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="state"/>
  84                     <field name="type"/>
  85                 </tree>
  86             </field>
  87         </record>
  88
  89         <!-- CRM Stage Form View -->
  90
  91         <record model="ir.ui.view" id="crm_case_stage_form">
  92             <field name="name">crm.case.stage.form</field>
  93             <field name="model">crm.case.stage</field>
  94             <field name="priority" eval="1"/>
  95             <field name="arch" type="xml">
  96                 <form string="Stage" version="7.0">
  97                     <group col="4">
  98                         <field name="name"/>
  99                         <field name="state"/>
 100                         <field name="probability"/>
 101                         <field name="type"/>
 102                         <field name="on_change"/>
 103                         <field name="sequence"/>
 104                         <field name="case_default" groups="base.group_multi_salesteams"/>
 105                         <field name="fold"/>
 106                     </group>
 107                     <separator string="Requirements"/>
 108                     <field name="requirements" nolabel="1"/>
 109                     <field name="section_ids" invisible="1"/>
 110                 </form>
 111             </field>
 112         </record>
 113
 114         <!-- CRM Stage Action -->
 115
 116         <record id="crm_case_stage_act" model="ir.actions.act_window">
 117             <field name="name">Stages</field>
 118             <field name="res_model">crm.case.stage</field>
 119             <field name="view_type">form</field>
 120             <field name="view_id" ref="crm_case_stage_tree"/>
 121         </record>
 122
 123
 124         <!-- Case Categories Form View -->
 125
 126         <record id="crm_case_categ-view" model="ir.ui.view">
 127             <field name="name">crm.case.categ.form</field>
 128             <field name="model">crm.case.categ</field>
 129             <field name="arch" type="xml">
 130                 <form string="Case Category" version="7.0">
 131                     <group>
 132                         <field name="name"/>
 133                         <field name="section_id" groups="base.group_multi_salesteams"/>
 134                         <field name="object_id" invisible="1"/>
 135                     </group>
 136                 </form>
 137             </field>
 138         </record>
 139
 140         <!-- Case Categories Tree View -->
 141
 142         <record id="crm_case_categ_tree-view" model="ir.ui.view">
 143             <field name="name">crm.case.categ.tree</field>
 144             <field name="model">crm.case.categ</field>
 145             <field name="arch" type="xml">
 146                 <tree string="Case Category">
 147                     <field name="name"/>
 148                     <field name="section_id" groups="base.group_multi_salesteams"/>
 149                 </tree>
 150             </field>
 151         </record>
 152
 153         <!-- Resource Type of case Tree View -->
 154
 155         <record model="ir.ui.view" id="crm_case_resource_type_tree">
 156             <field name="name">crm.case.resource.type.tree</field>
 157             <field name="model">crm.case.resource.type</field>
 158             <field name="arch" type="xml">
 159                 <tree string="Campaign">
 160                     <field name="name"/>
 161                     <field name="section_id" groups="base.group_multi_salesteams"/>
 162                 </tree>
 163             </field>
 164         </record>
 165
 166         <!-- Resource Type of case Form View -->
 167
 168         <record model="ir.ui.view" id="crm_case_resource_type_form">
 169             <field name="name">crm.case.resource.type.form</field>
 170             <field name="model">crm.case.resource.type</field>
 171             <field name="arch" type="xml">
 172                 <form string="Campaign" version="7.0">
 173                     <group>
 174                         <field name="name"/>
 175                         <field name="section_id" groups="base.group_multi_salesteams"/>
 176                     </group>
 177                 </form>
 178             </field>
 179         </record>
 180
 181         <!-- Resource Type of case Action -->
 182
 183         <record id="crm_case_resource_type_act" model="ir.actions.act_window">
 184             <field name="name">Campaigns</field>
 185             <field name="res_model">crm.case.resource.type</field>
 186             <field name="view_type">form</field>
 187             <field name="view_id" ref="crm_case_resource_type_tree"/>
 188         </record>
 189
 190         <menuitem action="crm_case_resource_type_act"
 191             id="menu_crm_case_resource_type_act" sequence="4"
 192             groups="base.group_no_one"
 193             parent="base.menu_crm_config_lead"/>
 194
 195
 196         <!-- Segmentation line Tree View  -->
 197
 198         <record id="crm_segmentation_line_tree-view" model="ir.ui.view">
 199             <field name="name">crm.segmentation.line.tree</field>
 200             <field name="model">crm.segmentation.line</field>
 201             <field name="arch" type="xml">
 202                 <tree string="Partner Segmentation Lines">
 203                     <field name="name"/>
 204                     <field name="expr_name"/>
 205                     <field name="expr_operator"/>
