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_open" string="Open" states="draft,pending" type="object" />
57 <button name="case_mark_lost" string="Close" states="open,pending" type="object" />
58 <button name="case_pending" string="Pending" states="open" type="object" />
59 <button name="case_escalate" string="Escalate" states="open,pending" type="object" />
60 <button name="case_reset" string="Reset to Draft" states="done,cancel" type="object" />
61 <button name="case_cancel" string="Cancel" states="draft,open,pending" type="object" />
62 <div class="oe_right">
63 <field name="state" nolabel="1" widget="statusbar" statusbar_visible="draft,open,done" statusbar_colors='{"pending":"blue"}'/>
65 <div class="oe_clear"/>
68 <group colspan="4" col="7">
69 <field name="name" required="1" string="Subject"/>
70 <field name="priority"/>
71 <field name="categ_id"
73 domain="[('object_id.model','=','crm.lead')]"/>
75 name="%(crm.action_crm_lead2opportunity_partner)d"
76 string="Convert to Opportunity"
77 help="Convert to Opportunity" icon="gtk-go-forward"
81 <field name="user_id" />
82 <field name="section_id" widget="selection" />
83 <field name="stage_id" domain="section_id and [('section_ids', '=', section_id)] or []" />
84 <group col="2" colspan="1">
85 <button name="stage_previous" string=""
86 states="open,pending,draft" type="object"
87 icon="gtk-go-back" context="{'stage_type': 'lead'}" />
88 <button name="stage_next" string=""
89 states="open,pending,draft" type="object"
90 icon="gtk-go-forward" context="{'stage_type': 'lead'}" />
92 <field name="type" invisible="1"/>
94 <notebook colspan="4">
96 <group colspan="4" col="2">
97 <field name="partner_name" string="Company Name" />
99 <group colspan="2" col="4">
100 <separator string="Contact" colspan="4" col="4"/>
101 <field name="contact_name" colspan="4"/>
103 <field domain="[('domain', '=', 'contact')]" name="title" widget="selection"/>
104 <field name="function" />
105 <field name="street" colspan="4"/>
106 <field name="street2" colspan="4"/>
109 <field name="country_id"/>
110 <field name="state_id"/>
112 <group colspan="2" col="3">
113 <separator string="Communication" colspan="4" col="3"/>
114 <field name="email_from" widget="email"/>
115 <button string="Mail"
116 name="%(mail.action_email_compose_message_wizard)d"
117 icon="terp-mail-message-new" type="action" colspan="1"/>
119 <field name="phone"/>
123 <field name="mobile"/>
125 <separator string="Links" colspan="4" col="3"/>
126 <field name="partner_id" string="Customer"/>
128 name="%(action_crm_lead2partner)d"
129 icon="terp-partner" type="action"
131 attrs="{'invisible':[('partner_id','!=',False)]}"/>
133 <separator colspan="4" string="Notes"/>
134 <field name="description" nolabel="1" colspan="4"/>
136 <page string="Extra Info">
137 <group colspan="2" col="2">
138 <separator string="Categorization" colspan="2" col="2"/>
139 <field name="company_id"
140 groups="base.group_multi_company"
141 widget="selection" colspan="2" />
142 <field name="type_id" select="1" widget="selection"/>
143 <field name="channel_id" select="1" widget="selection"/>
144 <field name="referred"/>
146 <group colspan="2" col="2">
147 <separator string="Mailings" colspan="2" col="2"/>
148 <field name="opt_in" on_change="on_change_opt_in(opt_in)"/>
149 <field name="opt_out" on_change="on_change_opt_out(opt_out)"/>
151 <group colspan="2" col="2" groups="base.group_no_one">
152 <separator string="Statistics" colspan="2" col="2"/>
153 <field name="day_open"/>
154 <field name="day_close"/>
159 <div class="oe_form_bottom">
160 <field name="message_ids_social" colspan="4" widget="ThreadView" nolabel="1"/>
166 <!-- CRM Lead Tree View -->
168 <record model="ir.ui.view" id="crm_case_tree_view_leads">
169 <field name="name">Leads</field>
170 <field name="model">crm.lead</field>
171 <field name="type">tree</field>
172 <field name="arch" type="xml">
