<data>
<!-- Stage Search view -->
-
- <record id="crm_lead_stage_search" model="ir.ui.view">
+ <record id="crm_lead_stage_search" model="ir.ui.view">
<field name="name">Stage - Search</field>
<field name="model">crm.case.stage</field>
<field name="type">search</field>
<field name="arch" type="xml">
<search string="Stage Search">
- <filter icon="terp-personal" name="lead"
- string="Lead" domain="[('type', '=', 'lead')]" context="{'type' : 'lead'}"/>
- <filter icon="terp-personal+" name="opportunity"
- string="Opportunity" domain="[('type', '=', 'opportunity')]" context="{'type' : 'opportunity'}"/>
<field name="name"/>
</search>
</field>
</record>
<!--Lead Stage Form view -->
-
<record id="crm_lead_stage_act" model="ir.actions.act_window">
<field name="name">Stages</field>
<field name="res_model">crm.case.stage</field>
<field name="view_type">form</field>
<field name="view_id" ref="crm.crm_case_stage_tree"/>
- <field name="context">{'search_default_opportunity':1}</field>
- <field name="search_view_id" ref="crm_lead_stage_search"/>
<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>
</record>
widget="selection"
domain="[('object_id.model','=','crm.lead')]"/>
<button
- name="convert_opportunity"
+ name="%(crm.action_crm_lead2opportunity_partner)d"
string="Convert to Opportunity"
help="Convert to Opportunity" icon="gtk-go-forward"
- type="object"/>
+ />
<newline />
<field name="user_id" />
<field name="section_id" widget="selection" />
- <field name="stage_id" domain="[('type','=','lead'),('section_ids', '=', section_id)]" />
+ <field name="stage_id" domain="[('section_ids', '=', section_id)]" />
<group col="2" colspan="1">
<button name="stage_previous" string=""
states="open,pending,draft" type="object"
<group colspan="2" col="3">
<separator string="Communication" colspan="4" col="3"/>
<field name="email_from" widget="email"/>
- <button string="Send Email"
+ <button string="Mail"
name="%(mail.action_email_compose_message_wizard)d"
icon="terp-mail-message-new" type="action" colspan="1"/>
<newline/>
<field name="description" nolabel="1" colspan="4"/>
<separator colspan="4"/>
<group col="8" colspan="4">
- <field name="state"/>
+ <field name="state" widget="statusbar" statusbar_visible="draft,open,done" statusbar_colors='{"pending":"blue"}'/>
<button name="case_cancel" string="Cancel"
states="draft,open,pending" type="object"
icon="gtk-cancel" />
<group colspan="4">
<field colspan="4" name="email_cc" widget="char" size="512"/>
</group>
- <field name="message_ids" colspan="4" nolabel="1" mode="tree,form">
- <tree string="Communication history">
+ <field name="message_ids" colspan="4" nolabel="1" mode="tree,form" readonly="1">
+ <tree string="History">
<field name="display_text" string="History Information"/>
- <field name="history" invisible="1"/>
+ <field name="email_from" invisible="1"/>
<button
- string="Reply" attrs="{'invisible': [('history', '!=', True)]}"
+ string="Reply" attrs="{'invisible': [('email_from', '=', False)]}"
name="%(mail.action_email_compose_message_wizard)d"
- context="{'mail':'reply', 'message_id':active_id}"
+ context="{'mail.compose.message.mode':'reply', 'message_id':active_id}"
icon="terp-mail-replied" type="action" />
</tree>
- <form string="Communication history">
+ <form string="History">
<group col="4" colspan="4">
- <field name="email_from"/>
- <field name="date"/>
- <field name="email_to" widget="char" size="512"/>
- <field name="email_cc" widget="char" size="512"/>
- <field name="subject" colspan="4" widget="char" size="512"/>
- <field name="history" invisible="1"/>
+ <group col="2" colspan="2" attrs="{'invisible': [('email_from', '=', False)]}">
+ <field name="email_from"/>
+ <field name="email_to" size="512"/>
+ </group>
+ <group col="2" colspan="2">
+ <field name="date"/>
+ <field name="email_cc" size="512" attrs="{'invisible': [('email_from', '=', False)]}"/>
+ </group>
+ <field name="subject" colspan="4" widget="char" attrs="{'invisible': [('email_from', '=', False)]}" size="512"/>