 206                     <field name="expr_value"/>
 207                     <field name="operator"/>
 208                 </tree>
 209             </field>
 210         </record>
 211
 212         <!-- Segmentation line Form View  -->
 213
 214         <record id="crm_segmentation_line-view" model="ir.ui.view">
 215             <field name="name">crm.segmentation.line.form</field>
 216             <field name="model">crm.segmentation.line</field>
 217             <field name="arch" type="xml">
 218                 <form string="Partner Segmentation Lines" version="7.0">
 219                     <group col="4">
 220                         <field colspan="4" name="name"/>
 221                         <group col="2" colspan="4">
 222                             <field name="expr_name"/>
 223                             <field name="expr_operator"/>
 224                             <field name="expr_value"/>
 225                         </group>
 226                         <field name="operator"/>
 227                     </group>
 228                 </form>
 229             </field>
 230         </record>
 231
 232         <!-- CRM Segmentation  Form View  -->
 233
 234         <record id="crm_segmentation-view" model="ir.ui.view">
 235             <field name="name">crm.segmentation.form</field>
 236             <field name="model">crm.segmentation</field>
 237             <field name="arch" type="xml">
 238                 <form string="Partner Segmentation" version="7.0">
 239                     <header>
 240                         <button name="process_start"
 241                             states="not running"
 242                             string="Compute Segmentation" type="object"
 243                             icon="gtk-execute"/>
 244                         <button name="process_stop" states="running"
 245                             string="Stop Process" type="object"
 246                             icon="gtk-cancel"/>
 247                         <button name="process_continue" states="running"
 248                             string="Continue Process" type="object"
 249                             icon="gtk-go-forward"/>
 250                         <field name="state" widget="statusbar"/>
 251                     </header>
 252                     <group col="4">
 253                         <field name="name"/>
 254                         <field name="categ_id"/>
 255                         <field name="exclusif"/>
 256                     </group>
 257                     <notebook>
 258                        <page string="Sales Purchase">
 259                            <group>
 260                                <field name="sales_purchase_active"/>
 261                            </group>
 262                            <separator string="Segmentation Test"/>
 263                            <field name="segmentation_line" widget="one2many_list"/>
 264                        </page>
 265                        <page string="Description">
 266                            <field name="description"/>
 267                        </page>
 268                     </notebook>
 269                 </form>
 270             </field>
 271         </record>
 272
 273         <!-- CRM Segmentation  Tree View  -->
 274
 275         <record id="crm_segmentation_tree-view" model="ir.ui.view">
 276             <field name="name">crm.segmentation.tree</field>
 277             <field name="model">crm.segmentation</field>
 278             <field name="arch" type="xml">
 279                 <tree string="Partner Segmentations">
 280                     <field name="name"/>
 281                     <field name="description"/>
 282                     <field name="categ_id"/>
 283                 </tree>
 284             </field>
 285         </record>
 286
 287         <record id="crm_segmentation-act" model="ir.actions.act_window">
 288             <field name="name">Segmentation</field>
 289             <field name="res_model">crm.segmentation</field>
 290             <field name="view_type">form</field>
 291             <field name="view_id" ref="crm_segmentation-view"/>
 292         </record>
 293
 294         <record id="crm_segmentation_tree-act" model="ir.actions.act_window">
 295             <field name="name">Contacts Segmentation</field>
 296             <field name="res_model">crm.segmentation</field>
 297             <field name="view_type">form</field>
 298             <field name="view_mode">tree,form</field>
 299             <field name="help" type="html">
 300               <p class="oe_view_nocontent_create">
 301                 Click to define a new customer segmentation.
 302               </p><p>
 303                 Create specific categories which you can assign to your
 304                 contacts to better manage your interactions with them. The
 305                 segmentation tool is able to assign categories to contacts
 306                 according to criteria you set.
 307               </p>
 308             </field>
 309         </record>
 310
 311        <menuitem action="crm_segmentation_tree-act"
 312             id="menu_crm_segmentation-act"
 313             groups="base.group_no_one" sequence="15"
 314             parent="base.menu_base_config"/>
 315
 316         <!-- menu for the working time -->
 317         <menuitem action="resource.action_resource_calendar_form" id="menu_action_resource_calendar_form" parent="resource.menu_resource_config" sequence="1"/>
 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>