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crm_lead_views.xml
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crm_lead_views.xml
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<?xml version="1.0"?>
<odoo>
<!--
crm.lead.tag views
-->
<record id="crm_lead_tag_form" model="ir.ui.view">
<field name="name">crm.lead.tag.form</field>
<field name="model">crm.lead.tag</field>
<field name="arch" type="xml">
<form string="Lead Tags">
<group>
<field name="name"/>
<field name="color" groups="base.group_no_one"/>
</group>
</form>
</field>
</record>
<record id="crm_lead_tag_tree" model="ir.ui.view">
<field name="name">crm.lead.tag.tree</field>
<field name="model">crm.lead.tag</field>
<field name="arch" type="xml">
<tree string="Lead Tags">
<field name="name"/>
</tree>
</field>
</record>
<!--
crm.lead (as Lead) views
-->
<act_window
id="act_crm_opportunity_calendar_event_new"
name="Meetings"
res_model="calendar.event"
view_mode="tree,form,calendar"
context="{'default_duration': 4.0, 'default_opportunity_id': active_id}"
view_type="form"/>
<record id="crm_case_form_view_leads" model="ir.ui.view">
<field name="name">crm.lead.form.lead</field>
<field name="model">crm.lead</field>
<field name="arch" type="xml">
<form string="Leads Form">
<header>
<button name="%(crm.action_crm_lead2opportunity_partner)d" string="Convert to Opportunity" type="action"
help="Convert to Opportunity" class="oe_highlight"/>
</header>
<sheet>
<div class="oe_button_box" name="button_box">
<button name="toggle_active" type="object" class="oe_stat_button" icon="fa-archive">
<field name="active" widget="boolean_button" options='{"terminology": "archive"}'/>
</button>
</div>
<div class="label label-success pull-right" attrs="{'invisible': [('probability', '<', 100)]}">Won</div>
<div class="oe_title">
<label for="name" class="oe_edit_only" string="Lead"/>
<h1><field name="name" placeholder="Describe the lead..."/></h1>
</div>
<group>
<group>
<!-- Preload all the partner's information -->
<field name="partner_id" string="Customer"
options='{"create_name_field": "name"}'
context="{'default_name': contact_name, 'default_street': street, '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_fax': fax, 'default_email': email_from, 'default_user_id': user_id, 'default_team_id': team_id}" groups="base.group_no_one"/>
<field name="partner_name" string="Company 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>
</group>
<group>
<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="email_from" widget="email"/>
<field name="function"/>
<field name="phone" widget="phone"/>
<field name="mobile"/>
<field name="fax"/>
</group>
<group>
<field name="user_id" domain="[('share', '=', False)]"
context="{'default_groups_ref': ['base.group_user', 'base.group_partner_manager', 'sales_team.group_sale_salesman_all_leads'], 'team_id': team_id}"/>
<field name="team_id" widget="selection" domain="[('use_leads','=',True)]"/>
<field name="type" invisible="1"/>
</group>
<group>
<field name="priority" widget="priority"/>
<field name="tag_ids" widget="many2many_tags" options="{'no_create_edit': True}"/>
</group>
</group>
<notebook>
<page string="Internal Notes">
<field name="description"/>
</page>
<page name="extra" string="Extra Info">
<group>
<group string="Email">
<field name="opt_out"/>
<field name="message_bounce" readonly="1" groups="base.group_no_one"/>
</group>
<group string="Tracking" groups="base.group_multi_company,base.group_no_one" name="categorization">
<field name="company_id"
groups="base.group_multi_company"
options="{'no_create': True}"/>
<field name="campaign_id" />
<field name="medium_id"/>
<field name="source_id"/>
<field name="referred"/>
</group>
<group string="Analysis" groups="base.group_no_one">
<field name="date_open"/>
<field name="date_closed"/>
<field name="probability"/>
</group>
</group>
</page>
</notebook>
</sheet>
