addons/crm/crm_view.xml

   1 <?xml version="1.0" encoding="utf-8"?>
   2 <openerp>
   3     <data>
   4
   5         <!-- Top menu item -->
   6         <!--
   7             This menu item's purpose is to overwrite another one defined in
   8             the base module in order to set new groups.
   9         -->
  10         <menuitem name="Sales"
  11             id="base.menu_base_partner"
  12             groups="base.group_sale_manager,base.group_sale_salesman"/>
  13
  14         <menuitem id="base.menu_crm_config_lead" name="Leads &amp; Opportunities"
  15             parent="base.menu_base_config" sequence="80" groups="base.group_sale_manager"/>
  16
  17         <menuitem id="base.menu_crm_config_opportunity" name="Opportunities"
  18             parent="base.menu_base_config" sequence="1" groups="base.group_sale_manager"/>
  19
  20         <menuitem id="base.menu_sale_config_sales" name="Sales"
  21             parent="base.menu_base_config" sequence="0" groups="base.group_sale_manager"/>
  22
  23         <menuitem id="menu_crm_config_phonecall" name="Phone Calls"
  24             parent="base.menu_base_config" sequence="45" groups="base.group_sale_salesman"/>
  25
  26         <menuitem id="base.next_id_64" name="Sales"
  27             parent="base.menu_reporting" sequence="1"/>
  28
  29         <!-- crm.case.channel -->
  30         <record id="crm_case_channel_view_tree" model="ir.ui.view">
  31             <field name="name">crm.case.channel.tree</field>
  32             <field name="model">crm.case.channel</field>
  33             <field name="arch" type="xml">
  34                 <tree string="Channels">
  35                     <field name="name"/>
  36                     <field name="active"/>
  37                 </tree>
  38             </field>
  39         </record>
  40         <record id="crm_case_channel_view_form" model="ir.ui.view">
  41             <field name="name">crm.case.channel.form</field>
  42             <field name="model">crm.case.channel</field>
  43             <field name="arch" type="xml">
  44                 <form string="Channel" version="7.0">
  45                     <group>
  46                         <field name="name"/>
  47                         <field name="active"/>
  48                     </group>
  49                 </form>
  50             </field>
  51         </record>
  52         <record id="crm_case_channel_action" model="ir.actions.act_window">
  53             <field name="name">Channels</field>
  54             <field name="res_model">crm.case.channel</field>
  55             <field name="view_type">form</field>
  56             <field name="view_mode">tree,form</field>
  57             <field name="help" type="html">
  58               <p class="oe_view_nocontent_create">
  59                 Click to define a new channel.
  60               </p><p>
  61                 Use channels to track the soure of your leads and opportunities. Channels
  62                 are mostly used in reporting to analyse sales performance
  63                 related to marketing efforts.
  64               </p><p>
  65                 Some examples of channels: company website, phone call
  66                 campaign, reseller, etc.
  67               </p>
  68             </field>
  69         </record>
  70
  71         <menuitem action="crm_case_channel_action" id="menu_crm_case_channel" parent="base.menu_crm_config_lead" sequence="4" groups="base.group_no_one"/>
  72
  73         <!-- Case Sections Form View -->
  74
  75         <record id="crm_case_section_view_form" model="ir.ui.view">
  76             <field name="name">crm.case.section.form</field>
  77             <field name="model">crm.case.section</field>
  78             <field name="arch" type="xml">
  79                 <form string="Sales Team" version="7.0">
  80                     <group>
  81                         <group>
  82                             <field name="name" colspan="2"/>
  83                             <field name="parent_id"/>
  84                             <field name="code"/>
  85                         </group>
  86
  87                         <group>
  88                             <field name="user_id"/>
  89                             <field name="resource_calendar_id"/>
  90                             <field name="active"/>
  91                         </group>
  92                     </group>
  93                     <notebook colspan="4">
  94                         <page string="Sales Team">
  95                            <group>
  96                                 <field name="alias_id" invisible="1" required="0"/>
  97                                 <label for="alias_name" attrs="{'invisible': [('alias_domain', '=', False)]}"/>
  98                                 <div attrs="{'invisible': [('alias_domain', '=', False)]}">
  99                                     <field name="alias_name" class="oe_inline" attrs="{'required': [('alias_id', '!=', False)]}"/>@<field name="alias_domain" class="oe_inline"/>
 100                                  </div>
 101                                 <field name="change_responsible"/>
 102                             </group>
 103                             <separator string="Team Members"/>
 104                             <field name="member_ids" widget="many2many_kanban">
 105                                 <kanban quick_create="false" create="true">
 106                                     <field name="name"/>
 107                                     <templates>
 108                                         <t t-name="kanban-box">
