<?xml version="1.0" encoding="utf-8"?>
<openerp>
<data>
- <menuitem id="base.menu_crm_configuration" name="Cases"
- parent="base.menu_base_config" sequence="0" groups="base.group_extended"/>
+
+ <menuitem icon="terp-partner" id="base.menu_base_partner" name="Sales" sequence="0"
+ groups="base.group_sale_manager,base.group_sale_salesman,base.group_partner_manager"/>
+
+ <menuitem id="base.menu_crm_config_lead" name="Leads & Opportunities"
+ parent="base.menu_base_config" sequence="1" groups="base.group_sale_manager"/>
+
+ <menuitem id="base.menu_crm_config_opportunity" name="Opportunities"
+ parent="base.menu_base_config" sequence="1" groups="base.group_sale_manager"/>
+
+ <menuitem id="base.menu_sale_config_sales" name="Sales"
+ parent="base.menu_base_config" sequence="0" groups="base.group_sale_manager"/>
+
+ <menuitem id="menu_crm_config_phonecall" name="Phone Call"
+ parent="base.menu_base_config" sequence="5" groups="base.group_extended"/>
<menuitem id="base.next_id_64" name="Reporting"
- parent="base.menu_base_partner" sequence="8" />
+ parent="base.menu_base_partner" sequence="11" />
+
<!-- Case Sections Form View -->
<field name="code" select="1"/>
<newline/>
<field name="user_id" select="2"/>
- <field name="working_hours" widget="float_time"/>
+ <field name="resource_calendar_id" select="2" widget="selection"/>
<field name="active" select="2"/>
</group>
<notebook colspan="4">
<group col="2" colspan="1">
<separator string="Configuration" colspan="2"/>
<field name="allow_unlink" select="2"/>
+ <field name="change_responsible"/>
+ </group>
+ <group col="1" colspan="4" groups="base.group_extended">
+ <separator string="Team Members" colspan="4"/>
+ <field name="member_ids" nolabel="1" colspan="4" height="250"/>
</group>
- <separator string="Team Members" colspan="4"/>
- <field name="member_ids" nolabel="1" colspan="4"/>
+ </page>
+ <page string="Stages">
+ <separator string="Select stages for this Sales Team" colspan="4"/>
+ <field name="stage_ids" colspan="4" nolabel="1"/>
</page>
<page string="Notes">
<field name="note" select="1" colspan="4" nolabel="1"/>
</field>
</record>
-<!-- Case Sections Tree View -->
+ <!-- Case Sections Tree View -->
<record id="crm_case_section_view_tree" model="ir.ui.view">
<field name="name">crm.case.section.tree</field>
</field>
</record>
-<!-- Case Sections Action -->
+ <!-- Case Sections Action -->
<record id="crm_case_section_act" model="ir.actions.act_window">
- <field name="name">Sales Team</field>
+ <field name="name">Sales Teams</field>
<field name="res_model">crm.case.section</field>
<field name="view_type">form</field>
<field name="view_id" ref="crm_case_section_view_tree"/>
+ <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>
</record>
-<!-- CRM Stage Tree View -->
+ <menuitem action="crm_case_section_act"
+ id="menu_crm_case_section_act" sequence="4"
+ parent="base.menu_sale_config_sales" />
+
+
+ <!-- CRM Stage Tree View -->
<record model="ir.ui.view" id="crm_case_stage_tree">
<field name="name">crm.case.stage.tree</field>
<field name="sequence"/>
<field name="name"/>
<field name="probability"/>
- <field name="section_id"/>
-
+ <field name="type" />
</tree>
</field>
</record>
-<!-- CRM Stage Form View -->
+ <!-- CRM Stage Form View -->
<record model="ir.ui.view" id="crm_case_stage_form">
<field name="name">crm.case.stage.form</field>
<field name="model">crm.case.stage</field>
<field name="type">form</field>
+ <field name="priority" eval="1"/>
<field name="arch" type="xml">
<form string="Stage">
<separator string="Stage Definition" colspan="4"/>
<field name="name" select="1"/>
