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<?xml version="1.0"?>
<odoo >
<record id= "crm_lead_view_form" model= "ir.ui.view" >
<field name= "name" > crm.lead.form</field>
<field name= "model" > crm.lead</field>
<field name= "arch" type= "xml" >
<form class= "o_lead_opportunity_form" js_class= "crm_form" >
<header >
<button name= "action_set_won_rainbowman" string= "Won"
type="object" class="oe_highlight" data-hotkey="w" title="Mark as won"
invisible="not active or probability == 100 or type == 'lead'"/>
<button name= "%(crm.crm_lead_lost_action)d" string= "Lost" data-hotkey= "l" title= "Mark as lost"
type="action" invisible="type == 'lead' or not active and probability < 100"/>
<button name= "%(crm.action_crm_lead2opportunity_partner)d" string= "Convert to Opportunity" type= "action"
class="oe_highlight" invisible="type == 'opportunity' or not active" data-hotkey="v"/>
<button name= "toggle_active" string= "Restore" type= "object" data-hotkey= "x"
invisible="probability > 0 or active"/>
<button name= "%(crm.crm_lead_lost_action)d" string= "Lost" type= "action" data-hotkey= "l" title= "Mark as lost"
invisible="type == 'opportunity' or probability == 0 and not active"/>
<field name= "stage_id" widget= "statusbar_duration"
options="{'clickable': '1', 'fold_field': 'fold'}"
domain="['|', ('team_id', '=', team_id), ('team_id', '=', False)]"
invisible="not active or type == 'lead'"/>
</header>
<sheet >
<field name= "active" invisible= "1" />
<field name= "company_id" invisible= "1" />
<div class= "oe_button_box" name= "button_box" >
<button name= "action_schedule_meeting" type= "object"
class="oe_stat_button" icon="fa-calendar"
context="{'partner_id': partner_id}"
invisible="not id or type == 'lead'">
<div class= "o_stat_info" >
<span class= "o_stat_text" > <field name= "meeting_display_label" /> </span>
<field name= "meeting_display_date" class= "o_stat_value" invisible= "not meeting_display_date" />
</div>
</button>
<button name= "action_show_potential_duplicates" type= "object"
class="oe_stat_button" icon="fa-star"
invisible="duplicate_lead_count < 1">
<div class= "o_stat_info" >
<field name= "duplicate_lead_count" class= "o_stat_value" />
<span class= "o_stat_text" invisible= "duplicate_lead_count < 2" > Similar Leads</span>
<span class= "o_stat_text" invisible= "duplicate_lead_count > 1" > Similar Lead</span>
</div>
</button>
</div>
<widget name= "web_ribbon" title= "Lost" bg_color= "text-bg-danger" invisible= "probability > 0 or active" />
<widget name= "web_ribbon" title= "Won" invisible= "probability < 100" />
<div class= "oe_title" >
<h1 > <field class= "text-break" options= "{'line_breaks': False}" widget= "text" name= "name" placeholder= "e.g. Product Pricing" /> </h1>
<h2 class= "row g-0 pb-3 pb-sm-4" >
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<div class= "col-auto pb-2 pb-md-0 w-100 w-sm-auto" invisible= "type == 'lead'" >
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<label for= "expected_revenue" class= "oe_edit_only" />
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<div class= "d-flex flex-wrap align-items-baseline" >
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<field name= "company_currency" invisible= "1" />
<field name= "expected_revenue" class= "o_input_13ch" widget= 'monetary' options= "{'currency_field': 'company_currency'}" />
<span class= "oe_grey p-2" groups= "crm.group_use_recurring_revenues" > + </span>
<span class= "oe_grey p-2" groups= "!crm.group_use_recurring_revenues" > at </span>
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<field name= "recurring_revenue" class= "o_input_10ch mx-auto mx-sm-0" widget= "monetary"
options="{'currency_field': 'company_currency'}" groups="crm.group_use_recurring_revenues"/>
<div class= "d-flex align-items-baseline" groups= "crm.group_use_recurring_revenues" >
<field name= "recurring_plan" class= "oe_inline o_input_13ch" placeholder= 'e.g. "Monthly"'
required="recurring_revenue != 0" options="{'no_create': True, 'no_open': True}"/>
<span class= "oe_grey p-2 text-nowrap d-none d-sm-block" > at </span>
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</div>
</div>
</div>
<div class= "col-auto" >
<label for= "probability" class= "d-inline-block" />
<button class= "d-inline-block px-2 py-0 btn btn-link" name= "action_set_automated_probability" type= "object"
invisible="is_automated_probability">
<i class= "fa fa-gear" role= "img" title= "Switch to automatic probability" aria-label= "Switch to automatic probability" > </i>
</button>
<small class= "d-inline-block oe_grey h6 mb-0" invisible= "is_automated_probability" >
<field class= "mb-0" name= "automated_probability" force_save= "1" /> %
</small>
<div id= "probability" class= "d-flex align-items-baseline" >
<field name= "is_automated_probability" invisible= "1" />
<field name= "probability" widget= "float" class= "oe_inline o_input_6ch" />
<span class= "oe_grey p-2" > %</span>
</div>
</div>
</h2>
</div>
<group >
<group name= "lead_partner" invisible= "type == 'opportunity'" >
<!-- Preload all the partner's information -->
<field name= "is_partner_visible" invisible= '1' />
<field name= "partner_id" widget= "res_partner_many2one"
context="{
'default_name': contact_name,
'default_title': title,
'default_street': street,
'default_street2': street2,
'default_city': city,
'default_state_id': state_id,
'default_zip': zip,
'default_country_id': country_id,
'default_function': function,
'default_phone': phone,
'default_mobile': mobile,
'default_email': email_from,
'default_user_id': user_id,
'default_team_id': team_id,
'default_website': website,
'default_lang': lang_code,
'show_vat': True
}" invisible="not is_partner_visible"/>
<field name= "partner_name" />
<label for= "street" string= "Address" />
<div class= "o_address_format" >
<field name= "street" placeholder= "Street..." class= "o_address_street" />
<field name= "street2" placeholder= "Street 2..." class= "o_address_street" />
<field name= "city" placeholder= "City" class= "o_address_city" />
<field name= "state_id" class= "o_address_state" placeholder= "State" options= '{"no_open": True}' />
<field name= "zip" placeholder= "ZIP" class= "o_address_zip" />
<field name= "country_id" placeholder= "Country" class= "o_address_country" options= '{"no_open": True, "no_create": True}' />
</div>
<field name= "website" widget= "url" placeholder= "e.g. https://www.odoo.com" />
<field name= "lang_active_count" invisible= "1" />
<field name= "lang_code" invisible= "1" />
<field name= "lang_id" invisible= "lang_active_count <= 1"
options="{'no_quick_create': True, 'no_create_edit': True, 'no_open': True}"/>
</group>
<group name= "opportunity_partner" invisible= "type == 'lead'" >
<field name= "partner_id"
widget="res_partner_many2one"
string="Contact"
context="{'res_partner_search_mode': type == 'opportunity' and 'customer' or False,
'default_name': contact_name or partner_name,
'default_street': street,
'default_is_company': type == 'opportunity' and contact_name == False,
'default_company_name': type == 'opportunity' and partner_name,
'default_street2': street2,
'default_city': city,
'default_title': title,
'default_state_id': state_id,
'default_zip': zip,
'default_country_id': country_id,
'default_function': function,
'default_phone': phone,
'default_mobile': mobile,
'default_email': email_from,
'default_user_id': user_id,
'default_team_id': team_id,
'default_website': website,
'default_lang': lang_code,
'show_vat': True,
}"
/>
<field name= "is_blacklisted" invisible= "1" />
<field name= "partner_is_blacklisted" invisible= "1" />
<field name= "phone_blacklisted" invisible= "1" />
<field name= "mobile_blacklisted" invisible= "1" />
<field name= "email_state" invisible= "1" />
<field name= "phone_state" invisible= "1" />
<field name= "partner_email_update" invisible= "1" />
<field name= "partner_phone_update" invisible= "1" />
<label for= "email_from" class= "oe_inline" />
<div class= "o_row o_row_readonly" >
<button name= "mail_action_blacklist_remove" class= "fa fa-ban text-danger"
title="This email is blacklisted for mass mailings. Click to unblacklist."
