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_sale_config_sales" name="Sales"
  12             parent="base.menu_base_config" sequence="0" groups="base.group_sale_manager"/>
  13
  14         <menuitem id="menu_crm_config_phonecall" name="Phone Call"
  15             parent="base.menu_base_config" sequence="5" groups="base.group_extended"/>
  16
  17         <menuitem id="base.next_id_64" name="Reporting"
  18             parent="base.menu_base_partner" sequence="11" />
  19
  20
  21         <!-- Case Sections Form View -->
  22
  23         <record id="crm_case_section_view_form" model="ir.ui.view">
  24             <field name="name">crm.case.section.form</field>
  25             <field name="model">crm.case.section</field>
  26             <field name="type">form</field>
  27             <field name="arch" type="xml">
  28                 <form string="Sales Team">
  29                     <group col="6" colspan="4">
  30                         <field name="name" select="1" colspan="2"/>
  31                         <field name="parent_id" select="2" widget="selection"/>
  32                         <field name="code" select="1"/>
  33                         <newline/>
  34                         <field name="user_id" select="2"/>
  35                         <field name="resource_calendar_id" select="2" widget="selection"/>
  36                         <field name="active" select="2"/>
  37                     </group>
  38                     <notebook colspan="4">
  39                         <page string="Sales Team">
  40                             <group col="2" colspan="1">
  41                                 <separator string="Mailgateway" colspan="2"/>
  42                                 <field name="reply_to" select="2"/>
  43                             </group>
  44                             <group col="2" colspan="1">
  45                                 <separator string="Configuration" colspan="2"/>
  46                                 <field name="allow_unlink" select="2"/>
  47                                 <field name="change_responsible"/>
  48                             </group>
  49                             <group col="1" colspan="4" groups="base.group_extended">
  50                                 <separator string="Team Members" colspan="4"/>
  51                                 <field name="member_ids" nolabel="1" colspan="4"   height="250"/>
  52                             </group>
  53                         </page>
  54                         <page string="Stages">
  55                             <separator string="Select stages for this Sales Team" colspan="4"/>
  56                             <field name="stage_ids" colspan="4" nolabel="1"/>
  57                         </page>
  58                         <page string="Notes">
  59                             <field name="note" select="1" colspan="4" nolabel="1"/>
  60                         </page>
  61                     </notebook>
  62                 </form>
  63             </field>
  64         </record>
  65
  66         <!-- Case Sections Tree View -->
  67
  68         <record id="crm_case_section_view_tree" model="ir.ui.view">
  69             <field name="name">crm.case.section.tree</field>
  70             <field name="model">crm.case.section</field>
  71             <field name="type">tree</field>
  72             <field name="field_parent">child_ids</field>
  73             <field name="arch" type="xml">
  74                 <tree string="Sales Team">
  75                     <field name="name" select="1"/>
  76                     <field name="code" select="1"/>
  77                     <field name="user_id" select="1"/>
  78                 </tree>
  79             </field>
  80         </record>
  81
  82         <!-- Case Sections Action -->
  83
  84         <record id="crm_case_section_act" model="ir.actions.act_window">
  85             <field name="name">Sales Teams</field>
  86             <field name="res_model">crm.case.section</field>
  87             <field name="view_type">form</field>
  88             <field name="view_id" ref="crm_case_section_view_tree"/>
  89             <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>
  90         </record>
  91
  92         <menuitem action="crm_case_section_act"
  93             id="menu_crm_case_section_act" sequence="4"
  94             parent="base.menu_sale_config_sales" />
  95
  96
  97         <!-- CRM Stage Tree View -->
  98
  99         <record model="ir.ui.view" id="crm_case_stage_tree">
 100             <field name="name">crm.case.stage.tree</field>
 101             <field name="model">crm.case.stage</field>
 102             <field name="type">tree</field>
 103             <field name="arch" type="xml">
 104                 <tree string="Stages">
 105                     <field name="sequence"/>
 106                     <field name="name"/>
