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 <div t-attf-class="oe_kanban_color_#{kanban_getcolor(record.color.raw_value)} oe_kanban_card">
256 <a class="oe_kanban_menuaction oe_i">B</a>
257 <ul class="oe_kanban_menu">
258 <li><a type="edit" >Edit...</a></li>
259 <li><a type="delete">Delete</a></li>
260 <li><a name="%(mail.action_email_compose_message_wizard)d" type="action">Send New Email</a></li>
261 <li><a name="%(opportunity2phonecall_act)d" type="action">Log Call</a></li>
262 <li><a name="action_makeMeeting" type="object">Schedule Meeting</a></li>
263 <li><a name="%(crm.action_crm_add_note)d" context="{'model': 'crm.lead' }" type="action">Add Internal Note</a></li>
264 <li><ul class="oe_kanban_colorpicker" data-field="color"/></li>
266 <div class="oe_kanban_content">
268 <field name="partner_id"/>
269 <t t-if="record.planned_revenue.raw_value">
270 - <t t-esc="Math.round(record.planned_revenue.value)"/>
271 <field name="company_currency"/>
275 <b> <field name="partner_address_name"/> </b>
280 <div style="padding-left: 0.5em">
282 <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>
283 <span t-attf-class="#{red || ''}">
284 <field name="date_action"/>
286 <t t-if="record.date_action.raw_value"> : </t>
287 <field name="title_action"/>
290 <div class="oe_right">
291 <a t-if="record.priority.raw_value == 1" icon="star-on" type="object" name="set_normal_priority"/>
292 <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);"/>
294 <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>
295 <span t-attf-class="oe_kanban_status #{red}"> </span>
297 <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"/>
299 <div class="oe_kanban_footer_left">
302 <div class="oe_clear"></div>
305 <div class="oe_kanban_right">
306 <a name="case_mark_lost" string="Mark Lost" states="open,pending" type="object" icon="kanban-stop" />
307 <a name="case_pending" string="Pending" states="draft,open" type="object" icon="kanban-pause" />
308 <a name="case_open" string="Open" states="pending" type="object" icon="gtk-media-play" />
309 <a name="case_mark_won" string="Mark Won" states="open,pending" type="object" icon="kanban-apply" />
318 <!-- CRM Lead Search View -->
320 <record id="view_crm_case_leads_filter" model="ir.ui.view">
321 <field name="name">CRM - Leads Search</field>
322 <field name="model">crm.lead</field>
323 <field name="type">search</field>
324 <field name="arch" type="xml">
325 <search string="Search Leads">
326 <filter icon="terp-check"
328 name="new" help="New Leads"
329 domain="[('state','=','draft')]"/>
330 <filter icon="terp-camera_test"
333 domain="[('state','=','open')]"/>
334 <filter icon="terp-gtk-media-pause"
337 domain="[('state','=','pending')]"/>
339 <separator orientation="vertical"/>
340 <filter icon="terp-go-today" string="Today"
341 domain="[('create_date','<', time.strftime('%%Y-%%m-%%d 23:59:59')), ('create_date','>=', time.strftime('%%Y-%%m-%%d 00:00:00'))]"
342 help="Todays' Leads" />
343 <filter icon="terp-go-week" string="7 Days"
344 help="Leads creating during last 7 days"
345 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'))]"
347 <separator orientation="vertical"/>
348 <field name="name" string="Lead / Customer"
349 filter_domain="['|','|',('partner_name','ilike',self),('email_from','ilike',self),('name','ilike',self)]"/>
350 <field name="user_id">
351 <filter icon="terp-personal-"
352 domain="[('user_id','=', False)]"
353 help="Unassigned Leads" />
355 <field name="subjects"/>
356 <field name="section_id" widget="selection"
357 context="{'invisible_section': False}">
358 <filter icon="terp-personal+"
359 context="{'invisible_section': False}"
360 domain="['|', ('section_id.user_id','=',uid), ('section_id.member_ids', 'in', [uid])]"
361 help="My Sales Team(s)"/>
362 <filter icon="terp-personal+"
363 context="{'invisible_section': False}"
365 help="Show Sales Team"/>
