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