type="object" context="{'default_email': email_from}" groups="base.group_user"
invisible="not is_blacklisted"/>
<field name= "email_from" string= "Email" widget= "email" />
<span class= "fa fa-exclamation-triangle text-warning oe_edit_only"
title="By saving this change, the customer email will also be updated."
invisible="not partner_email_update"/>
</div>
<label for= "phone" class= "oe_inline" />
<div class= "o_row o_row_readonly" >
<button name= "phone_action_blacklist_remove" class= "fa fa-ban text-danger"
title="This phone number is blacklisted for SMS Marketing. Click to unblacklist."
type="object" context="{'default_phone': phone}" groups="base.group_user"
invisible="not phone_blacklisted"/>
<field name= "phone" widget= "phone" />
<span class= "fa fa-exclamation-triangle text-warning oe_edit_only"
title="By saving this change, the customer phone number will also be updated."
invisible="not partner_phone_update"/>
</div>
<field name= "lost_reason_id" invisible= "active" />
<field name= "date_conversion" invisible= "1" />
<field name= "user_company_ids" invisible= "1" />
</group>
<group name= "lead_info" invisible= "type == 'opportunity'" >
<label for= "contact_name" />
<div class= "o_row" >
<field name= "contact_name" />
<field name= "title" placeholder= "Title" domain= "[]" options= '{"no_open": True}' />
</div>
<field name= "is_blacklisted" invisible= "1" />
<field name= "phone_blacklisted" invisible= "1" />
<field name= "email_state" invisible= "1" />
<field name= "phone_state" invisible= "1" />
<field name= "partner_email_update" invisible= "1" />
<field name= "partner_phone_update" invisible= "1" />
<label for= "email_from_group_lead_info" class= "oe_inline" />
<div class= "o_row o_row_readonly" >
<button name= "mail_action_blacklist_remove" class= "fa fa-ban text-danger"
title="This email is blacklisted for mass mailings. Click to unblacklist."
type="object" context="{'default_email': email_from}" groups="base.group_user"
invisible="not is_blacklisted"/>
<field name= "email_from" id= "email_from_group_lead_info" string= "Email" widget= "email" />
<span class= "fa fa-exclamation-triangle text-warning oe_edit_only"
title="By saving this change, the customer email will also be updated."
invisible="not partner_email_update"/>
</div>
<field name= "email_cc" groups= "base.group_no_one" />
<field name= "function" />
<label for= "phone_group_lead_info" class= "oe_inline" />
<div class= "o_row o_row_readonly" >
<button name= "phone_action_blacklist_remove" class= "fa fa-ban text-danger"
title="This phone number is blacklisted for SMS Marketing. Click to unblacklist."
type="object" context="{'default_phone': phone}" groups="base.group_user"
invisible="not phone_blacklisted"/>
<field name= "phone" id= "phone_group_lead_info" widget= "phone" />
<span class= "fa fa-exclamation-triangle text-warning oe_edit_only"
title="By saving this change, the customer phone number will also be updated."
invisible="not partner_phone_update"/>
</div>
<label for= "mobile" class= "oe_inline" />
<div class= "o_row o_row_readonly" >
<button name= "phone_action_blacklist_remove" class= "fa fa-ban text-danger"
title="This phone number is blacklisted for SMS Marketing. Click to unblacklist."
type="object" context="{'default_phone': mobile}" groups="base.group_user"
invisible="not mobile_blacklisted"/>
<field name= "mobile" widget= "phone" string= "Mobile" />
</div>
</group>
<field name= "type" invisible= "1" />
<group invisible= "type == 'lead'" >
<field name= "user_id"
context="{'default_sales_team_id': team_id}" widget="many2one_avatar_user"/>
<label for= "date_deadline" > Expected Closing</label>
<div class= "o_lead_opportunity_form_inline_fields" >
<field name= "date_deadline" nolabel= "1" class= "oe_inline" />
<field name= "priority" widget= "priority" nolabel= "1" class= "oe_inline align-top" />
</div>
<field name= "tag_ids" widget= "many2many_tags" options= "{'color_field': 'color', 'no_create_edit': True}" />
</group>
<group invisible= "type == 'opportunity'" >
<field name= "user_id"
context="{'default_sales_team_id': team_id}" widget="many2one_avatar_user"/>
<field name= "team_id" options= "{'no_open': True, 'no_create': True}" context= "{'kanban_view_ref': 'sales_team.crm_team_view_kanban'}" />
</group>
<group name= "lead_priority" invisible= "type == 'opportunity'" >
<field name= "priority" widget= "priority" />
<field name= "tag_ids" widget= "many2many_tags" options= "{'color_field': 'color', 'no_create_edit': True}" />
</group>
</group>
<div class= "d-flex" >
<field name= "lead_properties" nolabel= "1" columns= "2" />
</div>
<notebook >
<page string= "Internal Notes" name= "internal_notes" >
<field name= "description" placeholder= "Add a description..." options= "{'collaborative': true}" />
</page>
<page name= "extra" string= "Extra Info" invisible= "type == 'opportunity'" >
<group >
<group string= "Email" groups= "base.group_no_one" >
<field name= "message_bounce" readonly= "1" />
</group>
<group string= "Marketing" name= "categorization" >
<field name= "company_id"
groups="base.group_multi_company"
options="{'no_create': True}"/>
<field name= "campaign_id" options= "{'create_name_field': 'title'}" />
<field name= "medium_id" />
<field name= "source_id" />
<field name= "referred" />
</group>
<group string= "Analysis" >
<field name= "date_open" />
<field name= "date_closed" />
</group>
</group>
</page>
<page name= "lead" string= "Extra Information" invisible= "type == 'lead'" >
<group >
<group string= "Contact Information" >
<field name= "partner_name" />
<label for= "street_page_lead" string= "Address" />
<div class= "o_address_format" >
<field name= "street" id= "street_page_lead" placeholder= "Street..." class= "o_address_street" />
<field name= "street2" placeholder= "Street 2..." class= "o_address_street" />
<field name= "city" placeholder= "City" class= "o_address_city" />
<field name= "state_id" class= "o_address_state" placeholder= "State" options= '{"no_open": True}' />
<field name= "zip" placeholder= "ZIP" class= "o_address_zip" />
<field name= "country_id" placeholder= "Country" class= "o_address_country" options= '{"no_open": True, "no_create": True}' />
</div>
<field name= "website" widget= "url" placeholder= "e.g. https://www.odoo.com" />
<field name= "lang_active_count" invisible= "1" />
<field name= "lang_id" invisible= "lang_active_count <= 1"
options="{'no_quick_create': True, 'no_create_edit': True, 'no_open': True}"/>
</group>
<group class= "mt48" >
<label for= "contact_name_page_lead" />
<div class= "o_row" >
<field name= "contact_name" id= "contact_name_page_lead" />
<field name= "title" placeholder= "Title" domain= "[]" options= '{"no_open": True}' />
</div>
<field name= "function" />
<label for= "mobile_page_lead" class= "oe_inline" />
<div class= "o_row o_row_readonly" >
<button name= "phone_action_blacklist_remove" class= "fa fa-ban text-danger"
title="This phone number is blacklisted for SMS Marketing. Click to unblacklist."
