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,base.group_partner_manager"/>
   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 Call"
  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         <!-- Case Sections Form View -->
  25
  26         <record id="crm_case_section_view_form" model="ir.ui.view">
  27             <field name="name">crm.case.section.form</field>
  28             <field name="model">crm.case.section</field>
  29             <field name="type">form</field>
  30             <field name="arch" type="xml">
  31                 <form string="Sales Team">
  32                     <group col="6" colspan="4">
  33                         <field name="name" select="1" colspan="2"/>
  34                         <field name="parent_id" select="2" widget="selection"/>
  35                         <field name="code" select="1"/>
  36                         <newline/>
  37                         <field name="user_id" select="2"/>
  38                         <field name="resource_calendar_id" select="2" widget="selection"/>
  39                         <field name="active" select="2"/>
  40                     </group>
  41                     <notebook colspan="4">
  42                         <page string="Sales Team">
  43                             <group col="2" colspan="1">
  44                                 <separator string="Mailgateway" colspan="2"/>
  45                                 <field name="reply_to" select="2"/>
  46                             </group>
  47                             <group col="2" colspan="1">
  48                                 <separator string="Configuration" colspan="2"/>
  49                                 <field name="allow_unlink" select="2"/>
  50                                 <field name="change_responsible"/>
  51                             </group>
  52                             <group col="1" colspan="4" groups="base.group_extended">
  53                                 <separator string="Team Members" colspan="4"/>
  54                                 <field name="member_ids" nolabel="1" colspan="4"   height="250"/>
  55                             </group>
  56                         </page>
  57                         <page string="Stages">
  58                             <separator string="Select stages for this Sales Team" colspan="4"/>
  59                             <field name="stage_ids" colspan="4" nolabel="1"/>
  60                         </page>
  61                         <page string="Notes">
  62                             <field name="note" select="1" colspan="4" nolabel="1"/>
  63                         </page>
  64                     </notebook>
  65                 </form>
  66             </field>
  67         </record>
  68
  69         <!-- Case Sections Tree View -->
  70
  71         <record id="crm_case_section_view_tree" model="ir.ui.view">
  72             <field name="name">crm.case.section.tree</field>
  73             <field name="model">crm.case.section</field>
  74             <field name="type">tree</field>
  75             <field name="field_parent">child_ids</field>
  76             <field name="arch" type="xml">
  77                 <tree string="Sales Team">
  78                     <field name="name" select="1"/>
  79                     <field name="code" select="1"/>
  80                     <field name="user_id" select="1"/>
  81                 </tree>
  82             </field>
  83         </record>
  84
  85         <!-- Case Sections Action -->
  86
  87         <record id="crm_case_section_act" model="ir.actions.act_window">
  88             <field name="name">Sales Teams</field>
  89             <field name="res_model">crm.case.section</field>
  90             <field name="view_type">form</field>
  91             <field name="view_id" ref="crm_case_section_view_tree"/>
  92             <field name="help">Sales team allows you to organize your different salesmen or departments into separate teams. Each team will work in his own list of opportunities, sales orders, eso. Each user can set a team by default in his preferences. The opportunities and sales order he will see, will be automatically filtered according to his team.</field>
  93         </record>
  94
  95         <menuitem action="crm_case_section_act"
  96             id="menu_crm_case_section_act" sequence="4"
  97             parent="base.menu_sale_config_sales" />
  98
  99
 100         <!-- CRM Stage Tree View -->
 101
 102         <record model="ir.ui.view" id="crm_case_stage_tree">
 103             <field name="name">crm.case.stage.tree</field>
 104             <field name="model">crm.case.stage</field>
 105             <field name="type">tree</field>
 106             <field name="arch" type="xml">
 107                 <tree string="Stages">
 108                     <field name="sequence"/>
 109                     <field name="name"/>
 110                     <field name="probability"/>
 111                 </tree>
