addons/crm/crm_view.xml

   1 <?xml version="1.0" encoding="utf-8"?>
   2 <openerp>
   3     <data>
   4
   5         <menuitem icon="terp-partner" id="base.menu_base_partner" name="Sales" sequence="0"
   6             groups="base.group_sale_manager,base.group_sale_salesman"/>
   7
   8         <menuitem id="base.menu_crm_config_lead" name="Leads &amp; Opportunities"
   9             parent="base.menu_base_config" sequence="80" groups="base.group_sale_manager"/>
  10
  11         <menuitem id="base.menu_crm_config_opportunity" name="Opportunities"
  12             parent="base.menu_base_config" sequence="1" groups="base.group_sale_manager"/>
  13
  14         <menuitem id="base.menu_sale_config_sales" name="Sales"
  15             parent="base.menu_base_config" sequence="0" groups="base.group_sale_manager"/>
  16
  17         <menuitem id="menu_crm_config_phonecall" name="Phone Calls"
  18             parent="base.menu_base_config" sequence="45" groups="base.group_extended"/>
  19
  20         <menuitem id="base.next_id_64" name="Reporting"
  21             parent="base.menu_base_partner" sequence="11" />
  22
  23                 <menuitem id="base.menu_sales_configuration_misc" name="Miscellaneous" parent="base.menu_base_config" sequence="75"/>
  24
  25
  26         <!-- crm.case.channel -->
  27         <record id="crm_case_channel_view_tree" model="ir.ui.view">
  28             <field name="name">crm.case.channel.tree</field>
  29             <field name="model">crm.case.channel</field>
  30             <field name="type">tree</field>
  31             <field name="arch" type="xml">
  32                 <tree string="Channels">
  33                     <field name="name" select="1"/>
  34                     <field name="active" select="1"/>
  35                 </tree>
  36             </field>
  37         </record>
  38         <record id="crm_case_channel_view_form" model="ir.ui.view">
  39             <field name="name">crm.case.channel.form</field>
  40             <field name="model">crm.case.channel</field>
  41             <field name="type">form</field>
  42             <field name="arch" type="xml">
  43                 <form string="Channel">
  44                     <field name="name" select="1"/>
  45                     <field name="active" select="1"/>
  46                 </form>
  47             </field>
  48         </record>
  49         <record id="crm_case_channel_action" model="ir.actions.act_window">
  50             <field name="name">Channels</field>
  51             <field name="res_model">crm.case.channel</field>
  52             <field name="view_type">form</field>
  53             <field name="view_mode">tree,form</field>
  54             <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>
  55         </record>
  56
  57         <menuitem action="crm_case_channel_action" id="menu_crm_case_channel" parent="base.menu_crm_config_lead" sequence="4" groups="base.group_no_one"/>
  58
  59         <!-- Case Sections Form View -->
  60
  61         <record id="crm_case_section_view_form" model="ir.ui.view">
  62             <field name="name">crm.case.section.form</field>
  63             <field name="model">crm.case.section</field>
  64             <field name="type">form</field>
  65             <field name="arch" type="xml">
  66                 <form string="Sales Team">
  67                     <group col="6" colspan="4">
  68                         <field name="name" select="1" colspan="2"/>
  69                         <field name="parent_id" select="2"/>
  70                         <field name="code" select="1"/>
  71                         <newline/>
  72                         <field name="user_id" select="2"/>
  73                         <field name="resource_calendar_id" select="2"/>
  74                         <field name="active" select="2"/>
  75                     </group>
  76                     <notebook colspan="4">
  77                         <page string="Sales Team">
  78                             <group col="2" colspan="1">
  79                                 <separator string="Mail Gateway" colspan="2"/>
  80                                 <field name="reply_to" select="2"/>
  81                             </group>
  82                             <group col="2" colspan="1">
  83                                 <separator string="Configuration" colspan="2"/>
  84                                 <field name="allow_unlink" select="2"/>
  85                                 <field name="change_responsible"/>
  86                             </group>
  87                             <group col="1" colspan="4" groups="base.group_extended">
  88                                 <separator string="Team Members" colspan="4"/>
  89                                 <field name="member_ids" nolabel="1" colspan="4"   height="250"/>
  90                             </group>
  91                         </page>
  92                         <page string="Stages">
