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         <menuitem id="base.menu_sales_configuration_misc" name="Miscellaneous" parent="base.menu_base_config" sequence="75"/>
  30
  31
  32         <!-- crm.case.channel -->
  33         <record id="crm_case_channel_view_tree" model="ir.ui.view">
  34             <field name="name">crm.case.channel.tree</field>
  35             <field name="model">crm.case.channel</field>
  36             <field name="arch" type="xml">
  37                 <tree string="Channels">
  38                     <field name="name"/>
  39                     <field name="active"/>
  40                 </tree>
  41             </field>
  42         </record>
  43         <record id="crm_case_channel_view_form" model="ir.ui.view">
  44             <field name="name">crm.case.channel.form</field>
  45             <field name="model">crm.case.channel</field>
  46             <field name="arch" type="xml">
  47                 <form string="Channel" version="7.0">
  48                     <group>
  49                         <field name="name"/>
  50                         <field name="active"/>
  51                     </group>
  52                 </form>
  53             </field>
  54         </record>
  55         <record id="crm_case_channel_action" model="ir.actions.act_window">
  56             <field name="name">Channels</field>
  57             <field name="res_model">crm.case.channel</field>
  58             <field name="view_type">form</field>
  59             <field name="view_mode">tree,form</field>
  60             <field name="help" type="html">
  61               <p class="oe_view_nocontent_create">
  62                 Click to define a new channel.
  63               </p><p>
  64                 Use channels to track the soure of your leads and opportunities. Channels
  65                 are mostly used in reporting to analyse sales performance
  66                 related to marketing efforts.
  67               </p><p>
  68                 Some examples of channels: company website, phone call
  69                 campaign, reseller, etc.
  70               </p>
  71             </field>
  72         </record>
  73
  74         <menuitem action="crm_case_channel_action" id="menu_crm_case_channel" parent="base.menu_crm_config_lead" sequence="4" groups="base.group_no_one"/>
  75
  76         <!-- Case Sections Form View -->
  77
  78         <record id="crm_case_section_view_form" model="ir.ui.view">
  79             <field name="name">crm.case.section.form</field>
  80             <field name="model">crm.case.section</field>
  81             <field name="arch" type="xml">
  82                 <form string="Sales Team" version="7.0">
  83                     <group>
  84                         <group>
  85                             <field name="name" colspan="2"/>
  86                             <field name="parent_id"/>
  87                             <field name="code"/>
  88                         </group>
  89
  90                         <group>
  91                             <field name="user_id"/>
  92                             <field name="resource_calendar_id"/>
  93                             <field name="active"/>
  94                         </group>
  95                     </group>
  96                     <notebook colspan="4">
  97                         <page string="Sales Team">
  98                            <group>
  99                                 <field name="alias_id" invisible="1" required="0"/>
 100                                 <label for="alias_name" attrs="{'invisible': [('alias_domain', '=', False)]}"/>
 101                                 <div attrs="{'invisible': [('alias_domain', '=', False)]}">
 102                                     <field name="alias_name" class="oe_inline" attrs="{'required': [('alias_id', '!=', False)]}"/>@<field name="alias_domain" class="oe_inline"/>
 103                                  </div>
 104                                 <field name="change_responsible"/>
 105                                 <field name="allow_unlink"/>
 106                             </group>
 107                             <separator string="Team Members"/>
 108                             <field name="member_ids"/>
 109                         </page>
 110                         <page string="Stages">
 111                             <separator string="Select Stages for this Sales Team"/>