 112             </field>
 113         </record>
 114
 115         <!-- CRM Stage Form View -->
 116
 117         <record model="ir.ui.view" id="crm_case_stage_form">
 118             <field name="name">crm.case.stage.form</field>
 119             <field name="model">crm.case.stage</field>
 120             <field name="type">form</field>
 121             <field name="arch" type="xml">
 122                 <form string="Stage">
 123                     <separator string="Stage Definition" colspan="4"/>
 124                     <field name="name" select="1"/>
 125                     <field name="type" invisible="1" />
 126                      <field name="section_ids" invisible="1" />
 127                     <field name="sequence"/>
 128                     <field name="probability"/>
 129                     <field name="on_change"/>
 130                     <separator string="Requirements" colspan="4"/>
 131                     <field name="requirements" nolabel="1" colspan="4"/>
 132                 </form>
 133             </field>
 134         </record>
 135
 136         <!-- CRM Stage Action -->
 137
 138         <record id="crm_case_stage_act" model="ir.actions.act_window">
 139             <field name="name">Stages</field>
 140             <field name="res_model">crm.case.stage</field>
 141             <field name="view_type">form</field>
 142             <field name="view_id" ref="crm_case_stage_tree"/>
 143         </record>
 144
 145  <!-- Case Categories Form View -->
 146
 147         <record id="crm_case_categ-view" model="ir.ui.view">
 148             <field name="name">crm.case.categ.form</field>
 149             <field name="model">crm.case.categ</field>
 150             <field name="type">form</field>
 151             <field name="arch" type="xml">
 152                 <form string="Case Category">
 153                     <field name="name" select="1"/>
 154                     <field name="section_id" select="1"/>
 155                     <field name="object_id"  invisible="1" />
 156                 </form>
 157             </field>
 158         </record>
 159
 160         <!-- Case Categories Tree View -->
 161
 162         <record id="crm_case_categ_tree-view" model="ir.ui.view">
 163             <field name="name">crm.case.categ.tree</field>
 164             <field name="model">crm.case.categ</field>
 165             <field name="type">tree</field>
 166             <field name="arch" type="xml">
 167                 <tree string="Case Category">
 168                     <field name="name"/>
 169                     <field name="section_id"/>
 170                 </tree>
 171             </field>
 172         </record>
 173
 174         <!-- Resource Type of case Tree View -->
 175
 176         <record model="ir.ui.view" id="crm_case_resource_type_tree">
 177             <field name="name">crm.case.resource.type.tree</field>
 178             <field name="model">crm.case.resource.type</field>
 179             <field name="type">tree</field>
 180             <field name="arch" type="xml">
 181                 <tree string="Campaign">
 182                     <field name="name"/>
 183                     <field name="section_id"/>
 184                 </tree>
 185             </field>
 186         </record>
 187
 188         <!-- Resource Type of case Form View -->
 189
 190         <record model="ir.ui.view" id="crm_case_resource_type_form">
 191             <field name="name">crm.case.resource.type.form</field>
 192             <field name="model">crm.case.resource.type</field>
 193             <field name="type">form</field>
 194             <field name="arch" type="xml">
 195                 <form string="Campaign">
 196                     <field name="name" select="1"/>
 197                     <field name="section_id" select="1" widget="selection"/>
 198                 </form>
 199             </field>
 200         </record>
 201
 202         <!-- Resource Type of case Action -->
 203
 204         <record id="crm_case_resource_type_act" model="ir.actions.act_window">
 205             <field name="name">Campaigns</field>
 206             <field name="res_model">crm.case.resource.type</field>
 207             <field name="view_type">form</field>
 208             <field name="view_id" ref="crm_case_resource_type_tree"/>
 209         </record>
 210
 211          <menuitem action="crm_case_resource_type_act"
 212             id="menu_crm_case_resource_type_act" sequence="4"
 213             groups="base.group_extended"
 214             parent="base.menu_sale_config_sales" />
 215
 216         <record id="crm_case_section_act_tree" model="ir.actions.act_window">
 217             <field name="name">Cases by Sales Team</field>
 218             <field name="res_model">crm.case.section</field>
 219             <field name="domain">[('parent_id','=',False)]</field>
 220             <field name="view_type">tree</field>
 221             <field name="view_id" ref="crm_case_section_view_tree"/>
