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" groups="base.group_system,base.group_sale_manager,base.group_sale_salesman"/>
   6
   7         <menuitem id="base.menu_crm_config_lead" name="Leads &amp; Opportunities"
   8             parent="base.menu_base_config" sequence="1" groups="base.group_extended,base.group_system"/>
   9
  10         <menuitem id="base.menu_sale_config_sales" name="Sales"
  11             parent="base.menu_base_config" sequence="0" groups="base.group_system,base.group_extended"/>
  12
  13         <menuitem id="menu_crm_config_phonecall" name="Phone Call"
  14             parent="base.menu_base_config" sequence="5" groups="base.group_extended,base.group_system"/>
  15
  16         <menuitem id="base.next_id_64" name="Reporting"
  17             parent="base.menu_base_partner" sequence="11" />
  18
  19
  20         <!-- Case Sections Form View -->
  21
  22         <record id="crm_case_section_view_form" model="ir.ui.view">
  23             <field name="name">crm.case.section.form</field>
  24             <field name="model">crm.case.section</field>
  25             <field name="type">form</field>
  26             <field name="arch" type="xml">
  27                 <form string="Sales Team">
  28                     <group col="6" colspan="4">
  29                         <field name="name" select="1" colspan="2"/>
  30                         <field name="parent_id" select="2" widget="selection"/>
  31                         <field name="code" select="1"/>
  32                         <newline/>
  33                         <field name="user_id" select="2"/>
  34                         <field name="resource_calendar_id" select="2" widget="selection"/>
  35                         <field name="active" select="2"/>
  36                     </group>
  37                     <notebook colspan="4">
  38                         <page string="Sales Team">
  39                             <group col="2" colspan="1">
  40                                 <separator string="Mailgateway" colspan="2"/>
  41                                 <field name="reply_to" select="2"/>
  42                             </group>
  43                             <group col="2" colspan="1">
  44                                 <separator string="Configuration" colspan="2"/>
  45                                 <field name="allow_unlink" select="2"/>
  46                                 <field name="change_responsible"/>
  47                             </group>
  48                             <group col="1" colspan="4" groups="base.group_extended">
  49                                 <separator string="Team Members" colspan="4"/>
  50                                 <field name="member_ids" nolabel="1" colspan="4"   height="250"/>
  51                             </group>
  52                         </page>
  53                         <page string="Stages">
  54                             <separator string="Select stages for this Sales Team" colspan="4"/>
  55                             <field name="stage_ids" colspan="4" nolabel="1"/>
  56                         </page>
  57                         <page string="Notes">
  58                             <field name="note" select="1" colspan="4" nolabel="1"/>
  59                         </page>
  60                     </notebook>
  61                 </form>
  62             </field>
  63         </record>
  64
  65         <!-- Case Sections Tree View -->
  66
  67         <record id="crm_case_section_view_tree" model="ir.ui.view">
  68             <field name="name">crm.case.section.tree</field>
  69             <field name="model">crm.case.section</field>
  70             <field name="type">tree</field>
  71             <field name="field_parent">child_ids</field>
  72             <field name="arch" type="xml">
  73                 <tree string="Sales Team">
  74                     <field name="name" select="1"/>
  75                     <field name="code" select="1"/>
  76                     <field name="user_id" select="1"/>
  77                 </tree>
  78             </field>
  79         </record>
  80
  81         <!-- Case Sections Action -->
  82
  83         <record id="crm_case_section_act" model="ir.actions.act_window">
  84             <field name="name">Sales Teams</field>
  85             <field name="res_model">crm.case.section</field>
  86             <field name="view_type">form</field>
  87             <field name="view_id" ref="crm_case_section_view_tree"/>
  88             <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>
  89         </record>
  90
  91         <menuitem action="crm_case_section_act"
  92             id="menu_crm_case_section_act" sequence="4"
  93             parent="base.menu_sale_config_sales" />
  94
  95
  96         <!-- CRM Stage Tree View -->
  97
  98         <record model="ir.ui.view" id="crm_case_stage_tree">
  99             <field name="name">crm.case.stage.tree</field>