 109                                             <div style="position: relative">
 110                                                 <a t-if="! read_only_mode" type="delete" style="position: absolute; right: 0; padding: 4px; diplay: inline-block">X</a>
 111                                                 <div class="oe_module_vignette">
 112                                                     <div class="oe_module_desc">
 113                                                         <field name="name"/>
 114                                                     </div>
 115                                                 </div>
 116                                             </div>
 117                                         </t>
 118                                     </templates>
 119                                 </kanban>
 120                             </field>
 121                         </page>
 122                         <page string="Stages">
 123                             <separator string="Select Stages for this Sales Team"/>
 124                             <field name="stage_ids"/>
 125                         </page>
 126                         <page string="Notes">
 127                             <field name="note"/>
 128                         </page>
 129                     </notebook>
 130                     <div class="oe_chatter">
 131                         <field name="message_follower_ids" widget="mail_followers" help="Follow this salesteam to automatically track the events associated to users of this team."/>
 132                         <field name="message_ids" widget="mail_thread"/>
 133                     </div>
 134                 </form>
 135             </field>
 136         </record>
 137
 138         <!-- Case Sections Tree View -->
 139
 140         <record id="crm_case_section_view_tree" model="ir.ui.view">
 141             <field name="name">crm.case.section.tree</field>
 142             <field name="model">crm.case.section</field>
 143             <field name="field_parent">child_ids</field>
 144             <field name="arch" type="xml">
 145                 <tree string="Sales Team">
 146                     <field name="name"/>
 147                     <field name="code"/>
 148                     <field name="user_id"/>
 149                 </tree>
 150             </field>
 151         </record>
 152
 153         <!-- Case Sections Action -->
 154
 155         <record id="crm_case_section_act" model="ir.actions.act_window">
 156             <field name="name">Sales Teams</field>
 157             <field name="res_model">crm.case.section</field>
 158             <field name="view_type">form</field>
 159             <field name="view_id" ref="crm_case_section_view_tree"/>
 160             <field name="help" type="html">
 161               <p class="oe_view_nocontent_create">
 162                 Click to define a new sales team.
 163               </p><p>
 164                 Use sales team to organize your different salespersons or
 165                 departments into separate teams. Each team will work in
 166                 its own list of opportunities.
 167               </p>
 168             </field>
 169         </record>
 170
 171         <menuitem action="crm_case_section_act"
 172             id="menu_crm_case_section_act" sequence="15"
 173             parent="base.menu_base_config" groups="base.group_sale_manager"/>
 174
 175
 176         <!-- CRM Stage Tree View -->
 177
 178         <record model="ir.ui.view" id="crm_case_stage_tree">
 179             <field name="name">crm.case.stage.tree</field>
 180             <field name="model">crm.case.stage</field>
 181             <field name="arch" type="xml">
 182                 <tree string="Stages">
 183                     <field name="sequence" widget="handle"/>
 184                     <field name="name"/>
 185                     <field name="probability"/>
 186                     <field name="state"/>
 187                     <field name="type"/>
 188                 </tree>
 189             </field>
 190         </record>
 191
 192         <!-- CRM Stage Form View -->
 193
 194         <record model="ir.ui.view" id="crm_case_stage_form">
 195             <field name="name">crm.case.stage.form</field>
 196             <field name="model">crm.case.stage</field>
 197             <field name="priority" eval="1"/>
 198             <field name="arch" type="xml">
 199                 <form string="Stage" version="7.0">
 200                     <group col="4">
 201                         <field name="name"/>
 202                         <field name="state"/>
 203                         <field name="probability"/>
 204                         <field name="type"/>
 205                         <field name="on_change"/>
 206                         <field name="sequence"/>
 207                         <field name="case_default"/>
 208                         <field name="fold"/>
 209                     </group>
 210                     <separator string="Requirements"/>
 211                     <field name="requirements" nolabel="1"/>
 212                     <field name="section_ids" invisible="1"/>
 213                 </form>
 214             </field>
 215         </record>
 216
 217         <!-- CRM Stage Action -->
 218
 219         <record id="crm_case_stage_act" model="ir.actions.act_window">
 220             <field name="name">Stages</field>
 221             <field name="res_model">crm.case.stage</field>
 222             <field name="view_type">form</field>
 223             <field name="view_id" ref="crm_case_stage_tree"/>
 224         </record>
 225
 226