<div class="oe_chatter">
<field name="message_follower_ids" widget="mail_followers"/>
<field name="message_ids" widget="mail_thread"/>
</div>
</form>
</field>
</record>
<record id="crm_case_pivot_view_leads" model="ir.ui.view">
<field name="name">crm.lead.pivot.lead</field>
<field name="model">crm.lead</field>
<field name="arch" type="xml">
<pivot string="Opportunities" display_quantity="true">
<field name="stage_id" type="row"/>
<field name="planned_revenue" type="measure"/>
</pivot>
</field>
</record>
<record id="crm_case_graph_view_leads" model="ir.ui.view">
<field name="name">crm.lead.graph.lead</field>
<field name="model">crm.lead</field>
<field name="arch" type="xml">
<graph string="Opportunities" type="bar">
<field name="stage_id" type="row"/>
<field name="planned_revenue" type="measure"/>
</graph>
</field>
</record>
<record id="crm_case_tree_view_leads" model="ir.ui.view">
<field name="name">crm.lead.tree.lead</field>
<field name="model">crm.lead</field>
<field name="arch" type="xml">
<tree string="Leads" decoration-bf="message_needaction==True" decoration-muted="probability == 100">
<field name="date_deadline" invisible="1"/>
<field name="create_date"/>
<field name="name" string="Lead"/>
<field name="contact_name"/>
<field name="city"/>
<field name="country_id"/>
<field name="email_from"/>
<field name="phone"/>
<field name="user_id" invisible="1"/>
<field name="partner_id" invisible="1"/>
<field name="team_id"/>
<field name="active" invisible="1"/>
<field name="probability" invisible="1"/>
<field name="campaign_id" invisible="1"/>
<field name="referred" invisible="1"/>
<field name="medium_id" invisible="1"/>
<field name="message_needaction" invisible="1"/>
</tree>
</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" date_start="date_action" color="user_id">
<field name="name"/>
<field name="partner_name"/>
</calendar>
</field>
</record>
<record id="view_create_opportunity_simplified" model="ir.ui.view">
<field name="name">crm.lead.form.simple</field>
<field name="model">crm.lead</field>
<field name="priority">1000</field>
<field name="arch" type="xml">
<form string="Create an Opportunity">
<sheet>
<group>
<group>
<field name="name" string="Opportunity Title" placeholder="e.g. Customer Deal"/>
<field name="partner_id"/>
<label for="planned_revenue"/>
<div class="o_row">
<field name="planned_revenue"/>
<field name="company_currency" options="{'no_create': True, 'no_open': True}"/>
</div>
<field name="priority" widget="priority"/>
</group>
</group>
<footer>
<button string="Create" name="close_dialog" type="object" class="btn-primary"/>
<button string="Discard" class="btn-default" special="cancel"/>
</footer>
<field name="partner_name" invisible="1"/>
<field name="contact_name" invisible="1"/>
<field name="title" invisible="1"/>
<field name="street" invisible="1"/>
<field name="street2" invisible="1"/>
<field name="city" invisible="1"/>
<field name="state_id" invisible="1"/>
<field name="country_id" invisible="1"/>
<field name="email_from" invisible="1"/>
<field name="phone" invisible="1"/>
<field name="mobile" invisible="1"/>
<field name="zip" invisible="1"/>
<field name="function" invisible="1"/>
</sheet>
</form>
</field>
</record>
<record id="create_opportunity_simplified" model="ir.actions.act_window">
<field name="name">Create an Opportunity</field>
<field name="res_model">crm.lead</field>
<field name="view_type">form</field>
<field name="view_mode">form</field>
<field name="view_id" ref="view_create_opportunity_simplified"/>
<field name="target">new</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="arch" type="xml">
<kanban default_group_by="stage_id" class="o_kanban_small_column o_opportunity_kanban" on_create="crm.create_opportunity_simplified">
<field name="stage_id" options='{"group_by_tooltip": {"requirements": "Description", "legend_priority": "Use of stars"}}'/>
<field name="color"/>