 100             <field name="model">crm.case.stage</field>
 101             <field name="type">tree</field>
 102             <field name="arch" type="xml">
 103                 <tree string="Stages">
 104                     <field name="sequence"/>
 105                     <field name="name"/>
 106                     <field name="probability"/>
 107                 </tree>
 108             </field>
 109         </record>
 110
 111         <!-- CRM Stage Form View -->
 112
 113         <record model="ir.ui.view" id="crm_case_stage_form">
 114             <field name="name">crm.case.stage.form</field>
 115             <field name="model">crm.case.stage</field>
 116             <field name="type">form</field>
 117             <field name="arch" type="xml">
 118                 <form string="Stage">
 119                     <separator string="Stage Definition" colspan="4"/>
 120                     <field name="name" select="1"/>
 121                     <field name="object_id" invisible="1" />
 122                     <field name="sequence"/>
 123                     <field name="probability"/>
 124                     <field name="on_change"/>
 125                     <separator string="Requirements" colspan="4"/>
 126                     <field name="requirements" nolabel="1" colspan="4"/>
 127                 </form>
 128             </field>
 129         </record>
 130
 131         <!-- CRM Stage Action -->
 132
 133         <record id="crm_case_stage_act" model="ir.actions.act_window">
 134             <field name="name">Stages</field>
 135             <field name="res_model">crm.case.stage</field>
 136             <field name="view_type">form</field>
 137             <field name="view_id" ref="crm_case_stage_tree"/>
 138         </record>
 139
 140  <!-- Case Categories Form View -->
 141
 142         <record id="crm_case_categ-view" model="ir.ui.view">
 143             <field name="name">crm.case.categ.form</field>
 144             <field name="model">crm.case.categ</field>
 145             <field name="type">form</field>
 146             <field name="arch" type="xml">
 147                 <form string="Case Category">
 148                     <field name="name" select="1"/>
 149                     <field name="section_id" select="1"/>
 150                     <field name="object_id"  invisible="1" />
 151                 </form>
 152             </field>
 153         </record>
 154
 155         <!-- Case Categories Tree View -->
 156
 157         <record id="crm_case_categ_tree-view" model="ir.ui.view">
 158             <field name="name">crm.case.categ.tree</field>
 159             <field name="model">crm.case.categ</field>
 160             <field name="type">tree</field>
 161             <field name="arch" type="xml">
 162                 <tree string="Case Category">
 163                     <field name="name"/>
 164                     <field name="section_id"/>
 165                 </tree>
 166             </field>
 167         </record>
 168
 169         <!-- Resource Type of case Tree View -->
 170
 171         <record model="ir.ui.view" id="crm_case_resource_type_tree">
 172             <field name="name">crm.case.resource.type.tree</field>
 173             <field name="model">crm.case.resource.type</field>
 174             <field name="type">tree</field>
 175             <field name="arch" type="xml">
 176                 <tree string="Campaign">
 177                     <field name="name"/>
 178                     <field name="section_id"/>
 179                 </tree>
 180             </field>
 181         </record>
 182
 183         <!-- Resource Type of case Form View -->
 184
 185         <record model="ir.ui.view" id="crm_case_resource_type_form">
 186             <field name="name">crm.case.resource.type.form</field>
 187             <field name="model">crm.case.resource.type</field>
 188             <field name="type">form</field>
 189             <field name="arch" type="xml">
 190                 <form string="Campaign">
 191                     <field name="name" select="1"/>
 192                     <field name="section_id" select="1" widget="selection"/>
 193                 </form>
 194             </field>
 195         </record>
 196
 197         <!-- Resource Type of case Action -->
 198
 199         <record id="crm_case_resource_type_act" model="ir.actions.act_window">
 200             <field name="name">Campaigns</field>
 201             <field name="res_model">crm.case.resource.type</field>
 202             <field name="view_type">form</field>
 203             <field name="view_id" ref="crm_case_resource_type_tree"/>
 204         </record>
 205
 206          <menuitem action="crm_case_resource_type_act"
 207             id="menu_crm_case_resource_type_act" sequence="4"
 208             groups="base.group_extended"
 209             parent="base.menu_sale_config_sales" />
 210
 211         <record id="crm_case_section_act_tree" model="ir.actions.act_window">
 212             <field name="name">Cases by Sales Team</field>