 227         <!-- Case Categories Form View -->
 228
 229         <record id="crm_case_categ-view" model="ir.ui.view">
 230             <field name="name">crm.case.categ.form</field>
 231             <field name="model">crm.case.categ</field>
 232             <field name="arch" type="xml">
 233                 <form string="Case Category" version="7.0">
 234                     <group>
 235                         <field name="name"/>
 236                         <field name="section_id"/>
 237                         <field name="object_id" invisible="1"/>
 238                     </group>
 239                 </form>
 240             </field>
 241         </record>
 242
 243         <!-- Case Categories Tree View -->
 244
 245         <record id="crm_case_categ_tree-view" model="ir.ui.view">
 246             <field name="name">crm.case.categ.tree</field>
 247             <field name="model">crm.case.categ</field>
 248             <field name="arch" type="xml">
 249                 <tree string="Case Category">
 250                     <field name="name"/>
 251                     <field name="section_id"/>
 252                 </tree>
 253             </field>
 254         </record>
 255
 256         <!-- Resource Type of case Tree View -->
 257
 258         <record model="ir.ui.view" id="crm_case_resource_type_tree">
 259             <field name="name">crm.case.resource.type.tree</field>
 260             <field name="model">crm.case.resource.type</field>
 261             <field name="arch" type="xml">
 262                 <tree string="Campaign">
 263                     <field name="name"/>
 264                     <field name="section_id"/>
 265                 </tree>
 266             </field>
 267         </record>
 268
 269         <!-- Resource Type of case Form View -->
 270
 271         <record model="ir.ui.view" id="crm_case_resource_type_form">
 272             <field name="name">crm.case.resource.type.form</field>
 273             <field name="model">crm.case.resource.type</field>
 274             <field name="arch" type="xml">
 275                 <form string="Campaign" version="7.0">
 276                     <group>
 277                         <field name="name"/>
 278                         <field name="section_id"/>
 279                     </group>
 280                 </form>
 281             </field>
 282         </record>
 283
 284         <!-- Resource Type of case Action -->
 285
 286         <record id="crm_case_resource_type_act" model="ir.actions.act_window">
 287             <field name="name">Campaigns</field>
 288             <field name="res_model">crm.case.resource.type</field>
 289             <field name="view_type">form</field>
 290             <field name="view_id" ref="crm_case_resource_type_tree"/>
 291         </record>
 292
 293         <menuitem action="crm_case_resource_type_act"
 294             id="menu_crm_case_resource_type_act" sequence="4"
 295             groups="base.group_no_one"
 296             parent="base.menu_crm_config_lead"/>
 297
 298         <record id="crm_case_section_act_tree" model="ir.actions.act_window">
 299             <field name="name">Cases by Sales Team</field>
 300             <field name="res_model">crm.case.section</field>
 301             <field name="domain">[('parent_id','=',False)]</field>
 302             <field name="view_type">tree</field>
 303             <field name="view_id" ref="crm_case_section_view_tree"/>
 304         </record>
 305
 306         <!-- Segmentation line Tree View  -->
 307
 308         <record id="crm_segmentation_line_tree-view" model="ir.ui.view">
 309             <field name="name">crm.segmentation.line.tree</field>
 310             <field name="model">crm.segmentation.line</field>
 311             <field name="arch" type="xml">
 312                 <tree string="Partner Segmentation Lines">
 313                     <field name="name"/>
 314                     <field name="expr_name"/>
 315                     <field name="expr_operator"/>
 316                     <field name="expr_value"/>
 317                     <field name="operator"/>
 318                 </tree>
 319             </field>
 320         </record>
 321
 322         <!-- Segmentation line Form View  -->
 323
 324         <record id="crm_segmentation_line-view" model="ir.ui.view">
 325             <field name="name">crm.segmentation.line.form</field>
 326             <field name="model">crm.segmentation.line</field>
 327             <field name="arch" type="xml">
 328                 <form string="Partner Segmentation Lines" version="7.0">
 329                     <group col="4">
 330                         <field colspan="4" name="name"/>
 331                         <group col="2" colspan="4">
 332                             <field name="expr_name"/>
 333                             <field name="expr_operator"/>
 334                             <field name="expr_value"/>
 335                         </group>
 336                         <field name="operator"/>
 337                     </group>
 338                 </form>
 339             </field>
 340         </record>
 341
 342         <!-- CRM Segmentation  Form View  -->
 343
 344         <record id="crm_segmentation-view" model="ir.ui.view">
 345             <field name="name">crm.segmentation.form</field>
 346             <field name="model">crm.segmentation</field>
 347             <field name="arch" type="xml">
 348                 <form string="Partner Segmentation" version="7.0">
 349                     <header>
 350                         <button name="process_start"
 351                             states="not running"