+ <field name="display_text" colspan="4" attrs="{'invisible': [('email_from', '!=', False)]}"/>
</group>
<notebook colspan="4">
- <page string="Details">
- <group attrs="{'invisible': [('history', '!=', True)]}">
- <field name="body" colspan="4" nolabel="1" height="250"/>
+ <page string="Details" attrs="{'invisible': [('email_from', '=', False)]}">
+ <field name="body_text" colspan="4" nolabel="1"/>
+ <group attrs="{'invisible': [('email_from', '=', False)]}">
<button colspan="4" string="Reply"
name="%(mail.action_email_compose_message_wizard)d"
- context="{'mail':'reply', 'message_id':active_id}"
+ context="{'mail.compose.message.mode':'reply'}"
icon="terp-mail-replied" type="action"/>
- </group>
- <group attrs="{'invisible': [('history', '=', True)]}">
- <field name="display_text" colspan="4" nolabel="1" height="250"/>
- </group>
+ </group>
+
</page>
- <page string="Attachments">
+ <page string="Attachments" attrs="{'invisible': [('email_from', '=', False)]}">
<field name="attachment_ids" colspan="4" readonly="1" nolabel="1"/>
</page>
- </notebook>
+ </notebook>
</form>
</field>
<button string="Add Internal Note"
<field name="type_id" invisible="1"/>
<field name="referred" invisible="1"/>
<field name="channel_id" invisible="1"/>
+ <field name="subjects" invisible="1"/>
<field name="stage_id"/>
<button name="stage_previous" string="Previous Stage"
</field>
</record>
+ <!-- CRM Lead Kanban View -->
+ <record model="ir.ui.view" id="crm_case_kanban_view_leads">
+ <field name="name">CRM - Leads Kanban</field>
+ <field name="model">crm.lead</field>
+ <field name="type">kanban</field>
+ <field name="arch" type="xml">
+ <kanban default_group_by="stage_id">
+ <field name="state"/>
+ <field name="color"/>
+ <field name="priority"/>
+ <field name="planned_revenue" sum="Expected Revenues"/>
+ <field name="user_email"/>
+ <templates>
+ <t t-name="kanban-box">
+ <t t-set="color" t-value="kanban_color(record.color.raw_value || record.state.raw_value)"/>
+ <div t-att-class="color + (record.priority.raw_value == 1 ? ' oe_kanban_color_alert' : '')">
+ <div class="oe_kanban_box oe_kanban_color_border">
+ <table class="oe_kanban_table oe_kanban_box_header oe_kanban_color_bgdark oe_kanban_color_border oe_kanban_draghandle">
+ <tr>
+ <td class="oe_kanban_title3" align="left" valign="middle">
+ <a t-if="record.priority.raw_value == 1" icon="star-on" type="object" name="set_normal_priority"/>
+ <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);"/>
+ <field name="partner_id"/>
+ </td>
+ <td class="oe_kanban_title2" align="right" valign="middle" t-if="record.planned_revenue.raw_value" nowrap="nowrap">
+ <t t-esc="Math.round(record.planned_revenue.value)"/> <field name="company_currency"/>
+ </td>
+ <td valign="top" width="22"><img t-att-src="kanban_gravatar(record.user_email.value, 22)" class="oe_kanban_gravatar"/></td>
+ </tr>
+ </table>
+
+ <div class="oe_kanban_box_content oe_kanban_color_bglight oe_kanban_box_show_onclick_trigger">
+ <div class="oe_kanban_right oe_kanban_small">
+ <field name="user_login"/>
+ </div>
+ <div>
+ <b><field name="partner_address_name"/></b>
+ </div>
+ <div>
+ <field name="name"/>
+ </div>
+ <div style="padding-left: 0.5em">
+ <i><field name="date_action"/><t t-if="record.date_action.raw_value"> : </t><field name="title_action"/></i>
+ </div>
+ </div>
+
+ <div class="oe_kanban_buttons_set oe_kanban_color_border oe_kanban_color_bglight oe_kanban_box_show_onclick">
+ <div class="oe_kanban_left">
+ <a string="Edit" icon="gtk-edit" type="edit"/>
+ <a string="Change Color" icon="color-picker" type="color" name="color"/>
+ <a string="Send New Email" name="%(mail.action_email_compose_message_wizard)d" icon="terp-mail-message-new" type="action"/>
+ <a string="Schedule/Log Call" name="%(opportunity2phonecall_act)d" icon="terp-call-start" type="action"/>
+ <a string="Add Internal Note" name="%(crm.action_crm_add_note)d" context="{'model': 'crm.lead' }" icon="terp-document-new" type="action"/>
