<openerp>
<data>
- <!--menuitem id="base.menu_crm_config_sales" name="Sales"
- parent="base.menu_base_config" sequence="1"/-->
+ <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="2" groups="base.group_extended"/>
+ 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="menu_crm_config_meeting" name="Meeting"
- parent="base.menu_base_config" sequence="4"/-->
+ <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="11" />
- <!--menuitem action="crm_custom_create_menu_action"
- id="crm_case_create_custom_menu"
- parent="base.menu_crm_config_sales"
- groups="base.group_extended"
- name="Create Menu for Custom Cases" /-->
-
<!-- Case Sections Form View -->
<field name="allow_unlink" select="2"/>
<field name="change_responsible"/>
</group>
- <separator string="Team Members" colspan="4"/>
- <field name="member_ids" nolabel="1" colspan="4"/>
+ <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>
+ </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 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>
-
+
<menuitem action="crm_case_section_act"
id="menu_crm_case_section_act" sequence="4"
- parent="base.menu_crm_config_lead" />
-
+ parent="base.menu_sale_config_sales" />
+
<!-- CRM Stage Tree View -->
<field name="sequence"/>
<field name="name"/>
<field name="probability"/>
- <field name="section_id"/>
-
+ <field name="type" />
</tree>
</field>
</record>
<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>
<field name="view_type">form</field>
<field name="view_id" ref="crm_case_stage_tree"/>
</record>
+
<!-- Case Categories Form View -->
<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>
</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 action="crm_case_categ-act"
- id="menu_crm_case_categ-act" name="Categories"
- parent="base.menu_crm_config_lead" sequence="1"/>
-
<!-- Resource Type of case Tree View -->
<record model="ir.ui.view" id="crm_case_resource_type_tree">
<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>
<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 -->
<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 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="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"
<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>
<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>
<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>
-
-
- <!-- Custom Case Sections -->
- <record id="crm_case_section_custom_view_form" model="ir.ui.view">
- <field name="name">crm.case.section.custom.form</field>
- <field name="model">crm.case.section.custom</field>
- <field name="type">form</field>
- <field name="arch" type="xml">
- <form string="Custom Case Section">
- <group col="6" colspan="4">
- <field name="name" select="1" colspan="2"/>
- <field name="parent_id" select="2" widget="selection"/>
- <field name="code" select="1"/>
- <newline/>
- <field name="user_id" select="2"/>
- <field name="active" select="2"/>
- </group>
- <notebook colspan="4">
- <page string="Information">
- <group col="2" colspan="1">
- <separator string="Mailgateway" colspan="2"/>
- <field name="reply_to" select="2"/>
- </group>
- <group col="2" colspan="1">
- <separator string="Configuration" colspan="2"/>
- <field name="allow_unlink" select="2"/>
- </group>
- </page>
- <page string="Notes">
- <field name="note" select="1" colspan="4" nolabel="1"/>
- </page>
- </notebook>
- </form>
- </field>
- </record>
- <record id="crm_case_section_custom_view_tree" model="ir.ui.view">
- <field name="name">crm.case.section.custom.tree</field>
- <field name="model">crm.case.section.custom</field>
- <field name="type">tree</field>
- <field name="arch" type="xml">
- <tree string="Custom Case Section">
- <field name="name" select="1"/>
- <field name="code" select="1"/>
- <field name="user_id" select="1"/>
- </tree>
- </field>
- </record>
-
- <!-- Custom crm case-->
-
- <record id="crm_case_custom_tree_view" model="ir.ui.view">
- <field name="name">Custom Cases - Tree</field>
- <field name="model">crm.case.custom</field>
- <field name="type">tree</field>
- <field name="arch" type="xml">
- <tree colors="red:date_deadline<current_date and state=='open'" string="Custom Cases">
- <field name="id"/>
- <field name="date"/>
- <field name="date_deadline"/>
- <field name="name"/>
- <field name="partner_id"/>
- <field name="user_id"/>
- <field name="priority"/>
- <field name="state"/>
- <field name="create_date" invisible="1"/>
- </tree>
- </field>
- </record>
- <record id="crm_case_custom_form_view" model="ir.ui.view">
- <field name="name">Custom Cases - Form</field>
- <field name="model">crm.case.custom</field>