 112                             <field name="stage_ids"/>
 113                         </page>
 114                         <page string="Notes">
 115                             <field name="note"/>
 116                         </page>
 117                     </notebook>
 118                 </form>
 119             </field>
 120         </record>
 121
 122         <!-- Case Sections Tree View -->
 123
 124         <record id="crm_case_section_view_tree" model="ir.ui.view">
 125             <field name="name">crm.case.section.tree</field>
 126             <field name="model">crm.case.section</field>
 127             <field name="field_parent">child_ids</field>
 128             <field name="arch" type="xml">
 129                 <tree string="Sales Team">
 130                     <field name="name"/>
 131                     <field name="code"/>
 132                     <field name="user_id"/>
 133                 </tree>
 134             </field>
 135         </record>
 136
 137         <!-- Case Sections Action -->
 138
 139         <record id="crm_case_section_act" model="ir.actions.act_window">
 140             <field name="name">Sales Teams</field>
 141             <field name="res_model">crm.case.section</field>
 142             <field name="view_type">form</field>
 143             <field name="view_id" ref="crm_case_section_view_tree"/>
 144             <field name="help" type="html">
 145               <p class="oe_view_nocontent_create">
 146                 Click to define a new sales team.
 147               </p><p>
 148                 Use sales team to organize your different salespersons or
 149                 departments into separate teams. Each team will work in
 150                 its own list of opportunities.
 151               </p>
 152             </field>
 153         </record>
 154
 155         <menuitem action="crm_case_section_act"
 156             id="menu_crm_case_section_act" sequence="15"
 157             parent="base.menu_sales_configuration_misc" groups="base.group_no_one"/>
 158
 159
 160         <!-- CRM Stage Tree View -->
 161
 162         <record model="ir.ui.view" id="crm_case_stage_tree">
 163             <field name="name">crm.case.stage.tree</field>
 164             <field name="model">crm.case.stage</field>
 165             <field name="arch" type="xml">
 166                 <tree string="Stages">
 167                     <field name="sequence"/>
 168                     <field name="name"/>
 169                     <field name="probability"/>
 170                     <field name="state"/>
 171                     <field name="type"/>
 172                 </tree>
 173             </field>
 174         </record>
 175
 176         <!-- CRM Stage Form View -->
 177
 178         <record model="ir.ui.view" id="crm_case_stage_form">
 179             <field name="name">crm.case.stage.form</field>
 180             <field name="model">crm.case.stage</field>
 181             <field name="priority" eval="1"/>
 182             <field name="arch" type="xml">
 183                 <form string="Stage" version="7.0">
 184                     <group col="4">
 185                         <field name="name"/>
 186                         <field name="state" string="Related State" />
 187                         <field name="probability"/>
 188                         <field name="type"/>
 189                         <field name="on_change"/>
 190                         <field name="sequence"/>
 191                         <field name="case_default"/>
 192                         <field name="fold"/>
 193                     </group>
 194                     <separator string="Requirements"/>
 195                     <field name="requirements" nolabel="1"/>
 196                     <field name="section_ids" invisible="1"/>
 197                 </form>
 198             </field>
 199         </record>
 200
 201         <!-- CRM Stage Action -->
 202
 203         <record id="crm_case_stage_act" model="ir.actions.act_window">
 204             <field name="name">Stages</field>
 205             <field name="res_model">crm.case.stage</field>
 206             <field name="view_type">form</field>
 207             <field name="view_id" ref="crm_case_stage_tree"/>
 208         </record>
 209
 210
 211      <!-- Case Categories Form View -->
 212
 213         <record id="crm_case_categ-view" model="ir.ui.view">
 214             <field name="name">crm.case.categ.form</field>
 215             <field name="model">crm.case.categ</field>
 216             <field name="arch" type="xml">
 217                 <form string="Case Category" version="7.0">
 218                     <group>
 219                         <field name="name"/>
 220                         <field name="section_id"/>
 221                         <field name="object_id"  invisible="1" />
 222                     </group>
 223                 </form>
 224             </field>
 225         </record>
 226
 227         <!-- Case Categories Tree View -->
 228
 229         <record id="crm_case_categ_tree-view" model="ir.ui.view">
 230             <field name="name">crm.case.categ.tree</field>
 231             <field name="model">crm.case.categ</field>
 232             <field name="arch" type="xml">