- <field name="section_id" select="1" widget="selection"/>
- <field name="object_id" invisible="1" />
+ <field name="type" groups="base.group_extended" />
+
<field name="sequence"/>
<field name="probability"/>
- <field name="on_change"/>
+ <group colspan="4" col="2" >
+ <field name="on_change"/>
+ </group>
<separator string="Requirements" colspan="4"/>
<field name="requirements" nolabel="1" colspan="4"/>
+ <field name="section_ids" invisible="1" />
</form>
</field>
</record>
-<!-- CRM Stage Action -->
+ <!-- CRM Stage Action -->
<record id="crm_case_stage_act" model="ir.actions.act_window">
<field name="name">Stages</field>
<field name="view_type">form</field>
<field name="view_id" ref="crm_case_stage_tree"/>
</record>
+
- <menuitem id="menu_crm_case_stage" name="Stages" parent="base.menu_crm_configuration" groups="base.group_extended"/>
-
-<!-- Case Categories Form View -->
+ <!-- Case Categories Form View -->
<record id="crm_case_categ-view" model="ir.ui.view">
<field name="name">crm.case.categ.form</field>
<field name="arch" type="xml">
<form string="Case Category">
<field name="name" select="1"/>
- <field name="section_id" select="1" widget="selection"/>
+ <field name="section_id" select="1"/>
<field name="object_id" invisible="1" />
</form>
</field>
</record>
-<!-- Case Categories Tree View -->
+ <!-- Case Categories Tree View -->
<record id="crm_case_categ_tree-view" model="ir.ui.view">
<field name="name">crm.case.categ.tree</field>
</field>
</record>
-<!-- Case Categories Action -->
-
- <record id="crm_case_categ-act" model="ir.actions.act_window">
- <field name="name">Categories</field>
- <field name="res_model">crm.case.categ</field>
- <field name="view_type">form</field>
- <field name="view_id" ref="crm_case_categ_tree-view"/>
- </record>
- <menuitem id="menu_crm_case_categ" name="Categories" parent="base.menu_crm_configuration" groups="base.group_extended"/>
-
- <menuitem action="crm_case_section_act"
- id="menu_crm_case_section_act"
- parent="base.menu_crm_configuration" />
-
-
-<!-- Resource Type of case Tree View -->
+ <!-- Resource Type of case Tree View -->
<record model="ir.ui.view" id="crm_case_resource_type_tree">
<field name="name">crm.case.resource.type.tree</field>
<field name="model">crm.case.resource.type</field>
<field name="type">tree</field>
<field name="arch" type="xml">
- <tree string="Resource Type">
+ <tree string="Campaign">
<field name="name"/>
- <field name="object_id"/>
<field name="section_id"/>
</tree>
</field>
</record>
-<!-- Resource Type of case Form View -->
+ <!-- Resource Type of case Form View -->
<record model="ir.ui.view" id="crm_case_resource_type_form">
<field name="name">crm.case.resource.type.form</field>
<field name="model">crm.case.resource.type</field>
<field name="type">form</field>
<field name="arch" type="xml">
- <form string="Resource Type">
+ <form string="Campaign">
<field name="name" select="1"/>
<field name="section_id" select="1" widget="selection"/>
- <field name="object_id" />
</form>
</field>
</record>
-<!-- Resource Type of case Action -->
+ <!-- Resource Type of case Action -->
<record id="crm_case_resource_type_act" model="ir.actions.act_window">
- <field name="name">Resource Type</field>
+ <field name="name">Campaigns</field>
<field name="res_model">crm.case.resource.type</field>
<field name="view_type">form</field>
<field name="view_id" ref="crm_case_resource_type_tree"/>
</record>
- <menuitem id="menu_crm_case_resource_type" name="Resource Type"
- parent="base.menu_crm_configuration" groups="base.group_extended" />
+
+ <menuitem action="crm_case_resource_type_act"
+ id="menu_crm_case_resource_type_act" sequence="4"