type="object" context="{'default_phone': mobile}" groups="base.group_user"
invisible="not mobile_blacklisted"/>
<field name= "mobile" id= "mobile_page_lead" widget= "phone" />
</div>
</group>
<group string= "Marketing" >
<field name= "campaign_id" options= "{'create_name_field': 'title'}" />
<field name= "medium_id" />
<field name= "source_id" />
<field name= "referred" />
</group>
<group string= "Tracking" name= "Misc" >
<field name= "company_id"
groups="base.group_multi_company"
options="{'no_create': True}"/>
<field name= "team_id" options= "{'no_open': True, 'no_create': True}" context= "{'kanban_view_ref': 'sales_team.crm_team_view_kanban'}" />
<field name= "day_open" />
<field name= "day_close" />
<field name= "type" invisible= "1" />
</group>
</group>
</page>
</notebook>
</sheet>
<chatter reload_on_post= "True" />
</form>
</field>
</record>
<!--
crm.lead (as Lead) views
-->
<record id= "act_crm_opportunity_calendar_event_new" model= "ir.actions.act_window" >
<field name= "name" > Meetings</field>
<field name= "res_model" > calendar.event</field>
<field name= "view_mode" > list,form,calendar</field>
<field name= "context" > {'default_duration': 4.0, 'default_opportunity_id': active_id}</field>
</record>
<record id= "crm_case_tree_view_leads" model= "ir.ui.view" >
<field name= "name" > crm.lead.list.lead</field>
<field name= "model" > crm.lead</field>
<field name= "priority" > 10</field>
<field name= "arch" type= "xml" >
<list string= "Leads" sample= "1" multi_edit= "1" >
<field name= "company_id" column_invisible= "True" />
<field name= "user_company_ids" column_invisible= "True" />
<field name= "date_deadline" column_invisible= "True" />
<field name= "create_date" optional= "hide" />
<field name= "name" string= "Lead" readonly= "1" />
<field name= "contact_name" optional= "hide" />
<field name= "partner_name" optional= "hide" />
<field name= "email_from" optional= "show" />
<field name= "phone" optional= "hide" class= "o_force_ltr" />
<field name= "company_id" groups= "base.group_multi_company" optional= "hide" />
<field name= "city" optional= "show" />
<field name= "state_id" optional= "hide" />
<field name= "country_id" optional= "show" options= "{'no_open': True, 'no_create': True}" />
<field name= "partner_id" column_invisible= "True" />
<!-- Explicit domain due to multi edit - > real company domain would be complicated -->
<field name= "user_id" optional= "show" widget= "many2one_avatar_user"
domain="[('share', '=', False)]"/>
<field name= "team_id" optional= "show" />
<field name= "active" column_invisible= "True" />
<field name= "campaign_id" optional= "hide" />
<field name= "referred" column_invisible= "True" />
<field name= "medium_id" optional= "hide" />
<field name= "source_id" optional= "hide" />
<field name= "probability" string= "Probability (%)" optional= "hide" />
<field name= "message_needaction" column_invisible= "True" />
<field name= "tag_ids" optional= "hide" widget= "many2many_tags" options= "{'color_field': 'color'}" />
<field name= "priority" optional= "hide" />
</list>
</field>
</record>
<record id= "view_crm_lead_kanban" model= "ir.ui.view" >
<field name= "name" > crm.lead.kanban</field>
<field name= "model" > crm.lead</field>
<field name= "priority" eval= "100" />
<field name= "arch" type= "xml" >
<kanban class= "o_kanban_mobile" archivable= "false" js_class= "crm_kanban" sample= "1" >
<progressbar field= "activity_state" colors= '{"planned": "success", "today": "warning", "overdue": "danger"}' />
<templates >
<t t-name= "card" >
<field name= "name" class= "fw-bold fs-5" />
<field name= "contact_name" />
<field name= "tag_ids" widget= "many2many_tags" options= "{'color_field': 'color'}" />
<footer class= "pt-1 mt-0" >
<div class= "d-flex mt-auto" >
<field name= "priority" widget= "priority" class= "me-2" />
<field name= "activity_ids" widget= "kanban_activity" />
</div>
<field name= "user_id" widget= "many2one_avatar_user" domain= "[('share', '=', False)]" class= "ms-auto" />
</footer>
</t>
</templates>
</kanban>
</field>
</record>
<record id= "crm_case_calendar_view_leads" model= "ir.ui.view" >
<field name= "name" > crm.lead.calendar.lead</field>
<field name= "model" > crm.lead</field>
<field name= "priority" eval= "2" />
<field name= "arch" type= "xml" >
<calendar string= "Leads Generation" create= "0" mode= "month" date_start= "activity_date_deadline" color= "user_id" hide_time= "true" event_limit= "5" >
<field name= "expected_revenue" />
<field name= "partner_id" avatar_field= "avatar_128" />
<field name= "user_id" filters= "1" invisible= "1" />
<field name= "team_id" invisible= "1" />
<field name= "lead_properties" />
</calendar>
</field>
</record>
<record id= "quick_create_opportunity_form" model= "ir.ui.view" >
<field name= "name" > crm.lead.form.quick_create</field>
<field name= "model" > crm.lead</field>
<field name= "priority" > 1000</field>
<field name= "arch" type= "xml" >
<form >
<group >
<field name= "partner_id" widget= "res_partner_many2one"
class="o_field_highlight"
string='Contact'
context="{
'res_partner_search_mode': type == 'opportunity' and 'customer' or False,
'default_name': contact_name or partner_name,
'default_is_company': type == 'opportunity' and contact_name == False,
'default_company_name': type == 'opportunity' and partner_name,
'default_type': 'contact',
'default_phone': phone,
'default_email': email_from,
'default_user_id': user_id,
'default_team_id': team_id,
'show_vat': True}"/>
<field name= "name" placeholder= "e.g. Product Pricing" />
<field name= "email_from" string= "Email" placeholder= 'e.g. "email@address.com"' />
<field name= "phone" string= "Phone" placeholder= 'e.g. "0123456789"' />
<label for= "expected_revenue" />
<div >
<div class= "o_row" >
<field name= "expected_revenue" class= "oe_inline me-5 o_field_highlight" widget= "monetary" options= "{'currency_field': 'company_currency'}" />
<field name= "priority" class= "oe_inline" nolabel= "1" widget= "priority" />
</div>
<div class= "o_row" groups= "crm.group_use_recurring_revenues" >
<field name= "recurring_revenue" class= "oe_inline o_field_highlight" widget= "monetary" options= "{'currency_field': 'company_currency'}" />
<field name= "recurring_plan" class= "oe_inline" placeholder= 'e.g. "Monthly"'
required="recurring_revenue != 0" options="{'no_create': True, 'no_open': True}"/>
</div>
</div>
<field name= "company_currency" invisible= "1" />
<field name= "company_id" invisible= "1" />
<field name= "user_id" invisible= "1" />
<field name= "user_company_ids" invisible= "1" />
<field name= "team_id" invisible= "1" />
<field name= "type" invisible= "1" />
<field name= "partner_name" invisible= "1" />
<field name= "contact_name" invisible= "1" />
<field name= "country_id" invisible= "1" />
<field name= "state_id" invisible= "1" />
<field name= "city" invisible= "1" />
<field name= "street" invisible= "1" />
<field name= "street2" invisible= "1" />
<field name= "zip" invisible= "1" />
<field name= "mobile" invisible= "1" />
<field name= "website" invisible= "1" />
<field name= "function" invisible= "1" />
<field name= "title" invisible= "1" />
<field name= "activity_ids" invisible= "1" />
</group>
</form>
</field>
</record>
<record id= "crm_lead_view_activity" model= "ir.ui.view" >
<field name= "name" > crm.lead.view.activity</field>
<field name= "model" > crm.lead</field>
<field name= "arch" type= "xml" >
