addons/crm/crm_view.xml

   1 <?xml version="1.0" encoding="utf-8"?>
   2 <openerp>
   3     <data>
   4
   5         <menuitem icon="terp-partner" id="base.menu_base_partner" name="Sales" sequence="0"
   6             groups="base.group_sale_manager,base.group_sale_salesman"/>
   7
   8         <menuitem id="base.menu_crm_config_lead" name="Leads &amp; Opportunities"
   9             parent="base.menu_base_config" sequence="1" groups="base.group_sale_manager"/>
  10
  11         <menuitem id="base.menu_crm_config_opportunity" name="Opportunities"
  12             parent="base.menu_base_config" sequence="1" groups="base.group_sale_manager"/>
  13
  14         <menuitem id="base.menu_sale_config_sales" name="Sales"
  15             parent="base.menu_base_config" sequence="0" groups="base.group_sale_manager"/>
  16
  17         <menuitem id="menu_crm_config_phonecall" name="Phone Calls"
  18             parent="base.menu_base_config" sequence="5" groups="base.group_extended"/>
  19
  20         <menuitem id="base.next_id_64" name="Reporting"
  21             parent="base.menu_base_partner" sequence="11" />
  22
  23
  24         <!-- crm.case.channel -->
  25         <record id="crm_case_channel_view_tree" model="ir.ui.view">
  26             <field name="name">crm.case.channel.tree</field>
  27             <field name="model">crm.case.channel</field>
  28             <field name="type">tree</field>
  29             <field name="arch" type="xml">
  30                 <tree string="Channels">
  31                     <field name="name" select="1"/>
  32                     <field name="active" select="1"/>
  33                 </tree>
  34             </field>
  35         </record>
  36         <record id="crm_case_channel_view_form" model="ir.ui.view">
  37             <field name="name">crm.case.channel.form</field>
  38             <field name="model">crm.case.channel</field>
  39             <field name="type">form</field>
  40             <field name="arch" type="xml">
  41                 <form string="Channel">
  42                     <field name="name" select="1"/>
  43                     <field name="active" select="1"/>
  44                 </form>
  45             </field>
  46         </record>
  47         <record id="crm_case_channel_action" model="ir.actions.act_window">
  48             <field name="name">Channels</field>
  49             <field name="res_model">crm.case.channel</field>
  50             <field name="view_type">form</field>
  51             <field name="view_mode">tree,form</field>
  52             <field name="help">Track from where is coming your leads and opportunities by creating specific channels that will be maintained at the creation of a document in the system. Some examples of channels can be: Website, Phone Call, Reseller, etc.</field>
  53         </record>
  54
  55         <menuitem action="crm_case_channel_action" id="menu_crm_case_channel" parent="base.menu_crm_config_lead" sequence="4"/>
  56
  57         <!-- Case Sections Form View -->
  58
  59         <record id="crm_case_section_view_form" model="ir.ui.view">
  60             <field name="name">crm.case.section.form</field>
  61             <field name="model">crm.case.section</field>
  62             <field name="type">form</field>
  63             <field name="arch" type="xml">
  64                 <form string="Sales Team">
  65                     <group col="6" colspan="4">
  66                         <field name="name" select="1" colspan="2"/>
  67                         <field name="parent_id" select="2"/>
  68                         <field name="code" select="1"/>
  69                         <newline/>
  70                         <field name="user_id" select="2"/>
  71                         <field name="resource_calendar_id" select="2"/>
  72                         <field name="active" select="2"/>
  73                     </group>
  74                     <notebook colspan="4">
  75                         <page string="Sales Team">
  76                             <group col="2" colspan="1">
  77                                 <separator string="Mail Gateway" colspan="2"/>
  78                                 <field name="reply_to" select="2"/>
  79                             </group>
  80                             <group col="2" colspan="1">
  81                                 <separator string="Configuration" colspan="2"/>
  82                                 <field name="allow_unlink" select="2"/>
  83                                 <field name="change_responsible"/>
  84                             </group>
  85                             <group col="1" colspan="4" groups="base.group_extended">
  86                                 <separator string="Team Members" colspan="4"/>
  87                                 <field name="member_ids" nolabel="1" colspan="4"   height="250"/>
  88                             </group>
  89                         </page>
  90                         <page string="Stages">
  91                             <separator string="Select stages for this Sales Team" colspan="4"/>