+ groups="base.group_extended"
+ parent="base.menu_sale_config_sales" />
<record id="crm_case_section_act_tree" model="ir.actions.act_window">
- <field name="name">Cases by section</field>
+ <field name="name">Cases by Sales Team</field>
<field name="res_model">crm.case.section</field>
<field name="domain">[('parent_id','=',False)]</field>
<field name="view_type">tree</field>
<field name="view_id" ref="crm_case_section_view_tree"/>
</record>
-<!-- Cases Tree View -->
-
- <record id="crm_case_log_tree-view" model="ir.ui.view">
- <field name="name">crm.case.log.tree</field>
- <field name="model">crm.case.log</field>
- <field name="type">tree</field>
- <field name="arch" type="xml">
- <tree string="Case logs">
- <field name="date"/>
- <field name="name"/>
- <field name="user_id"/>
- <field name="section_id"/>
- <!--
- <field name="som"/>
- <field name="canal_id"/>
- -->
- </tree>
- </field>
- </record>
-
-<!--Case History Tree View -->
-
- <record id="crm_case_history_tree-view" model="ir.ui.view">
- <field name="name">crm.case.history.tree</field>
- <field name="model">crm.case.history</field>
- <field name="type">tree</field>
- <field name="arch" type="xml">
- <tree string="Case History">
- <field name="date"/>
- <field name="name"/>
- <field name="user_id"/>
- <!--
- <field name="som"/>
- <field name="canal_id"/>
- -->
- </tree>
- </field>
- </record>
-
-<!-- Case Calendar View -->
-
- <record id="crm_case_calendar-view" model="ir.ui.view">
- <field name="name">crm.case.calendar</field>
- <field name="model">mailgate.thread</field>
- <field name="type">calendar</field>
- <field name="arch" type="xml">
- <calendar color="user_id" date_start="create_date"
- date_stop="date_deadline" day_length="12"
- string="Cases">
- <field name="name" />
- <field name="partner_id" />
- <field name="state" />
- </calendar>
- </field>
- </record>
-
-<!-- Case Tree View -->
-
- <record id="crm_case_tree-view" model="ir.ui.view">
- <field name="name">crm.case.tree</field>
- <field name="model">mailgate.thread</field>
- <field name="type">tree</field>
- <field name="arch" type="xml">
- <tree colors="red:date_deadline<current_date and state=='open';black:state in ('draft', 'cancel','done','pending')" string="Cases">
- <field name="id"/>
- <field name="section_id"/>
- <field name="create_date"/>
- <field name="date_deadline"/>
- <field name="name"/>
- <field name="partner_id"/>
- <field name="user_id"/>
- <field name="state"/>
- <button name="case_close"
- states="open,draft,pending" string="Close"
- type="object" icon="gtk-close" />
- <button name="case_open" states="draft,pending"
- string="Open" type="object" icon="gtk-go-forward" />
- <button name="case_cancel"
- states="draft,open,pending" string="Cancel"
- type="object" icon="gtk-cancel" />
- <button name="case_pending" states="draft,open"
- string="Pending" type="object"
- icon="gtk-media-pause" />
- <button name="case_escalate"
- states="open,draft,pending" string="Escalate"
- groups="base.group_extended"
- type="object" icon="gtk-go-up" />
- <button name="case_reset" states="done,cancel"
- string="Reset to Draft" type="object"
- icon="gtk-convert" />
- </tree>
- </field>
- </record>
-
-<!-- Case Form View -->
-
- <record id="crm_case-view" model="ir.ui.view">
- <field name="name">crm.case.form</field>
- <field name="model">mailgate.thread</field>
- <field name="type">form</field>
- <field name="priority" eval="1"/>
- <field name="arch" type="xml">
- <form string="Cases">
- <field colspan="4" name="name" select="1"/>
- <field colspan="2" name="section_id" widget="selection"/>
- <field name="create_date" select="1"/>