<field name="priority"/>
<field name="planned_revenue"/>
<field name="kanban_state"/>
<field name="date_action"/>
<field name="user_email"/>
<field name="user_id"/>
<field name="partner_address_email"/>
<field name="message_needaction_counter"/>
<field name="tag_ids"/>
<field name="partner_id"/>
<field name="title_action"/>
<field name="active"/>
<field name="company_currency"/>
<templates>
<field name="date_deadline"/>
<t t-name="kanban-box">
<div t-attf-class="#{kanban_color(record.color.raw_value)} oe_kanban_global_click">
<div class="o_dropdown_kanban dropdown">
<a class="dropdown-toggle btn" data-toggle="dropdown" href="#" >
<span class="fa fa-bars fa-lg"/>
</a>
<ul class="dropdown-menu" role="menu" aria-labelledby="dLabel">
<t t-if="widget.editable"><li><a type="edit">Edit</a></li></t>
<t t-if="widget.deletable"><li><a type="delete">Delete</a></li></t>
<li t-if="! record.active.value"><a name="action_set_active" type="object">Unarchive</a></li>
<li t-if="record.active.value"><a name="action_set_unactive" type="object">Archive</a></li>
<li><ul class="oe_kanban_colorpicker" data-field="color"/></li>
</ul>
</div>
<div class="oe_kanban_content">
<div>
<field name="tag_ids"/>
</div>
<div>
<strong><field name="name"/></strong>
</div>
<div class="text-muted">
<t t-if="record.planned_revenue.raw_value"><field name="planned_revenue" widget="monetary" options="{'currency_field': 'company_currency'}"/><span t-if="record.partner_id.value">,</span></t> <span t-if="record.partner_id.value"> <t t-esc="record.partner_id.value"/></span>
</div>
<div class="o_kanban_footer">
<field name="priority" widget="priority" groups="base.group_user"/>
<t t-if="record.message_needaction_counter.raw_value">
<span class='oe_kanban_mail_new' title='Unread Messages'><i class='fa fa-comments'/><t t-raw="record.message_needaction_counter.raw_value"/></span>
</t>
<div>
<a name="%(crm.crm_activity_log_action)d" type="action" t-if="record.kanban_state.raw_value!='grey'">
<span
t-att-title="record.date_action.value + ': '+ record.title_action.value"
t-attf-class="oe_kanban_status oe_kanban_status_#{record.kanban_state.raw_value}"/>
</a>
<a name="%(crm.crm_activity_schedule_action)d" type="action" t-if="record.kanban_state.raw_value=='grey'">
<span
class="oe_kanban_status oe_kanban_status_grey"/>
</a>
<img t-att-src="kanban_image('res.users', 'image_small', record.user_id.raw_value)" t-att-title="record.user_id.value" width="24" height="24" class="oe_kanban_avatar pull-right"/>
</div>
</div>
</div>
<div class="oe_clear"></div>
</div>
</t>
</templates>
</kanban>
</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 / Customer" 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="team_id"/>
<field name="user_id"/>
<field name="partner_id" operator="child_of" string="Customer"/>
<field name="create_date"/>
<field name="country_id"/>
<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"
domain="[('user_id','=', False)]"
help="No salesperson"/>
<separator />
<filter string="Unread Messages" name="message_needaction" domain="[('message_needaction','=',True)]"/>
<filter string="Archived" name="archived" domain="[('active', '=', False)]"/>
<separator />
<filter string="Exclude Opt Out"
name='not_opt_out' domain="[('opt_out', '=', False)]"
help="Leads that did not ask not to be included in mass mailing campaigns"/>
<group expand="0" string="Group By">
<filter string="Salesperson" name="groupby_salesperson" domain="[]" context="{'group_by':'user_id'}"/>
<filter string="Sales Team" name="groupby_team" domain="[]" context="{'group_by':'team_id'}"/>
<filter name="customer" string="Customer" help="Partner" domain="[]" context="{'group_by':'partner_id'}"/>
<filter string="Campaign" name="groupby_campaign" domain="[]" context="{'group_by':'campaign_id'}"/>
<filter string="Source" name="groupby_source" domain="[]" context="{'group_by':'source_id'}"/>