 233                 <tree string="Case Category">
 234                     <field name="name"/>
 235                     <field name="section_id"/>
 236                 </tree>
 237             </field>
 238         </record>
 239
 240         <!-- Resource Type of case Tree View -->
 241
 242         <record model="ir.ui.view" id="crm_case_resource_type_tree">
 243             <field name="name">crm.case.resource.type.tree</field>
 244             <field name="model">crm.case.resource.type</field>
 245             <field name="arch" type="xml">
 246                 <tree string="Campaign">
 247                     <field name="name"/>
 248                     <field name="section_id"/>
 249                 </tree>
 250             </field>
 251         </record>
 252
 253         <!-- Resource Type of case Form View -->
 254
 255         <record model="ir.ui.view" id="crm_case_resource_type_form">
 256             <field name="name">crm.case.resource.type.form</field>
 257             <field name="model">crm.case.resource.type</field>
 258             <field name="arch" type="xml">
 259                 <form string="Campaign" version="7.0">
 260                     <group>
 261                         <field name="name"/>
 262                         <field name="section_id"/>
 263                     </group>
 264                 </form>
 265             </field>
 266         </record>
 267
 268         <!-- Resource Type of case Action -->
 269
 270         <record id="crm_case_resource_type_act" model="ir.actions.act_window">
 271             <field name="name">Campaigns</field>
 272             <field name="res_model">crm.case.resource.type</field>
 273             <field name="view_type">form</field>
 274             <field name="view_id" ref="crm_case_resource_type_tree"/>
 275         </record>
 276
 277          <menuitem action="crm_case_resource_type_act"
 278             id="menu_crm_case_resource_type_act" sequence="4"
 279             groups="base.group_no_one"
 280             parent="base.menu_crm_config_lead" />
 281
 282         <record id="crm_case_section_act_tree" model="ir.actions.act_window">
 283             <field name="name">Cases by Sales Team</field>
 284             <field name="res_model">crm.case.section</field>
 285             <field name="domain">[('parent_id','=',False)]</field>
 286             <field name="view_type">tree</field>
 287             <field name="view_id" ref="crm_case_section_view_tree"/>
 288         </record>
 289
 290         <!-- Segmentation line Tree View  -->
 291
 292         <record id="crm_segmentation_line_tree-view" model="ir.ui.view">
 293             <field name="name">crm.segmentation.line.tree</field>
 294             <field name="model">crm.segmentation.line</field>
 295             <field name="arch" type="xml">
 296                 <tree string="Partner Segmentation Lines">
 297                     <field name="name"/>
 298                     <field name="expr_name"/>
 299                     <field name="expr_operator"/>
 300                     <field name="expr_value"/>
 301                     <field name="operator"/>
 302                 </tree>
 303             </field>
 304         </record>
 305
 306         <!-- Segmentation line Form View  -->
 307
 308         <record id="crm_segmentation_line-view" model="ir.ui.view">
 309             <field name="name">crm.segmentation.line.form</field>
 310             <field name="model">crm.segmentation.line</field>
 311             <field name="arch" type="xml">
 312                 <form string="Partner Segmentation Lines" version="7.0">
 313                     <group col="4">
 314                         <field colspan="4" name="name"/>
 315                         <group col="2" colspan="4">
 316                             <field name="expr_name"/>
 317                             <field name="expr_operator"/>
 318                             <field name="expr_value"/>
 319                         </group>
 320                         <field name="operator"/>
 321                     </group>
 322                 </form>
 323             </field>
 324         </record>
 325
 326         <!-- CRM Segmentation  Form View  -->
 327
 328         <record id="crm_segmentation-view" model="ir.ui.view">
 329             <field name="name">crm.segmentation.form</field>
 330             <field name="model">crm.segmentation</field>
 331             <field name="arch" type="xml">
 332                 <form string="Partner Segmentation" version="7.0">
 333                     <header>
 334                         <button name="process_start"
 335                             states="not running"
 336                             string="Compute Segmentation" type="object"
 337                             icon="gtk-execute" />
 338                         <button name="process_stop" states="running"
 339                             string="Stop Process" type="object"
 340                             icon="gtk-cancel" />
 341                         <button name="process_continue" states="running"
 342                             string="Continue Process" type="object"
 343                             icon="gtk-go-forward" />
