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="type">tree</field>
  37             <field name="arch" type="xml">
  38                 <tree string="Channels">
  39                     <field name="name"/>
  40                     <field name="active"/>
  41                 </tree>
  42             </field>
  43         </record>
  44         <record id="crm_case_channel_view_form" model="ir.ui.view">
  45             <field name="name">crm.case.channel.form</field>
  46             <field name="model">crm.case.channel</field>
  47             <field name="type">form</field>
  48             <field name="arch" type="xml">
  49                 <form string="Channel" version="7.0">
  50                     <group>
  51                         <field name="name"/>
  52                         <field name="active"/>
  53                     </group>
  54                 </form>
  55             </field>
  56         </record>
  57         <record id="crm_case_channel_action" model="ir.actions.act_window">
  58             <field name="name">Channels</field>
  59             <field name="res_model">crm.case.channel</field>
  60             <field name="view_type">form</field>
  61             <field name="view_mode">tree,form</field>
  62             <field name="help" type="html">
  63               <p class="oe_view_nocontent_create">
  64                 Click to define a new channel.
  65               </p><p>
  66                 Use channels to track the soure of your leads and opportunities. Channels
  67                 are mostly used in reporting to analyse sales performance
  68                 related to marketing efforts.
  69               </p><p>
  70                 Some examples of channels: company website, phone call
  71                 campaign, reseller, etc.
  72               </p>
  73             </field>
  74         </record>
  75
  76         <menuitem action="crm_case_channel_action" id="menu_crm_case_channel" parent="base.menu_crm_config_lead" sequence="4" groups="base.group_no_one"/>
  77
  78         <!-- Case Sections Form View -->
  79
  80         <record id="crm_case_section_view_form" model="ir.ui.view">
  81             <field name="name">crm.case.section.form</field>
  82             <field name="model">crm.case.section</field>
  83             <field name="type">form</field>
  84             <field name="arch" type="xml">
  85                 <form string="Sales Team" version="7.0">
  86                     <group>
  87                         <group>
  88                             <field name="name" colspan="2"/>
  89                             <field name="parent_id"/>
  90                             <field name="code"/>
  91                         </group>
  92
  93                         <group>
  94                             <field name="user_id"/>
  95                             <field name="resource_calendar_id"/>
  96                             <field name="active"/>
  97                         </group>
  98                     </group>
  99                     <notebook colspan="4">
 100                         <page string="Sales Team">
 101                            <group>
 102                                 <field name="alias_id" invisible="1"/>
 103                                 <label for="alias_name" attrs="{'invisible': [('alias_domain', '=', False)]}"/>
 104                                 <div attrs="{'invisible': [('alias_domain', '=', False)]}">
 105                                     <field name="alias_name" class="oe_inline" attrs="{'required': [('alias_id', '!=', False)]}"/>@<field name="alias_domain" class="oe_inline"/>
 106                                  </div>
 107                                 <field name="change_responsible"/>
 108                                 <field name="allow_unlink"/>
 109                             </group>
 110                             <separator string="Team Members"/>
 111                             <field name="member_ids"/>
 112                         </page>
 113                         <page string="Stages">
 114                             <separator string="Select Stages for this Sales Team"/>
 115                             <field name="stage_ids"/>
 116                         </page>
 117                         <page string="Notes">
 118                             <field name="note"/>
 119                         </page>
 120                     </notebook>
 121                 </form>
 122             </field>
 123         </record>
 124
 125         <!-- Case Sections Tree View -->
 126
 127         <record id="crm_case_section_view_tree" model="ir.ui.view">
 128             <field name="name">crm.case.section.tree</field>
 129             <field name="model">crm.case.section</field>
 130             <field name="type">tree</field>
 131             <field name="field_parent">child_ids</field>
 132             <field name="arch" type="xml">
 133                 <tree string="Sales Team">
 134                     <field name="name"/>
 135                     <field name="code"/>
 136                     <field name="user_id"/>
 137                 </tree>
 138             </field>
 139         </record>
 140
 141         <!-- Case Sections Action -->
 142
 143         <record id="crm_case_section_act" model="ir.actions.act_window">
 144             <field name="name">Sales Teams</field>
 145             <field name="res_model">crm.case.section</field>
 146             <field name="view_type">form</field>
 147             <field name="view_id" ref="crm_case_section_view_tree"/>
 148             <field name="help" type="html">
 149               <p class="oe_view_nocontent_create">
 150                 Click to define a new sales team.
 151               </p><p>
 152                 Use sales team to organize your different salespersons or
 153                 departments into separate teams. Each team will work in
 154                 its own list of opportunities.