<filter string="Medium" name="groupby_channel" domain="[]" context="{'group_by':'medium_id'}"/>
<filter string="Creation Month" name="groupby_createmonth" domain="[]" context="{'group_by':'create_date'}"/>
</group>
</search>
</field>
</record>
<!--
crm.lead (as Opportunity) views
-->
<record id="crm_case_form_view_oppor" model="ir.ui.view">
<field name="name">crm.lead.form.opportunity</field>
<field name="model">crm.lead</field>
<field name="priority">20</field>
<field name="arch" type="xml">
<form string="Opportunities" class="o_opportunity_form">
<header>
<button name="action_set_won" string="Mark Won"
type="object" class="oe_highlight o_wow"
attrs="{'invisible': ['|', ('active','=',False), ('probability', '=', 100)]}"/>
<button name="%(crm.crm_lead_lost_action)d" string="Mark Lost"
type="action" class="oe_highlight"
context="{'default_lead_id': active_id}"
attrs="{'invisible': [('active', '=', False),('probability', '<', 100)]}"/>
<button name="%(crm.crm_activity_log_action)d" string="Log Activity" type="action" class="btn-link"
attrs="{'invisible': [('active', '=', False)]}"/>
<field name="stage_id" widget="statusbar" clickable="True"
options="{'fold_field': 'fold'}"
domain="['|', ('team_id', '=', team_id), ('team_id', '=', False)]"
attrs="{'invisible': [('active', '=', False)]}"/>
</header>
<sheet>
<div class="oe_button_box" name="button_box">
<button name="toggle_active" type="object" class="oe_stat_button" icon="fa-archive"
attrs="{'invisible': [('active', '=', True), ('probability', '<', 100)]}">
<field name="active" widget="boolean_button" options='{"terminology": "archive"}'/>
</button>
<button class="oe_stat_button" type="object"
context="{'partner_id': partner_id}"
name="action_schedule_meeting" icon="fa-calendar">
<div class="o_stat_info">
<field name="meeting_count" class="o_stat_value"/>
<span class="o_stat_text" attrs="{'invisible': [('meeting_count', '<', 2)]}"> Meetings</span>
<span class="o_stat_text" attrs="{'invisible': [('meeting_count', '>', 1)]}"> Meeting</span>
</div>
</button>
</div>
<div class="label label-danger pull-right" attrs="{'invisible': ['|', ('probability', '>', 0), ('active', '=', True)]}">Lost</div>
<div class="label label-success pull-right" attrs="{'invisible': [('probability', '<', 100)]}">Won</div>
<div class="oe_title">
<label for="name" class="oe_edit_only"/>
<h1><field name="name" placeholder="e.g. Product Pricing"/></h1>
<h2 class="o_row">
<div>
<label for="planned_revenue" class="oe_edit_only" />
<div class="o_row">
<field name="company_currency" invisible="1"/>
<field name="planned_revenue" widget='monetary' options="{'currency_field': 'company_currency'}"/>
<span class="oe_grey"> at </span>
</div>
</div>
<div>
<label for="probability" class="oe_edit_only"/>
<div class="o_row">
<field name="probability" widget="integer"/>
<span>%%</span>
</div>
</div>
</h2>
</div>
<group>
<group>
<field name="partner_id"
string="Customer" domain="[('customer', '=', True)]"
context="{'search_default_customer': 1,
'default_name': partner_name, '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_fax': fax, 'default_email': email_from,
'default_user_id': user_id, 'default_team_id': team_id}"/>
<field name="email_from" string="Email" widget="email"/>
<field name="phone" widget="phone"/>
</group>
<group>
<label for="next_activity_id"/>
<div>
<div class="o_row mr16">
<field name="next_activity_id"
options="{'no_create': True, 'no_open': True}"
domain="['|',('team_id','=',False),('team_id','=',team_id)]"/>
<span class="oe_form_field"
attrs="{'invisible': ['|', ('next_activity_id', '=', False), ('date_action', '=', False)]}"> on </span>
<field name="date_action" attrs="{'invisible': [('next_activity_id', '=', False)]}" placeholder="Choose a date..."/>
</div>
<div>
<field name="title_action" placeholder="e.g. Discuss proposal"
attrs="{'invisible': [('next_activity_id', '=', False)]}"/>
