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="type">tree</field>
  37             <field name="arch" type="xml">
  38                 <tree string="Channels">
  39                     <field name="name"/>
  40                     <field name="active"/>
  41                 </tree>
  42             </field>
  43         </record>
  44         <record id="crm_case_channel_view_form" model="ir.ui.view">
  45             <field name="name">crm.case.channel.form</field>
  46             <field name="model">crm.case.channel</field>
  47             <field name="type">form</field>
  48             <field name="arch" type="xml">
  49                 <form string="Channel" version="7.0">
  50                     <group>
  51                         <field name="name"/>
  52                         <field name="active"/>
  53                     </group>
  54                 </form>
  55             </field>
  56         </record>
  57         <record id="crm_case_channel_action" model="ir.actions.act_window">
  58             <field name="name">Channels</field>
  59             <field name="res_model">crm.case.channel</field>
  60             <field name="view_type">form</field>
  61             <field name="view_mode">tree,form</field>
  62             <field name="help">Track from where is coming your leads and opportunities by creating specific channels that will be maintained at the creation of a document in the system. Some examples of channels can be: Website, Phone Call, Reseller, etc.</field>
  63         </record>
  64
  65         <menuitem action="crm_case_channel_action" id="menu_crm_case_channel" parent="base.menu_crm_config_lead" sequence="4" groups="base.group_no_one"/>
  66
  67         <!-- Case Sections Form View -->
  68
  69         <record id="crm_case_section_view_form" model="ir.ui.view">
  70             <field name="name">crm.case.section.form</field>
  71             <field name="model">crm.case.section</field>
  72             <field name="type">form</field>
  73             <field name="arch" type="xml">
  74                 <form string="Sales Team" version="7.0">
  75                     <group>
  76                         <group>
  77                             <field name="name" colspan="2"/>
  78                             <field name="parent_id"/>
  79                             <field name="code"/>
  80                         </group>
  81                         <group>
  82                             <field name="user_id"/>
  83                             <field name="resource_calendar_id"/>
  84                             <field name="active"/>
  85                         </group>
  86                     </group>
  87                     <notebook colspan="4">
  88                         <page string="Sales Team">
  89                             <group col="4">
  90                                 <group>
  91                                     <field name="reply_to"/>
  92                                 </group>
  93                                 <group>
  94                                     <field name="change_responsible"/>
  95                                     <field name="allow_unlink"/>
  96                                 </group>
  97                             </group>
  98                             <separator string="Team Members"/>
  99                             <field name="member_ids"/>
 100                         </page>
 101                         <page string="Stages">
 102                             <separator string="Select Stages for this Sales Team"/>
 103                             <field name="stage_ids"/>
 104                         </page>
 105                         <page string="Notes">
 106                             <field name="note"/>
 107                         </page>
 108                     </notebook>
 109                 </form>
 110             </field>
 111         </record>
 112
 113         <!-- Case Sections Tree View -->
 114
 115         <record id="crm_case_section_view_tree" model="ir.ui.view">
 116             <field name="name">crm.case.section.tree</field>
 117             <field name="model">crm.case.section</field>
 118             <field name="type">tree</field>
 119             <field name="field_parent">child_ids</field>
 120             <field name="arch" type="xml">
 121                 <tree string="Sales Team">
 122                     <field name="name"/>
 123                     <field name="code"/>
 124                     <field name="user_id"/>
 125                 </tree>
 126             </field>
 127         </record>
 128
 129         <!-- Case Sections Action -->
 130
 131         <record id="crm_case_section_act" model="ir.actions.act_window">
 132             <field name="name">Sales Teams</field>
 133             <field name="res_model">crm.case.section</field>
 134             <field name="view_type">form</field>
 135             <field name="view_id" ref="crm_case_section_view_tree"/>
 136             <field name="help">Define a Sales Team to organize your different salesmen or sales departments into separate teams. Each team will work in its own list of opportunities, sales orders, etc. Each user can set a default team in his user preferences. The opportunities and sales order displayed, will automatically be filtered according to his team.</field>
 137         </record>
 138
 139         <menuitem action="crm_case_section_act"
 140             id="menu_crm_case_section_act" sequence="15"
 141             parent="base.menu_sales_configuration_misc" groups="base.group_no_one"/>
 142
 143
 144         <!-- CRM Stage Tree View -->
 145
 146         <record model="ir.ui.view" id="crm_case_stage_tree">
 147             <field name="name">crm.case.stage.tree</field>
 148             <field name="model">crm.case.stage</field>