 107                     <field name="probability"/>
 108                 </tree>
 109             </field>
 110         </record>
 111
 112         <!-- CRM Stage Form View -->
 113
 114         <record model="ir.ui.view" id="crm_case_stage_form">
 115             <field name="name">crm.case.stage.form</field>
 116             <field name="model">crm.case.stage</field>
 117             <field name="type">form</field>
 118             <field name="arch" type="xml">
 119                 <form string="Stage">
 120                     <separator string="Stage Definition" colspan="4"/>
 121                     <field name="name" select="1"/>
 122                     <field name="object_id" invisible="1" />
 123                     <field name="sequence"/>
 124                     <field name="probability"/>
 125                     <field name="on_change"/>
 126                     <separator string="Requirements" colspan="4"/>
 127                     <field name="requirements" nolabel="1" colspan="4"/>
 128                 </form>
 129             </field>
 130         </record>
 131
 132         <!-- CRM Stage Action -->
 133
 134         <record id="crm_case_stage_act" model="ir.actions.act_window">
 135             <field name="name">Stages</field>
 136             <field name="res_model">crm.case.stage</field>
 137             <field name="view_type">form</field>
 138             <field name="view_id" ref="crm_case_stage_tree"/>
 139         </record>
 140
 141  <!-- Case Categories Form View -->
 142
 143         <record id="crm_case_categ-view" model="ir.ui.view">
 144             <field name="name">crm.case.categ.form</field>
 145             <field name="model">crm.case.categ</field>
 146             <field name="type">form</field>
 147             <field name="arch" type="xml">
 148                 <form string="Case Category">
 149                     <field name="name" select="1"/>
 150                     <field name="section_id" select="1"/>
 151                     <field name="object_id"  invisible="1" />
 152                 </form>
 153             </field>
 154         </record>
 155
 156         <!-- Case Categories Tree View -->
 157
 158         <record id="crm_case_categ_tree-view" model="ir.ui.view">
 159             <field name="name">crm.case.categ.tree</field>
 160             <field name="model">crm.case.categ</field>
 161             <field name="type">tree</field>
 162             <field name="arch" type="xml">
 163                 <tree string="Case Category">
 164                     <field name="name"/>
 165                     <field name="section_id"/>
 166                 </tree>
 167             </field>
 168         </record>
 169
 170         <!-- Resource Type of case Tree View -->
 171
 172         <record model="ir.ui.view" id="crm_case_resource_type_tree">
 173             <field name="name">crm.case.resource.type.tree</field>
 174             <field name="model">crm.case.resource.type</field>
 175             <field name="type">tree</field>
 176             <field name="arch" type="xml">
 177                 <tree string="Campaign">
 178                     <field name="name"/>
 179                     <field name="section_id"/>
 180                 </tree>
 181             </field>
 182         </record>
 183
 184         <!-- Resource Type of case Form View -->
 185
 186         <record model="ir.ui.view" id="crm_case_resource_type_form">
 187             <field name="name">crm.case.resource.type.form</field>
 188             <field name="model">crm.case.resource.type</field>
 189             <field name="type">form</field>
 190             <field name="arch" type="xml">
 191                 <form string="Campaign">
 192                     <field name="name" select="1"/>
 193                     <field name="section_id" select="1" widget="selection"/>
 194                 </form>
 195             </field>
 196         </record>
 197
 198         <!-- Resource Type of case Action -->
 199
 200         <record id="crm_case_resource_type_act" model="ir.actions.act_window">
 201             <field name="name">Campaigns</field>
 202             <field name="res_model">crm.case.resource.type</field>
 203             <field name="view_type">form</field>
 204             <field name="view_id" ref="crm_case_resource_type_tree"/>
 205         </record>
 206
 207          <menuitem action="crm_case_resource_type_act"
 208             id="menu_crm_case_resource_type_act" sequence="4"
 209             groups="base.group_extended"
 210             parent="base.menu_sale_config_sales" />
 211
 212         <record id="crm_case_section_act_tree" model="ir.actions.act_window">
 213             <field name="name">Cases by Sales Team</field>
 214             <field name="res_model">crm.case.section</field>
 215             <field name="domain">[('parent_id','=',False)]</field>
 216             <field name="view_type">tree</field>
