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         <!-- crm.tracking.medium -->
  27         <record id="crm_tracking_medium_view_tree" model="ir.ui.view">
  28             <field name="name">crm.tracking.medium.tree</field>
  29             <field name="model">crm.tracking.medium</field>
  30             <field name="arch" type="xml">
  31                 <tree string="Channels">
  32                     <field name="name"/>
  33                     <field name="active"/>
  34                 </tree>
  35             </field>
  36         </record>
  37         <record id="crm_tracking_medium_view_form" model="ir.ui.view">
  38             <field name="name">crm.tracking.medium.form</field>
  39             <field name="model">crm.tracking.medium</field>
  40             <field name="arch" type="xml">
  41                 <form string="Channel">
  42                     <group>
  43                         <field name="name"/>
  44                         <field name="active"/>
  45                     </group>
  46                 </form>
  47             </field>
  48         </record>
  49         <record id="crm_tracking_medium_action" model="ir.actions.act_window">
  50             <field name="name">Channels</field>
  51             <field name="res_model">crm.tracking.medium</field>
  52             <field name="view_type">form</field>
  53             <field name="view_mode">tree,form</field>
  54             <field name="help" type="html">
  55               <p class="oe_view_nocontent_create">
  56                 Click to define a new channel.
  57               </p><p>
  58                 Use channels to track the type of source of your leads and opportunities. Channels
  59                 are mostly used in reporting to analyse sales performance
  60                 related to marketing efforts.
  61               </p><p>
  62                 Some examples of channels: company website, phone call
  63                 campaign, reseller, banner, etc.
  64               </p>
  65             </field>
  66         </record>
  67
  68         <!-- crm.tracking.source -->
  69         <record id="crm_tracking_source_view_tree" model="ir.ui.view">
  70             <field name="name">crm.tracking.source.tree</field>
  71             <field name="model">crm.tracking.source</field>
  72             <field name="arch" type="xml">
  73                 <tree string="Channels">
  74                     <field name="name"/>
  75                 </tree>
  76             </field>
  77         </record>
  78         <record id="crm_tracking_source_view_form" model="ir.ui.view">
  79             <field name="name">crm.tracking.source.form</field>
  80             <field name="model">crm.tracking.source</field>
  81             <field name="arch" type="xml">
  82                 <form string="Channel">
  83                     <group>
  84                         <field name="name"/>
  85                     </group>
  86                 </form>
  87             </field>
  88         </record>
  89         <record id="crm_tracking_source_action" model="ir.actions.act_window">
  90             <field name="name">Source</field>
  91             <field name="res_model">crm.tracking.source</field>
  92             <field name="view_type">form</field>
  93             <field name="view_mode">tree,form</field>
  94             <field name="help" type="html">
  95               <p class="oe_view_nocontent_create">
  96                 Click to define a new source.
  97               </p><p>
  98                 Use channels to track the source of your leads and opportunities. Channels
  99                 are mostly used in reporting to analyse sales performance
 100                 related to marketing efforts.
 101               </p><p>
 102                 Some examples of channels: partner's website, google.com,
 103                 email list name, etc.
 104               </p>
 105             </field>
 106         </record>
 107
 108         <menuitem action="crm_tracking_source_action" id="menu_crm_tracking_source" parent="base.menu_crm_config_lead" sequence="4" groups="base.group_no_one"/>
 109
 110         <!-- CRM Stage Tree View -->
 111
 112         <record model="ir.ui.view" id="crm_case_stage_tree">
 113             <field name="name">crm.case.stage.tree</field>
 114             <field name="model">crm.case.stage</field>
 115             <field name="arch" type="xml">
 116                 <tree string="Stages">
 117                     <field name="sequence" widget="handle"/>
 118                     <field name="name"/>
 119                     <field name="probability"/>
 120                     <field name="type"/>
 121                 </tree>
 122             </field>
 123         </record>
 124
 125         <!-- CRM Stage Form View -->
 126
 127         <record model="ir.ui.view" id="crm_case_stage_form">
 128             <field name="name">crm.case.stage.form</field>
 129             <field name="model">crm.case.stage</field>
 130             <field name="priority" eval="1"/>
 131             <field name="arch" type="xml">
 132                 <form string="Stage">
 133                     <group>
 134                         <group>
 135                             <field name="name"/>
 136                             <field name="sequence"/>
 137                             <field name="type"/>
 138                             <field name="probability"/>
 139                         </group>
 140                         <group>
 141                             <field name="fold"/>
 142                             <field name="on_change"/>
 143                             <field name="case_default" groups="base.group_multi_salesteams"/>
