crm_lead_views.xml

<?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">
                    <sheet>
                        <div class="oe_title">
                            <div class="oe_edit_only">
                                <label for="name"/>
                            </div>
                            <h1>
                                <field name="name"/>
                            </h1>
                        </div>
                        <group>
                            <group>
                                <field name="color" required="True"/>
                            </group>
                        </group>
                    </sheet>
                </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" editable="bottom">
                    <field name="name"/>
                    <field name="color" groups="base.group_no_one"/>
                </tree>
            </field>
        </record>

        <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">
                    <header>
                        <button name="action_set_won_rainbowman" string="Mark Won"
                            type="object" class="oe_highlight"
                            attrs="{'invisible': ['|','|', ('active','=',False), ('probability', '=', 100), ('type', '=', 'lead')]}"/>
                        <button name="%(crm.crm_lead_lost_action)d" string="Mark Lost"
                            type="action" class="oe_highlight" context="{'default_lead_id': active_id}" attrs="{'invisible': ['|', ('type', '=', 'lead'),('active', '=', False),('probability', '&lt;', 100)]}"/>
                        <button name="%(crm.action_crm_lead2opportunity_partner)d" string="Convert to Opportunity" type="action" help="Convert to Opportunity"
                            class="oe_highlight" attrs="{'invisible': ['|', ('type', '=', 'opportunity'), ('active', '=', False)]}"/>
                        <button name="toggle_active" string="Restore" type="object"
                            attrs="{'invisible': ['|', ('probability', '&gt;', 0), ('active', '=', True)]}"/>
                        <button name="action_set_lost" string="Mark as Lost" type="object"
                            attrs="{'invisible': ['|', ('type', '=', 'opportunity'), '&amp;', ('probability', '=', 0), ('active', '=', False)]}"/>
                        <field name="stage_id" widget="statusbar"
                            options="{'clickable': '1', 'fold_field': 'fold'}"
                            domain="['|', ('team_id', '=', team_id), ('team_id', '=', False)]"
                            attrs="{'invisible': ['|', ('active', '=', False), ('type', '=', 'lead')]}"/>
                    </header>
                    <sheet>
                        <field name="active" 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, 'search_default_opportunity_id': id}"
                                attrs="{'invisible': [('type', '=', 'lead')]}">
                                <div class="o_stat_info">
                                    <field name="meeting_count" class="o_stat_value"/>
                                    <span class="o_stat_text" attrs="{'invisible': [('meeting_count', '&lt;', 2)]}"> Meetings</span>
                                    <span class="o_stat_text" attrs="{'invisible': [('meeting_count', '&gt;', 1)]}"> Meeting</span>
                                </div>
                            </button>
                        </div>
                        <widget name="web_ribbon" title="Lost" bg_color="bg-danger" attrs="{'invisible': ['|', ('probability', '&gt;', 0), ('active', '=', True)]}"/>
                        <widget name="web_ribbon" title="Won" attrs="{'invisible': [('probability', '&lt;', 100)]}" />
                        <div class="oe_title">
                            <label for="name" class="oe_edit_only" string="Lead" attrs="{'invisible': [('type', '=', 'opportunity')]}"/>
                            <label for="name" class="oe_edit_only" attrs="{'invisible': [('type', '=', 'lead')]}"/>
                            <h1><field name="name" placeholder="e.g. Product Pricing"/></h1>
                            <h2 class="o_row row no-gutters d-flex">
                                <div class="col" attrs="{'invisible': [('type', '=', 'lead')]}">
                                    <label for="planned_revenue" class="oe_edit_only" />
                                    <div class="o_row">
                                        <field name="company_currency" invisible="1"/>
                                        <field name="planned_revenue" class="oe_inline" widget='monetary' options="{'currency_field': 'company_currency'}"/>
                                        <span class="oe_grey p-2"> at </span>
                                    </div>
                                </div>
                                <div class="col">
                                    <span class="oe_edit_only o_pls_probability">
                                        <label for="probability"/>
                                        <button class="btn btn-link" name="action_set_automated_probability" type="object"
                                                attrs="{'invisible': [('is_automated_probability', '=', True)]}">
                                            <i class="fa fa-gear" role="img" title="Switch to automatic probability" aria-label="Switch to automatic probability"></i>
                                        </button>
                                        <small class="oe_grey" attrs="{'invisible': [('is_automated_probability', '=', True)]}"><field name="automated_probability"/> %% (Estimated by Odoo)</small>
                                        </span>
                                    <div id="probability" class="o_row d-flex">
                                        <field name="is_automated_probability" invisible="1"/>
                                        <field name="probability" widget="float" class="oe_inline"/>
                                        <span class="oe_grey"> %%</span>
                                    </div>
                                </div>
                            </h2>
                        </div>
                        <group>
                            <group attrs="{'invisible': [('type', '=', 'opportunity')]}">
                                <!-- Preload all the partner's information -->
                                <field name="partner_id" widget="res_partner_many2one"
                                    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_email': email_from,
                                        'default_user_id': user_id,
                                        'default_team_id': team_id,
                                        'default_website': website,
                                        'show_vat': True
                                    }" groups="base.group_no_one"/>
                                <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_id"/>
                            </group>

