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="subjects"/>
357 <field name="section_id" widget="selection"
358 context="{'invisible_section': False}">
359 <filter icon="terp-personal+"
360 context="{'invisible_section': False}"
361 domain="['|', ('section_id', '=', context.get('section_id')), '|', ('section_id.user_id','=',uid), ('section_id.member_ids', 'in', [uid])]"
362 help="My Sales Team(s)"/>
363 <filter icon="terp-personal+"
364 context="{'invisible_section': False}"
366 help="Show Sales Team"/>
368 <separator orientation="vertical"/>
369 <field name="country_id" context="{'invisible_country': False}">
370 <filter icon="terp-personal+" context="{'invisible_country': False}" help="Show countries"/>
373 <group expand="0" string="Group By...">
374 <filter string="Salesman" icon="terp-personal" domain="[]" context="{'group_by':'user_id'}"/>
375 <filter string="Team" icon="terp-personal+" domain="[]" context="{'group_by':'section_id'}"/>
376 <filter string="Referrer" icon="terp-personal" domain="[]" context="{'group_by':'referred'}"/>
377 <separator orientation="vertical"/>
378 <filter string="Category" icon="terp-stock_symbol-selection" domain="[]" context="{'group_by':'categ_id'}"/>
379 <filter string="Campaign" icon="terp-gtk-jump-to-rtl"
380 domain="[]" context="{'group_by':'type_id'}" />
381 <filter string="Channel" icon="terp-call-start"
382 domain="[]" context="{'group_by':'channel_id'}" />
383 <separator orientation="vertical"/>
384 <filter string="Stage" icon="terp-stage" domain="[]" context="{'group_by':'stage_id'}"/>
385 <filter string="State" icon="terp-stock_effects-object-colorize" domain="[]" context="{'group_by':'state'}"/>
386 <separator orientation="vertical" groups="base.group_no_one"/>
387 <filter string="Creation" help="Create date" icon="terp-go-month"
388 domain="[]" context="{'group_by':'create_date'}" groups="base.group_no_one"/>
395 <!-- Opportunities Form View -->
396 <record model="ir.ui.view" id="crm_case_form_view_oppor">
397 <field name="name">Opportunities</field>
398 <field name="model">crm.lead</field>
399 <field name="type">form</field>
400 <field name="priority">20</field>
401 <field name="arch" type="xml">
402 <form string="Opportunities" layout="manual">
403 <div class="oe_form_topbar">
404 <button name="case_cancel" string="Cancel" states="draft" type="object" icon="gtk-cancel" />
405 <button name="case_mark_lost" string="Mark Lost" states="open,pending" type="object" icon="gtk-cancel" />
406 <button name="case_reset" string="Reset to Draft" states="done,cancel" type="object" icon="gtk-convert" />
407 <button name="case_open" string="Open" states="draft,pending" type="object" icon="gtk-go-forward" />
408 <button name="case_pending" string="Pending" states="draft,open" type="object" icon="gtk-media-pause" />
409 <button name="case_escalate" string="Escalate" states="open,pending" type="object" icon="gtk-go-up" />
410 <button name="case_mark_won" string="Mark Won" states="open,pending" type="object" icon="gtk-apply" />
411 <div class="oe_right">
412 <field name="state" nolabel="1" widget="statusbar" statusbar_visible="draft,open,done" statusbar_colors='{"pending":"blue"}'/>
415 <sheet layout="auto">
416 <group colspan="4" col="3">
417 <field name="name" required="1" nolabel="1" class="oe_form_title" width="80%%"/>
418 <button string="Schedule/Log Call"
419 name="%(opportunity2phonecall_act)d" icon="terp-call-start"
421 <button string="Schedule Meeting" icon="gtk-redo"
422 name="action_makeMeeting"
425 <group colspan="4" col="4" class="oe_form_group_label_border" style="margin-top: 20px;">
426 <field name="user_id"/>
427 <field name="planned_revenue"/>
429 <field name="date_action"/>
430 <field name="date_deadline"/>
432 <field name="title_action"/>
433 <field name="probability"/>
435 <field name="type" invisible="1"/>
437 <notebook colspan="4">
438 <page string="Opportunity">
439 <group col="4" colspan="2">
440 <separator colspan="4" string="Contacts"/>
441 <group colspan="2" col="3" class="oe_form_group_label_border">
442 <field width="80%%" name="partner_id" select="1"
443 on_change="onchange_partner_id(partner_id, email_from)" string="Customer"/>
444 <button name="%(action_crm_lead2partner)d"
445 icon="terp-partner" type="action"
447 attrs="{'invisible':[('partner_id','!=',False)]}"/>
449 <field name="phone" colspan="3"/>
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="Categorization"/>
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"/>
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"/>
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"/>
506 <field name="channel_id" widget="selection"/>
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"/>
522 <group col="2" colspan="2" class="oe_form_group_label_border">
523 <separator colspan="4" string="References"/>
530 <div class="oe_form_sheet_width">
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', '=', context.get('section_id')), '|', ('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"/>
615 <group expand="0" string="Group By..." colspan="16">
616 <filter string="Salesman" icon="terp-personal" domain="[]" context="{'group_by':'user_id'}" />
617 <filter string="Team" help="Sales Team" icon="terp-personal+" domain="[]" context="{'group_by':'section_id'}"/>
618 <filter string="Customer" help="Partner" icon="terp-personal+" domain="[]" context="{'group_by':'partner_id'}"/>
619 <separator orientation="vertical" />
620 <filter string="Stage" icon="terp-stage" domain="[]" context="{'group_by':'stage_id'}" />
621 <filter string="Priority" icon="terp-rating-rated" domain="[]" context="{'group_by':'priority'}" />
622 <filter string="Category" icon="terp-stock_symbol-selection" domain="[]" context="{'group_by':'categ_id'}" />
623 <filter string="Campaign" icon="terp-gtk-jump-to-rtl" domain="[]" context="{'group_by':'type_id'}"/>
624 <filter string="Channel" icon="terp-call-start" domain="[]" context="{'group_by':'channel_id'}" />
625 <filter string="State" icon="terp-stock_effects-object-colorize" domain="[]" context="{'group_by':'state'}"/>
626 <separator orientation="vertical" />
627 <filter string="Creation" icon="terp-go-month" domain="[]" context="{'group_by':'create_date'}" groups="base.group_no_one"/>
628 <filter string="Exp.Closing" icon="terp-go-month" help="Expected Closing" domain="[]" context="{'group_by':'date_deadline'}" />
634 <!-- crm.lead Opportunities Graph View -->
635 <record model="ir.ui.view" id="crm_case_graph_view_opportunity">
636 <field name="name">CRM - Opportunity Graph</field>
637 <field name="model">crm.lead</field>
638 <field name="type">graph</field>
639 <field name="arch" type="xml">
640 <graph string="Opportunity by Categories" type="bar" orientation="horizontal">
641 <field name="categ_id"/>
642 <field name="planned_revenue" operator="+"/>
643 <field name="state" group="True"/>