 144                         </group>
 145
 146                     </group>
 147                     <separator string="Requirements"/>
 148                     <field name="requirements" nolabel="1"/>
 149                     <field name="section_ids" invisible="1"/>
 150                 </form>
 151             </field>
 152         </record>
 153
 154         <!-- CRM Stage Action -->
 155
 156         <record id="crm_case_stage_act" model="ir.actions.act_window">
 157             <field name="name">Stages</field>
 158             <field name="res_model">crm.case.stage</field>
 159             <field name="view_type">form</field>
 160             <field name="view_id" ref="crm_case_stage_tree"/>
 161         </record>
 162
 163
 164         <!-- Case Categories Form View -->
 165
 166         <record id="crm_case_categ-view" model="ir.ui.view">
 167             <field name="name">crm.case.categ.form</field>
 168             <field name="model">crm.case.categ</field>
 169             <field name="arch" type="xml">
 170                 <form string="Case Category">
 171                     <group>
 172                         <field name="name"/>
 173                         <field name="section_id" groups="base.group_multi_salesteams"/>
 174                         <field name="object_id" invisible="1"/>
 175                     </group>
 176                 </form>
 177             </field>
 178         </record>
 179
 180         <!-- Case Categories Tree View -->
 181
 182         <record id="crm_case_categ_tree-view" model="ir.ui.view">
 183             <field name="name">crm.case.categ.tree</field>
 184             <field name="model">crm.case.categ</field>
 185             <field name="arch" type="xml">
 186                 <tree string="Case Category">
 187                     <field name="name"/>
 188                     <field name="section_id" groups="base.group_multi_salesteams"/>
 189                 </tree>
 190             </field>
 191         </record>
 192
 193         <!-- Resource Type of case Tree View -->
 194
 195         <record model="ir.ui.view" id="crm_tracking_campaign_tree">
 196             <field name="name">crm.tracking.campaign.tree</field>
 197             <field name="model">crm.tracking.campaign</field>
 198             <field name="arch" type="xml">
 199                 <tree string="Campaign">
 200                     <field name="name"/>
 201                     <field name="section_id" groups="base.group_multi_salesteams"/>
 202                 </tree>
 203             </field>
 204         </record>
 205
 206         <!-- Resource Type of case Form View -->
 207
 208         <record model="ir.ui.view" id="crm_tracking_campaign_form">
 209             <field name="name">crm.tracking.campaign.form</field>
 210             <field name="model">crm.tracking.campaign</field>
 211             <field name="arch" type="xml">
 212                 <form string="Campaign">
 213                     <group>
 214                         <field name="name"/>
 215                         <field name="section_id" groups="base.group_multi_salesteams"/>
 216                     </group>
 217                 </form>
 218             </field>
 219         </record>
 220
 221         <!-- Resource Type of case Action -->
 222
 223         <record id="crm_tracking_campaign_act" model="ir.actions.act_window">
 224             <field name="name">Campaigns</field>
 225             <field name="res_model">crm.tracking.campaign</field>
 226             <field name="view_type">form</field>
 227             <field name="view_id" ref="crm_tracking_campaign_tree"/>
 228         </record>
 229
 230         <menuitem action="crm_tracking_campaign_act"
 231             id="menu_crm_tracking_campaign_act" sequence="4"
 232             groups="base.group_no_one"
 233             parent="base.menu_crm_config_lead"/>
 234
 235
 236         <!-- Segmentation line Tree View  -->
 237
 238         <record id="crm_segmentation_line_tree-view" model="ir.ui.view">
 239             <field name="name">crm.segmentation.line.tree</field>
 240             <field name="model">crm.segmentation.line</field>
 241             <field name="arch" type="xml">
 242                 <tree string="Partner Segmentation Lines">
 243                     <field name="name"/>
 244                     <field name="expr_name"/>
 245                     <field name="expr_operator"/>
 246                     <field name="expr_value"/>
 247                     <field name="operator"/>
 248                 </tree>
 249             </field>
 250         </record>
 251
 252         <!-- Segmentation line Form View  -->
 253
 254         <record id="crm_segmentation_line-view" model="ir.ui.view">
 255             <field name="name">crm.segmentation.line.form</field>
 256             <field name="model">crm.segmentation.line</field>
 257             <field name="arch" type="xml">
 258                 <form string="Partner Segmentation Lines">
 259                     <group col="4">
 260                         <field colspan="4" name="name"/>
 261                         <group col="2" colspan="4">
 262                             <field name="expr_name"/>
 263                             <field name="expr_operator"/>
 264                             <field name="expr_value"/>
 265                         </group>
 266                         <field name="operator"/>
 267                     </group>
 268                 </form>
 269             </field>
 270         </record>
 271
 272         <!-- CRM Segmentation  Form View  -->
 273
 274         <record id="crm_segmentation-view" model="ir.ui.view">
 275             <field name="name">crm.segmentation.form</field>
 276             <field name="model">crm.segmentation</field>