  93                             <separator string="Select stages for this Sales Team" colspan="4"/>
  94                             <field name="stage_ids" colspan="4" nolabel="1"/>
  95                         </page>
  96                         <page string="Notes">
  97                             <field name="note" select="1" colspan="4" nolabel="1"/>
  98                         </page>
  99                     </notebook>
 100                 </form>
 101             </field>
 102         </record>
 103
 104         <!-- Case Sections Tree View -->
 105
 106         <record id="crm_case_section_view_tree" model="ir.ui.view">
 107             <field name="name">crm.case.section.tree</field>
 108             <field name="model">crm.case.section</field>
 109             <field name="type">tree</field>
 110             <field name="field_parent">child_ids</field>
 111             <field name="arch" type="xml">
 112                 <tree string="Sales Team">
 113                     <field name="name" select="1"/>
 114                     <field name="code" select="1"/>
 115                     <field name="user_id" select="1"/>
 116                 </tree>
 117             </field>
 118         </record>
 119
 120         <!-- Case Sections Action -->
 121
 122         <record id="crm_case_section_act" model="ir.actions.act_window">
 123             <field name="name">Sales Teams</field>
 124             <field name="res_model">crm.case.section</field>
 125             <field name="view_type">form</field>
 126             <field name="view_id" ref="crm_case_section_view_tree"/>
 127             <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>
 128         </record>
 129
 130         <menuitem action="crm_case_section_act"
 131             id="menu_crm_case_section_act" sequence="15"
 132             parent="base.menu_sales_configuration_misc" groups="base.group_no_one"/>
 133
 134
 135         <!-- CRM Stage Tree View -->
 136
 137         <record model="ir.ui.view" id="crm_case_stage_tree">
 138             <field name="name">crm.case.stage.tree</field>
 139             <field name="model">crm.case.stage</field>
 140             <field name="type">tree</field>
 141             <field name="arch" type="xml">
 142                 <tree string="Stages">
 143                     <field name="sequence"/>
 144                     <field name="name"/>
 145                     <field name="probability"/>
 146                 </tree>
 147             </field>
 148         </record>
 149
 150         <!-- CRM Stage Form View -->
 151
 152         <record model="ir.ui.view" id="crm_case_stage_form">
 153             <field name="name">crm.case.stage.form</field>
 154             <field name="model">crm.case.stage</field>
 155             <field name="type">form</field>
 156             <field name="priority" eval="1"/>
 157             <field name="arch" type="xml">
 158                 <form string="Stage">
 159                     <group colspan="4" col="6">
 160                         <field name="name" select="1"/>
 161                         <field name="probability"/>
 162                         <field name="on_change"/>
 163                         <field name="case_default"/>
 164                         <field name="sequence"/>
 165                     </group>
 166                     <separator string="Requirements" colspan="4"/>
 167                     <field name="requirements" nolabel="1" colspan="4"/>
 168                     <field name="section_ids" invisible="1" colspan="4"/>
 169                 </form>
 170             </field>
 171         </record>
 172
 173         <!-- CRM Stage Action -->
 174
 175         <record id="crm_case_stage_act" model="ir.actions.act_window">
 176             <field name="name">Stages</field>
 177             <field name="res_model">crm.case.stage</field>
 178             <field name="view_type">form</field>
 179             <field name="view_id" ref="crm_case_stage_tree"/>
 180         </record>
 181
 182
 183      <!-- Case Categories Form View -->
 184
 185         <record id="crm_case_categ-view" model="ir.ui.view">
 186             <field name="name">crm.case.categ.form</field>
 187             <field name="model">crm.case.categ</field>
 188             <field name="type">form</field>
 189             <field name="arch" type="xml">
 190                 <form string="Case Category">
 191                     <field name="name" select="1"/>
 192                     <field name="section_id" select="1"/>
 193                     <field name="object_id"  invisible="1" />
 194                 </form>
 195             </field>
 196         </record>
 197
 198         <!-- Case Categories Tree View -->
 199
 200         <record id="crm_case_categ_tree-view" model="ir.ui.view">
 201             <field name="name">crm.case.categ.tree</field>
 202             <field name="model">crm.case.categ</field>
 203             <field name="type">tree</field>
 204             <field name="arch" type="xml">