 222         </record>
 223
 224         <!-- Segmentation line Tree View  -->
 225
 226         <record id="crm_segmentation_line_tree-view" model="ir.ui.view">
 227             <field name="name">crm.segmentation.line.tree</field>
 228             <field name="model">crm.segmentation.line</field>
 229             <field name="type">tree</field>
 230             <field name="arch" type="xml">
 231                 <tree string="Partner Segmentation Lines">
 232                     <field name="name"/>
 233                     <field name="expr_name"/>
 234                     <field name="expr_operator"/>
 235                     <field name="expr_value"/>
 236                     <field name="operator"/>
 237                 </tree>
 238             </field>
 239         </record>
 240
 241         <!-- Segmentation line Form View  -->
 242
 243         <record id="crm_segmentation_line-view" model="ir.ui.view">
 244             <field name="name">crm.segmentation.line.form</field>
 245             <field name="model">crm.segmentation.line</field>
 246             <field name="type">form</field>
 247             <field name="arch" type="xml">
 248                 <form string="Partner Segmentation Lines">
 249                     <field colspan="4" name="name" select="1"/>
 250                     <group col="2" colspan="4">
 251                         <field name="expr_name"/>
 252                         <field name="expr_operator"/>
 253                         <field name="expr_value"/>
 254                     </group>
 255                     <newline/>
 256                     <field name="operator"/>
 257                 </form>
 258             </field>
 259         </record>
 260
 261         <!-- CRM Segmentation  Form View  -->
 262
 263         <record id="crm_segmentation-view" model="ir.ui.view">
 264             <field name="name">crm.segmentation.form</field>
 265             <field name="model">crm.segmentation</field>
 266             <field name="type">form</field>
 267             <field name="arch" type="xml">
 268                 <form string="Partner Segmentation">
 269                     <group col="6" colspan="4">
 270                         <field name="name" select="1"/>
 271                         <field name="categ_id"/>
 272                         <field name="exclusif"/>
 273                     </group>
 274                     <notebook colspan="4">
 275                         <page string="Sales Purchase">
 276                             <field name="sales_purchase_active"/>
 277                             <separator colspan="4" string="State of Mind Computation"/>
 278                             <field name="som_interval"/>
 279                             <field name="som_interval_max"/>
 280                             <field name="som_interval_decrease"/>
 281                             <field name="som_interval_default"/>
 282                             <separator colspan="4" string="Segmentation Test"/>
 283                             <field colspan="4" name="segmentation_line" widget="one2many_list" nolabel="1"/>
 284                         </page>
 285                         <page string="Description">
 286                                <field colspan="4" name="description" nolabel="1"/>
 287                            </page>
 288                     </notebook>
 289                     <field name="state"/>
 290                     <group col="3" colspan="2">
 291                         <button name="process_start"
 292                             states="not running"
 293                             string="Compute Segmentation" type="object"
 294                             icon="gtk-execute" />
 295                         <button name="process_stop" states="running"
 296                             string="Stop Process" type="object"
 297                             icon="gtk-cancel" />
 298                         <button name="process_continue" states="running"
 299                             string="Continue Process" type="object"
 300                             icon="gtk-go-forward" />
 301                     </group>
 302                 </form>
 303             </field>
 304         </record>
 305
 306         <!-- CRM Segmentation  Tree View  -->
 307
 308         <record id="crm_segmentation_tree-view" model="ir.ui.view">
 309             <field name="name">crm.segmentation.tree</field>
 310             <field name="model">crm.segmentation</field>
 311             <field name="type">tree</field>
 312             <field name="arch" type="xml">
 313                 <tree string="Partner Segmentations">
 314                     <field name="name"/>
 315                     <field name="description"/>
 316                     <field name="categ_id"/>
 317                 </tree>
 318             </field>
 319         </record>
 320
 321         <record id="crm_segmentation-act" model="ir.actions.act_window">