173 <tree string="Leads" fonts="bold:needaction_pending==True" colors="blue:state=='pending';grey:state in ('cancel', 'done')">
174 <field name="needaction_pending" invisible="1"/>
175 <field name="date_deadline" invisible="1"/>
176 <field name="create_date" groups="base.group_no_one"/>
177 <field name="name" string="Subject"/>
178 <field name="contact_name"/>
179 <field name="country_id" invisible="context.get('invisible_country', True)" />
180 <field name="email_from"/>
181 <field name="phone"/>
183 <field name="categ_id" invisible="1"/>
184 <field name="type_id" invisible="1"/>
185 <field name="referred" invisible="1"/>
186 <field name="channel_id" invisible="1"/>
187 <field name="subjects" invisible="1"/>
189 <field name="stage_id"/>
190 <button name="stage_previous" string="Previous Stage"
191 states="open,pending" type="object" icon="gtk-go-back" />
192 <button name="stage_next" string="Next Stage"
193 states="open,pending" type="object"
194 icon="gtk-go-forward" />
195 <field name="section_id" invisible="context.get('invisible_section', True)" />
196 <field name="user_id" />
197 <field name="state" />
198 <button name="case_open" string="Open"
199 states="draft,pending" type="object"
200 icon="gtk-go-forward" />
201 <button name="case_close" string="Close"
202 states="open,draft,pending" type="object"
204 <button name="%(crm.action_crm_lead2opportunity_partner)d"
205 string="Convert to Opportunity"
206 states="draft,open,pending" icon="gtk-index"
208 <button name="case_escalate" string="Escalate"
209 states="open,draft,pending" type="object"
215 <!-- CRM Lead Calendar View -->
217 <record model="ir.ui.view" id="crm_case_calendar_view_leads">
218 <field name="name">CRM - Leads Calendar</field>
219 <field name="model">crm.lead</field>
220 <field name="type">calendar</field>
221 <field name="priority" eval="2"/>
222 <field name="arch" type="xml">
223 <calendar string="Leads Generation"
224 date_start="date_action" color="user_id">
225 <field name="name" />
226 <field name="partner_name" />
231 <!-- CRM Lead Kanban View -->
232 <record model="ir.ui.view" id="crm_case_kanban_view_leads">
233 <field name="name">CRM - Leads Kanban</field>
234 <field name="model">crm.lead</field>
235 <field name="type">kanban</field>
236 <field name="arch" type="xml">
237 <kanban default_group_by="stage_id">
238 <field name="state"/>
239 <field name="color"/>
240 <field name="priority"/>
241 <field name="planned_revenue" sum="Expected Revenues"/>
242 <field name="user_email"/>
243 <field name="user_id"/>
244 <field name="partner_address_email"/>
246 <t t-name="lead_details">
247 <ul class="oe_kanban_tooltip">
248 <li t-if="record.phone.raw_value"><b>Phone:</b> <field name="phone"/></li>
249 <li><b>Probability:</b> <field name="probability"/>%%</li>
250 <li><b>Creation date:</b> <field name="create_date"/></li>
251 <li t-if="record.date_deadline.raw_value"><b>Date Deadline:</b> <field name="date_deadline"/></li>
254 <t t-name="kanban-box">
255 <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>
256 <div t-attf-class="#{kanban_color(record.color.raw_value)} #{border || ''}">
257 <div class="oe_kanban_box oe_kanban_color_border">
258 <table class="oe_kanban_table oe_kanban_box_header oe_kanban_color_bgdark oe_kanban_color_border oe_kanban_draghandle">
260 <td align="left" valign="middle" width="16">
261 <a t-if="record.priority.raw_value == 1" icon="star-on" type="object" name="set_normal_priority"/>
262 <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);"/>
264 <td align="left" valign="middle" class="oe_kanban_title" tooltip="lead_details">
265 <field name="partner_id"/>
266 <t t-if="record.planned_revenue.raw_value">
267 - <t t-esc="Math.round(record.planned_revenue.value)"/>
268 <field name="company_currency"/>
271 <td valign="top" width="22">
272 <img t-att-src="kanban_image('res.users', 'avatar', record.user_id.raw_value[0])" t-att-title="record.user_id.value"