+ <a name="action_makeMeeting" type="object" string="Schedule Meeting" icon="gtk-redo" />
+ </div>
+ <div class="oe_kanban_right">
+ <a name="case_pending" string="Pending" states="draft,open" type="object" icon="lead-stage-pending" />
+ <a name="case_mark_won" string="Mark Won" states="open,pending" type="object" icon="lead-stage-won" />
+ <a name="case_mark_lost" string="Mark Lost" states="open,pending" type="object" icon="lead-stage-lost" />
+ </div>
+ <br class="oe_kanban_clear"/>
+ </div>
+ </div>
+ </div>
+ </t>
+ </templates>
+ </kanban>
+ </field>
+ </record>
+
<!-- CRM Lead Search View -->
<record id="view_crm_case_leads_filter" model="ir.ui.view">
<field name="arch" type="xml">
<search string="Search Leads">
<filter icon="terp-check"
- string="Current"
- name="current" help="Draft and Open Leads"
- domain="[('state','in',('draft','open'))]"/>
+ string="New"
+ name="new" help="New Leads"
+ domain="[('state','=','draft')]"/>
<filter icon="terp-camera_test"
string="Open"
+ name="open"
domain="[('state','=','open')]"/>
<filter icon="terp-gtk-media-pause"
string="Pending"
+ name="pending"
domain="[('state','=','pending')]"/>
<separator orientation="vertical"/>
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'))]"
/>
<separator orientation="vertical"/>
- <field name="name" string="Subject"/>
- <field name="partner_name"/>
- <field name="email_from"/>
+ <field name="name" string="Lead / Customer"
+ filter_domain="['|','|',('partner_name','ilike',self),('email_from','ilike',self),('name','ilike',self)]"/>
<field name="user_id">
<filter icon="terp-personal-"
domain="[('user_id','=', False)]"
help="Unassigned Leads" />
</field>
+ <field name="subjects" groups="base.group_extended"/>
<field name="section_id" widget="selection"
context="{'invisible_section': False}">
<filter icon="terp-personal+" groups="base.group_extended"
domain="[]"
help="Show Sales Team"/>
</field>
- <newline/>
-
- <group expand="0" string="Extended Filters..." groups="base.group_extended">
- <field name="stage_id" widget="selection" domain="[('type', '=', 'lead')]"/>
- <field name="categ_id" widget="selection" domain="[('object_id.model', '=', 'crm.lead')]"/>
- <separator orientation="vertical"/>
- <field name="country_id" context="{'invisible_country': False}">
- <filter icon="terp-personal+" context="{'invisible_country': False}" help="Show countries"/>
- </field>
- <separator orientation="vertical"/>
- <field name="company_id" widget="selection" groups="base.group_multi_company"/>
- <newline/>
- <field name="create_date" string="Creation Date"/>
- <field name="date_closed"/>
- </group>
+ <separator orientation="vertical"/>
+ <field name="country_id" context="{'invisible_country': False}">
+ <filter icon="terp-personal+" context="{'invisible_country': False}" help="Show countries"/>
+ </field>
<newline/>
<group expand="0" string="Group By...">
<filter string="Salesman" icon="terp-personal" domain="[]" context="{'group_by':'user_id'}"/>
</search>
</field>
</record>
+
+
+ <!-- Opportunities Form View -->
+ <record model="ir.ui.view" id="crm_case_form_view_oppor">
+ <field name="name">Opportunities</field>
+ <field name="model">crm.lead</field>
+ <field name="type">form</field>
+ <field name="priority">10</field>
+ <field name="arch" type="xml">
+ <form string="Opportunities">
+ <group colspan="4" col="7">
+ <field name="name" required="1" string="Opportunity"/>
+ <label string="Stage:" align="1.0"/>
+ <group colspan="1" col="4">
+ <field name="stage_id" nolabel="1"
+ on_change="onchange_stage_id(stage_id)"
+ domain="[('section_ids', '=', section_id)]"/>
+ <button name="stage_previous"
+ states="draft,open,pending" type="object"
+ icon="gtk-go-back" string="" context="{'stage_type': 'opportunity'}"/>
+ <button name="stage_next" states="draft,open,pending"
+ type="object" icon="gtk-go-forward" string="" context="{'stage_type': 'opportunity'}"/>
+ </group>
+ <field name="user_id"/>
+
+ <button string="Schedule/Log Call"