 213             <field name="res_model">crm.case.section</field>
 214             <field name="domain">[('parent_id','=',False)]</field>
 215             <field name="view_type">tree</field>
 216             <field name="view_id" ref="crm_case_section_view_tree"/>
 217         </record>
 218
 219         <!-- Segmentation line Tree View  -->
 220
 221         <record id="crm_segmentation_line_tree-view" model="ir.ui.view">
 222             <field name="name">crm.segmentation.line.tree</field>
 223             <field name="model">crm.segmentation.line</field>
 224             <field name="type">tree</field>
 225             <field name="arch" type="xml">
 226                 <tree string="Partner Segmentation Lines">
 227                     <field name="name"/>
 228                     <field name="expr_name"/>
 229                     <field name="expr_operator"/>
 230                     <field name="expr_value"/>
 231                     <field name="operator"/>
 232                 </tree>
 233             </field>
 234         </record>
 235
 236         <!-- Segmentation line Form View  -->
 237
 238         <record id="crm_segmentation_line-view" model="ir.ui.view">
 239             <field name="name">crm.segmentation.line.form</field>
 240             <field name="model">crm.segmentation.line</field>
 241             <field name="type">form</field>
 242             <field name="arch" type="xml">
 243                 <form string="Partner Segmentation Lines">
 244                     <field colspan="4" name="name" select="1"/>
 245                     <group col="2" colspan="4">
 246                         <field name="expr_name"/>
 247                         <field name="expr_operator"/>
 248                         <field name="expr_value"/>
 249                     </group>
 250                     <newline/>
 251                     <field name="operator"/>
 252                 </form>
 253             </field>
 254         </record>
 255
 256         <!-- CRM Segmentation  Form View  -->
 257
 258         <record id="crm_segmentation-view" model="ir.ui.view">
 259             <field name="name">crm.segmentation.form</field>
 260             <field name="model">crm.segmentation</field>
 261             <field name="type">form</field>
 262             <field name="arch" type="xml">
 263                 <form string="Partner Segmentation">
 264                     <group col="6" colspan="4">
 265                         <field name="name" select="1"/>
 266                         <field name="categ_id"/>
 267                         <field name="exclusif"/>
 268                     </group>
 269                     <notebook colspan="4">
 270                         <page string="Sales Purchase">
 271                             <field name="sales_purchase_active"/>
 272                             <separator colspan="4" string="State of Mind Computation"/>
 273                             <field name="som_interval"/>
 274                             <field name="som_interval_max"/>
 275                             <field name="som_interval_decrease"/>
 276                             <field name="som_interval_default"/>
 277                             <separator colspan="4" string="Segmentation Test"/>
 278                             <field colspan="4" name="segmentation_line" widget="one2many_list" nolabel="1"/>
 279                         </page>
 280                         <page string="Description">
 281                                <field colspan="4" name="description" nolabel="1"/>
 282                            </page>
 283                     </notebook>
 284                     <field name="state"/>
 285                     <group col="3" colspan="2">
 286                         <button name="process_start"
 287                             states="not running"
 288                             string="Compute Segmentation" type="object"
 289                             icon="gtk-execute" />
 290                         <button name="process_stop" states="running"
 291                             string="Stop Process" type="object"
 292                             icon="gtk-cancel" />
 293                         <button name="process_continue" states="running"
 294                             string="Continue Process" type="object"
 295                             icon="gtk-go-forward" />
 296                     </group>
 297                 </form>
 298             </field>
 299         </record>
 300
 301         <!-- CRM Segmentation  Tree View  -->
 302
 303         <record id="crm_segmentation_tree-view" model="ir.ui.view">
 304             <field name="name">crm.segmentation.tree</field>
 305             <field name="model">crm.segmentation</field>
 306             <field name="type">tree</field>
 307             <field name="arch" type="xml">
 308                 <tree string="Partner Segmentations">
 309                     <field name="name"/>