 217             <field name="view_id" ref="crm_case_section_view_tree"/>
 218         </record>
 219
 220         <!-- Segmentation line Tree View  -->
 221
 222         <record id="crm_segmentation_line_tree-view" model="ir.ui.view">
 223             <field name="name">crm.segmentation.line.tree</field>
 224             <field name="model">crm.segmentation.line</field>
 225             <field name="type">tree</field>
 226             <field name="arch" type="xml">
 227                 <tree string="Partner Segmentation Lines">
 228                     <field name="name"/>
 229                     <field name="expr_name"/>
 230                     <field name="expr_operator"/>
 231                     <field name="expr_value"/>
 232                     <field name="operator"/>
 233                 </tree>
 234             </field>
 235         </record>
 236
 237         <!-- Segmentation line Form View  -->
 238
 239         <record id="crm_segmentation_line-view" model="ir.ui.view">
 240             <field name="name">crm.segmentation.line.form</field>
 241             <field name="model">crm.segmentation.line</field>
 242             <field name="type">form</field>
 243             <field name="arch" type="xml">
 244                 <form string="Partner Segmentation Lines">
 245                     <field colspan="4" name="name" select="1"/>
 246                     <group col="2" colspan="4">
 247                         <field name="expr_name"/>
 248                         <field name="expr_operator"/>
 249                         <field name="expr_value"/>
 250                     </group>
 251                     <newline/>
 252                     <field name="operator"/>
 253                 </form>
 254             </field>
 255         </record>
 256
 257         <!-- CRM Segmentation  Form View  -->
 258
 259         <record id="crm_segmentation-view" model="ir.ui.view">
 260             <field name="name">crm.segmentation.form</field>
 261             <field name="model">crm.segmentation</field>
 262             <field name="type">form</field>
 263             <field name="arch" type="xml">
 264                 <form string="Partner Segmentation">
 265                     <group col="6" colspan="4">
 266                         <field name="name" select="1"/>
 267                         <field name="categ_id"/>
 268                         <field name="exclusif"/>
 269                     </group>
 270                     <notebook colspan="4">
 271                         <page string="Sales Purchase">
 272                             <field name="sales_purchase_active"/>
 273                             <separator colspan="4" string="State of Mind Computation"/>
 274                             <field name="som_interval"/>
 275                             <field name="som_interval_max"/>
 276                             <field name="som_interval_decrease"/>
 277                             <field name="som_interval_default"/>
 278                             <separator colspan="4" string="Segmentation Test"/>
 279                             <field colspan="4" name="segmentation_line" widget="one2many_list" nolabel="1"/>
 280                         </page>
 281                         <page string="Description">
 282                                <field colspan="4" name="description" nolabel="1"/>
 283                            </page>
 284                     </notebook>
 285                     <field name="state"/>
 286                     <group col="3" colspan="2">
 287                         <button name="process_start"
 288                             states="not running"
 289                             string="Compute Segmentation" type="object"
 290                             icon="gtk-execute" />
 291                         <button name="process_stop" states="running"
 292                             string="Stop Process" type="object"
 293                             icon="gtk-cancel" />
 294                         <button name="process_continue" states="running"
 295                             string="Continue Process" type="object"
 296                             icon="gtk-go-forward" />
 297                     </group>
 298                 </form>
 299             </field>
 300         </record>
 301
 302         <!-- CRM Segmentation  Tree View  -->
 303
 304         <record id="crm_segmentation_tree-view" model="ir.ui.view">
 305             <field name="name">crm.segmentation.tree</field>
 306             <field name="model">crm.segmentation</field>
 307             <field name="type">tree</field>
 308             <field name="arch" type="xml">
 309                 <tree string="Partner Segmentations">
 310                     <field name="name"/>
 311                     <field name="description"/>
 312                     <field name="categ_id"/>
 313                 </tree>
 314             </field>