 322             <field name="name">Segmentation</field>
 323             <field name="res_model">crm.segmentation</field>
 324             <field name="view_type">form</field>
 325             <field name="view_id" ref="crm_segmentation-view"/>
 326         </record>
 327
 328         <record id="crm_segmentation_tree-act" model="ir.actions.act_window">
 329             <field name="name">Partners Segmentation</field>
 330             <field name="res_model">crm.segmentation</field>
 331             <field name="view_type">form</field>
 332             <field name="view_mode">tree,form</field>
 333             <field name="help">Create specific partner categories that you will then be able to assign to your partners to better manage your interactions with them. The segmentation tool will assign categories to partners based on defined criteria.</field>
 334         </record>
 335
 336        <menuitem action="crm_segmentation_tree-act"
 337             id="menu_crm_segmentation-act"
 338             groups="base.group_extended" sequence="2"
 339             parent="base.menu_base_action_rule" />
 340
 341         <record model="ir.ui.view" id="view_users_form_simple_modif_inherited1">
 342             <field name="name">view.users.form.crm.modif.inherited1</field>
 343             <field name="model">res.users</field>
 344             <field name="inherit_id" ref="base.view_users_form_simple_modif" />
 345             <field name="type">form</field>
 346             <field name="arch" type="xml">
 347                 <page string="Current Activity" position="inside">
 348                     <field name="context_section_id" completion="1"
 349                         widget="selection"
 350                         context="{'user_prefence':True}"
 351                         readonly="0"/>
 352                 </page>
 353             </field>
 354         </record>
 355
 356         <record id="view_users_form_simple_modif_inherited2" model="ir.ui.view">
 357                 <field name="name">view.users.form.crm.modif.inherited2</field>
 358                 <field name="model">res.users</field>
 359                 <field name="type">form</field>
 360                 <field name="inherit_id" ref="base.view_users_form"/>
 361                 <field eval="18" name="priority"/>
 362                 <field name="arch" type="xml">
 363                     <field name="password" position="after">
 364                         <field name="context_section_id" completion="1" widget="selection"/>
 365                     </field>
 366                 </field>
 367         </record>
 368
 369         <!-- Inherit View From Partner  -->
 370
 371         <record id="view_partners_form_crm1" model="ir.ui.view">
 372                 <field name="name">view.res.partner.form.crm.inherited1</field>
 373                 <field name="model">res.partner</field>
 374                 <field name="type">form</field>
 375                 <field name="inherit_id" ref="base.view_partner_form"/>
 376                 <field eval="18" name="priority"/>
 377                 <field name="arch" type="xml">
 378                     <field name="parent_id" position="after">
 379                         <field name="section_id" completion="1" widget="selection"
 380                             groups="base.group_extended"/>
 381                     </field>
 382                 </field>
 383         </record>
 384
 385         <record id="view_partners_tree_crm2" model="ir.ui.view">
 386                 <field name="name">view.res.partner.tree.crm.inherited2</field>
 387                 <field name="model">res.partner</field>
 388                 <field name="type">tree</field>
 389                 <field name="inherit_id" ref="base.view_partner_tree"/>
 390                 <field eval="18" name="priority"/>
 391                 <field name="arch" type="xml">
 392                     <field name="country" position="after">
 393                         <field name="section_id" completion="1" widget="selection"
 394                             groups="base.group_extended"/>
 395                     </field>
 396                 </field>
 397         </record>
 398
 399         <record id="view_partners_form_crm3" model="ir.ui.view">
 400                 <field name="name">view.res.partner.search.crm.inherited3</field>
 401                 <field name="model">res.partner</field>
 402                 <field name="type">search</field>
 403                 <field name="inherit_id" ref="base.view_res_partner_filter"/>
 404                 <field eval="18" name="priority"/>
 405                 <field name="arch" type="xml">
 406                     <field name="category_id" position="after">
 407                         <field name="section_id" completion="1" widget="selection"
 408                             groups="base.group_extended"/>
 409                     </field>
 410                 </field>
 411         </record>
 412
 413
 414     </data>
 415 </openerp>