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="closed"/>
 106                             <field name="on_change"/>
 107                             <field name="case_default" groups="base.group_multi_salesteams"/>
 108                         </group>
 109
 110                     </group>
 111                     <separator string="Requirements"/>
 112                     <field name="requirements" nolabel="1"/>
 113                     <field name="section_ids" invisible="1"/>
 114                 </form>
 115             </field>
 116         </record>
 117
 118         <!-- CRM Stage Action -->
 119
 120         <record id="crm_case_stage_act" model="ir.actions.act_window">
 121             <field name="name">Stages</field>
 122             <field name="res_model">crm.case.stage</field>
 123             <field name="view_type">form</field>
 124             <field name="view_id" ref="crm_case_stage_tree"/>
 125         </record>
 126
 127
 128         <!-- Case Categories Form View -->
 129
 130         <record id="crm_case_categ-view" model="ir.ui.view">
 131             <field name="name">crm.case.categ.form</field>
 132             <field name="model">crm.case.categ</field>
 133             <field name="arch" type="xml">
 134                 <form string="Case Category" version="7.0">
 135                     <group>
 136                         <field name="name"/>
 137                         <field name="section_id" groups="base.group_multi_salesteams"/>
 138                         <field name="object_id" invisible="1"/>
 139                     </group>
 140                 </form>
 141             </field>
 142         </record>
 143
 144         <!-- Case Categories Tree View -->
 145
 146         <record id="crm_case_categ_tree-view" model="ir.ui.view">
 147             <field name="name">crm.case.categ.tree</field>
 148             <field name="model">crm.case.categ</field>
 149             <field name="arch" type="xml">
 150                 <tree string="Case Category">
 151                     <field name="name"/>
 152                     <field name="section_id" groups="base.group_multi_salesteams"/>
 153                 </tree>
 154             </field>
 155         </record>
 156
 157         <!-- Resource Type of case Tree View -->
 158
 159         <record model="ir.ui.view" id="crm_case_resource_type_tree">
 160             <field name="name">crm.case.resource.type.tree</field>
 161             <field name="model">crm.case.resource.type</field>
 162             <field name="arch" type="xml">
 163                 <tree string="Campaign">
 164                     <field name="name"/>
 165                     <field name="section_id" groups="base.group_multi_salesteams"/>
 166                 </tree>
 167             </field>
 168         </record>
 169
 170         <!-- Resource Type of case Form View -->
 171
 172         <record model="ir.ui.view" id="crm_case_resource_type_form">
 173             <field name="name">crm.case.resource.type.form</field>
 174             <field name="model">crm.case.resource.type</field>
 175             <field name="arch" type="xml">
 176                 <form string="Campaign" version="7.0">
 177                     <group>
 178                         <field name="name"/>
 179                         <field name="section_id" groups="base.group_multi_salesteams"/>
 180                     </group>
 181                 </form>
 182             </field>
 183         </record>
 184
 185         <!-- Resource Type of case Action -->
 186
 187         <record id="crm_case_resource_type_act" model="ir.actions.act_window">
 188             <field name="name">Campaigns</field>
 189             <field name="res_model">crm.case.resource.type</field>
 190             <field name="view_type">form</field>
 191             <field name="view_id" ref="crm_case_resource_type_tree"/>
 192         </record>
 193
 194         <menuitem action="crm_case_resource_type_act"
 195             id="menu_crm_case_resource_type_act" sequence="4"
 196             groups="base.group_no_one"
 197             parent="base.menu_crm_config_lead"/>
 198
 199
 200         <!-- Segmentation line Tree View  -->
 201
 202         <record id="crm_segmentation_line_tree-view" model="ir.ui.view">
 203             <field name="name">crm.segmentation.line.tree</field>
 204             <field name="model">crm.segmentation.line</field>
 205             <field name="arch" type="xml">
 206                 <tree string="Partner Segmentation Lines">
 207                     <field name="name"/>
 208                     <field name="expr_name"/>
 209                     <field name="expr_operator"/>
 210                     <field name="expr_value"/>
 211                     <field name="operator"/>
 212                 </tree>
 213             </field>
 214         </record>
 215
 216         <!-- Segmentation line Form View  -->
 217
 218         <record id="crm_segmentation_line-view" model="ir.ui.view">
 219             <field name="name">crm.segmentation.line.form</field>
 220             <field name="model">crm.segmentation.line</field>
 221             <field name="arch" type="xml">
 222                 <form string="Partner Segmentation Lines" version="7.0">
 223                     <group col="4">
 224                         <field colspan="4" name="name"/>
 225                         <group col="2" colspan="4">
 226                             <field name="expr_name"/>
 227                             <field name="expr_operator"/>
 228                             <field name="expr_value"/>
 229                         </group>
 230                         <field name="operator"/>
 231                     </group>
 232                 </form>
 233             </field>
 234         </record>
 235
 236         <!-- CRM Segmentation  Form View  -->
 237
 238         <record id="crm_segmentation-view" model="ir.ui.view">
 239             <field name="name">crm.segmentation.form</field>
 240             <field name="model">crm.segmentation</field>
