" orientation="horizontal">
679 <field name="categ_id"/>
680 <field name="planned_revenue" operator="+"/>
681 <field name="state" group="True"/>