367 <separator orientation="vertical"/>
368 <field name="country_id" context="{'invisible_country': False}">
369 <filter icon="terp-personal+" context="{'invisible_country': False}" help="Show countries"/>
372 <group expand="0" string="Group By...">
373 <filter string="Salesperson" icon="terp-personal" domain="[]" context="{'group_by':'user_id'}"/>
374 <filter string="Team" icon="terp-personal+" domain="[]" context="{'group_by':'section_id'}"/>
375 <filter string="Referrer" icon="terp-personal" domain="[]" context="{'group_by':'referred'}"/>
376 <separator orientation="vertical"/>
377 <filter string="Category" icon="terp-stock_symbol-selection" domain="[]" context="{'group_by':'categ_id'}"/>
378 <filter string="Campaign" icon="terp-gtk-jump-to-rtl"
379 domain="[]" context="{'group_by':'type_id'}" />
380 <filter string="Channel" icon="terp-call-start"
381 domain="[]" context="{'group_by':'channel_id'}" />
382 <separator orientation="vertical"/>
383 <filter string="Stage" icon="terp-stage" domain="[]" context="{'group_by':'stage_id'}"/>
384 <filter string="Status" icon="terp-stock_effects-object-colorize" domain="[]" context="{'group_by':'state'}"/>
385 <separator orientation="vertical" groups="base.group_no_one"/>
386 <filter string="Creation" help="Create date" icon="terp-go-month"
387 domain="[]" context="{'group_by':'create_date'}" groups="base.group_no_one"/>
394 <!-- Opportunities Form View -->
395 <record model="ir.ui.view" id="crm_case_form_view_oppor">
396 <field name="name">Opportunities</field>
397 <field name="model">crm.lead</field>
398 <field name="type">form</field>
399 <field name="priority">20</field>
400 <field name="arch" type="xml">
401 <form string="Opportunities" layout="manual">
402 <div class="oe_form_topbar oe_form_topbar_hifirst">
403 <button name="case_mark_won" string="Mark Won" states="open,pending" type="object" />
404 <button name="case_open" string="Open" states="draft,pending" type="object" />
405 <button name="case_pending" string="Pending" states="draft,open" type="object" />
406 <button name="case_escalate" string="Escalate" states="open,pending" type="object" />
407 <button name="case_mark_lost" string="Mark Lost" states="open,pending" type="object" />
408 <button name="case_reset" string="Reset to Draft" states="done,cancel" type="object" />
409 <button name="case_cancel" string="Cancel" states="draft" type="object" />
410 <div class="oe_right">
411 <field name="state" nolabel="1" widget="statusbar" statusbar_visible="draft,open,done" statusbar_colors='{"pending":"blue"}'/>
413 <div class="oe_clear"/>
415 <sheet layout="auto">
416 <group colspan="4" col="2" width="auto">
417 <field name="name" required="1" nolabel="1" class="oe_form_title" placeholder="Need new website design"/>
418 <div class="oe_text_right">
419 <button string="Schedule/Log Call"
420 name="%(opportunity2phonecall_act)d" icon="terp-call-start"
422 <button string="Schedule Meeting" icon="gtk-redo"
423 name="action_makeMeeting"
427 <group colspan="4" col="4" class="oe_form_group_label_border" style="margin-top: 20px;">
428 <field name="user_id"/>
429 <field name="planned_revenue"/>
431 <field name="date_action"/>
432 <field name="date_deadline"/>
434 <field name="title_action" placeholder="Call to analyse needs"/>
435 <field name="probability"/>
437 <field name="type" invisible="1"/>
439 <notebook colspan="4">
440 <page string="Opportunity">
441 <group col="4" colspan="2">
442 <separator colspan="4" string="Contacts"/>
443 <group colspan="2" col="3" class="oe_form_group_label_border">
444 <field width="80%%" name="partner_id" select="1"
445 on_change="onchange_partner_id(partner_id, email_from)" string="Customer"/>
446 <button name="%(action_crm_lead2partner)d"
447 icon="terp-partner" type="action"
449 attrs="{'invisible':[('partner_id','!=',False)]}"/>
450 <field name="phone" colspan="3" placeholder="+32.81.81.37.00"/>