- <field name="date_deadline"/>
- <newline />
- <notebook colspan="4">
- <page string="General">
- <group col="8" colspan="4">
- <field colspan="4" name="partner_id"
- on_change="onchange_partner_id(partner_id, email_from)"
- select="1" />
- <field colspan="3"
- name="partner_address_id"
- on_change="onchange_partner_address_id(partner_address_id, email_from)"
- />
- <newline />
- <field colspan="3" name="email_from"
- />
- <button name="remind_partner"
- states="open,pending"
- string="Send Reminder" type="object"
- icon="gtk-go-forward" />
- <field name="user_id" select="1" />
- <button name="remind_user"
- states="open,pending"
- string="Send Reminder" type="object"
- icon="gtk-go-forward" />
- </group>
- <separator colspan="4" string="Description"/>
- <field name="description" colspan="4" nolabel="1"/>
- <separator colspan="4"/>
- <group col="8" colspan="4">
- <field name="state" select="1"/>
- <button name="case_close"
- states="open,draft,pending"
- string="Close" type="object"
- icon="gtk-close" />
- <button name="case_open"
- states="draft,pending" string="Open"
- type="object" icon="gtk-go-forward" />
- <button name="case_cancel"
- states="draft,open,pending"
- string="Cancel" type="object"
- icon="gtk-cancel" />
- <button name="case_pending"
- states="draft,open" string="Pending"
- type="object" icon="gtk-media-pause" />
- <button name="case_escalate"
- states="open,draft,pending"
- string="Escalate" type="object"
- groups="base.group_extended"
- icon="gtk-go-up" />
- <button name="case_reset"
- states="done,cancel"
- string="Reset to Draft" type="object"
- icon="gtk-convert" />
- </group>
- </page>
- <page string="History" groups="base.group_extended">
- <field name="id" select="1"/>
- <field name="active"/>
- <separator colspan="4" string="Dates"/>
- <field name="create_date"/>
- <field colspan="4" name="log_ids" nolabel="1">
- <form string="Actions">
- <separator colspan="4" string="Action Information"/>
- <field colspan="4" name="name"/>
- <field name="date"/>
- <field name="user_id"/>
- </form>
- </field>
- </page>
- <page string="Emails" groups="base.group_extended">
- <group colspan="4">
- <field colspan="4" name="email_cc" string="CC"/>
- </group>
- <field name="message_ids" colspan="4" nolabel="1" mode="form,tree">
- <form string="Communication history">
- <group col="6" colspan="4">
- <field name="date"/>
- <field name="email_to"/>
- <field name="email_from"/>
- </group>
- <newline/>
- <field name="description" colspan="4" nolabel="1"/>
- <button colspan="4"
- string="Reply to Last Email"
- name="%(action_crm_send_mail)d"
- context="{'mail':'reply', 'model': 'crm.case'}"
- icon="gtk-undo" type="action" />
- </form>
- <tree string="Communication history">
- <field name="description"/>
- <field name="email_to"/>
- <field name="date"/>
- </tree>
- </field>
- <button colspan="4" string="Send New Email"
- name="%(action_crm_send_mail)d"
- context="{'mail':'new', 'model': 'crm.case'}"
- icon="gtk-go-forward" type="action" />
- </page>
- </notebook>
- </form>
- </field>
- </record>
-
-<!-- Case Search View -->
-
-
- <record id="view_crm_case_filter" model="ir.ui.view">
- <field name="name">crm.case.select</field>
- <field name="model">mailgate.thread</field>
- <field name="type">search</field>
- <field name="arch" type="xml">
- <search string="Search Case">
- <group col='6' colspan='4'>
- <filter icon="terp-partner" string="My Cases"
- domain="[('user_id','=',uid)]" separator="1"
- default="1" help="Cases Related to Current User" />
- <field name="state" select="1">
- <filter icon="gtk-new"
- domain="[('state','in',('draft', 'open'))]"