 149             <field name="type">tree</field>
 150             <field name="arch" type="xml">
 151                 <tree string="Stages">
 152                     <field name="sequence"/>
 153                     <field name="name"/>
 154                     <field name="probability"/>
 155                     <field name="state"/>
 156                     <field name="type"/>
 157                 </tree>
 158             </field>
 159         </record>
 160
 161         <!-- CRM Stage Form View -->
 162
 163         <record model="ir.ui.view" id="crm_case_stage_form">
 164             <field name="name">crm.case.stage.form</field>
 165             <field name="model">crm.case.stage</field>
 166             <field name="type">form</field>
 167             <field name="priority" eval="1"/>
 168             <field name="arch" type="xml">
 169                 <form string="Stage" version="7.0">
 170                     <group col="4">
 171                         <field name="name"/>
 172                         <field name="state" string="Related State" />
 173                         <field name="probability"/>
 174                         <field name="type"/>
 175                         <field name="on_change"/>
 176                         <field name="sequence"/>
 177                         <field name="case_default"/>
 178                         <field name="fold"/>
 179                     </group>
 180                     <separator string="Requirements"/>
 181                     <field name="requirements" nolabel="1"/>
 182                     <field name="section_ids" invisible="1"/>
 183                 </form>
 184             </field>
 185         </record>
 186
 187         <!-- CRM Stage Action -->
 188
 189         <record id="crm_case_stage_act" model="ir.actions.act_window">
 190             <field name="name">Stages</field>
 191             <field name="res_model">crm.case.stage</field>
 192             <field name="view_type">form</field>
 193             <field name="view_id" ref="crm_case_stage_tree"/>
 194         </record>
 195
 196
 197      <!-- Case Categories Form View -->
 198
 199         <record id="crm_case_categ-view" model="ir.ui.view">
 200             <field name="name">crm.case.categ.form</field>
 201             <field name="model">crm.case.categ</field>
 202             <field name="type">form</field>
 203             <field name="arch" type="xml">
 204                 <form string="Case Category" version="7.0">
 205                     <group>
 206                         <field name="name"/>
 207                         <field name="section_id"/>
 208                         <field name="object_id"  invisible="1" />
 209                     </group>
 210                 </form>
 211             </field>
 212         </record>
 213
 214         <!-- Case Categories Tree View -->
 215
 216         <record id="crm_case_categ_tree-view" model="ir.ui.view">
 217             <field name="name">crm.case.categ.tree</field>
 218             <field name="model">crm.case.categ</field>
 219             <field name="type">tree</field>
 220             <field name="arch" type="xml">
 221                 <tree string="Case Category">
 222                     <field name="name"/>
 223                     <field name="section_id"/>
 224                 </tree>
 225             </field>
 226         </record>
 227
 228         <!-- Resource Type of case Tree View -->
 229
 230         <record model="ir.ui.view" id="crm_case_resource_type_tree">
 231             <field name="name">crm.case.resource.type.tree</field>
 232             <field name="model">crm.case.resource.type</field>
 233             <field name="type">tree</field>
 234             <field name="arch" type="xml">
 235                 <tree string="Campaign">
 236                     <field name="name"/>
 237                     <field name="section_id"/>
 238                 </tree>
 239             </field>
 240         </record>
 241
 242         <!-- Resource Type of case Form View -->
 243
 244         <record model="ir.ui.view" id="crm_case_resource_type_form">
 245             <field name="name">crm.case.resource.type.form</field>
 246             <field name="model">crm.case.resource.type</field>
 247             <field name="type">form</field>
 248             <field name="arch" type="xml">
 249                 <form string="Campaign" version="7.0">
 250                     <group>
 251                         <field name="name"/>
 252                         <field name="section_id"/>
 253                     </group>
 254                 </form>
 255             </field>
 256         </record>
 257
 258         <!-- Resource Type of case Action -->
 259
 260         <record id="crm_case_resource_type_act" model="ir.actions.act_window">
 261             <field name="name">Campaigns</field>
 262             <field name="res_model">crm.case.resource.type</field>
 263             <field name="view_type">form</field>
 264             <field name="view_id" ref="crm_case_resource_type_tree"/>
 265         </record>
 266
 267          <menuitem action="crm_case_resource_type_act"
 268             id="menu_crm_case_resource_type_act" sequence="4"
 269             groups="base.group_no_one"
 270             parent="base.menu_crm_config_lead" />
 271
 272         <record id="crm_case_section_act_tree" model="ir.actions.act_window">
 273             <field name="name">Cases by Sales Team</field>
 274             <field name="res_model">crm.case.section</field>
 275             <field name="domain">[('parent_id','=',False)]</field>
 276             <field name="view_type">tree</field>
 277             <field name="view_id" ref="crm_case_section_view_tree"/>
 278         </record>
 279
 280         <!-- Segmentation line Tree View  -->
 281
 282         <record id="crm_segmentation_line_tree-view" model="ir.ui.view">
