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         <!-- crm.case.channel -->
  30         <record id="crm_case_channel_view_tree" model="ir.ui.view">
  31             <field name="name">crm.case.channel.tree</field>
  32             <field name="model">crm.case.channel</field>
  33             <field name="arch" type="xml">
  34                 <tree string="Channels">
  35                     <field name="name"/>
  36                     <field name="active"/>
  37                 </tree>
  38             </field>
  39         </record>
  40         <record id="crm_case_channel_view_form" model="ir.ui.view">
  41             <field name="name">crm.case.channel.form</field>
  42             <field name="model">crm.case.channel</field>
  43             <field name="arch" type="xml">
  44                 <form string="Channel" version="7.0">
  45                     <group>
  46                         <field name="name"/>
  47                         <field name="active"/>
  48                     </group>
  49                 </form>
  50             </field>
  51         </record>
  52         <record id="crm_case_channel_action" model="ir.actions.act_window">
  53             <field name="name">Channels</field>
  54             <field name="res_model">crm.case.channel</field>
  55             <field name="view_type">form</field>
  56             <field name="view_mode">tree,form</field>
  57             <field name="help" type="html">
  58               <p class="oe_view_nocontent_create">
  59                 Click to define a new channel.
  60               </p><p>
  61                 Use channels to track the soure of your leads and opportunities. Channels
  62                 are mostly used in reporting to analyse sales performance
  63                 related to marketing efforts.
  64               </p><p>
  65                 Some examples of channels: company website, phone call
  66                 campaign, reseller, etc.
  67               </p>
  68             </field>
  69         </record>
  70
  71         <menuitem action="crm_case_channel_action" id="menu_crm_case_channel" parent="base.menu_crm_config_lead" sequence="4" groups="base.group_no_one"/>
  72
  73         <!-- CRM Stage Tree View -->
  74
  75         <record model="ir.ui.view" id="crm_case_stage_tree">
  76             <field name="name">crm.case.stage.tree</field>
  77             <field name="model">crm.case.stage</field>
  78             <field name="arch" type="xml">
  79                 <tree string="Stages">
  80                     <field name="sequence" widget="handle"/>
  81                     <field name="name"/>
  82                     <field name="probability"/>
  83                     <field name="type"/>
  84                 </tree>
  85             </field>
  86         </record>
  87
  88         <!-- CRM Stage Form View -->
  89
  90         <record model="ir.ui.view" id="crm_case_stage_form">
  91             <field name="name">crm.case.stage.form</field>
  92             <field name="model">crm.case.stage</field>
  93             <field name="priority" eval="1"/>
  94             <field name="arch" type="xml">
  95                 <form string="Stage" version="7.0">
  96                     <group>
  97                         <group>
  98                             <field name="name"/>
  99                             <field name="sequence"/>
 100                             <field name="type"/>
 101                             <field name="probability"/>
 102                         </group>
 103                         <group>
 104                             <field name="fold"/>
 105                             <field name="on_change"/>
 106                             <field name="case_default" groups="base.group_multi_salesteams"/>
 107                         </group>
 108
 109                     </group>
 110                     <separator string="Requirements"/>
 111                     <field name="requirements" nolabel="1"/>
 112                     <field name="section_ids" invisible="1"/>
 113                 </form>
 114             </field>
 115         </record>
 116
 117         <!-- CRM Stage Action -->
 118
 119         <record id="crm_case_stage_act" model="ir.actions.act_window">
 120             <field name="name">Stages</field>
 121             <field name="res_model">crm.case.stage</field>
 122             <field name="view_type">form</field>
 123             <field name="view_id" ref="crm_case_stage_tree"/>
 124         </record>
 125
 126
 127         <!-- Case Categories Form View -->
 128
 129         <record id="crm_case_categ-view" model="ir.ui.view">
 130             <field name="name">crm.case.categ.form</field>
 131             <field name="model">crm.case.categ</field>
 132             <field name="arch" type="xml">
 133                 <form string="Case Category" version="7.0">
 134                     <group>
 135                         <field name="name"/>
 136                         <field name="section_id" groups="base.group_multi_salesteams"/>
 137                         <field name="object_id" invisible="1"/>