                            <group attrs="{'invisible': [('type', '=', 'lead')]}">
                                <field name="partner_id"
                                    widget="res_partner_many2one"
                                    string="Customer"
                                    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,
                                        'show_vat': True,
                                    }"
                                />
                                <field name="is_blacklisted" invisible="1"/>
                                <field name="partner_is_blacklisted" invisible="1"/>
                                <field name="email_state" invisible="1"/>
                                <field name="phone_state" invisible="1"/>
                                <label for="email_from" class="oe_inline"/>
                                <div class="o_row o_row_readonly">
                                    <i class="fa fa-ban" style="color: red;" role="img" title="This email is blacklisted for mass mailing"
                                        aria-label="Blacklisted" attrs="{'invisible': ['|', ('is_blacklisted', '=', False), ('partner_address_email', '!=', False)]}" groups="base.group_user"/>
                                    <field name="email_from"
                                        attrs="{'invisible': [('partner_address_email', '!=', False)]}" string="Email" widget="email"/>
                                    <i class="fa fa-ban" style="color: red;" role="img" title="This email is blacklisted for mass mailing"
                                        aria-label="Blacklisted" attrs="{'invisible': ['|', ('partner_is_blacklisted', '=', False), ('partner_address_email', '=', False)]}" groups="base.group_user"/>
                                    <field name="partner_address_email"
                                        attrs="{'invisible': [('partner_address_email', '==', False)]}" widget="email" string="Email"/>
                                </div>
                                <field string="Phone"
                                    name="partner_address_phone"
                                    widget="phone" options="{'enable_sms': True}"
                                    readonly="1"
                                    attrs="{'invisible': [('partner_address_phone', '==', False)]}"/>
                                <field name="phone"
                                    widget="phone" options="{'enable_sms': True}"
                                    attrs="{'invisible':  [('partner_address_phone', '!=', False)]}"/>
                            </group>
                            <group attrs="{'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="email_state" invisible="1"/>
                                <field name="phone_state" invisible="1"/>
                                <label for="email_from" class="oe_inline"/>
                                <div class="o_row o_row_readonly">
                                    <i class="fa fa-ban" style="color: red;" role="img" title="This email is blacklisted for mass mailing"
                                        aria-label="Blacklisted" attrs="{'invisible': [('is_blacklisted', '=', False)]}" groups="base.group_user"/>
                                    <field name="email_from" widget="email"/>
                                </div>
                                <field name="email_cc" groups="base.group_no_one"/>
                                <field name="function"/>
                                <field name="phone" widget="phone" options="{'enable_sms': True}"/>
                                <field name="mobile" widget="phone" options="{'enable_sms': True}"/>
                            </group>
                            <group attrs="{'invisible': [('type', '=', 'lead')]}">
                                <field name="date_deadline"/>
                                <field name="priority" widget="priority"/>
                                <field name="tag_ids" widget="many2many_tags" options="{'color_field': 'color', 'no_create_edit': True}"/>
                            </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="['|', ('company_id', '=', False), ('company_id', '=', company_id)]"/>
                                <field name="type" invisible="1"/>
                            </group>
                            <group name="lead_priority" attrs="{'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 attrs="{'invisible': [('type', '=', 'lead')]}">
                                <field name="lost_reason" attrs="{'invisible': [('active', '=', True)]}"/>
                                <field name="date_conversion" invisible="1"/>
                                <field name="company_id" groups="base.group_multi_company"/>
                            </group>
                        </group>