 155               </p>
 156             </field>
 157         </record>
 158
 159         <menuitem action="crm_case_section_act"
 160             id="menu_crm_case_section_act" sequence="15"
 161             parent="base.menu_sales_configuration_misc" groups="base.group_no_one"/>
 162
 163
 164         <!-- CRM Stage Tree View -->
 165
 166         <record model="ir.ui.view" id="crm_case_stage_tree">
 167             <field name="name">crm.case.stage.tree</field>
 168             <field name="model">crm.case.stage</field>
 169             <field name="type">tree</field>
 170             <field name="arch" type="xml">
 171                 <tree string="Stages">
 172                     <field name="sequence"/>
 173                     <field name="name"/>
 174                     <field name="probability"/>
 175                     <field name="state"/>
 176                     <field name="type"/>
 177                 </tree>
 178             </field>
 179         </record>
 180
 181         <!-- CRM Stage Form View -->
 182
 183         <record model="ir.ui.view" id="crm_case_stage_form">
 184             <field name="name">crm.case.stage.form</field>
 185             <field name="model">crm.case.stage</field>
 186             <field name="type">form</field>
 187             <field name="priority" eval="1"/>
 188             <field name="arch" type="xml">
 189                 <form string="Stage" version="7.0">
 190                     <group col="4">
 191                         <field name="name"/>
 192                         <field name="state" string="Related State" />
 193                         <field name="probability"/>
 194                         <field name="type"/>
 195                         <field name="on_change"/>
 196                         <field name="sequence"/>
 197                         <field name="case_default"/>
 198                         <field name="fold"/>
 199                     </group>
 200                     <separator string="Requirements"/>
 201                     <field name="requirements" nolabel="1"/>
 202                     <field name="section_ids" invisible="1"/>
 203                 </form>
 204             </field>
 205         </record>
 206
 207         <!-- CRM Stage Action -->
 208
 209         <record id="crm_case_stage_act" model="ir.actions.act_window">
 210             <field name="name">Stages</field>
 211             <field name="res_model">crm.case.stage</field>
 212             <field name="view_type">form</field>
 213             <field name="view_id" ref="crm_case_stage_tree"/>
 214         </record>
 215
 216
 217      <!-- Case Categories Form View -->
 218
 219         <record id="crm_case_categ-view" model="ir.ui.view">
 220             <field name="name">crm.case.categ.form</field>
 221             <field name="model">crm.case.categ</field>
 222             <field name="type">form</field>
 223             <field name="arch" type="xml">
 224                 <form string="Case Category" version="7.0">
 225                     <group>
 226                         <field name="name"/>
 227                         <field name="section_id"/>
 228                         <field name="object_id"  invisible="1" />
 229                     </group>
 230                 </form>
 231             </field>
 232         </record>
 233
 234         <!-- Case Categories Tree View -->
 235
 236         <record id="crm_case_categ_tree-view" model="ir.ui.view">
 237             <field name="name">crm.case.categ.tree</field>
 238             <field name="model">crm.case.categ</field>
 239             <field name="type">tree</field>
 240             <field name="arch" type="xml">
 241                 <tree string="Case Category">
 242                     <field name="name"/>
 243                     <field name="section_id"/>
 244                 </tree>
 245             </field>
 246         </record>
 247
 248         <!-- Resource Type of case Tree View -->
 249
 250         <record model="ir.ui.view" id="crm_case_resource_type_tree">
 251             <field name="name">crm.case.resource.type.tree</field>
 252             <field name="model">crm.case.resource.type</field>
 253             <field name="type">tree</field>
 254             <field name="arch" type="xml">
 255                 <tree string="Campaign">
 256                     <field name="name"/>
 257                     <field name="section_id"/>
 258                 </tree>
 259             </field>
 260         </record>
 261
 262         <!-- Resource Type of case Form View -->
 263
 264         <record model="ir.ui.view" id="crm_case_resource_type_form">
 265             <field name="name">crm.case.resource.type.form</field>
 266             <field name="model">crm.case.resource.type</field>
 267             <field name="type">form</field>