273 width="22" height="22" class="oe_kanban_gravatar"/>
278 <div class="oe_kanban_box_content oe_kanban_color_bglight oe_kanban_box_show_onclick_trigger">
281 <a t-if="record.partner_address_email.raw_value" t-attf-href="mailto:#{record.partner_address_email.raw_value}">
282 <field name="partner_address_name"/>
284 <field t-if="!record.partner_address_email.raw_value" name="partner_address_name"/>
290 <div style="padding-left: 0.5em">
291 <i><field name="date_action"/><t t-if="record.date_action.raw_value"> : </t><field name="title_action"/></i>
295 <div class="oe_kanban_buttons_set oe_kanban_color_border oe_kanban_color_bglight oe_kanban_box_show_onclick">
296 <div class="oe_kanban_left">
297 <a string="Edit" icon="gtk-edit" type="edit"/>
298 <a string="Change Color" icon="color-picker" type="color" name="color"/>
299 <a string="Send New Email" name="%(mail.action_email_compose_message_wizard)d" icon="terp-mail-message-new" type="action"/>
300 <a string="Log Call" name="%(opportunity2phonecall_act)d" icon="terp-call-start" type="action"/>
301 <a string="Schedule Meeting" name="action_makeMeeting" type="object" icon="stock_calendar"/>
302 <a string="Add Internal Note" name="%(crm.action_crm_add_note)d" context="{'model': 'crm.lead' }" icon="terp-document-new" type="action"/>
304 <div class="oe_kanban_right">
305 <a name="case_mark_lost" string="Mark Lost" states="open,pending" type="object" icon="kanban-stop" />
306 <a name="case_pending" string="Pending" states="draft,open" type="object" icon="kanban-pause" />
307 <a name="case_open" string="Open" states="pending" type="object" icon="gtk-media-play" />
308 <a name="case_mark_won" string="Mark Won" states="open,pending" type="object" icon="kanban-apply" />
310 <br class="oe_kanban_clear"/>
320 <!-- CRM Lead Search View -->
322 <record id="view_crm_case_leads_filter" model="ir.ui.view">
323 <field name="name">CRM - Leads Search</field>
324 <field name="model">crm.lead</field>
325 <field name="type">search</field>
326 <field name="arch" type="xml">
327 <search string="Search Leads">
328 <filter icon="terp-check"
330 name="new" help="New Leads"
331 domain="[('state','=','draft')]"/>
332 <filter icon="terp-camera_test"
335 domain="[('state','=','open')]"/>
336 <filter icon="terp-gtk-media-pause"
339 domain="[('state','=','pending')]"/>
341 <separator orientation="vertical"/>
342 <filter icon="terp-go-today" string="Today"
343 domain="[('create_date','<', time.strftime('%%Y-%%m-%%d 23:59:59')), ('create_date','>=', time.strftime('%%Y-%%m-%%d 00:00:00'))]"
344 help="Todays' Leads" />
345 <filter icon="terp-go-week" string="7 Days"
346 help="Leads creating during last 7 days"
347 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'))]"
349 <separator orientation="vertical"/>
350 <field name="name" string="Lead / Customer"
351 filter_domain="['|','|',('partner_name','ilike',self),('email_from','ilike',self),('name','ilike',self)]"/>
352 <field name="user_id">
353 <filter icon="terp-personal-"
354 domain="[('user_id','=', False)]"
355 help="Unassigned Leads" />
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.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_mark_won" string="Mark Won" states="open,pending" type="object" />
406 <button name="case_open" string="Open" states="draft,pending" type="object" />
407 <button name="case_pending" string="Pending" states="draft,open" type="object" />
408 <button name="case_escalate" string="Escalate" states="open,pending" type="object" />
409 <button name="case_mark_lost" string="Mark Lost" states="open,pending" type="object" />
410 <button name="case_reset" string="Reset to Draft" states="done,cancel" type="object" />
411 <button name="case_cancel" string="Cancel" states="draft" type="object" />
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)]}"/>
452 <field name="phone" colspan="3"/>
453 <field width="80%%" name="email_from" string="Email"/>
