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="1"
   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="80" 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="45" groups="base.group_sale_salesman"/>
  19
  20         <menuitem id="base.next_id_64" name="Sales"
  21             parent="base.menu_reporting" sequence="1" />
  22
  23         <menuitem id="base.menu_sales_configuration_misc" name="Miscellaneous" parent="base.menu_base_config" sequence="75"/>
  24
  25
  26         <!-- crm.case.channel -->
  27         <record id="crm_case_channel_view_tree" model="ir.ui.view">
  28             <field name="name">crm.case.channel.tree</field>
  29             <field name="model">crm.case.channel</field>
  30             <field name="type">tree</field>
  31             <field name="arch" type="xml">
  32                 <tree string="Channels">
  33                     <field name="name"/>
  34                     <field name="active"/>
  35                 </tree>
  36             </field>
  37         </record>
  38         <record id="crm_case_channel_view_form" model="ir.ui.view">
  39             <field name="name">crm.case.channel.form</field>
  40             <field name="model">crm.case.channel</field>
  41             <field name="type">form</field>
  42             <field name="arch" type="xml">
  43                 <form string="Channel" version="7.0">
  44                     <group>
  45                         <field name="name"/>
  46                         <field name="active"/>
  47                     </group>
  48                 </form>
  49             </field>
  50         </record>
  51         <record id="crm_case_channel_action" model="ir.actions.act_window">
  52             <field name="name">Channels</field>
  53             <field name="res_model">crm.case.channel</field>
  54             <field name="view_type">form</field>
  55             <field name="view_mode">tree,form</field>
  56             <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>
  57         </record>
  58
  59         <menuitem action="crm_case_channel_action" id="menu_crm_case_channel" parent="base.menu_crm_config_lead" sequence="4" groups="base.group_no_one"/>
  60
  61         <!-- Case Sections Form View -->
  62
  63         <record id="crm_case_section_view_form" model="ir.ui.view">
  64             <field name="name">crm.case.section.form</field>
  65             <field name="model">crm.case.section</field>
  66             <field name="type">form</field>
  67             <field name="arch" type="xml">
  68                 <form string="Sales Team" version="7.0">
  69                     <group>
  70                         <group>
  71                             <field name="name" colspan="2"/>
  72                             <field name="parent_id"/>
  73                             <field name="code"/>
  74                         </group>
  75                         <group>
  76                             <field name="user_id"/>
  77                             <field name="resource_calendar_id"/>
  78                             <field name="active"/>
  79                         </group>
  80                     </group>
  81                     <notebook colspan="4">
  82                         <page string="Sales Team">
  83                             <group col="4">
  84                                 <group>
  85                                     <field name="reply_to"/>
  86                                 </group>
  87                                 <group>
  88                                     <field name="change_responsible"/>
  89                                     <field name="allow_unlink"/>
  90                                 </group>
  91                             </group>
  92                             <separator string="Team Members"/>
  93                             <field name="member_ids"/>
  94                         </page>
  95                         <page string="Stages">
  96                             <separator string="Select Stages for this Sales Team"/>
  97                             <field name="stage_ids"/>
  98                         </page>
  99                         <page string="Notes">
 100                             <field name="note"/>
 101                         </page>
 102                     </notebook>
 103                 </form>
 104             </field>
 105         </record>
 106
 107         <!-- Case Sections Tree View -->
 108
 109         <record id="crm_case_section_view_tree" model="ir.ui.view">
 110             <field name="name">crm.case.section.tree</field>
 111             <field name="model">crm.case.section</field>
 112             <field name="type">tree</field>
 113             <field name="field_parent">child_ids</field>
 114             <field name="arch" type="xml">
 115                 <tree string="Sales Team">
 116                     <field name="name"/>
 117                     <field name="code"/>
 118                     <field name="user_id"/>
 119                 </tree>
 120             </field>
 121         </record>
 122
 123         <!-- Case Sections Action -->
 124
 125         <record id="crm_case_section_act" model="ir.actions.act_window">
 126             <field name="name">Sales Teams</field>
 127             <field name="res_model">crm.case.section</field>
 128             <field name="view_type">form</field>
 129             <field name="view_id" ref="crm_case_section_view_tree"/>
 130             <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>
 131         </record>
 132
 133         <menuitem action="crm_case_section_act"
 134             id="menu_crm_case_section_act" sequence="15"
 135             parent="base.menu_sales_configuration_misc" groups="base.group_no_one"/>
 136
 137
 138         <!-- CRM Stage Tree View -->
 139