 268             <field name="arch" type="xml">
 269                 <form string="Campaign" version="7.0">
 270                     <group>
 271                         <field name="name"/>
 272                         <field name="section_id"/>
 273                     </group>
 274                 </form>
 275             </field>
 276         </record>
 277
 278         <!-- Resource Type of case Action -->
 279
 280         <record id="crm_case_resource_type_act" model="ir.actions.act_window">
 281             <field name="name">Campaigns</field>
 282             <field name="res_model">crm.case.resource.type</field>
 283             <field name="view_type">form</field>
 284             <field name="view_id" ref="crm_case_resource_type_tree"/>
 285         </record>
 286
 287          <menuitem action="crm_case_resource_type_act"
 288             id="menu_crm_case_resource_type_act" sequence="4"
 289             groups="base.group_no_one"
 290             parent="base.menu_crm_config_lead" />
 291
 292         <record id="crm_case_section_act_tree" model="ir.actions.act_window">
 293             <field name="name">Cases by Sales Team</field>
 294             <field name="res_model">crm.case.section</field>
 295             <field name="domain">[('parent_id','=',False)]</field>
 296             <field name="view_type">tree</field>
 297             <field name="view_id" ref="crm_case_section_view_tree"/>
 298         </record>
 299
 300         <!-- Segmentation line Tree View  -->
 301
 302         <record id="crm_segmentation_line_tree-view" model="ir.ui.view">
 303             <field name="name">crm.segmentation.line.tree</field>
 304             <field name="model">crm.segmentation.line</field>
 305             <field name="type">tree</field>
 306             <field name="arch" type="xml">
 307                 <tree string="Partner Segmentation Lines">
 308                     <field name="name"/>
 309                     <field name="expr_name"/>
 310                     <field name="expr_operator"/>
 311                     <field name="expr_value"/>
 312                     <field name="operator"/>
 313                 </tree>
 314             </field>
 315         </record>
 316
 317         <!-- Segmentation line Form View  -->
 318
 319         <record id="crm_segmentation_line-view" model="ir.ui.view">
 320             <field name="name">crm.segmentation.line.form</field>
 321             <field name="model">crm.segmentation.line</field>
 322             <field name="type">form</field>
 323             <field name="arch" type="xml">
 324                 <form string="Partner Segmentation Lines" version="7.0">
 325                     <group col="4">
 326                         <field colspan="4" name="name"/>
 327                         <group col="2" colspan="4">
 328                             <field name="expr_name"/>
 329                             <field name="expr_operator"/>
 330                             <field name="expr_value"/>
 331                         </group>
 332                         <field name="operator"/>
 333                     </group>
 334                 </form>
 335             </field>
 336         </record>
 337
 338         <!-- CRM Segmentation  Form View  -->
 339
 340         <record id="crm_segmentation-view" model="ir.ui.view">
 341             <field name="name">crm.segmentation.form</field>
 342             <field name="model">crm.segmentation</field>
 343             <field name="type">form</field>
 344             <field name="arch" type="xml">
 345                 <form string="Partner Segmentation" version="7.0">
 346                     <header>
 347                         <button name="process_start"
 348                             states="not running"
 349                             string="Compute Segmentation" type="object"
 350                             icon="gtk-execute" />
 351                         <button name="process_stop" states="running"
 352                             string="Stop Process" type="object"
 353                             icon="gtk-cancel" />
 354                         <button name="process_continue" states="running"
 355                             string="Continue Process" type="object"
 356                             icon="gtk-go-forward" />
 357                         <field name="state" widget="statusbar"/>
 358                     </header>
 359                     <group col="4">
 360                         <field name="name"/>
 361                         <field name="categ_id"/>
 362                         <field name="exclusif"/>
 363                     </group>
 364                     <notebook>
 365                        <page string="Sales Purchase">
 366                            <group>
 367                                <field name="sales_purchase_active"/>
