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="5" 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         <!-- crm.tracking.medium -->
  27         <record id="crm_tracking_medium_view_tree" model="ir.ui.view">
  28             <field name="name">crm.tracking.medium.tree</field>
  29             <field name="model">crm.tracking.medium</field>
  30             <field name="arch" type="xml">
  31                 <tree string="Channels">
  32                     <field name="name"/>
  33                     <field name="active"/>
  34                 </tree>
  35             </field>
  36         </record>
  37         <record id="crm_tracking_medium_view_form" model="ir.ui.view">
  38             <field name="name">crm.tracking.medium.form</field>
  39             <field name="model">crm.tracking.medium</field>
  40             <field name="arch" type="xml">
  41                 <form string="Channel">
  42                     <group>
  43                         <field name="name"/>
  44                         <field name="active"/>
  45                     </group>
  46                 </form>
  47             </field>
  48         </record>
  49         <record id="crm_tracking_medium_action" model="ir.actions.act_window">
  50             <field name="name">Channels</field>
  51             <field name="res_model">crm.tracking.medium</field>
  52             <field name="view_type">form</field>
  53             <field name="view_mode">tree,form</field>
  54             <field name="help" type="html">
  55               <p class="oe_view_nocontent_create">
  56                 Click to define a new channel.
  57               </p><p>
  58                 Use channels to track the type of source of your leads and opportunities. Channels
  59                 are mostly used in reporting to analyse sales performance
  60                 related to marketing efforts.
  61               </p><p>
  62                 Some examples of channels: company website, phone call
  63                 campaign, reseller, banner, etc.
  64               </p>
  65             </field>
  66         </record>
  67
  68         <!-- crm.tracking.source -->
  69         <record id="crm_tracking_source_view_tree" model="ir.ui.view">
  70             <field name="name">crm.tracking.source.tree</field>
  71             <field name="model">crm.tracking.source</field>
  72             <field name="arch" type="xml">
  73                 <tree string="Channels">
  74                     <field name="name"/>
  75                 </tree>
  76             </field>
  77         </record>
  78         <record id="crm_tracking_source_view_form" model="ir.ui.view">
  79             <field name="name">crm.tracking.source.form</field>
  80             <field name="model">crm.tracking.source</field>
  81             <field name="arch" type="xml">
  82                 <form string="Channel">
  83                     <group>
  84                         <field name="name"/>
  85                     </group>
  86                 </form>
  87             </field>
  88         </record>
  89         <record id="crm_tracking_source_action" model="ir.actions.act_window">
  90             <field name="name">Source</field>
  91             <field name="res_model">crm.tracking.source</field>
  92             <field name="view_type">form</field>
  93             <field name="view_mode">tree,form</field>
  94             <field name="help" type="html">
  95               <p class="oe_view_nocontent_create">
  96                 Click to define a new source.
  97               </p><p>
  98                 Use channels to track the source of your leads and opportunities. Channels
  99                 are mostly used in reporting to analyse sales performance
 100                 related to marketing efforts.
 101               </p><p>
 102                 Some examples of channels: partner's website, google.com,
 103                 email list name, etc.
 104               </p>
 105             </field>
 106         </record>
 107
 108         <menuitem action="crm_tracking_source_action" id="menu_crm_tracking_source" parent="base.menu_crm_config_lead" sequence="4" groups="base.group_no_one"/>