+ name="%(opportunity2phonecall_act)d" icon="terp-call-start" type="action" groups="base.group_extended"/>
+
+ <field name="planned_revenue"/>
+ <field name="probability"/>
+ <field name="date_deadline"/>
+
+ <button name="action_makeMeeting" type="object"
+ string="Schedule Meeting" icon="gtk-redo" />
+ <newline/>
+ <field name="date_action"/>
+ <field name="title_action"/>
+ <field name="priority" string="Priority"/>
+ <newline/>
+ <field name="type" invisible="1"/>
+ </group>
+ <notebook colspan="4">
+ <page string="Opportunity">
+ <group col="4" colspan="2">
+ <separator colspan="4" string="Contacts"/>
+ <group colspan="2">
+ <field name="partner_id" select="1"
+ on_change="onchange_partner_id(partner_id, email_from)" string="Customer"
+ colspan="2" />
+ <button name="%(action_crm_lead2partner)d"
+ icon="terp-partner" type="action"
+ string="Create"
+ attrs="{'invisible':[('partner_id','!=',False)]}"/>
+ </group>
+ <field name="partner_address_id"
+ string="Contact"
+ on_change="onchange_partner_address_id(partner_address_id, email_from)"
+ colspan="1" />
+ <group col="3" colspan="2">
+ <field name="email_from" string="Email" />
+ <button string="Mail"
+ name="%(mail.action_email_compose_message_wizard)d"
+ context="{'mail':'new', 'model': 'crm.lead'}"
+ icon="terp-mail-message-new" type="action" />
+ </group>
+ <field name="phone"/>
+
+ </group>
+ <group col="2" colspan="2">
+ <separator colspan="2" string="Categorization"/>
+ <field name="section_id" colspan="1" widget="selection"/>
+ <field name="categ_id" select="1"
+ string="Category" widget="selection"
+ domain="[('object_id.model', '=', 'crm.lead')]" />
+ </group>
+
+ <separator colspan="4" string="Details"/>
+ <field name="description" nolabel="1" colspan="4"/>
+
+ <separator colspan="4"/>
+ <group col="10" colspan="4">
+ <field name="state" widget="statusbar" statusbar_visible="draft,open,done" statusbar_colors='{"pending":"blue"}'/>
+ <button name="case_cancel" string="Cancel" states="draft" type="object" icon="gtk-cancel" />
+ <button name="case_mark_lost" string="Mark Lost" states="open,pending" type="object" icon="gtk-cancel" />
+ <button name="case_reset" string="Reset to Draft" states="done,cancel" type="object" icon="gtk-convert" />
+ <button name="case_open" string="Open" states="draft,pending" type="object" icon="gtk-go-forward" />
+ <button name="case_pending" string="Pending" states="draft,open" type="object" icon="gtk-media-pause" />
+ <button name="case_escalate" string="Escalate" states="open,pending" type="object" groups="base.group_extended" icon="gtk-go-up" />
+ <button name="case_mark_won" string="Mark Won" states="open,pending" type="object" icon="gtk-apply" />
+ </group>
+ </page>
+ <page string="Lead">
+ <group colspan="2" col="4">
+ <separator string="Contact" colspan="4" col="4"/>
+ <field name="partner_name" string="Customer Name" colspan="4"/>
+ <newline/>
+ <field domain="[('domain', '=', 'contact')]" name="title" widget="selection"/>
+ <field name="function" />
+ <field name="street" colspan="4"/>
+ <field name="street2" colspan="4"/>
+ <field name="zip"/>
+ <field name="city"/>
+ <field name="country_id"/>
+ <field name="state_id"/>
+ </group>
+ <group colspan="2" col="2">
+ <separator string="Communication" colspan="2"/>
+ <field name="fax"/>
+ <field name="mobile"/>
+ </group>
+ <group colspan="2" col="2">
+ <separator string="Categorization" colspan="2"/>
+ <field name="type_id" widget="selection" groups="base.group_extended"/>
+ <field name="channel_id" widget="selection"/>
+ </group>
+ <group colspan="2" col="2">
+ <separator string="Mailings" colspan="2"/>
+ <field name="optin" on_change="on_change_optin(optin)"/>
+ <field name="optout" on_change="on_change_optout(optout)"/>
+ </group>
+ </page>
+ <page string="Communication & History" groups="base.group_extended">
+ <group colspan="4">
+ <field colspan="4" name="email_cc" widget="char" size="512"/>
+ </group>