</div>
</div>
<field name="date_deadline"/>
</group>
<group>
<field name="user_id" context="{'default_groups_ref': ['base.group_user', 'base.group_partner_manager', 'sales_team.group_sale_salesman_all_leads'], 'team_id': team_id}" domain="[('share', '=', False)]"/>
<field name="team_id" widget="selection"/>
</group>
<group>
<field name="priority" widget="priority"/>
<field name="tag_ids" widget="many2many_tags" options="{'no_create_edit': True}"/>
<field name="lost_reason" attrs="{'invisible': [('active', '=', True)]}"/>
<field name="date_conversion" invisible="1"/>
</group>
</group>
<notebook colspan="4">
<page string="Internal Notes">
<field name="description"/>
</page>
<page name="lead" string="Contact Information">
<group>
<group>
<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>
</group>
<group>
<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="function"/>
<field name="mobile"/>
<field name="fax"/>
<field name="opt_out"/>
</group>
<group string="Marketing">
<field name="campaign_id" />
<field name="medium_id" />
<field name="source_id" />
</group>
<group string="Misc" name="Misc">
<field name="day_open" groups="base.group_no_one"/>
<field name="day_close" groups="base.group_no_one"/>
<field name="referred"/>
<field name="type" invisible="1"/>
</group>
</group>
</page>
</notebook>
</sheet>
<div class="oe_chatter">
<field name="message_follower_ids" widget="mail_followers"/>
<field name="message_ids" widget="mail_thread"/>
</div>
</form>
</field>
</record>
<record id="crm_case_tree_view_oppor" model="ir.ui.view">
<field name="name">crm.lead.tree.opportunity</field>
<field name="model">crm.lead</field>
<field name="arch" type="xml">
<tree string="Opportunities" decoration-bf="message_needaction==True" decoration-muted="probability == 100" decoration-danger="date_action and (date_action < 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"/>
<field name="date_action"/>
<field name="title_action"/>
<field name="medium_id" invisible="1"/>
<field name="campaign_id" invisible="1"/>
<field name="source_id" invisible="1"/>
<field name="stage_id"/>
<field name="planned_revenue" sum="Expected Revenues"/>
<field name="probability" avg="Avg. of Probability"/>
<field name="team_id"/>
<field name="user_id"/>
<field name="referred" invisible="1"/>
<field name="priority" invisible="1"/>
<field name="message_needaction" invisible="1"/>
<field name="probability" invisible="1"/>
<field name="write_date" invisible="1"/>
</tree>
</field>
</record>
<record id="crm_lead_view_tree_activity" model="ir.ui.view">
<field name="name">crm.lead.tree.opportunity.next.activity</field>
<field name="model">crm.lead</field>
<field name="arch" type="xml">
<tree string="Next Activity" decoration-danger="date_action and (date_action < current_date)" default_order="date_action">
<field name="name"/>
<field name="partner_id"/>
<field name="date_action"/>
<field name="next_activity_id"/>
<field name="title_action"/>
<field name="stage_id"/>
<field name="planned_revenue"/>
<field name="date_deadline"/>
</tree>
</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="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)]"/>
<field name="tag_ids" string="Tag" filter_domain="[('tag_ids', 'ilike', self)]"/>
<field name="team_id"/>
<field name="user_id"/>
<field name="partner_id" operator="child_of" string="Customer"/>
<field name="stage_id" domain="[]"/>
<field name="next_activity_id"/>
<field name="title_action"/>
<field name="probability"/>
<field name="lost_reason"/>
<separator/>
<filter string="Won" name="won"
domain="['&', ('stage_id.probability', '=', 100), ('stage_id.fold', '=', True)]"/>
<separator/>
<filter string="My Opportunities" 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"/>
<separator/>
<filter string="Today Activities" name="today"
domain="[('date_action', '=', context_today().strftime('%Y-%m-%d'))]"/>