                        <notebook>
                            <page string="Internal Notes">
                                <field name="description" placeholder="Add a description..."/>
                            </page>
                            <page name="extra" string="Extra Info" attrs="{'invisible': [('type', '=', 'opportunity')]}">
                                <group>
                                    <group string="Email" groups="base.group_no_one">
                                        <field name="message_bounce" readonly="1"/>
                                    </group>
                                    <group string="Tracking" 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">
                                        <field name="date_open"/>
                                        <field name="date_closed"/>
                                        <field name="probability"/>
                                    </group>
                                </group>
                            </page>
                            <page name="lead" string="Follow-up" attrs="{'invisible': [('type', '=', 'lead')]}">
                                <group>
                                    <group string="Contact Information">
                                        <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_id"/>
                                    </group>
                                    <group class="mt48">
                                        <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" widget="phone" options="{'enable_sms': True}"/>
                                    </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="activity_ids" widget="mail_activity"/>
                        <field name="message_ids" widget="mail_thread" options="{'post_refresh': 'recipients'}"/>
                    </div>
                </form>
            </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}"/>

        <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" optional="show"/>
                    <field name="name" string="Lead"/>
                    <field name="contact_name" optional="show"/>
                    <field name="partner_name" optional="hide"/>
                    <field name="email_from" optional="show"/>
                    <field name="phone" optional="show" class="o_force_ltr"/>
                    <field name="city" optional="show"/>
                    <field name="state_id" optional="hide"/>
                    <field name="country_id" optional="show"/>
                    <field name="partner_id" invisible="1"/>
                    <field name="team_id" optional="show"/>
                    <field name="user_id" optional="show" string="Sales Person"/>
                    <field name="company_id" groups="base.group_multi_company" optional="show"/>
                    <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"/>
                    <field name="tag_ids" optional="show" widget="many2many_tags"/>
                    <field name="priority" optional="hide"/>
                    <field name="activity_exception_decoration" widget="activity_exception"/>
                </tree>
            </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">
                    <field name="name"/>
                    <field name="contact_name"/>
                    <field name="priority"/>
                    <field name="tag_ids"/>
                    <field name="user_id"/>
                    <field name="message_needaction_counter"/>
                    <field name="activity_ids"/>
                    <field name="activity_state"/>
                    <progressbar field="activity_state" colors='{"planned": "success", "today": "warning", "overdue": "danger"}'/>
                    <templates>
                        <t t-name="kanban-box">
                            <div t-attf-class="oe_kanban_content oe_kanban_global_click">
                                <div>
                                    <strong class="o_kanban_record_title"><span><field name="name"/></span></strong>
                                </div>
                                <div>
                                    <span class="o_kanban_record_subtitle"><field name="contact_name"/></span>
                                </div>
                                <div>
                                  <field name="tag_ids"/>
                                </div>
                                <div class="o_kanban_record_bottom">
                                    <div class="oe_kanban_bottom_left">
                                        <field name="priority" widget="priority"/>
                                        <t t-if="record.message_needaction_counter.raw_value">
                                            <span role="alert" class="oe_kanban_mail_new" title="Unread Messages"><i class="fa fa-comments" aria-label="Messages" role="img"/><t t-raw="record.message_needaction_counter.raw_value"/></span>
                                        </t>
                                        <div class="o_kanban_inline_block">
                                            <field name="activity_ids" widget="kanban_activity"/>
                                        </div>
                                    </div>
                                    <div class="oe_kanban_bottom_right">
                                        <img t-att-src="kanban_image('res.users', 'image_128', record.user_id.raw_value)" t-att-title="record.user_id.value" t-att-alt="record.user_id.value" class="oe_kanban_avatar float-right"/>
                                    </div>
                                </div>
                            </div>
                        </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" mode="month" date_start="activity_date_deadline" color="user_id" hide_time="true" event_limit="5">
                    <field name="planned_revenue"/>
                    <field name="partner_id" avatar_field="image_128"/>
                </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="name"/>
                        <field name="partner_id" widget="res_partner_many2one" context="{'res_partner_search_mode': 'customer', 'show_vat': True}"/>
                        <field name="planned_revenue" widget="monetary" options="{'currency_field': 'company_currency'}"/>
                        <field name="company_currency" invisible="1"/>
                        <field name="company_id" invisible="1"/>
                        <field name="priority" nolabel="1" widget="priority"/>
                    </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">
                            <img t-att-src="activity_image('res.users', 'image_128', record.user_id.raw_value)" t-att-title="record.user_id.value" t-att-alt="record.user_id.value"/>
                            <div>
                                <field name="name" display="full"/>
                                <field name="planned_revenue" widget="monetary" display="full" muted="1"/>
                            </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 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">
                    <field name="stage_id" options='{"group_by_tooltip": {"requirements": "Description"}}'/>
                    <field name="color"/>
                    <field name="priority"/>
                    <field name="planned_revenue"/>
                    <field name="kanban_state"/>
                    <field name="activity_date_deadline"/>
                    <field name="user_email"/>
                    <field name="user_id"/>
                    <field name="partner_address_email"/>
                    <field name="message_needaction_counter"/>
                    <field name="partner_id"/>
                    <field name="activity_summary"/>
                    <field name="active"/>
                    <field name="company_currency"/>
                    <field name="activity_state" />
                    <field name="activity_ids" />
                    <progressbar field="activity_state" colors='{"planned": "success", "today": "warning", "overdue": "danger"}' sum_field="planned_revenue" help="This bar allows to filter the opportunities based on scheduled activities."/>
                    <templates>
                        <t t-name="kanban-box">
                            <div t-attf-class="#{!selection_mode ? kanban_color(record.color.raw_value) : ''} oe_kanban_global_click">
                                <div class="o_dropdown_kanban dropdown">

