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">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>
  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                     <field name="type" />
 112                 </tree>
 113             </field>
 114         </record>
 115
 116         <!-- CRM Stage Form View -->
 117
 118         <record model="ir.ui.view" id="crm_case_stage_form">
 119             <field name="name">crm.case.stage.form</field>
 120             <field name="model">crm.case.stage</field>
 121             <field name="type">form</field>
 122             <field name="priority" eval="1"/>
 123             <field name="arch" type="xml">
 124                 <form string="Stage">
 125                     <separator string="Stage Definition" colspan="4"/>
 126                     <field name="name" select="1"/>
 127                     <field name="type" groups="base.group_extended" />
 128
 129                     <field name="sequence"/>
 130                     <field name="probability"/>
 131                     <group colspan="4" col="2" >
 132                         <field name="on_change"/>
 133                     </group>
 134                     <separator string="Requirements" colspan="4"/>
 135                     <field name="requirements" nolabel="1" colspan="4"/>
 136             <field name="section_ids" invisible="1" />
 137                 </form>
 138             </field>
 139         </record>
 140
 141         <!-- CRM Stage Action -->
 142
 143         <record id="crm_case_stage_act" model="ir.actions.act_window">
 144             <field name="name">Stages</field>
 145             <field name="res_model">crm.case.stage</field>
 146             <field name="view_type">form</field>
 147             <field name="view_id" ref="crm_case_stage_tree"/>
 148         </record>
 149
 150
 151  <!-- Case Categories Form View -->
 152
 153         <record id="crm_case_categ-view" model="ir.ui.view">
 154             <field name="name">crm.case.categ.form</field>
 155             <field name="model">crm.case.categ</field>
 156             <field name="type">form</field>
 157             <field name="arch" type="xml">
 158                 <form string="Case Category">
 159                     <field name="name" select="1"/>
 160                     <field name="section_id" select="1"/>
 161                     <field name="object_id"  invisible="1" />
 162                 </form>
 163             </field>
 164         </record>
 165
 166         <!-- Case Categories Tree View -->
 167
 168         <record id="crm_case_categ_tree-view" model="ir.ui.view">
 169             <field name="name">crm.case.categ.tree</field>
 170             <field name="model">crm.case.categ</field>
 171             <field name="type">tree</field>
 172             <field name="arch" type="xml">
 173                 <tree string="Case Category">
 174                     <field name="name"/>
 175                     <field name="section_id"/>
 176                 </tree>
 177             </field>
 178         </record>
 179
 180         <!-- Resource Type of case Tree View -->
 181
 182         <record model="ir.ui.view" id="crm_case_resource_type_tree">
 183             <field name="name">crm.case.resource.type.tree</field>
 184             <field name="model">crm.case.resource.type</field>
 185             <field name="type">tree</field>
 186             <field name="arch" type="xml">
 187                 <tree string="Campaign">
 188                     <field name="name"/>
 189                     <field name="section_id"/>
 190                 </tree>
 191             </field>
 192         </record>
 193
 194         <!-- Resource Type of case Form View -->
 195
 196         <record model="ir.ui.view" id="crm_case_resource_type_form">
 197             <field name="name">crm.case.resource.type.form</field>
 198             <field name="model">crm.case.resource.type</field>
 199             <field name="type">form</field>
 200             <field name="arch" type="xml">
 201                 <form string="Campaign">
 202                     <field name="name" select="1"/>
 203                     <field name="section_id" select="1" widget="selection"/>
 204                 </form>
 205             </field>
 206         </record>
 207
 208         <!-- Resource Type of case Action -->
 209
 210         <record id="crm_case_resource_type_act" model="ir.actions.act_window">
 211             <field name="name">Campaigns</field>
 212             <field name="res_model">crm.case.resource.type</field>
 213             <field name="view_type">form</field>
 214             <field name="view_id" ref="crm_case_resource_type_tree"/>
 215         </record>
 216
 217          <menuitem action="crm_case_resource_type_act"
 218             id="menu_crm_case_resource_type_act" sequence="4"
 219             groups="base.group_extended"
 220             parent="base.menu_sale_config_sales" />
 221
 222         <record id="crm_case_section_act_tree" model="ir.actions.act_window">