 344                         <field name="state" widget="statusbar"/>
 345                     </header>
 346                     <group col="4">
 347                         <field name="name"/>
 348                         <field name="categ_id"/>
 349                         <field name="exclusif"/>
 350                     </group>
 351                     <notebook>
 352                        <page string="Sales Purchase">
 353                            <group>
 354                                <field name="sales_purchase_active"/>
 355                            </group>
 356                            <separator string="Segmentation Test"/>
 357                            <field name="segmentation_line" widget="one2many_list"/>
 358                        </page>
 359                        <page string="Description">
 360                            <field name="description"/>
 361                        </page>
 362                     </notebook>
 363                 </form>
 364             </field>
 365         </record>
 366
 367         <!-- CRM Segmentation  Tree View  -->
 368
 369         <record id="crm_segmentation_tree-view" model="ir.ui.view">
 370             <field name="name">crm.segmentation.tree</field>
 371             <field name="model">crm.segmentation</field>
 372             <field name="arch" type="xml">
 373                 <tree string="Partner Segmentations">
 374                     <field name="name"/>
 375                     <field name="description"/>
 376                     <field name="categ_id"/>
 377                 </tree>
 378             </field>
 379         </record>
 380
 381         <record id="crm_segmentation-act" model="ir.actions.act_window">
 382             <field name="name">Segmentation</field>
 383             <field name="res_model">crm.segmentation</field>
 384             <field name="view_type">form</field>
 385             <field name="view_id" ref="crm_segmentation-view"/>
 386         </record>
 387
 388         <record id="crm_segmentation_tree-act" model="ir.actions.act_window">
 389             <field name="name">Contacts Segmentation</field>
 390             <field name="res_model">crm.segmentation</field>
 391             <field name="view_type">form</field>
 392             <field name="view_mode">tree,form</field>
 393             <field name="help" type="html">
 394               <p class="oe_view_nocontent_create">
 395                 Click to define a new customer segmentation.
 396               </p><p>
 397                 Create specific categories which you can assign to your
 398                 contacts to better manage your interactions with them. The
 399                 segmentation tool is able to assign categories to contacts
 400                 according to criteria you set.
 401               </p>
 402             </field>
 403         </record>
 404
 405        <menuitem action="crm_segmentation_tree-act"
 406             id="menu_crm_segmentation-act"
 407             groups="base.group_no_one" sequence="15"
 408             parent="base.menu_base_config" />
 409
 410         <!-- menu for the working time -->
 411         <menuitem action="resource.action_resource_calendar_form" id="menu_action_resource_calendar_form" parent="resource.menu_resource_config" sequence="1"/>
 412
 413         <!-- Payment Mode Tree View -->
 414
 415         <record model="ir.ui.view" id="view_crm_payment_mode_tree">
 416             <field name="name">crm.payment.mode.tree</field>
 417             <field name="model">crm.payment.mode</field>
 418             <field name="arch" type="xml">
 419                 <tree string="Payment Mode">
 420                     <field name="name"/>
 421                     <field name="section_id"/>
 422                 </tree>
 423             </field>
 424         </record>
 425
 426         <!-- Payment Mode Form View -->
 427
 428         <record model="ir.ui.view" id="view_crm_payment_mode_form">
 429             <field name="name">crm.payment.mode.form</field>
 430             <field name="model">crm.payment.mode</field>
 431             <field name="arch" type="xml">
 432                 <form string="Payment Mode" version="7.0">
 433                     <group>
 434                         <field name="name"/>
 435                         <field name="section_id"/>
 436                     </group>
 437                 </form>
 438             </field>
 439         </record>
 440
 441         <!-- Payment Mode Action -->
 442
 443         <record id="action_crm_payment_mode" model="ir.actions.act_window">
 444             <field name="name">Payment Mode</field>
 445             <field name="res_model">crm.payment.mode</field>
 446             <field name="view_type">form</field>
 447             <field name="view_mode">tree,form</field>
 448         </record>
 449
 450         <menuitem id="menu_crm_payment_mode" name="Fund Raising"
 451             parent="base.menu_base_config" sequence="85" groups="crm.group_fund_raising"/>
 452
 453         <menuitem action="action_crm_payment_mode"
 454             id="menu_crm_payment_mode_act"
 455             name="Payment Modes"
 456             parent="menu_crm_payment_mode" />
 457     </data>
 458 </openerp>