 140         <record model="ir.ui.view" id="crm_case_stage_tree">
 141             <field name="name">crm.case.stage.tree</field>
 142             <field name="model">crm.case.stage</field>
 143             <field name="type">tree</field>
 144             <field name="arch" type="xml">
 145                 <tree string="Stages">
 146                     <field name="sequence"/>
 147                     <field name="name"/>
 148                     <field name="probability"/>
 149                     <field name="state"/>
 150                     <field name="type"/>
 151                 </tree>
 152             </field>
 153         </record>
 154
 155         <!-- CRM Stage Form View -->
 156
 157         <record model="ir.ui.view" id="crm_case_stage_form">
 158             <field name="name">crm.case.stage.form</field>
 159             <field name="model">crm.case.stage</field>
 160             <field name="type">form</field>
 161             <field name="priority" eval="1"/>
 162             <field name="arch" type="xml">
 163                 <form string="Stage" version="7.0">
 164                     <group col="4">
 165                         <field name="name"/>
 166                         <field name="state" string="Related State" />
 167                         <field name="probability"/>
 168                         <field name="type"/>
 169                         <field name="on_change"/>
 170                         <field name="sequence"/>
 171                         <field name="case_default"/>
 172                         <field name="fold"/>
 173                     </group>
 174                     <separator string="Requirements"/>
 175                     <field name="requirements" nolabel="1"/>
 176                     <field name="section_ids" invisible="1"/>
 177                 </form>
 178             </field>
 179         </record>
 180
 181         <!-- CRM Stage Action -->
 182
 183         <record id="crm_case_stage_act" model="ir.actions.act_window">
 184             <field name="name">Stages</field>
 185             <field name="res_model">crm.case.stage</field>
 186             <field name="view_type">form</field>
 187             <field name="view_id" ref="crm_case_stage_tree"/>
 188         </record>
 189
 190
 191      <!-- Case Categories Form View -->
 192
 193         <record id="crm_case_categ-view" model="ir.ui.view">
 194             <field name="name">crm.case.categ.form</field>
 195             <field name="model">crm.case.categ</field>
 196             <field name="type">form</field>
 197             <field name="arch" type="xml">
 198                 <form string="Case Category" version="7.0">
 199                     <group>
 200                         <field name="name"/>
 201                         <field name="section_id"/>
 202                         <field name="object_id"  invisible="1" />
 203                     </group>
 204                 </form>
 205             </field>
 206         </record>
 207
 208         <!-- Case Categories Tree View -->
 209
 210         <record id="crm_case_categ_tree-view" model="ir.ui.view">
 211             <field name="name">crm.case.categ.tree</field>
 212             <field name="model">crm.case.categ</field>
 213             <field name="type">tree</field>
 214             <field name="arch" type="xml">
 215                 <tree string="Case Category">
 216                     <field name="name"/>
 217                     <field name="section_id"/>
 218                 </tree>
 219             </field>
 220         </record>
 221
 222         <!-- Resource Type of case Tree View -->
 223
 224         <record model="ir.ui.view" id="crm_case_resource_type_tree">
 225             <field name="name">crm.case.resource.type.tree</field>
 226             <field name="model">crm.case.resource.type</field>
 227             <field name="type">tree</field>
 228             <field name="arch" type="xml">
 229                 <tree string="Campaign">
 230                     <field name="name"/>
 231                     <field name="section_id"/>
 232                 </tree>
 233             </field>
 234         </record>
 235
 236         <!-- Resource Type of case Form View -->
 237
 238         <record model="ir.ui.view" id="crm_case_resource_type_form">
 239             <field name="name">crm.case.resource.type.form</field>
 240             <field name="model">crm.case.resource.type</field>
 241             <field name="type">form</field>
 242             <field name="arch" type="xml">
 243                 <form string="Campaign" version="7.0">
 244                     <group>
 245                         <field name="name"/>
 246                         <field name="section_id"/>
 247                     </group>
 248                 </form>
 249             </field>
 250         </record>
 251
 252         <!-- Resource Type of case Action -->
 253
 254         <record id="crm_case_resource_type_act" model="ir.actions.act_window">
 255             <field name="name">Campaigns</field>
 256             <field name="res_model">crm.case.resource.type</field>
 257             <field name="view_type">form</field>
 258             <field name="view_id" ref="crm_case_resource_type_tree"/>
 259         </record>
 260
 261          <menuitem action="crm_case_resource_type_act"
 262             id="menu_crm_case_resource_type_act" sequence="4"
 263             groups="base.group_no_one"
 264             parent="base.menu_crm_config_lead" />
 265
 266         <record id="crm_case_section_act_tree" model="ir.actions.act_window">
 267             <field name="name">Cases by Sales Team</field>
 268             <field name="res_model">crm.case.section</field>
 269             <field name="domain">[('parent_id','=',False)]</field>
 270             <field name="view_type">tree</field>