 241             <field name="arch" type="xml">
 242                 <form string="Partner Segmentation" version="7.0">
 243                     <header>
 244                         <button name="process_start"
 245                             states="not running"
 246                             string="Compute Segmentation" type="object"
 247                             icon="gtk-execute"/>
 248                         <button name="process_stop" states="running"
 249                             string="Stop Process" type="object"
 250                             icon="gtk-cancel"/>
 251                         <button name="process_continue" states="running"
 252                             string="Continue Process" type="object"
 253                             icon="gtk-go-forward"/>
 254                         <field name="state" widget="statusbar"/>
 255                     </header>
 256                     <group col="4">
 257                         <field name="name"/>
 258                         <field name="categ_id"/>
 259                         <field name="exclusif"/>
 260                     </group>
 261                     <notebook>
 262                        <page string="Sales Purchase">
 263                            <group>
 264                                <field name="sales_purchase_active"/>
 265                            </group>
 266                            <separator string="Segmentation Test"/>
 267                            <field name="segmentation_line" widget="one2many_list"/>
 268                        </page>
 269                        <page string="Description">
 270                            <field name="description"/>
 271                        </page>
 272                     </notebook>
 273                 </form>
 274             </field>
 275         </record>
 276
 277         <!-- CRM Segmentation  Tree View  -->
 278
 279         <record id="crm_segmentation_tree-view" model="ir.ui.view">
 280             <field name="name">crm.segmentation.tree</field>
 281             <field name="model">crm.segmentation</field>
 282             <field name="arch" type="xml">
 283                 <tree string="Partner Segmentations">
 284                     <field name="name"/>
 285                     <field name="description"/>
 286                     <field name="categ_id"/>
 287                 </tree>
 288             </field>
 289         </record>
 290
 291         <record id="crm_segmentation-act" model="ir.actions.act_window">
 292             <field name="name">Segmentation</field>
 293             <field name="res_model">crm.segmentation</field>
 294             <field name="view_type">form</field>
 295             <field name="view_id" ref="crm_segmentation-view"/>
 296         </record>
 297
 298         <record id="crm_segmentation_tree-act" model="ir.actions.act_window">
 299             <field name="name">Contacts Segmentation</field>
 300             <field name="res_model">crm.segmentation</field>
 301             <field name="view_type">form</field>
 302             <field name="view_mode">tree,form</field>
 303             <field name="help" type="html">
 304               <p class="oe_view_nocontent_create">
 305                 Click to define a new customer segmentation.
 306               </p><p>
 307                 Create specific categories which you can assign to your
 308                 contacts to better manage your interactions with them. The
 309                 segmentation tool is able to assign categories to contacts
 310                 according to criteria you set.
 311               </p>
 312             </field>
 313         </record>
 314
 315        <menuitem action="crm_segmentation_tree-act"
 316             id="menu_crm_segmentation-act"
 317             groups="base.group_no_one" sequence="15"
 318             parent="base.menu_base_config"/>
 319
 320         <!-- menu for the working time -->
 321         <menuitem action="resource.action_resource_calendar_form" id="menu_action_resource_calendar_form" parent="resource.menu_resource_config" sequence="1"/>
 322
 323         <!-- Payment Mode Tree View -->
 324
 325         <record model="ir.ui.view" id="view_crm_payment_mode_tree">
 326             <field name="name">crm.payment.mode.tree</field>
 327             <field name="model">crm.payment.mode</field>
 328             <field name="arch" type="xml">
 329                 <tree string="Payment Mode">
 330                     <field name="name"/>
 331                     <field name="section_id" groups="base.group_multi_salesteams"/>
 332                 </tree>
 333             </field>
 334         </record>
 335
 336         <!-- Payment Mode Form View -->
 337
 338         <record model="ir.ui.view" id="view_crm_payment_mode_form">
 339             <field name="name">crm.payment.mode.form</field>
 340             <field name="model">crm.payment.mode</field>
 341             <field name="arch" type="xml">
 342                 <form string="Payment Mode" version="7.0">
 343                     <group>
 344                         <field name="name"/>
 345                         <field name="section_id" groups="base.group_multi_salesteams"/>
 346                     </group>
 347                 </form>
 348             </field>
 349         </record>
 350
 351         <!-- Payment Mode Action -->
 352
 353         <record id="action_crm_payment_mode" model="ir.actions.act_window">
 354             <field name="name">Payment Mode</field>
 355             <field name="res_model">crm.payment.mode</field>
 356             <field name="view_type">form</field>
 357             <field name="view_mode">tree,form</field>
 358         </record>
 359
 360         <menuitem action="action_crm_payment_mode"
 361             id="menu_crm_payment_mode_act"
 362             groups="base.group_no_one"
 363             name="Payment Modes"
 364             parent="base.menu_crm_config_lead"/>
 365     </data>
 366 </openerp>