                                    <a class="dropdown-toggle o-no-caret btn" role="button" data-toggle="dropdown" data-display="static" href="#" aria-label="Dropdown menu" title="Dropdown menu">
                                        <span class="fa fa-ellipsis-v"/>
                                    </a>
                                    <div class="dropdown-menu" role="menu">
                                        <t t-if="widget.editable"><a role="menuitem" type="edit" class="dropdown-item">Edit</a></t>
                                        <t t-if="widget.deletable"><a role="menuitem" type="delete" class="dropdown-item">Delete</a></t>
                                        <ul class="oe_kanban_colorpicker" data-field="color"/>
                                    </div>
                                </div>
                                <div class="oe_kanban_content">
                                    <div>
                                        <strong class="o_kanban_record_title"><field name="name"/></strong>
                                    </div>
                                    <div>
                                        <field name="tag_ids" widget="many2many_tags" options="{'color_field': 'color'}"/>
                                    </div>
                                    <div class="text-muted o_kanban_record_subtitle">
                                        <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_record_bottom">
                                        <div class="oe_kanban_bottom_left">
                                            <field name="priority" widget="priority" groups="base.group_user"/>
                                            <t t-if="record.message_needaction_counter.raw_value">
                                                <span role="alert" class='oe_kanban_mail_new' title='Unread Messages'><i class='fa fa-comments' aria-label="Unread messages" role="img"/><t t-raw="record.message_needaction_counter.raw_value"/></span>
                                            </t>
                                            <field name="activity_ids" widget="kanban_activity"/>
                                        </div>
                                        <div class="oe_kanban_bottom_right">
                                            <img t-att-src="kanban_image('res.users', 'image_128', record.user_id.raw_value)" t-att-title="record.user_id.value" t-att-alt="record.user_id.value" class="oe_kanban_avatar"/>
                                        </div>
                                    </div>
                                </div>
                                <div class="oe_clear"/>
                            </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" 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="lang_id"/>
                    <field name="create_date"/>
                    <field name="source_id"/>
                    <field name="medium_id"/>
                    <field name="campaign_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_leads"
                            domain="[('user_id','=', False), ('type', '=', 'lead')]"
                            help="Leads that are not assigned"/>
                    <separator />
                    <filter string="Lost" name="lost"
                            domain="['&amp;', ('probability', '=', 0), ('active', '=', False)]"/>
                    <separator/>
                    <filter string="Creation Date" name="creation_date" date="create_date"/>
                    <separator/>
                    <separator/>
                    <filter invisible="1" string="Late Activities" name="activities_overdue"
                            domain="[('activity_ids.date_deadline', '&lt;', 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="[('activity_ids.date_deadline', '=', context_today().strftime('%Y-%m-%d'))]"/>
                    <filter invisible="1" string="Future Activities" name="activities_upcoming_all"
                            domain="[('activity_ids.date_deadline', '&gt;', 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'}"/>
                    </group>
                </search>
            </field>
        </record>