+ <field name="message_ids" colspan="4" nolabel="1" mode="tree,form" readonly="1">
+ <tree string="History">
+ <field name="display_text" string="History Information"/>
+ <field name="email_from" invisible="1"/>
+ <button
+ string="Reply" attrs="{'invisible': [('email_from', '=', False)]}"
+ name="%(mail.action_email_compose_message_wizard)d"
+ context="{'mail.compose.message.mode':'reply', 'message_id':active_id}"
+ icon="terp-mail-replied" type="action" />
+ </tree>
+ <form string="History">
+ <group col="4" colspan="4">
+ <group col="2" colspan="2" attrs="{'invisible': [('email_from', '=', False)]}">
+ <field name="email_from"/>
+ <field name="email_to" size="512"/>
+ </group>
+ <group col="2" colspan="2">
+ <field name="date"/>
+ <field name="email_cc" size="512" attrs="{'invisible': [('email_from', '=', False)]}"/>
+ </group>
+ <field name="subject" colspan="4" widget="char" attrs="{'invisible': [('email_from', '=', False)]}" size="512"/>
+ <field name="display_text" colspan="4" attrs="{'invisible': [('email_from', '!=', False)]}"/>
+ </group>
+ <notebook colspan="4">
+ <page string="Details" attrs="{'invisible': [('email_from', '=', False)]}">
+ <field name="body_text" colspan="4" nolabel="1"/>
+ <group attrs="{'invisible': [('email_from', '=', False)]}">
+ <button colspan="4" string="Reply"
+ name="%(mail.action_email_compose_message_wizard)d"
+ context="{'mail.compose.message.mode':'reply'}"
+ icon="terp-mail-replied" type="action"/>
+ </group>
+ </page>
+ <page string="Attachments" attrs="{'invisible': [('email_from', '=', False)]}">
+ <field name="attachment_ids" colspan="4" readonly="1" nolabel="1"/>
+ </page>
+ </notebook>
+ </form>
+ </field>
+ <button string="Add Internal Note"
+ name="%(crm.action_crm_add_note)d"
+ context="{'model': 'crm.lead' }"
+ icon="terp-document-new" type="action" />
+ <button string="Send New Email"
+ name="%(mail.action_email_compose_message_wizard)d"
+ icon="terp-mail-message-new" type="action"/>
+ </page>
+ <page string="Extra Info" groups="base.group_extended">
+ <group col="2" colspan="2">
+ <separator string="Dates" colspan="2"/>
+ <field name="create_date"/>
+ <field name="write_date"/>
+ <field name="date_closed"/>
+ <field name="date_open"/>
+ </group>
+ <group col="2" colspan="2">
+ <separator string="Misc" colspan="2"/>
+ <field name="active"/>
+ <field name="day_open"/>
+ <field name="day_close"/>
+ <field name="referred"/>
+ </group>
+ <separator colspan="4" string="References"/>
+ <field name="ref"/>
+ <field name="ref2"/>
+ </page>
+ </notebook>
+ </form>
+ </field>
+ </record>
+
+ <!-- Opportunities Tree View -->
+ <record model="ir.ui.view" id="crm_case_tree_view_oppor">
+ <field name="name">Opportunities Tree</field>
+ <field name="model">crm.lead</field>
+ <field name="type">tree</field>
+ <field name="arch" type="xml">
+ <tree string="Opportunities" 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)">
+ <field name="date_deadline" invisible="1"/>
+ <field name="create_date"/>
+ <field name="name" string="Opportunity"/>
+ <field name="partner_id" string="Customer"/>
+ <field name="country_id" invisible="context.get('invisible_country', True)" />
+ <field name="date_action"/>
+ <field name="title_action" />
+ <field name="channel_id" invisible="1"/>
+ <field name="type_id" invisible="1"/>
+ <field name="subjects" invisible="1"/>
+ <field name="stage_id"/>
+ <button name="stage_previous" string="Previous Stage" states="open,pending" type="object" icon="gtk-go-back" />
+ <button name="stage_next" string="Next Stage" states="open,pending" type="object" icon="gtk-go-forward" />
+ <field name="planned_revenue" sum="Expected Revenues"/>
+ <field name="probability" widget="progressbar" avg="Avg. of Probability"/>
+ <field name="section_id" invisible="context.get('invisible_section', True)" />
+ <field name="user_id"/>
+ <field name="priority" invisible="1"/>
+ <field name="categ_id" invisible="1"/>
+ <field name="state"/>