 223             <field name="name">Cases by Sales Team</field>
 224             <field name="res_model">crm.case.section</field>
 225             <field name="domain">[('parent_id','=',False)]</field>
 226             <field name="view_type">tree</field>
 227             <field name="view_id" ref="crm_case_section_view_tree"/>
 228         </record>
 229
 230         <!-- Segmentation line Tree View  -->
 231
 232         <record id="crm_segmentation_line_tree-view" model="ir.ui.view">
 233             <field name="name">crm.segmentation.line.tree</field>
 234             <field name="model">crm.segmentation.line</field>
 235             <field name="type">tree</field>
 236             <field name="arch" type="xml">
 237                 <tree string="Partner Segmentation Lines">
 238                     <field name="name"/>
 239                     <field name="expr_name"/>
 240                     <field name="expr_operator"/>
 241                     <field name="expr_value"/>
 242                     <field name="operator"/>
 243                 </tree>
 244             </field>
 245         </record>
 246
 247         <!-- Segmentation line Form View  -->
 248
 249         <record id="crm_segmentation_line-view" model="ir.ui.view">
 250             <field name="name">crm.segmentation.line.form</field>
 251             <field name="model">crm.segmentation.line</field>
 252             <field name="type">form</field>
 253             <field name="arch" type="xml">
 254                 <form string="Partner Segmentation Lines">
 255                     <field colspan="4" name="name" select="1"/>
 256                     <group col="2" colspan="4">
 257                         <field name="expr_name"/>
 258                         <field name="expr_operator"/>
 259                         <field name="expr_value"/>
 260                     </group>
 261                     <newline/>
 262                     <field name="operator"/>
 263                 </form>
 264             </field>
 265         </record>
 266
 267         <!-- CRM Segmentation  Form View  -->
 268
 269         <record id="crm_segmentation-view" model="ir.ui.view">
 270             <field name="name">crm.segmentation.form</field>
 271             <field name="model">crm.segmentation</field>
 272             <field name="type">form</field>
 273             <field name="arch" type="xml">
 274                 <form string="Partner Segmentation">
 275                     <group col="6" colspan="4">
 276                         <field name="name" select="1"/>
 277                         <field name="categ_id"/>
 278                         <field name="exclusif"/>
 279                     </group>
 280                     <notebook colspan="4">
 281                         <page string="Sales Purchase">
 282                             <field name="sales_purchase_active"/>
 283                             <separator colspan="4" string="State of Mind Computation"/>
 284                             <field name="som_interval"/>
 285                             <field name="som_interval_max"/>
 286                             <field name="som_interval_decrease"/>
 287                             <field name="som_interval_default"/>
 288                             <separator colspan="4" string="Segmentation Test"/>
 289                             <field colspan="4" name="segmentation_line" widget="one2many_list" nolabel="1"/>
 290                         </page>
 291                         <page string="Description">
 292                                <field colspan="4" name="description" nolabel="1"/>
 293                            </page>
 294                     </notebook>
 295                     <field name="state"/>
 296                     <group col="3" colspan="2">
 297                         <button name="process_start"
 298                             states="not running"
 299                             string="Compute Segmentation" type="object"
 300                             icon="gtk-execute" />
 301                         <button name="process_stop" states="running"
 302                             string="Stop Process" type="object"
 303                             icon="gtk-cancel" />
 304                         <button name="process_continue" states="running"
 305                             string="Continue Process" type="object"
 306                             icon="gtk-go-forward" />
 307                     </group>
 308                 </form>
 309             </field>
 310         </record>
 311
 312         <!-- CRM Segmentation  Tree View  -->
 313
 314         <record id="crm_segmentation_tree-view" model="ir.ui.view">
 315             <field name="name">crm.segmentation.tree</field>
 316             <field name="model">crm.segmentation</field>
 317             <field name="type">tree</field>
 318             <field name="arch" type="xml">
 319                 <tree string="Partner Segmentations">
 320                     <field name="name"/>
 321                     <field name="description"/>