<filter string="This Week Activities" name="this_week"
domain="['&', ('date_action', '>=', context_today().strftime('%Y-%m-%d')),
('date_action', '<=', (context_today()+datetime.timedelta(days=7)).strftime('%Y-%m-%d'))
]"/>
<filter string="Overdue Activities" name="overdue"
domain="[('date_action', '<', context_today().strftime('%Y-%m-%d'))]"
help="Show all opportunities for which the next action date is before today"/>
<filter string="Overdue Opportunities" name="overdue_opp"
domain="[('date_deadline', '<', context_today().strftime('%Y-%m-%d'))]"
help="Show all opportunities with a deadline for which the next action date is before today"/>
<separator/>
<filter string="Unread Messages" name="message_needaction" domain="[('message_needaction','=',True)]"/>
<filter string="Lost" domain="[('active', '=', False)]"/>
<group expand="0" string="Group By" colspan="16">
<filter string="Salesperson" context="{'group_by':'user_id'}"/>
<filter string="Sales Team" context="{'group_by':'team_id'}"/>
<filter string="Country" context="{'group_by':'country_id'}" />
<filter string="Company" context="{'group_by':'company_id'}" groups="base.group_multi_company"/>
<filter name="stage" string="Stage" context="{'group_by':'stage_id'}"/>
<filter string="Campaign" domain="[]" context="{'group_by':'campaign_id'}"/>
<filter string="Medium" domain="[]" context="{'group_by':'medium_id'}"/>
<filter string="Source" domain="[]" context="{'group_by':'source_id'}"/>
<separator orientation="vertical" />
<filter string="Creation Month" context="{'group_by':'create_date:month'}" name="month"/>
<filter string="Expected Closing Date" context="{'group_by':'date_deadline'}"/>
<filter string="Lost Reason" context="{'group_by':'lost_reason'}"/>
</group>
</search>
</field>
</record>
<!--
crm.lost.reason views
-->
<record id="crm_lost_reason_view_search" model="ir.ui.view">
<field name="name">crm.lost.reason.view.search</field>
<field name="model">crm.lost.reason</field>
<field name="arch" type="xml">
<search string="Search Opportunities">
<filter string="Include archived" name="archived"
domain="['|', ('active', '=', True), ('active', '=', False)]"/>
</search>
</field>
</record>
<record id="crm_lost_reason_view_form" model="ir.ui.view">
<field name="name">crm.lost.reason.form</field>
<field name="model">crm.lost.reason</field>
<field name="arch" type="xml">
<form string="Channel">
<group>
<field name="name"/>
<field name="active"/>
</group>
</form>
</field>
</record>
<!--
MASS MAILING
-->
<act_window name="Lead/Opportunity Mass Mail"
res_model="mail.compose.message"
src_model="crm.lead"
view_mode="form"
multi="True"
target="new"
key2="client_action_multi"
id="crm.action_lead_mass_mail"
context="{
'default_composition_mode': 'mass_mail',
'default_email_to':'{($object.email or \'\')|safe}',
'default_use_template': True,
'default_template_id': ref('crm.email_template_opportunity_mail'),
}"
groups="sales_team.group_sale_salesman"
/>
<!--Update of email_template defined in crm_lead_data, to add ref_ir_act_window
allowing to have a well formed email template (context action considered as set). -->
<record id="email_template_opportunity_mail" model="mail.template">
<field name="ref_ir_act_window" ref="crm.action_lead_mass_mail"/>
</record>
<!--
'Mark as Lost' in action dropdown
-->
<record id="action_mark_as_lost" model="ir.actions.server">
<field name="name">Mark as lost</field>
<field name="model_id" ref="model_crm_lead"/>
<field name="state">code</field>
<field name="code">
if record:
action_values = env.ref('crm.crm_lead_lost_action').read()[0]
action_values.update({'context': context})
action = action_values
</field>
</record>
<record id="ir_mark_as_lost" model="ir.values">
<field eval="'client_action_multi'" name="key2"/>
<field eval="'crm.lead'" name="model"/>
<field name="name">Mark as lost</field>