454 <button string="Mail"
455 name="%(mail.action_email_compose_message_wizard)d"
456 context="{'mail':'new', 'model': 'crm.lead'}"
457 icon="terp-mail-message-new" type="action" />
460 <group col="2" colspan="2" class="oe_form_group_label_border">
461 <separator colspan="2" string="Categorization"/>
462 <field name="section_id" colspan="1" widget="selection"/>
463 <field name="categ_id" select="1"
464 string="Category" widget="selection"
465 domain="[('object_id.model', '=', 'crm.lead')]" />
467 <label string="Stage" for="stage_id" align="1.0"/>
468 <group colspan="1" col="3">
469 <field name="stage_id" nolabel="1"
470 on_change="onchange_stage_id(stage_id)"
471 domain="section_id and [('section_ids', '=', section_id)] or []" width="60%%"/>
472 <button name="stage_previous"
473 states="draft,open,pending" type="object"
474 icon="gtk-go-back" string="" context="{'stage_type': 'opportunity'}"/>
475 <button name="stage_next" states="draft,open,pending"
476 type="object" icon="gtk-go-forward" string="" context="{'stage_type': 'opportunity'}"/>
479 <field name="priority" string="Priority"/>
482 <separator colspan="4" string="Details"/>
483 <field name="description" nolabel="1" colspan="4"/>
486 <separator string="Contact" colspan="4"/>
487 <group colspan="4" col="4" class="oe_form_group_label_border">
488 <field name="partner_name" string="Customer Name" colspan="4"/>
490 <group colspan="2" col="2" class="oe_form_group_label_border">
491 <field domain="[('domain', '=', 'contact')]" name="title" widget="selection"/>
493 <field name="street"/>
495 <field name="country_id"/>
497 <group colspan="2" col="2" class="oe_form_group_label_border">
498 <field name="function" />
499 <field name="mobile"/>
500 <field name="street2"/>
502 <field name="state_id"/>
505 <group colspan="2" col="2" class="oe_form_group_label_border">
506 <separator string="Categorization" colspan="2"/>
507 <field name="type_id" widget="selection"/>
508 <field name="channel_id" widget="selection"/>
510 <group colspan="2" col="2" class="oe_form_group_label_border">
511 <separator string="Mailings" colspan="2"/>
512 <field name="opt_in" on_change="on_change_opt_in(opt_in)"/>
513 <field name="opt_out" on_change="on_change_opt_out(opt_out)"/>
516 <page string="Extra Info">
517 <group col="2" colspan="2" class="oe_form_group_label_border">
518 <separator string="Misc" colspan="2"/>
519 <field name="active"/>
520 <field name="day_open" groups="base.group_no_one"/>
521 <field name="day_close" groups="base.group_no_one"/>
522 <field name="referred"/>
524 <group col="2" colspan="2" class="oe_form_group_label_border">
525 <separator colspan="4" string="References"/>
532 <div class="oe_form_bottom">
533 <field name="message_ids_social" colspan="4" widget="ThreadView" nolabel="1"/>
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="type">tree</field>
544 <field name="arch" type="xml">
545 <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)">
546 <field name="needaction_pending" invisible="1"/>
547 <field name="date_deadline" invisible="1"/>
548 <field name="create_date" groups="base.group_no_one"/>
549 <field name="name" string="Opportunity"/>
550 <field name="partner_id" string="Customer"/>
551 <field name="country_id" invisible="context.get('invisible_country', True)" />
552 <field name="date_action"/>
553 <field name="title_action" />
554 <field name="channel_id" invisible="1"/>
555 <field name="type_id" invisible="1"/>
556 <field name="subjects" invisible="1"/>
557 <field name="stage_id"/>
558 <button name="stage_previous" string="Previous Stage" states="open,pending" type="object" icon="gtk-go-back" />
559 <button name="stage_next" string="Next Stage" states="open,pending" type="object" icon="gtk-go-forward" />
560 <field name="planned_revenue" sum="Expected Revenues"/>
561 <field name="probability" widget="progressbar" avg="Avg. of Probability"/>