 322                     <field name="categ_id"/>
 323                 </tree>
 324             </field>
 325         </record>
 326
 327         <record id="crm_segmentation-act" model="ir.actions.act_window">
 328             <field name="name">Segmentation</field>
 329             <field name="res_model">crm.segmentation</field>
 330             <field name="view_type">form</field>
 331             <field name="view_id" ref="crm_segmentation-view"/>
 332         </record>
 333
 334         <record id="crm_segmentation_tree-act" model="ir.actions.act_window">
 335             <field name="name">Partners Segmentation</field>
 336             <field name="res_model">crm.segmentation</field>
 337             <field name="view_type">form</field>
 338             <field name="view_mode">tree,form</field>
 339             <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>
 340         </record>
 341
 342        <menuitem action="crm_segmentation_tree-act"
 343             id="menu_crm_segmentation-act"
 344             groups="base.group_extended" sequence="2"
 345             parent="base.menu_base_action_rule" />
 346
 347         <record model="ir.ui.view" id="view_users_form_simple_modif_inherited1">
 348             <field name="name">view.users.form.crm.modif.inherited1</field>
 349             <field name="model">res.users</field>
 350             <field name="inherit_id" ref="base.view_users_form_simple_modif" />
 351             <field name="type">form</field>
 352             <field name="arch" type="xml">
 353                 <page string="Current Activity" position="inside">
 354                     <field name="context_section_id" completion="1"
 355                         widget="selection"
 356                         context="{'user_prefence':True}"
 357                         readonly="0"/>
 358                 </page>
 359             </field>
 360         </record>
 361
 362         <record id="view_users_form_simple_modif_inherited2" model="ir.ui.view">
 363                 <field name="name">view.users.form.crm.modif.inherited2</field>
 364                 <field name="model">res.users</field>
 365                 <field name="type">form</field>
 366                 <field name="inherit_id" ref="base.view_users_form"/>
 367                 <field eval="18" name="priority"/>
 368                 <field name="arch" type="xml">
 369                     <xpath expr="/form/notebook" position="before">
 370                         <field name="context_section_id" completion="1" widget="selection"/>
 371                     </xpath>
 372                 </field>
 373         </record>
 374
 375         <!-- Inherit View From Partner  -->
 376
 377         <record id="view_partners_form_crm1" model="ir.ui.view">
 378                 <field name="name">view.res.partner.form.crm.inherited1</field>
 379                 <field name="model">res.partner</field>
 380                 <field name="type">form</field>
 381                 <field name="inherit_id" ref="base.view_partner_form"/>
 382                 <field eval="18" name="priority"/>
 383                 <field name="arch" type="xml">
 384                     <field name="user_id" position="after">
 385                         <field name="section_id" completion="1" widget="selection"
 386                             groups="base.group_extended"/>
 387                     </field>
 388                 </field>
 389         </record>
 390
 391         <record id="view_partners_tree_crm2" model="ir.ui.view">
 392                 <field name="name">view.res.partner.tree.crm.inherited2</field>
 393                 <field name="model">res.partner</field>
 394                 <field name="type">tree</field>
 395                 <field name="inherit_id" ref="base.view_partner_tree"/>
 396                 <field eval="18" name="priority"/>
 397                 <field name="arch" type="xml">
 398                     <field name="country" position="after">
 399                         <field name="section_id" completion="1" widget="selection"
 400                             groups="base.group_extended"/>
 401                     </field>
 402                 </field>
 403         </record>
 404
 405         <record id="view_partners_form_crm3" model="ir.ui.view">
 406                 <field name="name">view.res.partner.search.crm.inherited3</field>
 407                 <field name="model">res.partner</field>
 408                 <field name="type">search</field>
 409                 <field name="inherit_id" ref="base.view_res_partner_filter"/>
 410                 <field eval="18" name="priority"/>
 411                 <field name="arch" type="xml">
 412                     <field name="category_id" position="after">
 413                         <field name="section_id" completion="1" widget="selection"
 414                             groups="base.group_extended"/>
 415                     </field>
 416                 </field>
 417         </record>
 418
 419
 420     </data>
 421 </openerp>