<activity string= "Leads or Opportunities" >
<field name= "user_id" />
<field name= "company_currency" />
<templates >
<div t-name= "activity-box" >
<field name= "user_id" widget= "many2one_avatar_user" domain= "[('share', '=', False)]" />
<div class= "flex-grow-1" >
<div class= "d-flex justify-content-between" >
<field name= "name" display= "full" class= "o_text_block o_text_bold" />
<div class= "m-1" />
<field name= "expected_revenue" widget= 'monetary' display= "full" muted= "1" />
</div>
<div class= "d-flex justify-content-between" >
<field name= "partner_id" muted= "1" display= "full" class= "o_text_block" />
<div class= "m-1" />
<field name= "stage_id" widget= "badge" />
</div>
</div>
</div>
</templates>
</activity>
</field>
</record>
<record id= "crm_case_kanban_view_leads" model= "ir.ui.view" >
<field name= "name" > crm.lead.kanban.lead</field>
<field name= "model" > crm.lead</field>
<field name= "priority" eval= "1" />
<field name= "arch" type= "xml" >
<kanban highlight_color= "color" default_group_by= "stage_id" class= "o_kanban_small_column o_opportunity_kanban" on_create= "quick_create" quick_create_view= "crm.quick_create_opportunity_form"
archivable="false" sample="1" js_class="crm_kanban">
<field name= "stage_id" options= '{"group_by_tooltip": {"requirements": "Description"}}' />
<field name= "probability" />
<field name= "active" />
<field name= "company_currency" />
<field name= "recurring_revenue_monthly" />
<field name= "team_id" />
<progressbar field= "activity_state" colors= '{"planned": "success", "today": "warning", "overdue": "danger"}'
sum_field="expected_revenue" recurring_revenue_sum_field="recurring_revenue_monthly"
help="This bar allows to filter the opportunities based on scheduled activities."/>
<templates >
<t t-name= "menu" >
<t t-if= "widget.editable" > <a role= "menuitem" type= "open" class= "dropdown-item" > Edit</a> </t>
<t t-if= "widget.deletable" > <a role= "menuitem" type= "delete" class= "dropdown-item" > Delete</a> </t>
<field name= "color" widget= "kanban_color_picker" />
</t>
<t t-name= "card" >
<t t-set= "lost_ribbon" t-value= "!record.active.raw_value and record.probability and record.probability.raw_value == 0" />
<widget name= "web_ribbon" title= "lost" bg_color= "text-bg-danger" invisible= "probability > 0 or active" />
<field class= "fw-bold fs-5" name= "name" />
<div >
<t t-if= "record.expected_revenue.raw_value" >
<field name= "expected_revenue" widget= "monetary" options= "{'currency_field': 'company_currency'}" />
<span t-if= "record.recurring_revenue and record.recurring_revenue.raw_value" groups= "crm.group_use_recurring_revenues" > + </span>
</t>
<t t-if= "record.recurring_revenue and record.recurring_revenue.raw_value" >
<field class= "me-1" name= "recurring_revenue" widget= "monetary" options= "{'currency_field': 'company_currency'}" groups= "crm.group_use_recurring_revenues" />
<field name= "recurring_plan" groups= "crm.group_use_recurring_revenues" />
</t>
</div>
<field name= "partner_id" class= "text-truncate" />
<field name= "tag_ids" widget= "many2many_tags" options= "{'color_field': 'color'}" />
<field name= "lead_properties" widget= "properties" />
<footer class= "pt-1" >
<div class= "d-flex mt-auto align-items-center" >
<field name= "priority" widget= "priority" groups= "base.group_user" class= "me-2" />
<field name= "activity_ids" widget= "kanban_activity" />
</div>
<field name= "user_id" widget= "many2one_avatar_user" domain= "[('share', '=', False)]" class= "ms-auto" />
</footer>
</t>
</templates>
</kanban>
</field>
</record>
<record id= "crm_lead_view_kanban_forecast" model= "ir.ui.view" >
<field name= "name" > crm.lead.view.kanban.forecast</field>
<field name= "model" > crm.lead</field>
<field name= "inherit_id" ref= "crm.crm_case_kanban_view_leads" />
<field name= "mode" > primary</field>
<field name= "priority" > 32</field>
<field name= "arch" type= "xml" >
<xpath expr= "//kanban" position= "attributes" >
<attribute name= "default_group_by" > date_deadline</attribute>
<attribute name= "js_class" > forecast_kanban</attribute>
</xpath>
<xpath expr= "//kanban" position= "inside" >
<field name= "date_deadline" />
</xpath>
<xpath expr= "//field[@name='expected_revenue']" position= "replace" >
<field name= "prorated_revenue" />
<field name= "recurring_revenue" />
</xpath>
<xpath expr= "//field[@name='recurring_revenue_monthly']" position= "replace" >
<field name= "recurring_revenue_monthly_prorated" />
</xpath>
<xpath expr= "//progressbar" position= "attributes" >
<attribute name= "sum_field" > prorated_revenue</attribute>
<attribute name= "recurring_revenue_sum_field" > recurring_revenue_monthly_prorated</attribute>
</xpath>
<xpath expr= "//t[@t-set='lost_ribbon']" position= "after" >
<t t-set= "won_ribbon" t-value= "record.active.raw_value and record.probability and record.probability.raw_value == 100" />
</xpath>
<xpath expr= "//widget" position= "replace" >
<widget t-if= "won_ribbon" name= "web_ribbon" title= "Won" bg_color= "text-bg-success" invisible= "(probability > 0 or active) and (probability < 100 or not active)" />
<widget t-if= "lost_ribbon" name= "web_ribbon" title= "Lost" bg_color= "text-bg-danger" invisible= "(probability > 0 or active) and (probability < 100 or not active)" />
</xpath>
<xpath expr= "//div" position= "replace" >
<div >
<t t-if= "record.prorated_revenue.raw_value" >
<field name= "prorated_revenue" widget= "monetary" options= "{'currency_field': 'company_currency'}" />
<span t-if= "record.recurring_revenue and record.recurring_revenue.raw_value" groups= "crm.group_use_recurring_revenues" > + </span>
</t>
<t t-if= "record.recurring_revenue and record.recurring_revenue.raw_value" >
<field class= "me-1" name= "recurring_revenue_prorated" widget= "monetary" options= "{'currency_field': 'company_currency'}" groups= "crm.group_use_recurring_revenues" />
<field name= "recurring_plan" groups= "crm.group_use_recurring_revenues" />
</t>
</div>
</xpath>
</field>
</record>
<record id= "view_crm_case_leads_filter" model= "ir.ui.view" >
<field name= "name" > crm.lead.search.lead</field>
<field name= "model" > crm.lead</field>
<field name= "arch" type= "xml" >
<search string= "Search Leads" >
<field name= "name" string= "Lead" filter_domain= "['|','|','|',('partner_name', 'ilike', self),('email_from', 'ilike', self), ('contact_name', 'ilike', self), ('name', 'ilike', self)]" />
<field name= "tag_ids" string= "Tag" filter_domain= "[('tag_ids', 'ilike', self)]" />
<field name= "user_id" />
<field name= "team_id" />
<field name= "country_id" />
<field name= "city" />
<field name= "phone_mobile_search" />
<field name= "lang_id" />
<field name= "create_date" />
<field name= "source_id" />
<field name= "medium_id" />
<field name= "campaign_id" />
<field name= "activity_state" />
<field name= "lead_properties" />
<separator />
<filter string= "My Leads"
name="assigned_to_me"
domain="[('user_id', '=', uid)]"
help="Leads that are assigned to me"/>
<filter string= "Unassigned" name= "unassigned_leads"
domain="[('user_id','=', False), ('type', '=', 'lead')]"
help="Leads that are not assigned"/>
<separator />
<filter string= "Lost" name= "lost"
domain="['& ', ('probability', '=', 0), ('active', '=', False)]"/>
<separator />
<filter string= "Creation Date" name= "filter_creation_date" date= "create_date" default_period= "month" />