562 <field name="section_id" invisible="context.get('invisible_section', True)" />
563 <field name="user_id"/>
564 <field name="priority" invisible="1"/>
565 <field name="categ_id" invisible="1"/>
566 <field name="state"/>
567 <button name="case_open" string="Open" states="draft,pending" type="object" icon="gtk-go-forward" />
568 <button name="case_pending" string="Pending" states="open,draft" type="object" icon="gtk-media-pause" />
569 <button name="case_mark_lost" string="Lost" states="open,pending" type="object" icon="gtk-cancel" />
570 <button name="case_mark_won" string="Won" states="open,pending" type="object" icon="gtk-apply" />
576 <!-- Opportunities Search View -->
577 <record id="view_crm_case_opportunities_filter" model="ir.ui.view">
578 <field name="name">CRM - Opportunities Search</field>
579 <field name="model">crm.lead</field>
580 <field name="type">search</field>
581 <field name="arch" type="xml">
582 <search string="Search Opportunities">
583 <filter icon="terp-check"
584 string="New" help="New Opportunities"
586 domain="[('state','=','draft')]"/>
587 <filter icon="terp-camera_test"
588 string="Open" help="Open Opportunities"
590 domain="[('state','=','open')]"/>
591 <filter icon="terp-gtk-media-pause"
592 string="Pending" help="Pending Opportunities"
594 domain="[('state','=','pending')]"/>
595 <separator orientation="vertical"/>
596 <field name="name" string="Opportunity / Customer"
597 filter_domain="['|','|','|',('partner_id','ilike',self),('partner_name','ilike',self),('email_from','ilike',self),('name', 'ilike', self)]"/>
598 <field name="user_id">
599 <filter icon="terp-personal-"
600 domain="[('user_id','=', False)]"
601 help="Unassigned Opportunities" />
603 <field name="section_id"
604 context="{'invisible_section': False}"
606 <filter icon="terp-personal+"
607 domain="['|', ('section_id.user_id','=',uid), ('section_id.member_ids', 'in', [uid])]"
608 context="{'invisible_section': False}"
609 help="My Sales Team(s)" />
610 <filter icon="terp-personal+"
611 context="{'invisible_section': False}"
613 help="Show Sales Team"/>
616 <group expand="0" string="Group By..." colspan="16">
617 <filter string="Salesman" icon="terp-personal" domain="[]" context="{'group_by':'user_id'}" />
618 <filter string="Team" help="Sales Team" icon="terp-personal+" domain="[]" context="{'group_by':'section_id'}"/>
619 <filter string="Customer" help="Partner" icon="terp-personal+" domain="[]" context="{'group_by':'partner_id'}"/>
620 <separator orientation="vertical" />
621 <filter string="Stage" icon="terp-stage" domain="[]" context="{'group_by':'stage_id'}" />
622 <filter string="Priority" icon="terp-rating-rated" domain="[]" context="{'group_by':'priority'}" />
623 <filter string="Category" icon="terp-stock_symbol-selection" domain="[]" context="{'group_by':'categ_id'}" />
624 <filter string="Campaign" icon="terp-gtk-jump-to-rtl" domain="[]" context="{'group_by':'type_id'}"/>
625 <filter string="Channel" icon="terp-call-start" domain="[]" context="{'group_by':'channel_id'}" />
626 <filter string="State" icon="terp-stock_effects-object-colorize" domain="[]" context="{'group_by':'state'}"/>
627 <separator orientation="vertical" />
628 <filter string="Creation" icon="terp-go-month" domain="[]" context="{'group_by':'create_date'}" groups="base.group_no_one"/>
629 <filter string="Exp.Closing" icon="terp-go-month" help="Expected Closing" domain="[]" context="{'group_by':'date_deadline'}" />
635 <!-- crm.lead Opportunities Graph View -->
636 <record model="ir.ui.view" id="crm_case_graph_view_opportunity">
637 <field name="name">CRM - Opportunity Graph</field>
638 <field name="model">crm.lead</field>
639 <field name="type">graph</field>
640 <field name="arch" type="xml">
641 <graph string="Opportunity by Categories" type="bar" orientation="horizontal">
642 <field name="categ_id"/>
643 <field name="planned_revenue" operator="+"/>
644 <field name="state" group="True"/>