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