        <!--
            crm.lead (as Opportunity) views
        -->

        <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="activity_date_deadline and (activity_date_deadline &lt; current_date)">
                    <field name="date_deadline" invisible="1"/>
                    <field name="create_date" optional="show"/>
                    <field name="name" string="Opportunity"/>
                    <field name="partner_id" string="Customer" optional="show"/>
                    <field name="email_from" optional="hide"/>
                    <field name="phone" class="o_force_ltr" optional="hide"/>
                    <field name="city" optional="hide"/>
                    <field name="state_id" optional="hide"/>
                    <field name="country_id" optional="show"/>
                    <field name="activity_date_deadline" optional="show"/>
                    <field name="activity_summary" optional="show" readonly="1"/>
                    <field name="medium_id" invisible="1"/>
                    <field name="campaign_id" invisible="1"/>
                    <field name="source_id" invisible="1"/>
                    <field name="stage_id" required="1" optional="show"/>
                    <field name="planned_revenue" sum="Expected Revenues" optional="show"/>
                    <field name="probability" avg="Avg. of Probability" optional="show"/>
                    <field name="user_id" optional="hide"/>
                    <field name="team_id" optional="show"/>
                    <field name="referred" invisible="1"/>
                    <field name="message_needaction" invisible="1"/>
                    <field name="probability" invisible="1"/>
                    <field name="write_date" invisible="1"/>
                    <field name="company_id" groups="base.group_multi_company" optional="show" />
                    <field name="tag_ids" optional="hide" widget="many2many_tags"/>
                    <field name="priority" optional="hide"/>
                    <field name="activity_exception_decoration" widget="activity_exception"/>
                </tree>
            </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">
                    <field name="stage_id" type="col"/>
                    <field name="user_id" type="row"/>
                </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">
                    <field name="create_date" interval="month" type="row"/>
                    <field name="stage_id" type="col"/>
                    <field name="planned_revenue" type="measure"/>
                </pivot>
            </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 Activities" decoration-danger="activity_date_deadline and (activity_date_deadline &lt; current_date)">
                    <field name="name"/>
                    <field name="partner_id"/>
                    <field name="activity_date_deadline"/>
                    <field name="activity_type_id"/>
                    <field name="activity_summary"/>
                    <field name="stage_id" required="1"/>
                    <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="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"/>
                    <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', '&lt;', 100), ('type', '=', 'opportunity')]"
                        help="Open Opportunities"/>
                    <separator/>
                    <filter string="Unread Messages" name="message_needaction" domain="[('message_needaction', '=', True)]"/>
                    <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="won" domain="['&amp;', ('active', '=', True), ('stage_id.is_won', '=', True)]"/>
                    <filter string="Lost" name="lost" domain="['&amp;', ('active', '=', False), ('probability', '=', 0)]"/>
                    <separator/>
                    <filter invisible="1" string="Late Activities" name="activities_overdue"
                        domain="[('activity_ids.date_deadline', '&lt;', 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="[('activity_ids.date_deadline', '=', context_today().strftime('%Y-%m-%d'))]"/>
                    <filter invisible="1" string="Future Activities" name="activities_upcoming_all"
                        domain="[('activity_ids.date_deadline', '&gt;', context_today().strftime('%Y-%m-%d'))]"/>
                    <separator/>
                    <filter string="Archived" name="inactive" domain="[('active', '=', False)]"/>
                    <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'}"/>
                        <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="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'}"/>
                    </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)]"/>
                    <separator/>
                    <filter string="Archived" name="inactive" domain="[('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">
                    <sheet>
                        <widget name="web_ribbon" title="Archived" bg_color="bg-danger" attrs="{'invisible': [('active', '=', True)]}"/>
                        <div class="oe_title">
                            <div class="oe_edit_only">
                                <label for="name"/>
                            </div>
                            <h1>
                                <field name="name"/>
                            </h1>
                            <field name="active" invisible="1"/>
                        </div>
                    </sheet>
                </form>
            </field>
        </record>