- help="Current Cases" />
- <filter icon="gtk-yes"
- domain="[('state','=','open')]" help="Open Cases" />
- <filter icon="gtk-media-pause"
- domain="[('state','=','pending')]"
- help="Pending Cases" />
- </field>
- <separator orientation="vertical" />
- <field name="name" select='1' />
- <field name="user_id" select="1"
- widget="selection" />
- </group>
- <field name="section_id"
- default="context.get('section_id', False)" select="1"
- widget="selection"/>
- </search>
- </field>
- </record>
-
- <record id="crm_case_categ0-act" model="ir.actions.act_window">
- <field name="name">Cases</field>
- <field name="res_model">mailgate.thread</field>
- <field name="view_type">form</field>
- <field name="view_id" ref="crm_case_tree-view"/>
- <field name="search_view_id" ref="view_crm_case_filter"/>
- </record>
-
- <record id="crm_case_categ0-act_open" model="ir.actions.act_window">
- <field name="name">Open Cases</field>
- <field name="res_model">mailgate.thread</field>
- <field name="view_type">form</field>
- <field name="domain">
- [('state','<>','done'),('state','<>','cancel'),('state','<>','pending')]
- </field>
- <field name="search_view_id" ref="view_crm_case_filter"/>
- </record>
-
- <record id="crm_case_section_open_act" model="ir.actions.act_window">
- <field name="name">Cases</field>
- <field name="res_model">mailgate.thread</field>
- <field name="domain">[('section_id','child_of',[active_id])]</field>
- <field name="view_type">form</field>
- <field name="view_mode">tree,form,calendar</field>
- </record>
- <record id="ir_open_section_case" model="ir.values">
- <field eval="'tree_but_open'" name="key2"/>
- <field eval="'crm.case.section'" name="model"/>
- <field name="name">Open Cases</field>
- <field eval="'ir.actions.act_window,%d'%crm_case_section_open_act" name="value"/>
- <field eval="True" name="object"/>
- </record>
-
-<!--Case History Form View -->
-
- <record id="crm_case_history-view" model="ir.ui.view">
- <field name="name">crm.case.history.form</field>
- <field name="model">crm.case.history</field>
- <field name="type">form</field>
- <field name="arch" type="xml">
- <form string="Cases">
- <separator colspan="4" string="Case Description"/>
- <field colspan="4" name="name" select="1"/>
- <field name="date" select="1"/>
- <field name="user_id" select="1"/>
- <field name="model_id"/>
- <field name="res_id"/>
- <field name="som"/>
- <field name="canal_id"/>
- <field colspan="4" name="description"/>
- </form>
- </field>
- </record>
-
-<!--Case History Search View -->
-
- <record id="crm_case_history_search" model="ir.ui.view">
- <field name="name">crm.case.history.select</field>
- <field name="model">crm.case.history</field>
- <field name="type">search</field>
- <field name="arch" type="xml">
- <search string="Search Histories">
- <filter icon="terp-crm" string="My Histories"
- domain="[('user_id','=',uid)]"
- help="My Histories" />
- <separator orientation="vertical"/>
- <group col="6" colspan="2">
- <field name="date" select="1"/>
- <field name="user_id" select="1" widget="selection"/>
- <field name="section_id"
- default="context.get('section_id', False)"
- select="1" widget="selection"/>
- </group>
- </search>
- </field>
- </record>
-
-<!--Case History Action -->
-
- <record id="crm_case_history-act" model="ir.actions.act_window">
- <field name="name">Histories</field>
- <field name="res_model">crm.case.history</field>
- <field name="view_type">form</field>
- <field name="view_mode">tree,form</field>
- <field name="view_id" ref="crm_case_history_tree-view"/>
- <field name="search_view_id" ref="crm_case_history_search"/>
- </record>
-