 205                 <tree string="Case Category">
 206                     <field name="name"/>
 207                     <field name="section_id"/>
 208                 </tree>
 209             </field>
 210         </record>
 211
 212         <!-- Resource Type of case Tree View -->
 213
 214         <record model="ir.ui.view" id="crm_case_resource_type_tree">
 215             <field name="name">crm.case.resource.type.tree</field>
 216             <field name="model">crm.case.resource.type</field>
 217             <field name="type">tree</field>
 218             <field name="arch" type="xml">
 219                 <tree string="Campaign">
 220                     <field name="name"/>
 221                     <field name="section_id"/>
 222                 </tree>
 223             </field>
 224         </record>
 225
 226         <!-- Resource Type of case Form View -->
 227
 228         <record model="ir.ui.view" id="crm_case_resource_type_form">
 229             <field name="name">crm.case.resource.type.form</field>
 230             <field name="model">crm.case.resource.type</field>
 231             <field name="type">form</field>
 232             <field name="arch" type="xml">
 233                 <form string="Campaign">
 234                     <field name="name" select="1"/>
 235                     <field name="section_id"/>
 236                 </form>
 237             </field>
 238         </record>
 239
 240         <!-- Resource Type of case Action -->
 241
 242         <record id="crm_case_resource_type_act" model="ir.actions.act_window">
 243             <field name="name">Campaigns</field>
 244             <field name="res_model">crm.case.resource.type</field>
 245             <field name="view_type">form</field>
 246             <field name="view_id" ref="crm_case_resource_type_tree"/>
 247         </record>
 248
 249          <menuitem action="crm_case_resource_type_act"
 250             id="menu_crm_case_resource_type_act" sequence="4"
 251             groups="base.group_no_one"
 252             parent="base.menu_crm_config_lead" />
 253
 254         <record id="crm_case_section_act_tree" model="ir.actions.act_window">
 255             <field name="name">Cases by Sales Team</field>
 256             <field name="res_model">crm.case.section</field>
 257             <field name="domain">[('parent_id','=',False)]</field>
 258             <field name="view_type">tree</field>
 259             <field name="view_id" ref="crm_case_section_view_tree"/>
 260         </record>
 261
 262         <!-- Segmentation line Tree View  -->
 263
 264         <record id="crm_segmentation_line_tree-view" model="ir.ui.view">
 265             <field name="name">crm.segmentation.line.tree</field>
 266             <field name="model">crm.segmentation.line</field>
 267             <field name="type">tree</field>
 268             <field name="arch" type="xml">
 269                 <tree string="Partner Segmentation Lines">
 270                     <field name="name"/>
 271                     <field name="expr_name"/>
 272                     <field name="expr_operator"/>
 273                     <field name="expr_value"/>
 274                     <field name="operator"/>
 275                 </tree>
 276             </field>
 277         </record>
 278
 279         <!-- Segmentation line Form View  -->
 280
 281         <record id="crm_segmentation_line-view" model="ir.ui.view">
 282             <field name="name">crm.segmentation.line.form</field>
 283             <field name="model">crm.segmentation.line</field>
 284             <field name="type">form</field>
 285             <field name="arch" type="xml">
 286                 <form string="Partner Segmentation Lines">
 287                     <field colspan="4" name="name" select="1"/>
 288                     <group col="2" colspan="4">
 289                         <field name="expr_name"/>
 290                         <field name="expr_operator"/>
 291                         <field name="expr_value"/>
 292                     </group>
 293                     <newline/>
 294                     <field name="operator"/>
 295                 </form>
 296             </field>
 297         </record>
 298
 299         <!-- CRM Segmentation  Form View  -->
 300
 301         <record id="crm_segmentation-view" model="ir.ui.view">
 302             <field name="name">crm.segmentation.form</field>
 303             <field name="model">crm.segmentation</field>
 304             <field name="type">form</field>
 305             <field name="arch" type="xml">
 306                 <form string="Partner Segmentation">
 307                     <group col="6" colspan="4">
 308                         <field name="name" select="1"/>
 309                         <field name="categ_id"/>
 310                         <field name="exclusif"/>
 311                     </group>
 312                     <notebook colspan="4">
 313                         <page string="Sales Purchase">