  92                             <field name="stage_ids" colspan="4" nolabel="1"/>
  93                         </page>
  94                         <page string="Notes">
  95                             <field name="note" select="1" colspan="4" nolabel="1"/>
  96                         </page>
  97                     </notebook>
  98                 </form>
  99             </field>
 100         </record>
 101
 102         <!-- Case Sections Tree View -->
 103
 104         <record id="crm_case_section_view_tree" model="ir.ui.view">
 105             <field name="name">crm.case.section.tree</field>
 106             <field name="model">crm.case.section</field>
 107             <field name="type">tree</field>
 108             <field name="field_parent">child_ids</field>
 109             <field name="arch" type="xml">
 110                 <tree string="Sales Team">
 111                     <field name="name" select="1"/>
 112                     <field name="code" select="1"/>
 113                     <field name="user_id" select="1"/>
 114                 </tree>
 115             </field>
 116         </record>
 117
 118         <!-- Case Sections Action -->
 119
 120         <record id="crm_case_section_act" model="ir.actions.act_window">
 121             <field name="name">Sales Teams</field>
 122             <field name="res_model">crm.case.section</field>
 123             <field name="view_type">form</field>
 124             <field name="view_id" ref="crm_case_section_view_tree"/>
 125             <field name="help">Define a Sales Team to organize your different salesmen or sales departments into separate teams. Each team will work in its own list of opportunities, sales orders, etc. Each user can set a default team in his user preferences. The opportunities and sales order displayed, will automatically be filtered according to his team.</field>
 126         </record>
 127
 128         <menuitem action="crm_case_section_act"
 129             id="menu_crm_case_section_act" sequence="4"
 130             parent="base.menu_sale_config_sales" />
 131
 132
 133         <!-- CRM Stage Tree View -->
 134
 135         <record model="ir.ui.view" id="crm_case_stage_tree">
 136             <field name="name">crm.case.stage.tree</field>
 137             <field name="model">crm.case.stage</field>
 138             <field name="type">tree</field>
 139             <field name="arch" type="xml">
 140                 <tree string="Stages">
 141                     <field name="sequence"/>
 142                     <field name="name"/>
 143                     <field name="probability"/>
 144                 </tree>
 145             </field>
 146         </record>
 147
 148         <!-- CRM Stage Form View -->
 149
 150         <record model="ir.ui.view" id="crm_case_stage_form">
 151             <field name="name">crm.case.stage.form</field>
 152             <field name="model">crm.case.stage</field>
 153             <field name="type">form</field>
 154             <field name="priority" eval="1"/>
 155             <field name="arch" type="xml">
 156                 <form string="Stage">
 157                     <group colspan="4" col="6">
 158                         <field name="name" select="1"/>
 159                         <field name="probability"/>
 160                         <field name="on_change"/>
 161                         <field name="case_default"/>
 162                         <field name="sequence"/>
 163                     </group>
 164                     <separator string="Requirements" colspan="4"/>
 165                     <field name="requirements" nolabel="1" colspan="4"/>
 166                     <field name="section_ids" invisible="1" colspan="4"/>
 167                 </form>
 168             </field>
 169         </record>
 170
 171         <!-- CRM Stage Action -->
 172
 173         <record id="crm_case_stage_act" model="ir.actions.act_window">
 174             <field name="name">Stages</field>
 175             <field name="res_model">crm.case.stage</field>
 176             <field name="view_type">form</field>
 177             <field name="view_id" ref="crm_case_stage_tree"/>
 178         </record>
 179
 180
 181      <!-- Case Categories Form View -->
 182
 183         <record id="crm_case_categ-view" model="ir.ui.view">
 184             <field name="name">crm.case.categ.form</field>
 185             <field name="model">crm.case.categ</field>
 186             <field name="type">form</field>
 187             <field name="arch" type="xml">
 188                 <form string="Case Category">
 189                     <field name="name" select="1"/>
 190                     <field name="section_id" select="1"/>
 191                     <field name="object_id"  invisible="1" />
 192                 </form>
 193             </field>
 194         </record>
 195
 196         <!-- Case Categories Tree View -->
 197
 198         <record id="crm_case_categ_tree-view" model="ir.ui.view">
 199             <field name="name">crm.case.categ.tree</field>
 200             <field name="model">crm.case.categ</field>
 201             <field name="type">tree</field>
