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="81"/>
  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" widget="many2many_kanban">
 109                                 <kanban quick_create="false" create="true">
 110                                     <field name="name"/>
 111                                     <templates>
 112                                         <t t-name="kanban-box">
 113                                             <div style="position: relative">
 114                                                 <a t-if="! read_only_mode" type="delete" style="position: absolute; right: 0; padding: 4px; diplay: inline-block">X</a>
 115                                                 <div class="oe_module_vignette">
 116                                                     <div class="oe_module_desc">
 117                                                         <field name="name"/>
 118                                                     </div>
 119                                                 </div>
 120                                             </div>
 121                                         </t>
 122                                     </templates>
 123                                 </kanban>
 124                             </field>
 125                         </page>
 126                         <page string="Stages">
 127                             <separator string="Select Stages for this Sales Team"/>
 128                             <field name="stage_ids"/>
 129                         </page>
 130                         <page string="Notes">
 131                             <field name="note"/>
 132                         </page>
 133                     </notebook>
 134                     <div class="oe_chatter">
 135                         <field name="message_follower_ids" widget="mail_followers" help="Followers of this salesteam follow automatically all opportunities related to this salesteam."/>
 136                         <field name="message_ids" widget="mail_thread"/>
 137                     </div>
 138                 </form>
 139             </field>
 140         </record>
 141
 142         <!-- Case Sections Tree View -->
 143
 144         <record id="crm_case_section_view_tree" model="ir.ui.view">
 145             <field name="name">crm.case.section.tree</field>
 146             <field name="model">crm.case.section</field>
 147             <field name="field_parent">child_ids</field>
 148             <field name="arch" type="xml">
 149                 <tree string="Sales Team">
 150                     <field name="name"/>
 151                     <field name="code"/>
 152                     <field name="user_id"/>
 153                 </tree>
 154             </field>
 155         </record>
 156
 157         <!-- Case Sections Action -->
 158
 159         <record id="crm_case_section_act" model="ir.actions.act_window">
 160             <field name="name">Sales Teams</field>
 161             <field name="res_model">crm.case.section</field>
 162             <field name="view_type">form</field>
 163             <field name="view_id" ref="crm_case_section_view_tree"/>
 164             <field name="help" type="html">
 165               <p class="oe_view_nocontent_create">
 166                 Click to define a new sales team.
 167               </p><p>
 168                 Use sales team to organize your different salespersons or
 169                 departments into separate teams. Each team will work in
 170                 its own list of opportunities.
 171               </p>
 172             </field>
 173         </record>
 174
 175         <menuitem action="crm_case_section_act"
 176             id="menu_crm_case_section_act" sequence="15"
 177             parent="base.menu_sales_configuration_misc" groups="base.group_no_one"/>
 178
 179
 180         <!-- CRM Stage Tree View -->
 181
 182         <record model="ir.ui.view" id="crm_case_stage_tree">
 183             <field name="name">crm.case.stage.tree</field>
 184             <field name="model">crm.case.stage</field>
 185             <field name="arch" type="xml">
 186                 <tree string="Stages">
 187                     <field name="sequence"/>
 188                     <field name="name"/>
 189                     <field name="probability"/>
 190                     <field name="state"/>
 191                     <field name="type"/>
 192                 </tree>
 193             </field>
 194         </record>
 195
 196         <!-- CRM Stage Form View -->
 197
 198         <record model="ir.ui.view" id="crm_case_stage_form">
 199             <field name="name">crm.case.stage.form</field>
 200             <field name="model">crm.case.stage</field>
 201             <field name="priority" eval="1"/>
 202             <field name="arch" type="xml">
 203                 <form string="Stage" version="7.0">
 204                     <group col="4">
 205                         <field name="name"/>
 206                         <field name="state" />
 207                         <field name="probability"/>
 208                         <field name="type"/>
 209                         <field name="on_change"/>
 210                         <field name="sequence"/>
 211                         <field name="case_default"/>
 212                         <field name="fold"/>
 213                     </group>
 214                     <separator string="Requirements"/>
 215                     <field name="requirements" nolabel="1"/>
 216                     <field name="section_ids" invisible="1"/>
 217                 </form>
 218             </field>
 219         </record>
 220
 221         <!-- CRM Stage Action -->
 222
 223         <record id="crm_case_stage_act" model="ir.actions.act_window">