+ <button name="case_open" string="Open" states="draft,pending" type="object" icon="gtk-go-forward" />
+ <button name="case_pending" string="Pending" states="open,draft" type="object" icon="gtk-media-pause" />
+ <button name="case_mark_lost" string="Lost" states="open,pending" type="object" icon="gtk-cancel" />
+ <button name="case_mark_won" string="Won" states="open,pending" type="object" icon="gtk-apply" />
+ </tree>
+ </field>
+ </record>
+
+
+ <!-- Opportunities Search View -->
+ <record id="view_crm_case_opportunities_filter" model="ir.ui.view">
+ <field name="name">CRM - Opportunities Search</field>
+ <field name="model">crm.lead</field>
+ <field name="type">search</field>
+ <field name="arch" type="xml">
+ <search string="Search Opportunities">
+ <filter icon="terp-check"
+ string="New" help="New Opportunities"
+ name="new"
+ domain="[('state','=','draft')]"/>
+ <filter icon="terp-camera_test"
+ string="Open" help="Open Opportunities"
+ name="open"
+ domain="[('state','=','open')]"/>
+ <filter icon="terp-gtk-media-pause"
+ string="Pending" help="Pending Opportunities"
+ name="pending"
+ domain="[('state','=','pending')]"/>
+ <separator orientation="vertical"/>
+ <field name="name" string="Opportunity"/>
+ <field name="partner_id" string="Customer / Email" filter_domain="['|','|',('partner_id','ilike',self),('partner_name','ilike',self),('email_from','ilike',self)]"/>
+ <field name="user_id">
+ <filter icon="terp-personal-"
+ domain="[('user_id','=', False)]"
+ help="Unassigned Opportunities" />
+ </field>
+ <field name="section_id"
+ context="{'invisible_section': False}"
+ widget="selection">
+ <filter icon="terp-personal+" groups="base.group_extended"
+ domain="['|', ('section_id', '=', context.get('section_id')), '|', ('section_id.user_id','=',uid), ('section_id.member_ids', 'in', [uid])]"
+ context="{'invisible_section': False}"
+ help="My Sales Team(s)" />
+ <filter icon="terp-personal+" groups="base.group_extended"
+ context="{'invisible_section': False}"
+ domain="[]"
+ help="Show Sales Team"/>
+ </field>
+
+ <newline/>
+ <group expand="0" string="Group By..." colspan="16">
+ <filter string="Salesman" icon="terp-personal" domain="[]" context="{'group_by':'user_id'}" />
+ <filter string="Team" help="Sales Team" icon="terp-personal+" domain="[]" context="{'group_by':'section_id'}"/>
+ <filter string="Customer" help="Partner" icon="terp-personal+" domain="[]" context="{'group_by':'partner_id'}"/>
+ <separator orientation="vertical" />
+ <filter string="Stage" icon="terp-stage" domain="[]" context="{'group_by':'stage_id'}" />
+ <filter string="Priority" icon="terp-rating-rated" domain="[]" context="{'group_by':'priority'}" />
+ <filter string="Category" icon="terp-stock_symbol-selection" domain="[]" context="{'group_by':'categ_id'}" />
+ <filter string="Campaign" icon="terp-gtk-jump-to-rtl" domain="[]" context="{'group_by':'type_id'}" groups="base.group_extended"/>
+ <filter string="Channel" icon="terp-call-start" domain="[]" context="{'group_by':'channel_id'}" />
+ <filter string="State" icon="terp-stock_effects-object-colorize" domain="[]" context="{'group_by':'state'}"/>
+ <separator orientation="vertical" />
+ <filter string="Creation" icon="terp-go-month" domain="[]" context="{'group_by':'create_date'}" />
+ <filter string="Exp.Closing" icon="terp-go-month" help="Expected Closing" domain="[]" context="{'group_by':'date_deadline'}" />
+ </group>
+ </search>
+ </field>
+ </record>
+
+ <!-- crm.lead Opportunities Graph View -->
+ <record model="ir.ui.view" id="crm_case_graph_view_opportunity">
+ <field name="name">CRM - Opportunity Graph</field>
+ <field name="model">crm.lead</field>
+ <field name="type">graph</field>
+ <field name="arch" type="xml">
+ <graph string="Opportunity by Categories" type="bar" orientation="horizontal">
+ <field name="categ_id"/>
+ <field name="planned_revenue" operator="+"/>
+ <field name="state" group="True"/>
+ </graph>
+ </field>
+ </record>
+
</data>
</openerp>
projects / odoo / odoo.git / blobdiff