 202             <field name="arch" type="xml">
 203                 <tree string="Case Category">
 204                     <field name="name"/>
 205                     <field name="section_id"/>
 206                 </tree>
 207             </field>
 208         </record>
 209
 210         <!-- Resource Type of case Tree View -->
 211
 212         <record model="ir.ui.view" id="crm_case_resource_type_tree">
 213             <field name="name">crm.case.resource.type.tree</field>
 214             <field name="model">crm.case.resource.type</field>
 215             <field name="type">tree</field>
 216             <field name="arch" type="xml">
 217                 <tree string="Campaign">
 218                     <field name="name"/>
 219                     <field name="section_id"/>
 220                 </tree>
 221             </field>
 222         </record>
 223
 224         <!-- Resource Type of case Form View -->
 225
 226         <record model="ir.ui.view" id="crm_case_resource_type_form">
 227             <field name="name">crm.case.resource.type.form</field>
 228             <field name="model">crm.case.resource.type</field>
 229             <field name="type">form</field>
 230             <field name="arch" type="xml">
 231                 <form string="Campaign">
 232                     <field name="name" select="1"/>
 233                     <field name="section_id"/>
 234                 </form>
 235             </field>
 236         </record>
 237
 238         <!-- Resource Type of case Action -->
 239
 240         <record id="crm_case_resource_type_act" model="ir.actions.act_window">
 241             <field name="name">Campaigns</field>
 242             <field name="res_model">crm.case.resource.type</field>
 243             <field name="view_type">form</field>
 244             <field name="view_id" ref="crm_case_resource_type_tree"/>
 245         </record>
 246
 247          <menuitem action="crm_case_resource_type_act"
 248             id="menu_crm_case_resource_type_act" sequence="4"
 249             groups="base.group_extended"
 250             parent="base.menu_crm_config_lead" />
 251
 252         <record id="crm_case_section_act_tree" model="ir.actions.act_window">
 253             <field name="name">Cases by Sales Team</field>
 254             <field name="res_model">crm.case.section</field>
 255             <field name="domain">[('parent_id','=',False)]</field>
 256             <field name="view_type">tree</field>
 257             <field name="view_id" ref="crm_case_section_view_tree"/>
 258         </record>
 259
 260         <!-- Segmentation line Tree View  -->
 261
 262         <record id="crm_segmentation_line_tree-view" model="ir.ui.view">
 263             <field name="name">crm.segmentation.line.tree</field>
 264             <field name="model">crm.segmentation.line</field>
 265             <field name="type">tree</field>
 266             <field name="arch" type="xml">
 267                 <tree string="Partner Segmentation Lines">
 268                     <field name="name"/>
 269                     <field name="expr_name"/>
 270                     <field name="expr_operator"/>
 271                     <field name="expr_value"/>
 272                     <field name="operator"/>
 273                 </tree>
 274             </field>
 275         </record>
 276
 277         <!-- Segmentation line Form View  -->
 278
 279         <record id="crm_segmentation_line-view" model="ir.ui.view">
 280             <field name="name">crm.segmentation.line.form</field>
 281             <field name="model">crm.segmentation.line</field>
 282             <field name="type">form</field>
 283             <field name="arch" type="xml">
 284                 <form string="Partner Segmentation Lines">
 285                     <field colspan="4" name="name" select="1"/>
 286                     <group col="2" colspan="4">
 287                         <field name="expr_name"/>
 288                         <field name="expr_operator"/>
 289                         <field name="expr_value"/>
 290                     </group>
 291                     <newline/>
 292                     <field name="operator"/>
 293                 </form>
 294             </field>
 295         </record>
 296
 297         <!-- CRM Segmentation  Form View  -->
 298
 299         <record id="crm_segmentation-view" model="ir.ui.view">
 300             <field name="name">crm.segmentation.form</field>
 301             <field name="model">crm.segmentation</field>
 302             <field name="type">form</field>
 303             <field name="arch" type="xml">
 304                 <form string="Partner Segmentation">
 305                     <group col="6" colspan="4">
 306                         <field name="name" select="1"/>
 307                         <field name="categ_id"/>
 308                         <field name="exclusif"/>
 309                     </group>
 310                     <notebook colspan="4">
 311                         <page string="Sales Purchase">
 312                             <field name="sales_purchase_active"/>
