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