 315         </record>
 316
 317         <record id="crm_segmentation-act" model="ir.actions.act_window">
 318             <field name="name">Segmentation</field>
 319             <field name="res_model">crm.segmentation</field>
 320             <field name="view_type">form</field>
 321             <field name="view_id" ref="crm_segmentation-view"/>
 322         </record>
 323
 324         <record id="crm_segmentation_tree-act" model="ir.actions.act_window">
 325             <field name="name">Partners Segmentation</field>
 326             <field name="res_model">crm.segmentation</field>
 327             <field name="view_type">form</field>
 328             <field name="view_mode">tree,form</field>
 329             <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>
 330         </record>
 331
 332        <menuitem action="crm_segmentation_tree-act"
 333             id="menu_crm_segmentation-act"
 334             groups="base.group_extended" sequence="2"
 335             parent="base.menu_base_action_rule" />
 336
 337         <record model="ir.ui.view" id="view_users_form_simple_modif_inherited1">
 338             <field name="name">view.users.form.crm.modif.inherited1</field>
 339             <field name="model">res.users</field>
 340             <field name="inherit_id" ref="base.view_users_form_simple_modif" />
 341             <field name="type">form</field>
 342             <field name="arch" type="xml">
 343                 <page string="Current Activity" position="inside">
 344                     <field name="context_section_id" completion="1"
 345                         widget="selection"
 346                         context="{'user_prefence':True}"
 347                         readonly="0"/>
 348                 </page>
 349             </field>
 350         </record>
 351
 352         <record id="view_users_form_simple_modif_inherited2" model="ir.ui.view">
 353                 <field name="name">view.users.form.crm.modif.inherited2</field>
 354                 <field name="model">res.users</field>
 355                 <field name="type">form</field>
 356                 <field name="inherit_id" ref="base.view_users_form"/>
 357                 <field eval="18" name="priority"/>
 358                 <field name="arch" type="xml">
 359                     <field name="password" position="after">
 360                         <field name="context_section_id" completion="1" widget="selection"/>
 361                     </field>
 362                 </field>
 363         </record>
 364
 365         <!-- Inherit View From Partner  -->
 366
 367         <record id="view_partners_form_crm1" model="ir.ui.view">
 368                 <field name="name">view.res.partner.form.crm.inherited1</field>
 369                 <field name="model">res.partner</field>
 370                 <field name="type">form</field>
 371                 <field name="inherit_id" ref="base.view_partner_form"/>
 372                 <field eval="18" name="priority"/>
 373                 <field name="arch" type="xml">
 374                     <field name="parent_id" position="after">
 375                         <field name="section_id" completion="1" widget="selection"
 376                             groups="base.group_extended"/>
 377                     </field>
 378                 </field>
 379         </record>
 380
 381         <record id="view_partners_tree_crm2" model="ir.ui.view">
 382                 <field name="name">view.res.partner.tree.crm.inherited2</field>
 383                 <field name="model">res.partner</field>
 384                 <field name="type">tree</field>
 385                 <field name="inherit_id" ref="base.view_partner_tree"/>
 386                 <field eval="18" name="priority"/>
 387                 <field name="arch" type="xml">
 388                     <field name="country" position="after">
 389                         <field name="section_id" completion="1" widget="selection"
 390                             groups="base.group_extended"/>
 391                     </field>
 392                 </field>
 393         </record>
 394
 395         <record id="view_partners_form_crm3" model="ir.ui.view">
 396                 <field name="name">view.res.partner.search.crm.inherited3</field>
 397                 <field name="model">res.partner</field>
 398                 <field name="type">search</field>
 399                 <field name="inherit_id" ref="base.view_res_partner_filter"/>
 400                 <field eval="18" name="priority"/>
 401                 <field name="arch" type="xml">
 402                     <field name="category_id" position="after">
 403                         <field name="section_id" completion="1" widget="selection"
 404                             groups="base.group_extended"/>
 405                     </field>
 406                 </field>
 407         </record>
 408
 409
 410     </data>
 411 </openerp>