<filter name= "filter_date_closed" date= "date_closed" />
<separator />
<separator />
<filter invisible= "1" string= "Late Activities" name= "activities_overdue"
domain="[('my_activity_date_deadline', '< ', context_today().strftime('%Y-%m-%d'))]"
help="Show all opportunities for which the next action date is before today"/>
<filter invisible= "1" string= "Today Activities" name= "activities_today"
domain="[('my_activity_date_deadline', '=', context_today().strftime('%Y-%m-%d'))]"/>
<filter invisible= "1" string= "Future Activities" name= "activities_upcoming_all"
domain="[('my_activity_date_deadline', '> ', context_today().strftime('%Y-%m-%d'))]"/>
<separator />
<filter string= "Archived" name= "inactive" domain= "[('active', '=', False)]" />
<group expand= "0" string= "Group By" >
<filter string= "Salesperson" name= "salesperson" context= "{'group_by':'user_id'}" />
<filter string= "Sales Team" name= "saleschannel" context= "{'group_by':'team_id'}" />
<filter name= "city" string= "City" context= "{'group_by': 'city'}" />
<filter string= "Country" name= "country" context= "{'group_by':'country_id'}" />
<filter string= "Company" name= "company" context= "{'group_by':'company_id'}" groups= "base.group_multi_company" />
<filter string= "Campaign" name= "compaign" domain= "[]" context= "{'group_by':'campaign_id'}" />
<filter string= "Medium" name= "medium" domain= "[]" context= "{'group_by':'medium_id'}" />
<filter string= "Source" name= "source" domain= "[]" context= "{'group_by':'source_id'}" />
<separator orientation= "vertical" />
<filter string= "Creation Date" context= "{'group_by':'create_date:month'}" name= "month" />
<filter string= "Closed Date" name= "date_closed" context= "{'group_by':'date_closed'}" />
<separator />
<filter string= "Properties" name= "group_by_lead_properties" context= "{'group_by':'lead_properties'}" />
</group>
</search>
</field>
</record>
<!--
MASS MAILING
-->
<record id= "action_lead_mail_compose" model= "ir.actions.act_window" >
<field name= "name" > Send email</field>
<field name= "res_model" > mail.compose.message</field>
<field name= "view_mode" > form</field>
<field name= "target" > new</field>
<field name= "context" > {
'default_composition_mode': 'comment',
}</field>
<field name= "binding_model_id" ref= "model_crm_lead" />
<field name= "binding_view_types" > form</field>
</record>
<record id= "action_lead_mass_mail" model= "ir.actions.act_window" >
<field name= "name" > Send email</field>
<field name= "res_model" > mail.compose.message</field>
<field name= "view_mode" > form</field>
<field name= "target" > new</field>
<field name= "context" > {
'default_composition_mode': 'mass_mail',
}</field>
<field name= "binding_model_id" ref= "model_crm_lead" />
<field name= "binding_view_types" > list</field>
</record>
<!--
crm.lead (as Opportunity) views
-->
<record id= "crm_case_tree_view_oppor" model= "ir.ui.view" >
<field name= "name" > crm.lead.list.opportunity</field>
<field name= "model" > crm.lead</field>
<field name= "priority" > 1</field>
<field name= "arch" type= "xml" >
<list string= "Opportunities" sample= "1" multi_edit= "1" >
<header >
<button name= "%(crm.action_lead_mass_mail)d" type= "action" string= "Email" />
</header>
<field name= "company_id" column_invisible= "True" />
<field name= "user_company_ids" column_invisible= "True" />
<field name= "date_deadline" column_invisible= "True" />
<field name= "create_date" optional= "hide" />
<field name= "name" string= "Opportunity" readonly= "1" />
<field name= "partner_id" optional= "hide" />
<field name= "contact_name" optional= "show" />
<field name= "email_from" />
<field name= "phone" optional= "hide" class= "o_force_ltr" />
<field name= "company_id" groups= "base.group_multi_company" optional= "hide" />
<field name= "city" optional= "hide" />
<field name= "state_id" optional= "hide" />
<field name= "country_id" optional= "hide" options= "{'no_open': True, 'no_create': True}" />
<!-- Explicit domain due to multi edit - > real company domain would be complicated -->
<field name= "user_id" widget= "many2one_avatar_user" optional= "show"
domain="[('share', '=', False)]"/>
<field name= "team_id" optional= "hide" />
<field name= "priority" optional= "hide" widget= "priority" />
<field name= "activity_ids" optional= "hide" widget= "list_activity" />
<field name= "activity_user_id" optional= "hide" string= "Activity by" widget= "many2one_avatar_user" />
<field name= "my_activity_date_deadline" optional= "hide" string= "My Deadline" widget= "remaining_days" options= "{'allow_order': '1'}" />
<field name= "campaign_id" optional= "hide" />
<field name= "medium_id" optional= "hide" />
<field name= "source_id" optional= "hide" />
<field name= "company_currency" column_invisible= "True" />
<field name= "expected_revenue" sum= "Expected Revenues" optional= "show" widget= "monetary" options= "{'currency_field': 'company_currency'}" />
<field name= "date_deadline" optional= "hide" />
<field name= "recurring_revenue_monthly" sum= "Expected MRR" optional= "show" widget= "monetary"
options="{'currency_field': 'company_currency'}" groups="crm.group_use_recurring_revenues"/>
<field name= "recurring_revenue" sum= "Recurring Revenue" optional= "hide" widget= "monetary"
options="{'currency_field': 'company_currency'}" groups="crm.group_use_recurring_revenues"/>
<field name= "recurring_plan" optional= "hide" groups= "crm.group_use_recurring_revenues" />
<field name= "stage_id" optional= "show" decoration-bf= "1" />
<field name= "active" column_invisible= "True" />
<field name= "probability" string= "Probability (%)" optional= "hide" />
<field name= "lost_reason_id" optional= "hide" />
<field name= "tag_ids" optional= "hide" widget= "many2many_tags" options= "{'color_field': 'color'}" />
<field name= "referred" column_invisible= "True" />
<field name= "message_needaction" column_invisible= "True" />
<field name= "lead_properties" />
<button name= "%(crm.action_lead_mail_compose)d" type= "action" string= "Email" icon= "fa-envelope" />
<button name= "action_reschedule_meeting" class= "text-warning" type= "object" string= "Reschedule"
icon="fa-calendar" invisible="not my_activity_date_deadline or not activity_calendar_event_id"
groups="base.group_user"/>
<button name= "action_snooze" class= "text-warning" type= "object" string= "Snooze 7d"
icon="fa-bell-slash" invisible="not my_activity_date_deadline or activity_calendar_event_id"
groups="base.group_user"/>
</list>
</field>
</record>
<record id= "crm_lead_view_tree_forecast" model= "ir.ui.view" >
<field name= "name" > crm.lead.view.list.forecast</field>
<field name= "model" > crm.lead</field>
<field name= "inherit_id" ref= "crm.crm_case_tree_view_oppor" />
<field name= "mode" > primary</field>
<field name= "priority" > 32</field>
<field name= "arch" type= "xml" >
<xpath expr= "//list" position= "attributes" >
<attribute name= "js_class" > forecast_list</attribute>
</xpath>
<xpath expr= "//field[@name='expected_revenue']" position= "attributes" >
<attribute name= "optional" > hide</attribute>
</xpath>
<xpath expr= "//field[@name='expected_revenue']" position= "after" >
<field name= "prorated_revenue" sum= "Prorated Revenues" optional= "show" widget= "monetary" options= "{'currency_field': 'company_currency'}" />
</xpath>
</field>
</record>
<record id= "crm_lead_view_list_activities" model= "ir.ui.view" >
<field name= "name" > crm.lead.list.activities</field>