451 <field width="80%%" name="email_from" string="Email"/>
452 <button string="Mail"
453 name="%(mail.action_email_compose_message_wizard)d"
454 context="{'mail':'new', 'model': 'crm.lead'}"
455 icon="terp-mail-message-new" type="action" />
458 <group col="2" colspan="2" class="oe_form_group_label_border">
459 <separator colspan="2" string="Category"/>
460 <field name="section_id" colspan="1" widget="selection"/>
461 <field name="categ_id" select="1"
462 string="Category" widget="selection"
463 domain="[('object_id.model', '=', 'crm.lead')]" />
465 <label string="Stage" for="stage_id" align="1.0"/>
466 <group colspan="1" col="3">
467 <field name="stage_id" nolabel="1"
468 on_change="onchange_stage_id(stage_id)"
469 domain="section_id and [('section_ids', '=', section_id)] or []" width="60%%"/>
470 <button name="stage_previous"
471 states="draft,open,pending" type="object"
472 icon="gtk-go-back" string="" context="{'stage_type': 'opportunity'}"/>
473 <button name="stage_next" states="draft,open,pending"
474 type="object" icon="gtk-go-forward" string="" context="{'stage_type': 'opportunity'}"/>
477 <field name="priority" string="Priority"/>
480 <separator colspan="4" string="Details"/>
481 <field name="description" nolabel="1" colspan="4"/>
484 <separator string="Contact" colspan="4"/>
485 <group colspan="4" col="4" class="oe_form_group_label_border">
486 <field name="partner_name" string="Customer Name" colspan="4"/>
488 <group colspan="2" col="2" class="oe_form_group_label_border">
489 <field domain="[('domain', '=', 'contact')]" name="title" widget="selection"/>
490 <field name="fax" placeholder="+32.81.81.37.00"/>
491 <field name="street"/>
493 <field name="country_id"/>
495 <group colspan="2" col="2" class="oe_form_group_label_border">
496 <field name="function" />
497 <field name="mobile" placeholder="+32.81.81.37.00"/>
498 <field name="street2"/>
500 <field name="state_id"/>
503 <group colspan="2" col="2" class="oe_form_group_label_border">
504 <separator string="Categorization" colspan="2"/>
505 <field name="type_id" widget="selection" placeholder="Mailing june"/>
506 + <field name="channel_id" widget="selection" placeholder="E-mail"/>
508 <group colspan="2" col="2" class="oe_form_group_label_border">
509 <separator string="Mailings" colspan="2"/>
510 <field name="opt_in" on_change="on_change_opt_in(opt_in)"/>
511 <field name="opt_out" on_change="on_change_opt_out(opt_out)"/>
514 <page string="Extra Info">
515 <group col="2" colspan="2" class="oe_form_group_label_border">
516 <separator string="Misc" colspan="2"/>
517 <field name="active"/>
518 <field name="day_open" groups="base.group_no_one"/>
519 <field name="day_close" groups="base.group_no_one"/>
520 <field name="referred" placeholder="tom@reseller.com"/>
522 <group col="2" colspan="2" class="oe_form_group_label_border">
523 <separator colspan="4" string="References"/>
530 <div class="oe_form_bottom">
531 <field name="message_ids_social" colspan="4" widget="ThreadView" nolabel="1"/>
537 <!-- Opportunities Tree View -->
538 <record model="ir.ui.view" id="crm_case_tree_view_oppor">
539 <field name="name">Opportunities Tree</field>
540 <field name="model">crm.lead</field>
541 <field name="type">tree</field>
542 <field name="arch" type="xml">
543 <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)">
544 <field name="needaction_pending" invisible="1"/>
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="subjects" invisible="1"/>
555 <field name="stage_id"/>
556 <button name="stage_previous" string="Previous Stage" states="open,pending" type="object" icon="gtk-go-back" />
557 <button name="stage_next" string="Next Stage" states="open,pending" type="object" icon="gtk-go-forward" />
558 <field name="planned_revenue" sum="Expected Revenues"/>
559 <field name="probability" widget="progressbar" avg="Avg. of Probability"/>
560 <field name="section_id" invisible="context.get('invisible_section', True)" />