 277             <field name="arch" type="xml">
 278                 <form string="Partner Segmentation">
 279                     <header>
 280                         <button name="process_start"
 281                             states="not running"
 282                             string="Compute Segmentation" type="object"
 283                             icon="gtk-execute"/>
 284                         <button name="process_stop" states="running"
 285                             string="Stop Process" type="object"
 286                             icon="gtk-cancel"/>
 287                         <button name="process_continue" states="running"
 288                             string="Continue Process" type="object"
 289                             icon="gtk-go-forward"/>
 290                         <field name="state" widget="statusbar"/>
 291                     </header>
 292                     <group col="4">
 293                         <field name="name"/>
 294                         <field name="categ_id"/>
 295                         <field name="exclusif"/>
 296                     </group>
 297                     <notebook>
 298                        <page string="Sales Purchase">
 299                            <group>
 300                                <field name="sales_purchase_active"/>
 301                            </group>
 302                            <separator string="Segmentation Test"/>
 303                            <field name="segmentation_line" widget="one2many_list"/>
 304                        </page>
 305                        <page string="Description">
 306                            <field name="description"/>
 307                        </page>
 308                     </notebook>
 309                 </form>
 310             </field>
 311         </record>
 312
 313         <!-- CRM Segmentation  Tree View  -->
 314
 315         <record id="crm_segmentation_tree-view" model="ir.ui.view">
 316             <field name="name">crm.segmentation.tree</field>
 317             <field name="model">crm.segmentation</field>
 318             <field name="arch" type="xml">
 319                 <tree string="Partner Segmentations">
 320                     <field name="name"/>
 321                     <field name="description"/>
 322                     <field name="categ_id"/>
 323                 </tree>
 324             </field>
 325         </record>
 326
 327         <record id="crm_segmentation-act" model="ir.actions.act_window">
 328             <field name="name">Segmentation</field>
 329             <field name="res_model">crm.segmentation</field>
 330             <field name="view_type">form</field>
 331             <field name="view_id" ref="crm_segmentation-view"/>
 332         </record>
 333
 334         <record id="crm_segmentation_tree-act" model="ir.actions.act_window">
 335             <field name="name">Contacts Segmentation</field>
 336             <field name="res_model">crm.segmentation</field>
 337             <field name="view_type">form</field>
 338             <field name="view_mode">tree,form</field>
 339             <field name="help" type="html">
 340               <p class="oe_view_nocontent_create">
 341                 Click to define a new customer segmentation.
 342               </p><p>
 343                 Create specific categories which you can assign to your
 344                 contacts to better manage your interactions with them. The
 345                 segmentation tool is able to assign categories to contacts
 346                 according to criteria you set.
 347               </p>
 348             </field>
 349         </record>
 350
 351        <menuitem action="crm_segmentation_tree-act"
 352             id="menu_crm_segmentation-act"
 353             groups="base.group_no_one" sequence="15"
 354             parent="base.menu_base_config"/>
 355
 356         <!-- Payment Mode Tree View -->
 357
 358         <record model="ir.ui.view" id="view_crm_payment_mode_tree">
 359             <field name="name">crm.payment.mode.tree</field>
 360             <field name="model">crm.payment.mode</field>
 361             <field name="arch" type="xml">
 362                 <tree string="Payment Mode">
 363                     <field name="name"/>
 364                     <field name="section_id" groups="base.group_multi_salesteams"/>
 365                 </tree>
 366             </field>
 367         </record>
 368
 369         <!-- Payment Mode Form View -->
 370
 371         <record model="ir.ui.view" id="view_crm_payment_mode_form">
 372             <field name="name">crm.payment.mode.form</field>
 373             <field name="model">crm.payment.mode</field>
 374             <field name="arch" type="xml">
 375                 <form string="Payment Mode">
 376                     <group>
 377                         <field name="name"/>
 378                         <field name="section_id" groups="base.group_multi_salesteams"/>
 379                     </group>
 380                 </form>
 381             </field>
 382         </record>
 383
 384         <!-- Payment Mode Action -->
 385
 386         <record id="action_crm_payment_mode" model="ir.actions.act_window">
 387             <field name="name">Payment Mode</field>
 388             <field name="res_model">crm.payment.mode</field>
 389             <field name="view_type">form</field>
 390             <field name="view_mode">tree,form</field>
 391         </record>
 392
 393         <menuitem action="action_crm_payment_mode"
 394             id="menu_crm_payment_mode_act"
 395             groups="base.group_no_one"
 396             name="Payment Modes"
 397             parent="base.menu_crm_config_lead"/>
 398     </data>
 399 </openerp>