 313                             <separator colspan="4" string="State of Mind Computation"/>
 314                             <field name="som_interval"/>
 315                             <field name="som_interval_max"/>
 316                             <field name="som_interval_decrease"/>
 317                             <field name="som_interval_default"/>
 318                             <separator colspan="4" string="Segmentation Test"/>
 319                             <field colspan="4" name="segmentation_line" widget="one2many_list" nolabel="1"/>
 320                         </page>
 321                         <page string="Description">
 322                                <field colspan="4" name="description" nolabel="1"/>
 323                            </page>
 324                     </notebook>
 325                     <field name="state"/>
 326                     <group col="3" colspan="2">
 327                         <button name="process_start"
 328                             states="not running"
 329                             string="Compute Segmentation" type="object"
 330                             icon="gtk-execute" />
 331                         <button name="process_stop" states="running"
 332                             string="Stop Process" type="object"
 333                             icon="gtk-cancel" />
 334                         <button name="process_continue" states="running"
 335                             string="Continue Process" type="object"
 336                             icon="gtk-go-forward" />
 337                     </group>
 338                 </form>
 339             </field>
 340         </record>
 341
 342         <!-- CRM Segmentation  Tree View  -->
 343
 344         <record id="crm_segmentation_tree-view" model="ir.ui.view">
 345             <field name="name">crm.segmentation.tree</field>
 346             <field name="model">crm.segmentation</field>
 347             <field name="type">tree</field>
 348             <field name="arch" type="xml">
 349                 <tree string="Partner Segmentations">
 350                     <field name="name"/>
 351                     <field name="description"/>
 352                     <field name="categ_id"/>
 353                 </tree>
 354             </field>
 355         </record>
 356
 357         <record id="crm_segmentation-act" model="ir.actions.act_window">
 358             <field name="name">Segmentation</field>
 359             <field name="res_model">crm.segmentation</field>
 360             <field name="view_type">form</field>
 361             <field name="view_id" ref="crm_segmentation-view"/>
 362         </record>
 363
 364         <record id="crm_segmentation_tree-act" model="ir.actions.act_window">
 365             <field name="name">Partners Segmentation</field>
 366             <field name="res_model">crm.segmentation</field>
 367             <field name="view_type">form</field>
 368             <field name="view_mode">tree,form</field>
 369             <field name="help">Create specific partner categories which you can assign to your partners to better manage your interactions with them. The segmentation tool is able to assign categories to partners according to criteria you set.</field>
 370         </record>
 371
 372        <menuitem action="crm_segmentation_tree-act"
 373             id="menu_crm_segmentation-act"
 374             groups="base.group_extended" sequence="2"
 375             parent="base.menu_base_action_rule" />
 376
 377         <record model="ir.ui.view" id="view_users_form_simple_modif_inherited1">
 378             <field name="name">view.users.form.crm.modif.inherited1</field>
 379             <field name="model">res.users</field>
 380             <field name="inherit_id" ref="base.view_users_form_simple_modif" />
 381             <field name="type">form</field>
 382             <field name="arch" type="xml">
 383                 <group name="default_filters" position="inside">
 384                     <field name="context_section_id" completion="1"
 385                         readonly="0"/>
 386                 </group>
 387             </field>
 388         </record>
 389
 390         <record id="view_users_form_simple_modif_inherited2" model="ir.ui.view">
 391                 <field name="name">view.users.form.crm.modif.inherited2</field>
 392                 <field name="model">res.users</field>
 393                 <field name="type">form</field>
 394                 <field name="inherit_id" ref="base.view_users_form"/>
 395                 <field eval="18" name="priority"/>
 396                 <field name="arch" type="xml">
 397                     <group name="default_filters" position="inside">
 398                         <field name="context_section_id" completion="1"/>
 399                     </group>
 400                 </field>
 401         </record>
 402
 403         <!-- menu for the working time -->
 404         <menuitem action="resource.action_resource_calendar_form" id="menu_action_resource_calendar_form" parent="resource.menu_resource_config" sequence="1"/>
 405
 406     </data>
 407 </openerp>