 109
 110         <!-- CRM.LOST.REASON VIEWS -->
 111         <record id="crm_lost_reason_view_form" model="ir.ui.view">
 112             <field name="name">crm.lost.reason.form</field>
 113             <field name="model">crm.lost.reason</field>
 114             <field name="arch" type="xml">
 115                 <form string="Channel">
 116                     <group>
 117                         <field name="name"/>
 118                     </group>
 119                 </form>
 120             </field>
 121         </record>
 122         <record id="crm_lost_reason_action" model="ir.actions.act_window">
 123             <field name="name">Lost Reasons</field>
 124             <field name="res_model">crm.lost.reason</field>
 125             <field name="view_type">form</field>
 126             <field name="view_mode">tree,form</field>
 127             <field name="help" type="html">
 128               <p class="oe_view_nocontent_create">
 129                 Click to define a new lost reason.
 130               </p><p>
 131                 Use lost reasons to explain why an opportunity is lost.
 132               </p><p>
 133                 Some examples of lost reasons: "We don't have people/skill", "Price too high"
 134               </p>
 135             </field>
 136         </record>
 137
 138         <menuitem action="crm_lost_reason_action" id="menu_crm_lost_reason" parent="base.menu_crm_config_lead" sequence="6" groups="base.group_no_one"/>
 139
 140
 141         <!-- CRM STAGE VIEWS -->
 142         <record model="ir.ui.view" id="crm_stage_tree">
 143             <field name="name">crm.stage.tree</field>
 144             <field name="model">crm.stage</field>
 145             <field name="arch" type="xml">
 146                 <tree string="Stages">
 147                     <field name="sequence" widget="handle"/>
 148                     <field name="name"/>
 149                     <field name="probability"/>
 150                     <field name="type"/>
 151                 </tree>
 152             </field>
 153         </record>
 154
 155         <record model="ir.ui.view" id="crm_stage_form">
 156             <field name="name">crm.stage.form</field>
 157             <field name="model">crm.stage</field>
 158             <field name="priority" eval="1"/>
 159             <field name="arch" type="xml">
 160                 <form string="Stage">
 161                     <group>
 162                         <group>
 163                             <field name="name"/>
 164                             <field name="sequence"/>
 165                             <field name="type"/>
 166                             <field name="probability"/>
 167                             <field name="case_default" groups="base.group_multi_salesteams"/>
 168                         </group>
 169                         <group>
 170                             <field name="fold"/>
 171                             <field name="on_change"/>
 172                             <field name="legend_priority"/>
 173                         </group>
 174                     </group>
 175                     <separator string="Requirements"/>
 176                     <field name="requirements" nolabel="1"/>
 177                     <field name="team_ids" invisible="1"/>
 178                 </form>
 179             </field>
 180         </record>
 181
 182         <!-- CRM Stage Action -->
 183
 184         <record id="crm_stage_act" model="ir.actions.act_window">
 185             <field name="name">Stages</field>
 186             <field name="res_model">crm.stage</field>
 187             <field name="view_type">form</field>
 188             <field name="view_id" ref="crm_stage_tree"/>
 189         </record>
 190
 191         <!-- Resource Type of case Tree View -->
 192
 193         <record model="ir.ui.view" id="crm_tracking_campaign_tree">
 194             <field name="name">crm.tracking.campaign.tree</field>
 195             <field name="model">crm.tracking.campaign</field>
 196             <field name="arch" type="xml">
 197                 <tree string="Campaign">
 198                     <field name="name"/>
 199                     <field name="team_id" groups="base.group_multi_salesteams"/>
 200                 </tree>
 201             </field>
 202         </record>
 203
 204         <!-- Resource Type of case Form View -->
 205
 206         <record model="ir.ui.view" id="crm_tracking_campaign_form">
 207             <field name="name">crm.tracking.campaign.form</field>
 208             <field name="model">crm.tracking.campaign</field>
 209             <field name="arch" type="xml">
 210                 <form string="Campaign">
 211                     <group>
 212                         <field name="name"/>
 213                         <field name="team_id" groups="base.group_multi_salesteams"/>
 214                     </group>
 215                 </form>
 216             </field>
 217         </record>
 218
 219         <!-- Resource Type of case Action -->
 220
 221         <record id="crm_tracking_campaign_act" model="ir.actions.act_window">
 222             <field name="name">Campaigns</field>
 223             <field name="res_model">crm.tracking.campaign</field>
 224             <field name="view_type">form</field>
 225             <field name="view_id" ref="crm_tracking_campaign_tree"/>
 226         </record>
 227
 228         <menuitem action="crm_tracking_campaign_act"
 229             id="menu_crm_tracking_campaign_act" sequence="4"
 230             groups="base.group_no_one"
 231             parent="base.menu_crm_config_lead"/>
 232
 233     </data>
 234 </openerp>