<field name= "model" > crm.lead</field>
<field name= "mode" > primary</field>
<field name= "priority" > 20</field>
<field name= "inherit_id" ref= "crm.crm_case_tree_view_oppor" />
<field name= "arch" type= "xml" >
<xpath expr= "//list" position= "attributes" >
<attribute name= "default_order" > my_activity_date_deadline</attribute>
</xpath>
<field name= "user_id" position= "attributes" >
<attribute name= "optional" > hide</attribute>
</field>
<field name= "team_id" position= "attributes" >
<attribute name= "optional" > hide</attribute>
</field>
</field>
</record>
<record id= "view_crm_case_my_activities_filter" model= "ir.ui.view" >
<field name= "name" > crm.lead.search.myactivities</field>
<field name= "model" > crm.lead</field>
<field name= "inherit_id" ref= "crm.view_crm_case_leads_filter" />
<field name= "arch" type= "xml" >
<!-- we should not override the whole field but instead just set invisible attribute
to 0. but this approach is not working. the work around is temporary -->
<xpath expr= "//filter[@name='activities_overdue']" position= "replace" >
<filter string= "Late Activities" name= "activities_overdue"
domain="[('my_activity_date_deadline', '< ', context_today().strftime('%Y-%m-%d'))]"
help="Show all opportunities for which the next action date is before today"/>
</xpath>
<xpath expr= "//filter[@name='activities_today']" position= "replace" >
<filter string= "Today Activities" name= "activities_today"
domain="[('my_activity_date_deadline', '=', context_today().strftime('%Y-%m-%d'))]"/>
</xpath>
<xpath expr= "//filter[@name='activities_upcoming_all']" position= "replace" >
<filter string= "Future Activities" name= "activities_upcoming_all"
domain="[('my_activity_date_deadline', '> ', context_today().strftime('%Y-%m-%d'))]"/>
</xpath>
<xpath expr= "//filter[@name='assigned_to_me']" position= "replace" >
<filter string= "My Activities" name= "assigned_to_me"
domain="[('activity_user_id','=',uid)]"
help="Opportunities that are assigned to me"/>
</xpath>
</field>
</record>
<record id= "crm_lead_view_graph" model= "ir.ui.view" >
<field name= "name" > crm.lead.view.graph</field>
<field name= "model" > crm.lead</field>
<field name= "arch" type= "xml" >
<graph string= "Opportunities" sample= "1" >
<field name= "stage_id" />
<field name= "user_id" />
<field name= "color" invisible= "1" />
<field name= "automated_probability" invisible= "1" />
<field name= "message_bounce" invisible= "1" />
<field name= "recurring_revenue_monthly" groups= "!crm.group_use_recurring_revenues" invisible= "1" />
<field name= "recurring_revenue_monthly_prorated" groups= "!crm.group_use_recurring_revenues" invisible= "1" />
<field name= "recurring_revenue" groups= "!crm.group_use_recurring_revenues" invisible= "1" />
<field name= "recurring_revenue_prorated" groups= "!crm.group_use_recurring_revenues" invisible= "1" />
</graph>
</field>
</record>
<record id= "crm_lead_view_graph_forecast" model= "ir.ui.view" >
<field name= "name" > crm.lead.view.graph.forecast</field>
<field name= "model" > crm.lead</field>
<field name= "priority" > 32</field>
<field name= "arch" type= "xml" >
<graph string= "Opportunities Forecast" sample= "1" js_class= "forecast_graph" >
<field name= "date_deadline" />
<field name= "prorated_revenue" type= "measure" />
<field name= "automated_probability" invisible= "1" />
<field name= "color" invisible= "1" />
<field name= "day_open" invisible= "1" />
<field name= "day_close" invisible= "1" />
<field name= "message_bounce" invisible= "1" />
<field name= "probability" invisible= "1" />
<field name= "recurring_revenue_monthly" groups= "!crm.group_use_recurring_revenues" invisible= "1" />
<field name= "recurring_revenue_monthly_prorated" groups= "!crm.group_use_recurring_revenues" invisible= "1" />
<field name= "recurring_revenue" groups= "!crm.group_use_recurring_revenues" invisible= "1" />
<field name= "recurring_revenue_prorated" groups= "!crm.group_use_recurring_revenues" invisible= "1" />
</graph>
</field>
</record>
<record id= "crm_lead_view_pivot" model= "ir.ui.view" >
<field name= "name" > crm.lead.view.pivot</field>
<field name= "model" > crm.lead</field>
<field name= "arch" type= "xml" >
<pivot string= "Pipeline Analysis" sample= "1" >
<field name= "create_date" interval= "month" type= "row" />
<field name= "stage_id" type= "col" />
<field name= "expected_revenue" type= "measure" />
<field name= "color" invisible= "1" />
<field name= "automated_probability" invisible= "1" />
<field name= "message_bounce" invisible= "1" />
<field name= "probability" invisible= "1" />
<field name= "recurring_revenue_monthly" type= "measure" groups= "!crm.group_use_recurring_revenues" invisible= "1" />
<field name= "recurring_revenue_monthly_prorated" groups= "!crm.group_use_recurring_revenues" invisible= "1" />
<field name= "recurring_revenue" groups= "!crm.group_use_recurring_revenues" invisible= "1" />
<field name= "recurring_revenue_prorated" groups= "!crm.group_use_recurring_revenues" invisible= "1" />
</pivot>
</field>
</record>
<record id= "crm_lead_view_pivot_forecast" model= "ir.ui.view" >
<field name= "name" > crm.lead.view.pivot.forecast</field>
<field name= "model" > crm.lead</field>
<field name= "priority" > 32</field>
<field name= "arch" type= "xml" >
<pivot string= "Forecast Analysis" sample= "1" js_class= "forecast_pivot" >
<field name= "date_deadline" interval= "month" type= "row" />
<field name= "stage_id" type= "col" />
<field name= "prorated_revenue" type= "measure" />
<field name= "automated_probability" invisible= "1" />
<field name= "color" invisible= "1" />
<field name= "day_open" invisible= "1" />
<field name= "day_close" invisible= "1" />
<field name= "message_bounce" invisible= "1" />
<field name= "probability" invisible= "1" />
<field name= "recurring_revenue_monthly" groups= "!crm.group_use_recurring_revenues" invisible= "1" />
<field name= "recurring_revenue_monthly_prorated" groups= "!crm.group_use_recurring_revenues" invisible= "1" />
<field name= "recurring_revenue" groups= "!crm.group_use_recurring_revenues" invisible= "1" />
<field name= "recurring_revenue_prorated" groups= "!crm.group_use_recurring_revenues" invisible= "1" />
</pivot>
</field>
</record>
<record id= "view_crm_case_opportunities_filter" model= "ir.ui.view" >
<field name= "name" > crm.lead.search.opportunity</field>
<field name= "model" > crm.lead</field>
<field name= "priority" > 15</field>
<field name= "arch" type= "xml" >
<search string= "Search Opportunities" >
<field name= "name" string= "Opportunity" filter_domain= "[
'|', '|', '|', '|',
('partner_id', 'ilike', self),
('partner_name', 'ilike', self),
('email_from', 'ilike', self),
('name', 'ilike', self),
('contact_name', 'ilike', self)]"/>
<field name= "partner_id" operator= "child_of" string= "Customer" filter_domain= "[
'|', '|', '|',
('partner_id', 'ilike', self),
('partner_name', 'ilike', self),
('email_from', 'ilike', self),
('contact_name', 'ilike', self)]"/>
<field name= "tag_ids" string= "Tag" filter_domain= "[('tag_ids', 'ilike', self)]" />
<field name= "user_id" />
<field name= "team_id" />
<field name= "stage_id" domain= "[]" />
<field name= "country_id" />
<field name= "city" />
<field name= "phone_mobile_search" />
<field name= "activity_state" />
<field name= "lead_properties" />
<separator />
<filter string= "My Pipeline" name= "assigned_to_me"