 368                            </group>
 369                            <separator string="Segmentation Test"/>
 370                            <field name="segmentation_line" widget="one2many_list"/>
 371                        </page>
 372                        <page string="Description">
 373                            <field name="description"/>
 374                        </page>
 375                     </notebook>
 376                 </form>
 377             </field>
 378         </record>
 379
 380         <!-- CRM Segmentation  Tree View  -->
 381
 382         <record id="crm_segmentation_tree-view" model="ir.ui.view">
 383             <field name="name">crm.segmentation.tree</field>
 384             <field name="model">crm.segmentation</field>
 385             <field name="type">tree</field>
 386             <field name="arch" type="xml">
 387                 <tree string="Partner Segmentations">
 388                     <field name="name"/>
 389                     <field name="description"/>
 390                     <field name="categ_id"/>
 391                 </tree>
 392             </field>
 393         </record>
 394
 395         <record id="crm_segmentation-act" model="ir.actions.act_window">
 396             <field name="name">Segmentation</field>
 397             <field name="res_model">crm.segmentation</field>
 398             <field name="view_type">form</field>
 399             <field name="view_id" ref="crm_segmentation-view"/>
 400         </record>
 401
 402         <record id="crm_segmentation_tree-act" model="ir.actions.act_window">
 403             <field name="name">Contacts Segmentation</field>
 404             <field name="res_model">crm.segmentation</field>
 405             <field name="view_type">form</field>
 406             <field name="view_mode">tree,form</field>
 407             <field name="help" type="html">
 408               <p class="oe_view_nocontent_create">
 409                 Click to define a new customer segmentation.
 410               </p><p>
 411                 Create specific categories which you can assign to your
 412                 contacts to better manage your interactions with them. The
 413                 segmentation tool is able to assign categories to contacts
 414                 according to criteria you set.
 415               </p>
 416             </field>
 417         </record>
 418
 419        <menuitem action="crm_segmentation_tree-act"
 420             id="menu_crm_segmentation-act"
 421             groups="base.group_no_one" sequence="15"
 422             parent="base.menu_base_config" />
 423
 424         <!-- menu for the working time -->
 425         <menuitem action="resource.action_resource_calendar_form" id="menu_action_resource_calendar_form" parent="resource.menu_resource_config" sequence="1"/>
 426
 427         <!-- Payment Mode Tree View -->
 428
 429         <record model="ir.ui.view" id="view_crm_payment_mode_tree">
 430             <field name="name">crm.payment.mode.tree</field>
 431             <field name="model">crm.payment.mode</field>
 432             <field name="type">tree</field>
 433             <field name="arch" type="xml">
 434                 <tree string="Payment Mode">
 435                     <field name="name"/>
 436                     <field name="section_id"/>
 437                 </tree>
 438             </field>
 439         </record>
 440
 441         <!-- Payment Mode Form View -->
 442
 443         <record model="ir.ui.view" id="view_crm_payment_mode_form">
 444             <field name="name">crm.payment.mode.form</field>
 445             <field name="model">crm.payment.mode</field>
 446             <field name="type">form</field>
 447             <field name="arch" type="xml">
 448                 <form string="Payment Mode" version="7.0">
 449                     <group>
 450                         <field name="name"/>
 451                         <field name="section_id"/>
 452                     </group>
 453                 </form>
 454             </field>
 455         </record>
 456
 457         <!-- Payment Mode Action -->
 458
 459         <record id="action_crm_payment_mode" model="ir.actions.act_window">
 460             <field name="name">Payment Mode</field>
 461             <field name="res_model">crm.payment.mode</field>
 462             <field name="view_type">form</field>
 463             <field name="view_mode">tree,form</field>
 464         </record>
 465
 466         <menuitem id="menu_crm_payment_mode" name="Fund Raising"
 467             parent="base.menu_base_config" sequence="85" groups="crm.group_fund_raising"/>
 468
 469         <menuitem action="action_crm_payment_mode"
 470             id="menu_crm_payment_mode_act"
 471             name="Payment Modes"
 472             parent="menu_crm_payment_mode" />
 473     </data>
 474 </openerp>