 310                     <field name="description"/>
 311                     <field name="categ_id"/>
 312                 </tree>
 313             </field>
 314         </record>
 315
 316         <record id="crm_segmentation-act" model="ir.actions.act_window">
 317             <field name="name">Segmentation</field>
 318             <field name="res_model">crm.segmentation</field>
 319             <field name="view_type">form</field>
 320             <field name="view_id" ref="crm_segmentation-view"/>
 321         </record>
 322
 323         <record id="crm_segmentation_tree-act" model="ir.actions.act_window">
 324             <field name="name">Partners Segmentation</field>
 325             <field name="res_model">crm.segmentation</field>
 326             <field name="view_type">form</field>
 327             <field name="view_mode">tree,form</field>
 328         </record>
 329
 330        <menuitem action="crm_segmentation_tree-act"
 331             id="menu_crm_segmentation-act"
 332             groups="base.group_extended" sequence="2"
 333             parent="base.menu_base_action_rule" />
 334
 335         <record model="ir.ui.view" id="view_users_form_simple_modif_inherited1">
 336             <field name="name">view.users.form.crm.modif.inherited1</field>
 337             <field name="model">res.users</field>
 338             <field name="inherit_id" ref="base.view_users_form_simple_modif" />
 339             <field name="type">form</field>
 340             <field name="arch" type="xml">
 341                 <page string="Current Activity" position="inside">
 342                     <field name="context_section_id" completion="1"
 343                         widget="selection"
 344                         context="{'user_prefence':True}"
 345                         readonly="0"/>
 346                 </page>
 347             </field>
 348         </record>
 349
 350         <record id="view_users_form_simple_modif_inherited2" model="ir.ui.view">
 351                 <field name="name">view.users.form.crm.modif.inherited2</field>
 352                 <field name="model">res.users</field>
 353                 <field name="type">form</field>
 354                 <field name="inherit_id" ref="base.view_users_form"/>
 355                 <field eval="18" name="priority"/>
 356                 <field name="arch" type="xml">
 357                     <field name="password" position="after">
 358                         <field name="context_section_id" completion="1" widget="selection"/>
 359                     </field>
 360                 </field>
 361         </record>
 362
 363         <!-- Inherit View From Partner  -->
 364
 365         <record id="view_partners_form_crm1" model="ir.ui.view">
 366                 <field name="name">view.res.partner.form.crm.inherited1</field>
 367                 <field name="model">res.partner</field>
 368                 <field name="type">form</field>
 369                 <field name="inherit_id" ref="base.view_partner_form"/>
 370                 <field eval="18" name="priority"/>
 371                 <field name="arch" type="xml">
 372                     <field name="parent_id" position="after">
 373                         <field name="section_id" completion="1" widget="selection"
 374                             groups="base.group_extended"/>
 375                     </field>
 376                 </field>
 377         </record>
 378
 379         <record id="view_partners_tree_crm2" model="ir.ui.view">
 380                 <field name="name">view.res.partner.tree.crm.inherited2</field>
 381                 <field name="model">res.partner</field>
 382                 <field name="type">tree</field>
 383                 <field name="inherit_id" ref="base.view_partner_tree"/>
 384                 <field eval="18" name="priority"/>
 385                 <field name="arch" type="xml">
 386                     <field name="country" position="after">
 387                         <field name="section_id" completion="1" widget="selection"
 388                             groups="base.group_extended"/>
 389                     </field>
 390                 </field>
 391         </record>
 392
 393         <record id="view_partners_form_crm3" model="ir.ui.view">
 394                 <field name="name">view.res.partner.search.crm.inherited3</field>
 395                 <field name="model">res.partner</field>
 396                 <field name="type">search</field>
 397                 <field name="inherit_id" ref="base.view_res_partner_filter"/>
 398                 <field eval="18" name="priority"/>
 399                 <field name="arch" type="xml">
 400                     <field name="category_id" position="after">
 401                         <field name="section_id" completion="1" widget="selection"
 402                             groups="base.group_extended"/>
 403                     </field>
 404                 </field>
 405         </record>
 406
 407
 408     </data>
 409 </openerp>