 138                     </group>
 139                 </form>
 140             </field>
 141         </record>
 142
 143         <!-- Case Categories Tree View -->
 144
 145         <record id="crm_case_categ_tree-view" model="ir.ui.view">
 146             <field name="name">crm.case.categ.tree</field>
 147             <field name="model">crm.case.categ</field>
 148             <field name="arch" type="xml">
 149                 <tree string="Case Category">
 150                     <field name="name"/>
 151                     <field name="section_id" groups="base.group_multi_salesteams"/>
 152                 </tree>
 153             </field>
 154         </record>
 155
 156         <!-- Resource Type of case Tree View -->
 157
 158         <record model="ir.ui.view" id="crm_case_resource_type_tree">
 159             <field name="name">crm.case.resource.type.tree</field>
 160             <field name="model">crm.case.resource.type</field>
 161             <field name="arch" type="xml">
 162                 <tree string="Campaign">
 163                     <field name="name"/>
 164                     <field name="section_id" groups="base.group_multi_salesteams"/>
 165                 </tree>
 166             </field>
 167         </record>
 168
 169         <!-- Resource Type of case Form View -->
 170
 171         <record model="ir.ui.view" id="crm_case_resource_type_form">
 172             <field name="name">crm.case.resource.type.form</field>
 173             <field name="model">crm.case.resource.type</field>
 174             <field name="arch" type="xml">
 175                 <form string="Campaign" version="7.0">
 176                     <group>
 177                         <field name="name"/>
 178                         <field name="section_id" groups="base.group_multi_salesteams"/>
 179                     </group>
 180                 </form>
 181             </field>
 182         </record>
 183
 184         <!-- Resource Type of case Action -->
 185
 186         <record id="crm_case_resource_type_act" model="ir.actions.act_window">
 187             <field name="name">Campaigns</field>
 188             <field name="res_model">crm.case.resource.type</field>
 189             <field name="view_type">form</field>
 190             <field name="view_id" ref="crm_case_resource_type_tree"/>
 191         </record>
 192
 193         <menuitem action="crm_case_resource_type_act"
 194             id="menu_crm_case_resource_type_act" sequence="4"
 195             groups="base.group_no_one"
 196             parent="base.menu_crm_config_lead"/>
 197
 198
 199         <!-- Segmentation line Tree View  -->
 200
 201         <record id="crm_segmentation_line_tree-view" model="ir.ui.view">
 202             <field name="name">crm.segmentation.line.tree</field>
 203             <field name="model">crm.segmentation.line</field>
 204             <field name="arch" type="xml">
 205                 <tree string="Partner Segmentation Lines">
 206                     <field name="name"/>
 207                     <field name="expr_name"/>
 208                     <field name="expr_operator"/>
 209                     <field name="expr_value"/>
 210                     <field name="operator"/>
 211                 </tree>
 212             </field>
 213         </record>
 214
 215         <!-- Segmentation line Form View  -->
 216
 217         <record id="crm_segmentation_line-view" model="ir.ui.view">
 218             <field name="name">crm.segmentation.line.form</field>
 219             <field name="model">crm.segmentation.line</field>
 220             <field name="arch" type="xml">
 221                 <form string="Partner Segmentation Lines" version="7.0">
 222                     <group col="4">
 223                         <field colspan="4" name="name"/>
 224                         <group col="2" colspan="4">
 225                             <field name="expr_name"/>
 226                             <field name="expr_operator"/>
 227                             <field name="expr_value"/>
 228                         </group>
 229                         <field name="operator"/>
 230                     </group>
 231                 </form>
 232             </field>
 233         </record>
 234
 235         <!-- CRM Segmentation  Form View  -->
 236
 237         <record id="crm_segmentation-view" model="ir.ui.view">
 238             <field name="name">crm.segmentation.form</field>
 239             <field name="model">crm.segmentation</field>
 240             <field name="arch" type="xml">
 241                 <form string="Partner Segmentation" version="7.0">
 242                     <header>
 243                         <button name="process_start"
 244                             states="not running"
 245                             string="Compute Segmentation" type="object"
 246                             icon="gtk-execute"/>
 247                         <button name="process_stop" states="running"
 248                             string="Stop Process" type="object"
 249                             icon="gtk-cancel"/>
 250                         <button name="process_continue" states="running"