 352                             string="Compute Segmentation" type="object"
 353                             icon="gtk-execute"/>
 354                         <button name="process_stop" states="running"
 355                             string="Stop Process" type="object"
 356                             icon="gtk-cancel"/>
 357                         <button name="process_continue" states="running"
 358                             string="Continue Process" type="object"
 359                             icon="gtk-go-forward"/>
 360                         <field name="state" widget="statusbar"/>
 361                     </header>
 362                     <group col="4">
 363                         <field name="name"/>
 364                         <field name="categ_id"/>
 365                         <field name="exclusif"/>
 366                     </group>
 367                     <notebook>
 368                        <page string="Sales Purchase">
 369                            <group>
 370                                <field name="sales_purchase_active"/>
 371                            </group>
 372                            <separator string="Segmentation Test"/>
 373                            <field name="segmentation_line" widget="one2many_list"/>
 374                        </page>
 375                        <page string="Description">
 376                            <field name="description"/>
 377                        </page>
 378                     </notebook>
 379                 </form>
 380             </field>
 381         </record>
 382
 383         <!-- CRM Segmentation  Tree View  -->
 384
 385         <record id="crm_segmentation_tree-view" model="ir.ui.view">
 386             <field name="name">crm.segmentation.tree</field>
 387             <field name="model">crm.segmentation</field>
 388             <field name="arch" type="xml">
 389                 <tree string="Partner Segmentations">
 390                     <field name="name"/>
 391                     <field name="description"/>
 392                     <field name="categ_id"/>
 393                 </tree>
 394             </field>
 395         </record>
 396
 397         <record id="crm_segmentation-act" model="ir.actions.act_window">
 398             <field name="name">Segmentation</field>
 399             <field name="res_model">crm.segmentation</field>
 400             <field name="view_type">form</field>
 401             <field name="view_id" ref="crm_segmentation-view"/>
 402         </record>
 403
 404         <record id="crm_segmentation_tree-act" model="ir.actions.act_window">
 405             <field name="name">Contacts Segmentation</field>
 406             <field name="res_model">crm.segmentation</field>
 407             <field name="view_type">form</field>
 408             <field name="view_mode">tree,form</field>
 409             <field name="help" type="html">
 410               <p class="oe_view_nocontent_create">
 411                 Click to define a new customer segmentation.
 412               </p><p>
 413                 Create specific categories which you can assign to your
 414                 contacts to better manage your interactions with them. The
 415                 segmentation tool is able to assign categories to contacts
 416                 according to criteria you set.
 417               </p>
 418             </field>
 419         </record>
 420
 421        <menuitem action="crm_segmentation_tree-act"
 422             id="menu_crm_segmentation-act"
 423             groups="base.group_no_one" sequence="15"
 424             parent="base.menu_base_config"/>
 425
 426         <!-- menu for the working time -->
 427         <menuitem action="resource.action_resource_calendar_form" id="menu_action_resource_calendar_form" parent="resource.menu_resource_config" sequence="1"/>
 428
 429         <!-- Payment Mode Tree View -->
 430
 431         <record model="ir.ui.view" id="view_crm_payment_mode_tree">
 432             <field name="name">crm.payment.mode.tree</field>
 433             <field name="model">crm.payment.mode</field>
 434             <field name="arch" type="xml">
 435                 <tree string="Payment Mode">
 436                     <field name="name"/>
 437                     <field name="section_id"/>
 438                 </tree>
 439             </field>
 440         </record>
 441
 442         <!-- Payment Mode Form View -->
 443
 444         <record model="ir.ui.view" id="view_crm_payment_mode_form">
 445             <field name="name">crm.payment.mode.form</field>
 446             <field name="model">crm.payment.mode</field>
 447             <field name="arch" type="xml">
 448                 <form string="Payment Mode" version="7.0">
 449                     <group>
 450                         <field name="name"/>
 451                         <field name="section_id"/>
 452                     </group>
 453                 </form>
 454             </field>
 455         </record>
 456
 457         <!-- Payment Mode Action -->
 458
 459         <record id="action_crm_payment_mode" model="ir.actions.act_window">
 460             <field name="name">Payment Mode</field>
 461             <field name="res_model">crm.payment.mode</field>
 462             <field name="view_type">form</field>
 463             <field name="view_mode">tree,form</field>
 464         </record>
 465
 466         <menuitem action="action_crm_payment_mode"
 467             id="menu_crm_payment_mode_act"
 468             groups="base.group_no_one"
 469             name="Payment Modes"
 470             parent="base.menu_crm_config_lead"/>
 471     </data>
 472 </openerp>