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="5" 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         <!-- crm.tracking.medium -->
  27         <record id="crm_tracking_medium_view_tree" model="ir.ui.view">
  28             <field name="name">crm.tracking.medium.tree</field>
  29             <field name="model">crm.tracking.medium</field>
  30             <field name="arch" type="xml">
  31                 <tree string="Channels">
  32                     <field name="name"/>
  33                     <field name="active"/>
  34                 </tree>
  35             </field>
  36         </record>
  37         <record id="crm_tracking_medium_view_form" model="ir.ui.view">
  38             <field name="name">crm.tracking.medium.form</field>
  39             <field name="model">crm.tracking.medium</field>
  40             <field name="arch" type="xml">
  41                 <form string="Channel">
  42                     <group>
  43                         <field name="name"/>
  44                         <field name="active"/>
  45                     </group>
  46                 </form>
  47             </field>
  48         </record>
  49         <record id="crm_tracking_medium_action" model="ir.actions.act_window">
  50             <field name="name">Channels</field>
  51             <field name="res_model">crm.tracking.medium</field>
  52             <field name="view_type">form</field>
  53             <field name="view_mode">tree,form</field>
  54             <field name="help" type="html">
  55               <p class="oe_view_nocontent_create">
  56                 Click to define a new channel.
  57               </p><p>
  58                 Use channels to track the type of source of your leads and opportunities. Channels
  59                 are mostly used in reporting to analyse sales performance
  60                 related to marketing efforts.
  61               </p><p>
  62                 Some examples of channels: company website, phone call
  63                 campaign, reseller, banner, etc.
  64               </p>
  65             </field>
  66         </record>
  67
  68         <!-- crm.tracking.source -->
  69         <record id="crm_tracking_source_view_tree" model="ir.ui.view">
  70             <field name="name">crm.tracking.source.tree</field>
  71             <field name="model">crm.tracking.source</field>
  72             <field name="arch" type="xml">
  73                 <tree string="Channels">
  74                     <field name="name"/>
  75                 </tree>
  76             </field>
  77         </record>
  78         <record id="crm_tracking_source_view_form" model="ir.ui.view">
  79             <field name="name">crm.tracking.source.form</field>
  80             <field name="model">crm.tracking.source</field>
  81             <field name="arch" type="xml">
  82                 <form string="Channel">
  83                     <group>
  84                         <field name="name"/>
  85                     </group>
  86                 </form>
  87             </field>
  88         </record>
  89         <record id="crm_tracking_source_action" model="ir.actions.act_window">
  90             <field name="name">Source</field>
  91             <field name="res_model">crm.tracking.source</field>
  92             <field name="view_type">form</field>
  93             <field name="view_mode">tree,form</field>
  94             <field name="help" type="html">
  95               <p class="oe_view_nocontent_create">
  96                 Click to define a new source.
  97               </p><p>
  98                 Use channels to track the source of your leads and opportunities. Channels
  99                 are mostly used in reporting to analyse sales performance
 100                 related to marketing efforts.
 101               </p><p>
 102                 Some examples of channels: partner's website, google.com,
 103                 email list name, etc.
 104               </p>
 105             </field>
 106         </record>
 107
 108         <menuitem action="crm_tracking_source_action" id="menu_crm_tracking_source" parent="base.menu_crm_config_lead" sequence="4" groups="base.group_no_one"/>
 109
 110         <!-- CRM STAGE VIEWS -->
 111
 112         <record model="ir.ui.view" id="crm_stage_tree">
 113             <field name="name">crm.stage.tree</field>
 114             <field name="model">crm.stage</field>
 115             <field name="arch" type="xml">
 116                 <tree string="Stages">
 117                     <field name="sequence" widget="handle"/>
 118                     <field name="name"/>
 119                     <field name="probability"/>
 120                     <field name="type"/>
 121                 </tree>
 122             </field>
 123         </record>
 124
 125         <record model="ir.ui.view" id="crm_stage_form">
 126             <field name="name">crm.stage.form</field>
 127             <field name="model">crm.stage</field>
 128             <field name="priority" eval="1"/>
 129             <field name="arch" type="xml">
 130                 <form string="Stage">
 131                     <group>
 132                         <group>
 133                             <field name="name"/>
 134                             <field name="sequence"/>
 135                             <field name="type"/>
 136                             <field name="probability"/>
 137                             <field name="case_default" groups="base.group_multi_salesteams"/>
 138                         </group>
 139                         <group>
 140                             <field name="fold"/>
 141                             <field name="on_change"/>
 142                             <field name="legend_priority"/>
 143                         </group>
 144                     </group>
 145                     <separator string="Requirements"/>
 146                     <field name="requirements" nolabel="1"/>
 147                     <field name="team_ids" invisible="1"/>
 148                 </form>
 149             </field>
 150         </record>
 151
 152         <!-- CRM Stage Action -->
 153
 154         <record id="crm_stage_act" model="ir.actions.act_window">
 155             <field name="name">Stages</field>
 156             <field name="res_model">crm.stage</field>
 157             <field name="view_type">form</field>
 158             <field name="view_id" ref="crm_stage_tree"/>
 159         </record>
 160
 161         <!-- Resource Type of case Tree View -->
 162
 163         <record model="ir.ui.view" id="crm_tracking_campaign_tree">
 164             <field name="name">crm.tracking.campaign.tree</field>
 165             <field name="model">crm.tracking.campaign</field>
 166             <field name="arch" type="xml">
 167                 <tree string="Campaign">
 168                     <field name="name"/>
 169                     <field name="team_id" groups="base.group_multi_salesteams"/>
 170                 </tree>
 171             </field>
 172         </record>
 173
 174         <!-- Resource Type of case Form View -->
 175
 176         <record model="ir.ui.view" id="crm_tracking_campaign_form">
 177             <field name="name">crm.tracking.campaign.form</field>
 178             <field name="model">crm.tracking.campaign</field>
 179             <field name="arch" type="xml">
 180                 <form string="Campaign">
 181                     <group>
 182                         <field name="name"/>
 183                         <field name="team_id" groups="base.group_multi_salesteams"/>
 184                     </group>
 185                 </form>
 186             </field>
 187         </record>
 188
 189         <!-- Resource Type of case Action -->
 190
 191         <record id="crm_tracking_campaign_act" model="ir.actions.act_window">
 192             <field name="name">Campaigns</field>
 193             <field name="res_model">crm.tracking.campaign</field>
 194             <field name="view_type">form</field>
 195             <field name="view_id" ref="crm_tracking_campaign_tree"/>
 196         </record>
 197
 198         <menuitem action="crm_tracking_campaign_act"
 199             id="menu_crm_tracking_campaign_act" sequence="4"
 200             groups="base.group_no_one"
 201             parent="base.menu_crm_config_lead"/>
 202
 203     </data>
 204 </openerp>