 251                             string="Continue Process" type="object"
 252                             icon="gtk-go-forward"/>
 253                         <field name="state" widget="statusbar"/>
 254                     </header>
 255                     <group col="4">
 256                         <field name="name"/>
 257                         <field name="categ_id"/>
 258                         <field name="exclusif"/>
 259                     </group>
 260                     <notebook>
 261                        <page string="Sales Purchase">
 262                            <group>
 263                                <field name="sales_purchase_active"/>
 264                            </group>
 265                            <separator string="Segmentation Test"/>
 266                            <field name="segmentation_line" widget="one2many_list"/>
 267                        </page>
 268                        <page string="Description">
 269                            <field name="description"/>
 270                        </page>
 271                     </notebook>
 272                 </form>
 273             </field>
 274         </record>
 275
 276         <!-- CRM Segmentation  Tree View  -->
 277
 278         <record id="crm_segmentation_tree-view" model="ir.ui.view">
 279             <field name="name">crm.segmentation.tree</field>
 280             <field name="model">crm.segmentation</field>
 281             <field name="arch" type="xml">
 282                 <tree string="Partner Segmentations">
 283                     <field name="name"/>
 284                     <field name="description"/>
 285                     <field name="categ_id"/>
 286                 </tree>
 287             </field>
 288         </record>
 289
 290         <record id="crm_segmentation-act" model="ir.actions.act_window">
 291             <field name="name">Segmentation</field>
 292             <field name="res_model">crm.segmentation</field>
 293             <field name="view_type">form</field>
 294             <field name="view_id" ref="crm_segmentation-view"/>
 295         </record>
 296
 297         <record id="crm_segmentation_tree-act" model="ir.actions.act_window">
 298             <field name="name">Contacts Segmentation</field>
 299             <field name="res_model">crm.segmentation</field>
 300             <field name="view_type">form</field>
 301             <field name="view_mode">tree,form</field>
 302             <field name="help" type="html">
 303               <p class="oe_view_nocontent_create">
 304                 Click to define a new customer segmentation.
 305               </p><p>
 306                 Create specific categories which you can assign to your
 307                 contacts to better manage your interactions with them. The
 308                 segmentation tool is able to assign categories to contacts
 309                 according to criteria you set.
 310               </p>
 311             </field>
 312         </record>
 313
 314        <menuitem action="crm_segmentation_tree-act"
 315             id="menu_crm_segmentation-act"
 316             groups="base.group_no_one" sequence="15"
 317             parent="base.menu_base_config"/>
 318
 319         <!-- Payment Mode Tree View -->
 320
 321         <record model="ir.ui.view" id="view_crm_payment_mode_tree">
 322             <field name="name">crm.payment.mode.tree</field>
 323             <field name="model">crm.payment.mode</field>
 324             <field name="arch" type="xml">
 325                 <tree string="Payment Mode">
 326                     <field name="name"/>
 327                     <field name="section_id" groups="base.group_multi_salesteams"/>
 328                 </tree>
 329             </field>
 330         </record>
 331
 332         <!-- Payment Mode Form View -->
 333
 334         <record model="ir.ui.view" id="view_crm_payment_mode_form">
 335             <field name="name">crm.payment.mode.form</field>
 336             <field name="model">crm.payment.mode</field>
 337             <field name="arch" type="xml">
 338                 <form string="Payment Mode" version="7.0">
 339                     <group>
 340                         <field name="name"/>
 341                         <field name="section_id" groups="base.group_multi_salesteams"/>
 342                     </group>
 343                 </form>
 344             </field>
 345         </record>
 346
 347         <!-- Payment Mode Action -->
 348
 349         <record id="action_crm_payment_mode" model="ir.actions.act_window">
 350             <field name="name">Payment Mode</field>
 351             <field name="res_model">crm.payment.mode</field>
 352             <field name="view_type">form</field>
 353             <field name="view_mode">tree,form</field>
 354         </record>
 355
 356         <menuitem action="action_crm_payment_mode"
 357             id="menu_crm_payment_mode_act"
 358             groups="base.group_no_one"
 359             name="Payment Modes"
 360             parent="base.menu_crm_config_lead"/>
 361     </data>
 362 </openerp>