 224             <field name="name">Stages</field>
 225             <field name="res_model">crm.case.stage</field>
 226             <field name="view_type">form</field>
 227             <field name="view_id" ref="crm_case_stage_tree"/>
 228         </record>
 229
 230
 231      <!-- Case Categories Form View -->
 232
 233         <record id="crm_case_categ-view" model="ir.ui.view">
 234             <field name="name">crm.case.categ.form</field>
 235             <field name="model">crm.case.categ</field>
 236             <field name="arch" type="xml">
 237                 <form string="Case Category" version="7.0">
 238                     <group>
 239                         <field name="name"/>
 240                         <field name="section_id"/>
 241                         <field name="object_id"  invisible="1" />
 242                     </group>
 243                 </form>
 244             </field>
 245         </record>
 246
 247         <!-- Case Categories Tree View -->
 248
 249         <record id="crm_case_categ_tree-view" model="ir.ui.view">
 250             <field name="name">crm.case.categ.tree</field>
 251             <field name="model">crm.case.categ</field>
 252             <field name="arch" type="xml">
 253                 <tree string="Case Category">
 254                     <field name="name"/>
 255                     <field name="section_id"/>
 256                 </tree>
 257             </field>
 258         </record>
 259
 260         <!-- Resource Type of case Tree View -->
 261
 262         <record model="ir.ui.view" id="crm_case_resource_type_tree">
 263             <field name="name">crm.case.resource.type.tree</field>
 264             <field name="model">crm.case.resource.type</field>
 265             <field name="arch" type="xml">
 266                 <tree string="Campaign">
 267                     <field name="name"/>
 268                     <field name="section_id"/>
 269                 </tree>
 270             </field>
 271         </record>
 272
 273         <!-- Resource Type of case Form View -->
 274
 275         <record model="ir.ui.view" id="crm_case_resource_type_form">
 276             <field name="name">crm.case.resource.type.form</field>
 277             <field name="model">crm.case.resource.type</field>
 278             <field name="arch" type="xml">
 279                 <form string="Campaign" version="7.0">
 280                     <group>
 281                         <field name="name"/>
 282                         <field name="section_id"/>
 283                     </group>
 284                 </form>
 285             </field>
 286         </record>
 287
 288         <!-- Resource Type of case Action -->
 289
 290         <record id="crm_case_resource_type_act" model="ir.actions.act_window">
 291             <field name="name">Campaigns</field>
 292             <field name="res_model">crm.case.resource.type</field>
 293             <field name="view_type">form</field>
 294             <field name="view_id" ref="crm_case_resource_type_tree"/>
 295         </record>
 296
 297          <menuitem action="crm_case_resource_type_act"
 298             id="menu_crm_case_resource_type_act" sequence="4"
 299             groups="base.group_no_one"
 300             parent="base.menu_crm_config_lead" />
 301
 302         <record id="crm_case_section_act_tree" model="ir.actions.act_window">
 303             <field name="name">Cases by Sales Team</field>
 304             <field name="res_model">crm.case.section</field>
 305             <field name="domain">[('parent_id','=',False)]</field>
 306             <field name="view_type">tree</field>
 307             <field name="view_id" ref="crm_case_section_view_tree"/>
 308         </record>
 309
 310         <!-- Segmentation line Tree View  -->
 311
 312         <record id="crm_segmentation_line_tree-view" model="ir.ui.view">
 313             <field name="name">crm.segmentation.line.tree</field>
 314             <field name="model">crm.segmentation.line</field>
 315             <field name="arch" type="xml">
 316                 <tree string="Partner Segmentation Lines">
 317                     <field name="name"/>
 318                     <field name="expr_name"/>
 319                     <field name="expr_operator"/>
 320                     <field name="expr_value"/>
 321                     <field name="operator"/>
 322                 </tree>
 323             </field>
 324         </record>
 325
 326         <!-- Segmentation line Form View  -->
 327
 328         <record id="crm_segmentation_line-view" model="ir.ui.view">
 329             <field name="name">crm.segmentation.line.form</field>
 330             <field name="model">crm.segmentation.line</field>
 331             <field name="arch" type="xml">
 332                 <form string="Partner Segmentation Lines" version="7.0">
 333                     <group col="4">
 334                         <field colspan="4" name="name"/>
 335                         <group col="2" colspan="4">
 336                             <field name="expr_name"/>
 337                             <field name="expr_operator"/>
 338                             <field name="expr_value"/>
 339                         </group>
 340                         <field name="operator"/>
 341                     </group>
 342                 </form>
 343             </field>
 344         </record>
 345
 346         <!-- CRM Segmentation  Form View  -->
 347
 348         <record id="crm_segmentation-view" model="ir.ui.view">
 349             <field name="name">crm.segmentation.form</field>
 350             <field name="model">crm.segmentation</field>
 351             <field name="arch" type="xml">
 352                 <form string="Partner Segmentation" version="7.0">