 314                             <field name="sales_purchase_active"/>
 315                             <separator colspan="4" string="State of Mind Computation"/>
 316                             <field name="som_interval"/>
 317                             <field name="som_interval_max"/>
 318                             <field name="som_interval_decrease"/>
 319                             <field name="som_interval_default"/>
 320                             <separator colspan="4" string="Segmentation Test"/>
 321                             <field colspan="4" name="segmentation_line" widget="one2many_list" nolabel="1"/>
 322                         </page>
 323                         <page string="Description">
 324                                <field colspan="4" name="description" nolabel="1"/>
 325                            </page>
 326                     </notebook>
 327                     <field name="state"/>
 328                     <group col="3" colspan="2">
 329                         <button name="process_start"
 330                             states="not running"
 331                             string="Compute Segmentation" type="object"
 332                             icon="gtk-execute" />
 333                         <button name="process_stop" states="running"
 334                             string="Stop Process" type="object"
 335                             icon="gtk-cancel" />
 336                         <button name="process_continue" states="running"
 337                             string="Continue Process" type="object"
 338                             icon="gtk-go-forward" />
 339                     </group>
 340                 </form>
 341             </field>
 342         </record>
 343
 344         <!-- CRM Segmentation  Tree View  -->
 345
 346         <record id="crm_segmentation_tree-view" model="ir.ui.view">
 347             <field name="name">crm.segmentation.tree</field>
 348             <field name="model">crm.segmentation</field>
 349             <field name="type">tree</field>
 350             <field name="arch" type="xml">
 351                 <tree string="Partner Segmentations">
 352                     <field name="name"/>
 353                     <field name="description"/>
 354                     <field name="categ_id"/>
 355                 </tree>
 356             </field>
 357         </record>
 358
 359         <record id="crm_segmentation-act" model="ir.actions.act_window">
 360             <field name="name">Segmentation</field>
 361             <field name="res_model">crm.segmentation</field>
 362             <field name="view_type">form</field>
 363             <field name="view_id" ref="crm_segmentation-view"/>
 364         </record>
 365
 366         <record id="crm_segmentation_tree-act" model="ir.actions.act_window">
 367             <field name="name">Partners Segmentation</field>
 368             <field name="res_model">crm.segmentation</field>
 369             <field name="view_type">form</field>
 370             <field name="view_mode">tree,form</field>
 371             <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>
 372         </record>
 373
 374        <menuitem action="crm_segmentation_tree-act"
 375             id="menu_crm_segmentation-act"
 376             groups="base.group_extended" sequence="15"
 377             parent="base.menu_base_config" />
 378
 379         <record model="ir.ui.view" id="view_users_form_simple_modif_inherited1">
 380             <field name="name">view.users.form.crm.modif.inherited1</field>
 381             <field name="model">res.users</field>
 382             <field name="inherit_id" ref="base.view_users_form_simple_modif" />
 383             <field name="type">form</field>
 384             <field name="arch" type="xml">
 385                 <group name="default_filters" position="inside">
 386                     <field name="context_section_id" completion="1"
 387                         readonly="0"/>
 388                 </group>
 389             </field>
 390         </record>
 391
 392         <record id="view_users_form_simple_modif_inherited2" model="ir.ui.view">
 393                 <field name="name">view.users.form.crm.modif.inherited2</field>
 394                 <field name="model">res.users</field>
 395                 <field name="type">form</field>
 396                 <field name="inherit_id" ref="base.view_users_form"/>
 397                 <field eval="18" name="priority"/>
 398                 <field name="arch" type="xml">
 399                     <group name="default_filters" position="inside">
 400                         <field name="context_section_id" completion="1"/>
 401                     </group>
 402                 </field>
 403         </record>
 404
 405         <!-- menu for the working time -->
 406         <menuitem action="resource.action_resource_calendar_form" id="menu_action_resource_calendar_form" parent="resource.menu_resource_config" sequence="1"/>
 407
 408     </data>
 409 </openerp>