-<!-- Segmentation line Tree View -->
+ <!-- Segmentation line Tree View -->
<record id="crm_segmentation_line_tree-view" model="ir.ui.view">
<field name="name">crm.segmentation.line.tree</field>
</field>
</record>
-<!-- Segmentation line Form View -->
+ <!-- Segmentation line Form View -->
<record id="crm_segmentation_line-view" model="ir.ui.view">
<field name="name">crm.segmentation.line.form</field>
</field>
</record>
-<!-- CRM Segmentation Form View -->
+ <!-- CRM Segmentation Form View -->
<record id="crm_segmentation-view" model="ir.ui.view">
<field name="name">crm.segmentation.form</field>
</field>
</record>
-<!-- CRM Segmentation Tree View -->
+ <!-- CRM Segmentation Tree View -->
<record id="crm_segmentation_tree-view" model="ir.ui.view">
<field name="name">crm.segmentation.tree</field>
</record>
<record id="crm_segmentation-act" model="ir.actions.act_window">
- <field name="name">Segmentations</field>
+ <field name="name">Segmentation</field>
<field name="res_model">crm.segmentation</field>
<field name="view_type">form</field>
<field name="view_id" ref="crm_segmentation-view"/>
</record>
<record id="crm_segmentation_tree-act" model="ir.actions.act_window">
- <field name="name">Segmentations</field>
+ <field name="name">Partners Segmentation</field>
<field name="res_model">crm.segmentation</field>
<field name="view_type">form</field>
<field name="view_mode">tree,form</field>
+ <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>
</record>
- <menuitem action="crm_segmentation_tree-act"
+
+ <menuitem action="crm_segmentation_tree-act"
id="menu_crm_segmentation-act"
- groups="base.group_extended"
- parent="base.menu_crm_configuration" />
+ groups="base.group_extended" sequence="2"
+ parent="base.menu_base_action_rule" />
<record model="ir.ui.view" id="view_users_form_simple_modif_inherited1">
<field name="name">view.users.form.crm.modif.inherited1</field>
<page string="Current Activity" position="inside">
<field name="context_section_id" completion="1"
widget="selection"
- context="{'user_prefence':True}" />
+ context="{'user_prefence':True}"
+ readonly="0"/>
</page>
</field>
</record>
<field name="inherit_id" ref="base.view_users_form"/>
<field eval="18" name="priority"/>
<field name="arch" type="xml">
- <field name="password" position="after">
+ <xpath expr="/form/notebook" position="before">
<field name="context_section_id" completion="1" widget="selection"/>
- </field>
+ </xpath>
</field>
</record>
-<!-- Inherit View From Partner -->
+ <!-- Inherit View From Partner -->
<record id="view_partners_form_crm1" model="ir.ui.view">
<field name="name">view.res.partner.form.crm.inherited1</field>
<field name="inherit_id" ref="base.view_partner_form"/>
<field eval="18" name="priority"/>
<field name="arch" type="xml">
- <field name="parent_id" position="after">
+ <field name="user_id" position="after">
<field name="section_id" completion="1" widget="selection"
groups="base.group_extended"/>
</field>
</field>
</record>
- <record id="view_partners_form_crm2" model="ir.ui.view">
+ <record id="view_partners_tree_crm2" model="ir.ui.view">
<field name="name">view.res.partner.tree.crm.inherited2</field>
<field name="model">res.partner</field>
<field name="type">tree</field>
<field name="inherit_id" ref="base.view_partner_tree"/>
<field eval="18" name="priority"/>
<field name="arch" type="xml">
- <field name="lang" position="after">
+ <field name="country" position="after">
<field name="section_id" completion="1" widget="selection"
groups="base.group_extended"/>
</field>
</field>
</field>
</record>
+
+
</data>
</openerp>
projects / odoo / odoo.git / blobdiff