 353                     <header>
 354                         <button name="process_start"
 355                             states="not running"
 356                             string="Compute Segmentation" type="object"
 357                             icon="gtk-execute" />
 358                         <button name="process_stop" states="running"
 359                             string="Stop Process" type="object"
 360                             icon="gtk-cancel" />
 361                         <button name="process_continue" states="running"
 362                             string="Continue Process" type="object"
 363                             icon="gtk-go-forward" />
 364                         <field name="state" widget="statusbar"/>
 365                     </header>
 366                     <group col="4">
 367                         <field name="name"/>
 368                         <field name="categ_id"/>
 369                         <field name="exclusif"/>
 370                     </group>
 371                     <notebook>
 372                        <page string="Sales Purchase">
 373                            <group>
 374                                <field name="sales_purchase_active"/>
 375                            </group>
 376                            <separator string="Segmentation Test"/>
 377                            <field name="segmentation_line" widget="one2many_list"/>
 378                        </page>
 379                        <page string="Description">
 380                            <field name="description"/>
 381                        </page>
 382                     </notebook>
 383                 </form>
 384             </field>
 385         </record>
 386
 387         <!-- CRM Segmentation  Tree View  -->
 388
 389         <record id="crm_segmentation_tree-view" model="ir.ui.view">
 390             <field name="name">crm.segmentation.tree</field>
 391             <field name="model">crm.segmentation</field>
 392             <field name="arch" type="xml">
 393                 <tree string="Partner Segmentations">
 394                     <field name="name"/>
 395                     <field name="description"/>
 396                     <field name="categ_id"/>
 397                 </tree>
 398             </field>
 399         </record>
 400
 401         <record id="crm_segmentation-act" model="ir.actions.act_window">
 402             <field name="name">Segmentation</field>
 403             <field name="res_model">crm.segmentation</field>
 404             <field name="view_type">form</field>
 405             <field name="view_id" ref="crm_segmentation-view"/>
 406         </record>
 407
 408         <record id="crm_segmentation_tree-act" model="ir.actions.act_window">
 409             <field name="name">Contacts Segmentation</field>
 410             <field name="res_model">crm.segmentation</field>
 411             <field name="view_type">form</field>
 412             <field name="view_mode">tree,form</field>
 413             <field name="help" type="html">
 414               <p class="oe_view_nocontent_create">
 415                 Click to define a new customer segmentation.
 416               </p><p>
 417                 Create specific categories which you can assign to your
 418                 contacts to better manage your interactions with them. The
 419                 segmentation tool is able to assign categories to contacts
 420                 according to criteria you set.
 421               </p>
 422             </field>
 423         </record>
 424
 425        <menuitem action="crm_segmentation_tree-act"
 426             id="menu_crm_segmentation-act"
 427             groups="base.group_no_one" sequence="15"
 428             parent="base.menu_base_config" />
 429
 430         <!-- menu for the working time -->
 431         <menuitem action="resource.action_resource_calendar_form" id="menu_action_resource_calendar_form" parent="resource.menu_resource_config" sequence="1"/>
 432
 433         <!-- Payment Mode Tree View -->
 434
 435         <record model="ir.ui.view" id="view_crm_payment_mode_tree">
 436             <field name="name">crm.payment.mode.tree</field>
 437             <field name="model">crm.payment.mode</field>
 438             <field name="arch" type="xml">
 439                 <tree string="Payment Mode">
 440                     <field name="name"/>
 441                     <field name="section_id"/>
 442                 </tree>
 443             </field>
 444         </record>
 445
 446         <!-- Payment Mode Form View -->
 447
 448         <record model="ir.ui.view" id="view_crm_payment_mode_form">
 449             <field name="name">crm.payment.mode.form</field>
 450             <field name="model">crm.payment.mode</field>
 451             <field name="arch" type="xml">
 452                 <form string="Payment Mode" version="7.0">
 453                     <group>
 454                         <field name="name"/>
 455                         <field name="section_id"/>
 456                     </group>
 457                 </form>
 458             </field>
 459         </record>
 460
 461         <!-- Payment Mode Action -->
 462
 463         <record id="action_crm_payment_mode" model="ir.actions.act_window">
 464             <field name="name">Payment Mode</field>
 465             <field name="res_model">crm.payment.mode</field>
 466             <field name="view_type">form</field>
 467             <field name="view_mode">tree,form</field>
 468         </record>
 469
 470         <menuitem action="action_crm_payment_mode"
 471             id="menu_crm_payment_mode_act"
 472             groups="base.group_no_one"
 473             name="Payment Modes"
 474             parent="base.menu_crm_config_lead" />
 475     </data>
 476 </openerp>