561 <field name="user_id"/>
562 <field name="priority" invisible="1"/>
563 <field name="categ_id" invisible="1"/>
564 <field name="state"/>
565 <button name="case_open" string="Open" states="draft,pending" type="object" icon="gtk-go-forward" />
566 <button name="case_pending" string="Pending" states="open,draft" type="object" icon="gtk-media-pause" />
567 <button name="case_mark_lost" string="Lost" states="open,pending" type="object" icon="gtk-cancel" />
568 <button name="case_mark_won" string="Won" states="open,pending" type="object" icon="gtk-apply" />
574 <!-- Opportunities Search View -->
575 <record id="view_crm_case_opportunities_filter" model="ir.ui.view">
576 <field name="name">CRM - Opportunities Search</field>
577 <field name="model">crm.lead</field>
578 <field name="type">search</field>
579 <field name="arch" type="xml">
580 <search string="Search Opportunities">
581 <filter icon="terp-check"
582 string="New" help="New Opportunities"
584 domain="[('state','=','draft')]"/>
585 <filter icon="terp-camera_test"
586 string="Open" help="Open Opportunities"
588 domain="[('state','=','open')]"/>
589 <filter icon="terp-gtk-media-pause"
590 string="Pending" help="Pending Opportunities"
592 domain="[('state','=','pending')]"/>
593 <separator orientation="vertical"/>
594 <field name="name" string="Opportunity / Customer"
595 filter_domain="['|','|','|',('partner_id','ilike',self),('partner_name','ilike',self),('email_from','ilike',self),('name', 'ilike', self)]"/>
596 <field name="user_id">
597 <filter icon="terp-personal-"
598 domain="[('user_id','=', False)]"
599 help="Unassigned Opportunities" />
601 <field name="section_id"
602 context="{'invisible_section': False}"
604 <filter icon="terp-personal+"
605 domain="['|', ('section_id.user_id','=',uid), ('section_id.member_ids', 'in', [uid])]"
606 context="{'invisible_section': False}"
607 help="My Sales Team(s)" />
608 <filter icon="terp-personal+"
609 context="{'invisible_section': False}"
611 help="Show Sales Team"/>
614 <group expand="0" string="Group By..." colspan="16">
615 <filter string="Salesperson" icon="terp-personal" domain="[]" context="{'group_by':'user_id'}" />
616 <filter string="Team" help="Sales Team" icon="terp-personal+" domain="[]" context="{'group_by':'section_id'}"/>
617 <filter string="Customer" help="Partner" icon="terp-personal+" domain="[]" context="{'group_by':'partner_id'}"/>
618 <separator orientation="vertical" />
619 <filter string="Stage" icon="terp-stage" domain="[]" context="{'group_by':'stage_id'}" />
620 <filter string="Priority" icon="terp-rating-rated" domain="[]" context="{'group_by':'priority'}" />
621 <filter string="Category" icon="terp-stock_symbol-selection" domain="[]" context="{'group_by':'categ_id'}" />
622 <filter string="Campaign" icon="terp-gtk-jump-to-rtl" domain="[]" context="{'group_by':'type_id'}"/>
623 <filter string="Channel" icon="terp-call-start" domain="[]" context="{'group_by':'channel_id'}" />
624 <filter string="Status" icon="terp-stock_effects-object-colorize" domain="[]" context="{'group_by':'state'}"/>
625 <separator orientation="vertical" />
626 <filter string="Creation" icon="terp-go-month" domain="[]" context="{'group_by':'create_date'}" groups="base.group_no_one"/>
627 <filter string="Exp.Closing" icon="terp-go-month" help="Expected Closing" domain="[]" context="{'group_by':'date_deadline'}" />
633 <!-- crm.lead Opportunities Graph View -->
634 <record model="ir.ui.view" id="crm_case_graph_view_opportunity">
635 <field name="name">CRM - Opportunity Graph</field>
636 <field name="model">crm.lead</field>
637 <field name="type">graph</field>
638 <field name="arch" type="xml">
639 <graph string="Opportunity by Categories" type="bar" orientation="horizontal">
640 <field name="categ_id"/>
641 <field name="planned_revenue" operator="+"/>
642 <field name="state" group="True"/>