domain="[('user_id', '=', uid)]"
help="Opportunities that are assigned to me"/>
<filter string= "Unassigned" name= "unassigned"
domain="[('user_id', '=', False)]" help="No salesperson"/>
<filter string= "Open Opportunities" name= "open_opportunities"
domain="[('probability', '< ', 100), ('type', '=', 'opportunity'), ('active', '=', True)]"
help="Open Opportunities"/>
<separator />
<filter string= "Unread Messages" name= "message_needaction" domain= "[('message_needaction', '=', True)]" groups= "mail.group_mail_notification_type_inbox" />
<separator />
<filter string= "Creation Date" name= "creation_date" date= "create_date" />
<filter string= "Closed Date" name= "close_date" date= "date_closed" />
<separator />
<filter string= "Won" name= "filter_won" domain= "['&', ('active', '=', True), ('stage_id.is_won', '=', True)]" />
<filter string= "Ongoing" name= "filter_ongoing" domain= "['&', ('active', '=', True), ('stage_id.is_won', '=', False)]" />
<filter string= "Lost" name= "filter_lost" domain= "['&', ('active', '=', False), ('probability', '=', 0)]" />
<separator />
<filter invisible= "1" string= "Overdue Opportunities" name= "overdue_opp" domain= "['&', ('date_closed', '=', False), ('date_deadline', '<', context_today().strftime('%Y-%m-%d'))]" />
<filter invisible= "1" string= "Late Activities" name= "activities_overdue"
domain="[('my_activity_date_deadline', '< ', context_today().strftime('%Y-%m-%d'))]"
help="Show all opportunities for which the next action date is before today"/>
<filter invisible= "1" string= "Today Activities" name= "activities_today"
domain="[('my_activity_date_deadline', '=', context_today().strftime('%Y-%m-%d'))]"/>
<filter invisible= "1" string= "Future Activities" name= "activities_upcoming_all"
domain="[('my_activity_date_deadline', '> ', context_today().strftime('%Y-%m-%d'))]"/>
<separator />
<group expand= "0" string= "Group By" colspan= "16" >
<filter string= "Salesperson" name= "salesperson" context= "{'group_by':'user_id'}" />
<filter string= "Sales Team" name= "saleschannel" context= "{'group_by':'team_id'}" />
<filter name= "stage" string= "Stage" context= "{'group_by':'stage_id'}" />
<filter name= "city" string= "City" context= "{'group_by': 'city'}" />
<filter string= "Country" name= "country" context= "{'group_by':'country_id'}" />
<filter string= "Lost Reason" name= "lostreason" context= "{'group_by':'lost_reason_id'}" />
<filter string= "Company" name= "company" context= "{'group_by':'company_id'}" groups= "base.group_multi_company" />
<filter string= "Campaign" name= "compaign" domain= "[]" context= "{'group_by':'campaign_id'}" />
<filter string= "Medium" name= "medium" domain= "[]" context= "{'group_by':'medium_id'}" />
<filter string= "Source" name= "source" domain= "[]" context= "{'group_by':'source_id'}" />
<separator orientation= "vertical" />
<filter string= "Creation Date" name= "month" context= "{'group_by':'create_date:month'}"
invisible="context.get('crm_lead_view_hide_month')"/>
<filter string= "Creation Date" name= "group_by_create_date_day" context= "{'group_by':'create_date:day'}"
invisible="not context.get('crm_lead_view_hide_month')"/>
<filter string= "Conversion Date" name= "date_conversion" context= "{'group_by': 'date_conversion'}" groups= "crm.group_use_lead" />
<filter string= "Expected Closing" name= "date_deadline" context= "{'group_by':'date_deadline'}" />
<filter string= "Closed Date" name= "date_closed" context= "{'group_by':'date_closed'}" />
<separator />
<filter string= "Properties" name= "group_by_lead_properties" context= "{'group_by':'lead_properties'}" />
</group>
</search>
</field>
</record>
<record id= "crm_lead_view_search_forecast" model= "ir.ui.view" >
<field name= "name" > crm.lead.view.search.forecast</field>
<field name= "model" > crm.lead</field>
<field name= "inherit_id" ref= "crm.view_crm_case_opportunities_filter" />
<field name= "mode" > primary</field>
<field name= "priority" > 32</field>
<field name= "arch" type= "xml" >
<xpath expr= "//filter[@name='assigned_to_me']" position= "before" >
<filter name= "forecast" string= "Upcoming Closings" context= "{'forecast_filter':1}" />
<separator />
</xpath>
<xpath expr= "//filter[@name='date_deadline']" position= "replace" />
<filter name= "month" position= "before" >
<filter string= "Expected Closing" name= "date_deadline" context= "{'group_by':'date_deadline:month'}" />
</filter>
</field>
</record>
<!-- Lead Menu -->
<record model= "ir.actions.act_window" id= "crm_lead_all_leads" >
<field name= "name" > Leads</field>
<field name= "res_model" > crm.lead</field>
<field name= "view_mode" > list,kanban,graph,pivot,calendar,form,activity</field>
<field name= "domain" > ['|', ('type','=','lead'), ('type','=',False)]</field>
<field name= "search_view_id" ref= "crm.view_crm_case_leads_filter" />
<field name= "context" > {
'default_type':'lead',
'search_default_type': 'lead',
'search_default_to_process':1,
}
</field>
<field name= "help" type= "html" >
<p class= "o_view_nocontent_smiling_face" >
Create a Lead
</p> <p >
Leads are the qualification step before the creation of an opportunity.
</p>
</field>
</record>
<record id= "crm_lead_all_leads_view_tree" model= "ir.actions.act_window.view" >
<field name= "sequence" eval= "1" />
<field name= "view_mode" > list</field>
<field name= "view_id" ref= "crm_case_tree_view_leads" />
<field name= "act_window_id" ref= "crm_lead_all_leads" />
</record>
<record id= "crm_lead_all_leads_view_kanban" model= "ir.actions.act_window.view" >
<field name= "sequence" eval= "2" />
<field name= "view_mode" > kanban</field>
<field name= "view_id" ref= "view_crm_lead_kanban" />
<field name= "act_window_id" ref= "crm_lead_all_leads" />
</record>
<record id= "crm_lead_all_leads_view_calendar" model= "ir.actions.act_window.view" >
<field name= "sequence" eval= "3" />
<field name= "view_mode" > calendar</field>
<field name= "view_id" ref= "crm_case_calendar_view_leads" />
<field name= "act_window_id" ref= "crm_lead_all_leads" />
</record>
<record id= "crm_lead_all_leads_view_pivot" model= "ir.actions.act_window.view" >
<field name= "sequence" eval= "4" />
<field name= "view_mode" > pivot</field>
<field name= "view_id" ref= "crm_lead_view_pivot" />
<field name= "act_window_id" ref= "crm_lead_all_leads" />
</record>
<record id= "crm_lead_all_leads_view_graph" model= "ir.actions.act_window.view" >
<field name= "sequence" eval= "5" />
<field name= "view_mode" > graph</field>
<field name= "view_id" ref= "crm_lead_view_graph" />
<field name= "act_window_id" ref= "crm_lead_all_leads" />
</record>
<!-- My Activities Menu -->
<record id= "crm_lead_action_my_activities" model= "ir.actions.act_window" >
<field name= "name" > My Activities</field>
<field name= "res_model" > crm.lead</field>
<field name= "view_mode" > list,kanban,graph,pivot,calendar,form,activity</field>
<field name= "view_id" ref= "crm_lead_view_list_activities" />
<!-- Ensure that only records with at least one activity, "done" (archived) or not, are fetched. -->
<field name= "domain" > [("activity_ids.active", "in", [True, False])]</field>
<field name= "search_view_id" ref= "crm.view_crm_case_my_activities_filter" />
<field name= "context" > {'default_type': 'opportunity',
'search_default_assigned_to_me': 1}
</field>
<field name= "help" type= "html" >
<p class= "o_view_nocontent_smiling_face" >
Looks like nothing is planned.