        <record id="crm_lost_reason_view_tree" model="ir.ui.view">
            <field name="name">crm.lost.reason.tree</field>
            <field name="model">crm.lost.reason</field>
            <field name="arch" type="xml">
                <tree string="Channel" editable="bottom">
                    <field name="name"/>
                </tree>
            </field>
        </record>

        <!--
            MASS MAILING
        -->
        <act_window name="Send email"
                res_model="mail.compose.message"
                binding_model="crm.lead"
                binding_views="list"
                view_mode="form"
                target="new"
                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="binding_model_id" ref="crm.model_crm_lead"/>
            <field name="binding_view_types">list</field>
            <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': env.context})
    action = action_values
            </field>
        </record>

        <!--
            Menu Actions
        -->
        <menuitem
            id="crm_menu_sales"
            name="Sales"
            parent="crm_menu_root"
            sequence="1"/>

        <menuitem id="sales_team_menu_team_pipeline"
            name="Team Pipelines"
            parent="crm_menu_sales"
            action="sales_team.crm_team_salesteams_pipelines_act"
            groups="sales_team.group_sale_manager"
            sequence="4"/>

        <menuitem id="res_partner_menu_customer"
            name="Customers"
            parent="crm_menu_sales"
            action="base.action_partner_form"
            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,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>
        </record>

        <record id="crm_lead_all_leads_view_tree" model="ir.actions.act_window.view">
            <field name="sequence" eval="1"/>
            <field name="view_mode">tree</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>

        <menuitem id="crm_menu_leads"
            name="Leads"
            parent="crm_menu_root"
            groups="crm.group_use_lead"
            action="crm_lead_all_leads"
            sequence="5"/>

        <!-- '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,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">tree</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 id="action_your_pipeline" model="ir.actions.server">
            <field name="name">Crm: 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>
        </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,tree,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">tree</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>

        <menuitem
            id="menu_crm_opportunities"
            action="action_your_pipeline"
            name="My Pipeline"
            parent="crm_menu_sales"
            sequence="1"/>

        <menuitem
            id="crm.crm_menu_root"
            name="CRM"
            action="action_your_pipeline"/>

        <!-- Configuration/Lead & Opporotunities/Lead Tags Menu -->
        <record id="crm_lead_tag_action" model="ir.actions.act_window">
            <field name="name">Tags</field>
            <field name="res_model">crm.lead.tag</field>
            <field name="view_id" ref="crm_lead_tag_tree"/>
            <field name="help" type="html">
              <p class="o_view_nocontent_smiling_face">
                Create new tags for your opportunities
              </p><p>
                Create tags that fit your business (product structure, sales type, etc.) to better manage and track your opportunities.
              </p>
            </field>
        </record>

        <menuitem
            id="menu_crm_lead_categ"
            name="Tags"
            action="crm_lead_tag_action"
            parent="menu_crm_config_lead"
            sequence="1"/>

        <!-- 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_mode">tree,form</field>
            <field name="help" type="html">
              <p class="o_view_nocontent_smiling_face">
                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"/>

</odoo>