<field eval="'ir.actions.server,%d'%action_mark_as_lost" name="value"/>
</record>
<!--
Menu Actions
-->
<menuitem
id="sales_team.menu_sales"
name="Sales"
parent="sales_team.menu_base_partner"
sequence="5"/>
<!-- 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">tree,graph,pivot,calendar,form</field>
<field name="domain">['|', ('type','=','lead'), ('type','=',False)]</field>
<field name="view_id" ref="crm_case_tree_view_leads"/>
<field name="search_view_id" ref="crm.view_crm_case_leads_filter"/>
<field name="context">{
'default_type':'lead',
'search_default_type': 'lead',
'needaction_menu_ref': 'crm.menu_crm_opportunities',
'search_default_to_process':1,
}
</field>
<field name="help" type="html">
<p>
Use leads if you need a qualification step before creating an
opportunity or a customer. It can be a business card you received,
a contact form filled in your website, or a file of unqualified
prospects you import, etc.
</p><p>
Once qualified, the lead can be converted into a business
opportunity and/or a new customer in your address book.
</p>
</field>
</record>
<menuitem
id="menu_crm_leads"
name="Leads"
parent="sales_team.menu_sales"
sequence="1"
action="crm_lead_all_leads"
groups="crm.group_use_lead"/>
<!-- '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,tree,graph,pivot,form,calendar</field>
<field name="domain">[('type','=','opportunity')]</field>
<field name="context">{
'default_type': 'opportunity',
'default_user_id': uid
}
</field>
<field name="search_view_id" ref="crm.view_crm_case_opportunities_filter"/>
<field name="help" type="html">
<p>
Odoo helps you keep track of your sales pipeline to follow
up potential sales and better forecast your future revenues.
</p><p>
You will be able to plan meetings and phone calls from
opportunities, convert them into quotations, attach related
documents, track all discussions, and much more.
</p>
</field>
</record>
<record model="ir.actions.act_window.view" id="action_crm_tag_kanban_view_oppor11">
<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 model="ir.actions.act_window.view" id="action_crm_tag_tree_view_oppor11">
<field name="sequence" eval="1"/>
<field name="view_mode">tree</field>
<field name="view_id" ref="crm_case_tree_view_oppor"/>
<field name="act_window_id" ref="crm_lead_opportunities"/>
</record>
<record model="ir.actions.act_window.view" id="action_crm_tag_form_view_oppor11">
<field name="sequence" eval="2"/>
<field name="view_mode">form</field>
<field name="view_id" ref="crm_case_form_view_oppor"/>
<field name="act_window_id" ref="crm_lead_opportunities"/>
</record>
<record id="action_your_pipeline" model="ir.actions.server">
<field name="name">My Pipeline</field>
<field name="model_id" ref="crm.model_crm_team"/>
<field name="state">code</field>
<field name="code">action = model.action_your_pipeline()</field>
<field eval="True" name="condition"/>
</record>
<record model="ir.actions.act_window" id="crm_lead_opportunities_tree_view">
<field name="name">Your Pipeline</field>
<field name="res_model">crm.lead</field>
<field name="view_mode">kanban,tree,graph,pivot,form,calendar</field>
<field name="domain">[('type','=','opportunity')]</field>
<field name="context">{
'default_type': 'opportunity',
'default_user_id': uid,
'search_default_assigned_to_me': 1,
}</field>
<field name="view_ids"
eval="[(5, 0, 0),
(0, 0, {'view_mode': 'tree', 'view_id': ref('crm_case_tree_view_oppor')}),
(0, 0, {'view_mode': 'form', 'view_id': ref('crm_case_form_view_oppor')}),
(0, 0, {'view_mode': 'kanban', 'view_id': ref('crm_case_kanban_view_leads')}),
(0, 0, {'view_mode': 'calendar'}),
(0, 0, {'view_mode': 'pivot'}),
(0, 0, {'view_mode': 'graph'})]"/>
<field name="search_view_id" ref="crm.view_crm_case_opportunities_filter"/>
<field name="help" type="html">
<p>
Odoo helps you keep track of your sales pipeline to follow
up potential sales and better forecast your future revenues.