 283             <field name="name">crm.segmentation.line.tree</field>
 284             <field name="model">crm.segmentation.line</field>
 285             <field name="type">tree</field>
 286             <field name="arch" type="xml">
 287                 <tree string="Partner Segmentation Lines">
 288                     <field name="name"/>
 289                     <field name="expr_name"/>
 290                     <field name="expr_operator"/>
 291                     <field name="expr_value"/>
 292                     <field name="operator"/>
 293                 </tree>
 294             </field>
 295         </record>
 296
 297         <!-- Segmentation line Form View  -->
 298
 299         <record id="crm_segmentation_line-view" model="ir.ui.view">
 300             <field name="name">crm.segmentation.line.form</field>
 301             <field name="model">crm.segmentation.line</field>
 302             <field name="type">form</field>
 303             <field name="arch" type="xml">
 304                 <form string="Partner Segmentation Lines" version="7.0">
 305                     <group col="4">
 306                         <field colspan="4" name="name"/>
 307                         <group col="2" colspan="4">
 308                             <field name="expr_name"/>
 309                             <field name="expr_operator"/>
 310                             <field name="expr_value"/>
 311                         </group>
 312                         <field name="operator"/>
 313                     </group>
 314                 </form>
 315             </field>
 316         </record>
 317
 318         <!-- CRM Segmentation  Form View  -->
 319
 320         <record id="crm_segmentation-view" model="ir.ui.view">
 321             <field name="name">crm.segmentation.form</field>
 322             <field name="model">crm.segmentation</field>
 323             <field name="type">form</field>
 324             <field name="arch" type="xml">
 325                 <form string="Partner Segmentation" version="7.0">
 326                     <header>
 327                         <button name="process_start"
 328                             states="not running"
 329                             string="Compute Segmentation" type="object"
 330                             icon="gtk-execute" />
 331                         <button name="process_stop" states="running"
 332                             string="Stop Process" type="object"
 333                             icon="gtk-cancel" />
 334                         <button name="process_continue" states="running"
 335                             string="Continue Process" type="object"
 336                             icon="gtk-go-forward" />
 337                         <field name="state" widget="statusbar"/>
 338                     </header>
 339                     <group col="4">
 340                         <field name="name"/>
 341                         <field name="categ_id"/>
 342                         <field name="exclusif"/>
 343                     </group>
 344                     <notebook>
 345                        <page string="Sales Purchase">
 346                            <group>
 347                                <field name="sales_purchase_active"/>
 348                            </group>
 349                            <separator string="Segmentation Test"/>
 350                            <field name="segmentation_line" widget="one2many_list"/>
 351                        </page>
 352                        <page string="Description">
 353                            <field name="description"/>
 354                        </page>
 355                     </notebook>
 356                 </form>
 357             </field>
 358         </record>
 359
 360         <!-- CRM Segmentation  Tree View  -->
 361
 362         <record id="crm_segmentation_tree-view" model="ir.ui.view">
 363             <field name="name">crm.segmentation.tree</field>
 364             <field name="model">crm.segmentation</field>
 365             <field name="type">tree</field>
 366             <field name="arch" type="xml">
 367                 <tree string="Partner Segmentations">
 368                     <field name="name"/>
 369                     <field name="description"/>
 370                     <field name="categ_id"/>
 371                 </tree>
 372             </field>
 373         </record>
 374
 375         <record id="crm_segmentation-act" model="ir.actions.act_window">
 376             <field name="name">Segmentation</field>
 377             <field name="res_model">crm.segmentation</field>
 378             <field name="view_type">form</field>
 379             <field name="view_id" ref="crm_segmentation-view"/>
 380         </record>
 381
 382         <record id="crm_segmentation_tree-act" model="ir.actions.act_window">
 383             <field name="name">Partners Segmentation</field>
 384             <field name="res_model">crm.segmentation</field>
 385             <field name="view_type">form</field>
 386             <field name="view_mode">tree,form</field>
 387             <field name="help">Create specific partner categories which you can assign to your partners to better manage your interactions with them. The segmentation tool is able to assign categories to partners according to criteria you set.</field>
 388         </record>
 389
 390        <menuitem action="crm_segmentation_tree-act"
 391             id="menu_crm_segmentation-act"
 392             groups="base.group_no_one" sequence="15"
 393             parent="base.menu_base_config" />
 394
 395         <!-- menu for the working time -->
 396         <menuitem action="resource.action_resource_calendar_form" id="menu_action_resource_calendar_form" parent="resource.menu_resource_config" sequence="1"/>
 397
 398     </data>
 399 </openerp>