 271             <field name="view_id" ref="crm_case_section_view_tree"/>
 272         </record>
 273
 274         <!-- Segmentation line Tree View  -->
 275
 276         <record id="crm_segmentation_line_tree-view" model="ir.ui.view">
 277             <field name="name">crm.segmentation.line.tree</field>
 278             <field name="model">crm.segmentation.line</field>
 279             <field name="type">tree</field>
 280             <field name="arch" type="xml">
 281                 <tree string="Partner Segmentation Lines">
 282                     <field name="name"/>
 283                     <field name="expr_name"/>
 284                     <field name="expr_operator"/>
 285                     <field name="expr_value"/>
 286                     <field name="operator"/>
 287                 </tree>
 288             </field>
 289         </record>
 290
 291         <!-- Segmentation line Form View  -->
 292
 293         <record id="crm_segmentation_line-view" model="ir.ui.view">
 294             <field name="name">crm.segmentation.line.form</field>
 295             <field name="model">crm.segmentation.line</field>
 296             <field name="type">form</field>
 297             <field name="arch" type="xml">
 298                 <form string="Partner Segmentation Lines" version="7.0">
 299                     <group col="4">
 300                         <field colspan="4" name="name"/>
 301                         <group col="2" colspan="4">
 302                             <field name="expr_name"/>
 303                             <field name="expr_operator"/>
 304                             <field name="expr_value"/>
 305                         </group>
 306                         <field name="operator"/>
 307                     </group>
 308                 </form>
 309             </field>
 310         </record>
 311
 312         <!-- CRM Segmentation  Form View  -->
 313
 314         <record id="crm_segmentation-view" model="ir.ui.view">
 315             <field name="name">crm.segmentation.form</field>
 316             <field name="model">crm.segmentation</field>
 317             <field name="type">form</field>
 318             <field name="arch" type="xml">
 319                 <form string="Partner Segmentation" version="7.0">
 320                     <header>
 321                         <button name="process_start"
 322                             states="not running"
 323                             string="Compute Segmentation" type="object"
 324                             icon="gtk-execute" />
 325                         <button name="process_stop" states="running"
 326                             string="Stop Process" type="object"
 327                             icon="gtk-cancel" />
 328                         <button name="process_continue" states="running"
 329                             string="Continue Process" type="object"
 330                             icon="gtk-go-forward" />
 331                         <field name="state" widget="statusbar"/>
 332                     </header>
 333                     <group col="4">
 334                         <field name="name"/>
 335                         <field name="categ_id"/>
 336                         <field name="exclusif"/>
 337                     </group>
 338                     <notebook>
 339                        <page string="Sales Purchase">
 340                            <group>
 341                                <field name="sales_purchase_active"/>
 342                            </group>
 343                            <separator string="Segmentation Test"/>
 344                            <field name="segmentation_line" widget="one2many_list"/>
 345                        </page>
 346                        <page string="Description">
 347                            <field name="description"/>
 348                        </page>
 349                     </notebook>
 350                 </form>
 351             </field>
 352         </record>
 353
 354         <!-- CRM Segmentation  Tree View  -->
 355
 356         <record id="crm_segmentation_tree-view" model="ir.ui.view">
 357             <field name="name">crm.segmentation.tree</field>
 358             <field name="model">crm.segmentation</field>
 359             <field name="type">tree</field>
 360             <field name="arch" type="xml">
 361                 <tree string="Partner Segmentations">
 362                     <field name="name"/>
 363                     <field name="description"/>
 364                     <field name="categ_id"/>
 365                 </tree>
 366             </field>
 367         </record>
 368
 369         <record id="crm_segmentation-act" model="ir.actions.act_window">
 370             <field name="name">Segmentation</field>
 371             <field name="res_model">crm.segmentation</field>
 372             <field name="view_type">form</field>
 373             <field name="view_id" ref="crm_segmentation-view"/>
 374         </record>
 375
 376         <record id="crm_segmentation_tree-act" model="ir.actions.act_window">
 377             <field name="name">Partners Segmentation</field>
 378             <field name="res_model">crm.segmentation</field>
 379             <field name="view_type">form</field>
 380             <field name="view_mode">tree,form</field>
 381             <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>
 382         </record>
 383
 384        <menuitem action="crm_segmentation_tree-act"
 385             id="menu_crm_segmentation-act"
 386             groups="base.group_no_one" sequence="15"
 387             parent="base.menu_base_config" />
 388
 389         <!-- menu for the working time -->
 390         <menuitem action="resource.action_resource_calendar_form" id="menu_action_resource_calendar_form" parent="resource.menu_resource_config" sequence="1"/>
 391
 392     </data>
 393 </openerp>