</p><p>
You will be able to plan meetings and phone calls from
opportunities, convert them into quotations, attach related
documents, track all discussions, and much more.
</p>
</field>
</record>
<menuitem
id="menu_crm_opportunities"
action="action_your_pipeline"
parent="sales_team.menu_sales"
sequence="4"/>
<!-- Next Activities Menu -->
<record id="crm_lead_action_activities" model="ir.actions.act_window">
<field name="name">Next Activities</field>
<field name="type">ir.actions.act_window</field>
<field name="res_model">crm.lead</field>
<field name="view_mode">tree,form,kanban,calendar,pivot,graph</field>
<field name="search_view_id" ref="crm.view_crm_case_opportunities_filter"/>
<field name="view_ids"
eval="[(5, 0, 0), (0, 0, {'view_mode': 'tree', 'view_id': ref('crm_lead_view_tree_activity')}),
(0, 0, {'view_mode': 'form', 'view_id': ref('crm_case_form_view_oppor')}),
(0, 0, {'view_mode': 'kanban'}), (0, 0, {'view_mode': 'calendar'}), (0, 0, {'view_mode': 'pivot'}), (0, 0, {'view_mode': 'graph'})]"/>
<field name="domain">[('type','=','opportunity'), ('date_action', '!=', False)]</field>
<field name="context">{
'default_type': 'opportunity',
'default_user_id': uid,
'search_default_assigned_to_me': 1
}
</field>
<field name="help" type="html">
<p>
Here is the list of your next activities. Those are linked to your opportunities.
To set a next activity, go on an opportunity and add one. It will then appear in this list.
</p>
</field>
</record>
<menuitem
id="crm_lead_menu_activities"
name="Next Activities"
parent="sales_team.menu_sales"
sequence="5"
action="crm_lead_action_activities" />
<!-- Configuration/Lead & Opporotunities/Lead Tags Menu -->
<record id="crm_lead_tag_action" model="ir.actions.act_window">
<field name="name">Lead Tags</field>
<field name="res_model">crm.lead.tag</field>
<field name="view_type">form</field>
<field name="view_id" ref="crm_lead_tag_tree"/>
<field name="help" type="html">
<p class="oe_view_nocontent_create">
Click to define a new sales tag.
</p><p>
Create specific tags 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.
</p>
</field>
</record>
<menuitem
id="menu_crm_lead_categ"
name="Lead Tags"
action="crm_lead_tag_action"
parent="menu_crm_config_lead"
sequence="1"
groups="base.group_no_one"/>
<!-- Configuration/Lead & Opporotunities/Lost Reasons Menu -->
<record id="crm_lost_reason_action" model="ir.actions.act_window">
<field name="name">Lost Reasons</field>
<field name="res_model">crm.lost.reason</field>
<field name="view_type">form</field>
<field name="view_mode">tree,form</field>
<field name="help" type="html">
<p class="oe_view_nocontent_create">
Click to define a new lost reason.
</p><p>
Use lost reasons to explain why an opportunity is lost.
</p><p>
Some examples of lost reasons: "We don't have people/skill", "Price too high"
</p>
</field>
</record>
<menuitem
id="menu_crm_lost_reason"
action="crm_lost_reason_action"
parent="menu_crm_config_lead"
sequence="6"
groups="base.group_no_one"/>
</odoo>