</p> <p >
Schedule activities to keep track of everything you have to do.
</p>
</field>
</record>
<record id= "crm_lead_action_my_activities_view_tree" model= "ir.actions.act_window.view" >
<field name= "sequence" > 1</field>
<field name= "view_mode" > list</field>
<field name= "view_id" ref= "crm.crm_lead_view_list_activities" />
<field name= "act_window_id" ref= "crm_lead_action_my_activities" />
</record>
<!-- 'My Pipeline' menu : Server action, act_window_views and act_windows -->
<record model= "ir.actions.act_window" id= "crm_lead_opportunities" >
<field name= "name" > Opportunities</field>
<field name= "res_model" > crm.lead</field>
<field name= "view_mode" > kanban,list,graph,pivot,form,calendar,activity</field>
<field name= "domain" > [('type','=','opportunity')]</field>
<field name= "context" > {
'default_type': 'opportunity',
}
</field>
<field name= "search_view_id" ref= "crm.view_crm_case_opportunities_filter" />
</record>
<record id= "crm_lead_opportunities_view_kanban" model= "ir.actions.act_window.view" >
<field name= "sequence" eval= "0" />
<field name= "view_mode" > kanban</field>
<field name= "view_id" ref= "crm_case_kanban_view_leads" />
<field name= "act_window_id" ref= "crm_lead_opportunities" />
</record>
<record id= "crm_lead_opportunities_view_tree" model= "ir.actions.act_window.view" >
<field name= "sequence" eval= "1" />
<field name= "view_mode" > list</field>
<field name= "view_id" ref= "crm.crm_case_tree_view_oppor" />
<field name= "act_window_id" ref= "crm_lead_opportunities" />
</record>
<record id= "crm_lead_opportunities_view_graph" model= "ir.actions.act_window.view" >
<field name= "sequence" eval= "3" />
<field name= "view_mode" > graph</field>
<field name= "view_id" ref= "crm_lead_view_graph" />
<field name= "act_window_id" ref= "crm_lead_opportunities" />
</record>
<record id= "crm_lead_opportunities_view_pivot" model= "ir.actions.act_window.view" >
<field name= "sequence" eval= "4" />
<field name= "view_mode" > pivot</field>
<field name= "view_id" ref= "crm_lead_view_pivot" />
<field name= "act_window_id" ref= "crm_lead_opportunities" />
</record>
<record id= "crm_lead_opportunities_view_calendar" model= "ir.actions.act_window.view" >
<field name= "sequence" eval= "5" />
<field name= "view_mode" > calendar</field>
<field name= "view_id" ref= "crm_case_calendar_view_leads" />
<field name= "act_window_id" ref= "crm_lead_opportunities" />
</record>
<record model= "ir.actions.act_window" id= "crm_lead_action_pipeline" >
<field name= "name" > Pipeline</field>
<field name= "res_model" > crm.lead</field>
<field name= "view_mode" > kanban,list,graph,pivot,form,calendar,activity</field>
<field name= "domain" > [('type','=','opportunity')]</field>
<field name= "context" > {
'default_type': 'opportunity',
'search_default_assigned_to_me': 1
}</field>
<field name= "search_view_id" ref= "crm.view_crm_case_opportunities_filter" />
</record>
<record id= "crm_lead_action_pipeline_view_kanban" model= "ir.actions.act_window.view" >
<field name= "sequence" eval= "0" />
<field name= "view_mode" > kanban</field>
<field name= "view_id" ref= "crm_case_kanban_view_leads" />
<field name= "act_window_id" ref= "crm_lead_action_pipeline" />
</record>
<record id= "crm_lead_action_pipeline_view_tree" model= "ir.actions.act_window.view" >
<field name= "sequence" eval= "1" />
<field name= "view_mode" > list</field>
<field name= "view_id" ref= "crm.crm_case_tree_view_oppor" />
<field name= "act_window_id" ref= "crm_lead_action_pipeline" />
</record>
<record id= "crm_lead_action_pipeline_view_calendar" model= "ir.actions.act_window.view" >
<field name= "sequence" eval= "2" />
<field name= "view_mode" > calendar</field>
<field name= "view_id" ref= "crm_case_calendar_view_leads" />
<field name= "act_window_id" ref= "crm_lead_action_pipeline" />
</record>
<record id= "crm_lead_action_pipeline_view_pivot" model= "ir.actions.act_window.view" >
<field name= "sequence" eval= "3" />
<field name= "view_mode" > pivot</field>
<field name= "view_id" ref= "crm_lead_view_pivot" />
<field name= "act_window_id" ref= "crm_lead_action_pipeline" />
</record>
<record id= "crm_lead_action_pipeline_view_graph" model= "ir.actions.act_window.view" >
<field name= "sequence" eval= "5" />
<field name= "view_mode" > graph</field>
<field name= "view_id" ref= "crm_lead_view_graph" />
<field name= "act_window_id" ref= "crm_lead_action_pipeline" />
</record>
<record id= "crm_lead_action_forecast" model= "ir.actions.act_window" >
<field name= "name" > Forecast</field>
<field name= "res_model" > crm.lead</field>
<field name= "view_mode" > kanban,graph,pivot,list,form</field>
<field name= "domain" > [('type', '=', 'opportunity')]</field>
<field name= "context" > {
'default_type': 'opportunity',
'search_default_assigned_to_me': 1,
'search_default_forecast': 1,
'search_default_date_deadline': 1,
'forecast_field': 'date_deadline'
}</field>
<field name= "help" type= "html" >
<p class= "o_view_nocontent_smiling_face" >
No opportunity to display!
</p> <p >
Easily set expected closing dates and overview your revenue streams.
</p>
</field>
<field name= "search_view_id" ref= "crm.crm_lead_view_search_forecast" />
</record>
<record id= "crm_lead_action_forecast_view_kanban" model= "ir.actions.act_window.view" >
<field name= "sequence" eval= "0" />
<field name= "view_mode" > kanban</field>
<field name= "view_id" ref= "crm_lead_view_kanban_forecast" />
<field name= "act_window_id" ref= "crm_lead_action_forecast" />
</record>
<record id= "crm_lead_action_forecast_view_graph" model= "ir.actions.act_window.view" >
<field name= "sequence" eval= "1" />
<field name= "view_mode" > graph</field>
<field name= "view_id" ref= "crm_lead_view_graph_forecast" />
<field name= "act_window_id" ref= "crm_lead_action_forecast" />
</record>
<record id= "crm_lead_action_forecast_view_pivot" model= "ir.actions.act_window.view" >
<field name= "sequence" eval= "2" />
<field name= "view_mode" > pivot</field>
<field name= "view_id" ref= "crm_lead_view_pivot_forecast" />
<field name= "act_window_id" ref= "crm_lead_action_forecast" />
</record>
<record id= "crm_lead_action_forecast_view_tree" model= "ir.actions.act_window.view" >
<field name= "sequence" eval= "3" />
<field name= "view_mode" > list</field>
<field name= "view_id" ref= "crm_lead_view_tree_forecast" />
<field name= "act_window_id" ref= "crm_lead_action_forecast" />
</record>
<!-- create a lead from 'Teams' kanban -->
<record id= "crm_lead_action_open_lead_form" model= "ir.actions.act_window" >
<field name= "name" > New Lead</field>
<field name= "res_model" > crm.lead</field>
<field name= "view_mode" > form</field>
<field name= "view_id" ref= "crm_lead_view_form" />
<field name= "domain" > [('type','=','lead')]</field>
<field name= "context" > {
'search_default_team_id': [active_id],
'default_team_id': active_id,
'default_type': 'lead',
}</field>
<field name= "search_view_id" ref= "crm.view_crm_case_leads_filter" />
</record>
</odoo>