- <field name="type">form</field>
- <field name="priority" eval="1"/>
- <field name="arch" type="xml">
- <form string="Custom Cases">
- <group colspan="4" col="6">
- <field name="name" select="1"/>
- <field name="section_id" widget="selection"/>
- <field name="user_id" select="1"/>
- <field name="priority"/>
- <field name="date" select="1"/>
- <field name="date_deadline" select="2"/>
- </group>
- <notebook colspan="4">
- <page string="General">
- <group col="4" colspan="4">
- <separator string="Communication" colspan="4"/>
- <field name="partner_id" on_change="onchange_partner_id(partner_id, email_from)" select="1"/>
- <field name="partner_address_id" on_change="onchange_partner_address_id(partner_address_id, email_from)" select="2"/>
- <newline/>
- <field name="email_from" select="2"/>
- </group>
- <separator string="Notes" colspan="4"/>
- <field colspan="4" name="description" nolabel="1" select="2"/>
-
- <separator colspan="4"/>
- <group col="8" colspan="4">
- <field name="state"/>
- <button name="case_open" string="Open"
- states="draft,pending" type="object"
- icon="gtk-go-forward" />
- <button name="case_close" string="Close"
- states="open,draft,pending" type="object"
- icon="gtk-close" />
- <button name="case_pending" string="Pending"
- states="draft,open" type="object"
- icon="gtk-media-pause" />
- <button name="case_cancel" string="Cancel"
- states="draft,open,pending" type="object"
- icon="gtk-cancel" />
- <button name="case_reset"
- string="Reset to Draft" states="done,cancel"
- type="object" icon="gtk-convert" />
- </group>
- </page>
- <page string="Extra Info">
- <separator colspan="4" string="Dates"/>
- <field name="create_date"/>
- <field name="date_closed"/>
- <field name="date_action_last"/>
- <field name="date_action_next"/>
- <separator colspan="4" string="Others"/>
- <field name="id" select="1"/>
- <field name="active" select="2"/>
- <separator colspan="4" string="References"/>
- <field colspan="4" name="ref"/>
- </page>
- <page string="Emails" groups="base.group_extended">
- <group colspan="4">
- <field colspan="4" name="email_cc" string="Global CC" widget="char" size="512"/>
- </group>
- <field name="message_ids" colspan="4" nolabel="1" mode="tree,form">
- <tree string="Communication history">
- <field name="display_text" string="History Information"/>
- <button
- string="Reply"
- name="%(crm.action_crm_send_mail)d"
- context="{'mail':'reply', 'model': 'crm.case.custom', 'include_original' : True}"
- icon="terp-mail-replied" type="action" />
- </tree>
- <form string="Communication history">
- <group col="4" colspan="4">
- <field name="email_from"/>
- <field name="date"/>
- <field name="email_to" widget="char" size="512"/>
- <field name="email_cc" widget="char" size="512"/>
- <field name="name" colspan="4" widget="char" size="512"/>
- </group>
- <notebook colspan="4">
- <page string="Details">
- <field name="description" colspan="4" nolabel="1"/>
- </page>
- <page string="Attachments">
- <field name="attachment_ids" colspan="4" readonly="1" nolabel="1"/>
- </page>
- </notebook>
- <button colspan="4"
- string="Reply"
- name="%(crm.action_crm_send_mail)d"
- context="{'mail':'reply', 'model': 'crm.case.custom', 'include_original' : True}"
- icon="terp-mail-replied" type="action" />
- </form>
- </field>
- <button colspan="2" string="Send New Email"
- name="%(crm.action_crm_send_mail)d"
- context="{'mail':'new', 'model': 'crm.case.custom'}"
- icon="terp-mail-message-new" type="action" />
- <button colspan="2" string="Forward to Partner"
- name="%(crm_lead_forward_to_partner_act)d"
- icon="terp-mail-forward" type="action" />
- </page>
- </notebook>
- </form>
- </field>
- </record>
-
- <record model="ir.ui.view" id="crm_case_custom_calendar_view">
- <field name="name">Custom Cases - Calendar</field>
- <field name="model">crm.case.custom</field>
- <field name="type">calendar</field>
- <field name="priority" eval="2"/>
- <field name="arch" type="xml">
- <calendar string="Cases"
- date_start="date" color="user_id">
- <field name="name" />
- <field name="partner_id" />
- </calendar>
- </field>
- </record>
-
- <!-- Custom Cases Search View -->
-
- <record id="crm_case_custom_search_view" model="ir.ui.view">
- <field name="name">Custom Cases - Search</field>
- <field name="model">crm.case.custom</field>
- <field name="type">search</field>
- <field name="arch" type="xml">
- <search string="Search Cases">
- <filter icon="terp-check"
- string="Current"
- default="1" name="current"
- domain="[('state','in',('draft','open'))]"/>
- <filter icon="terp-camera_test"
- string="Open"
- domain="[('state','=','open')]"/>
- <filter icon="terp-gtk-media-pause"
- string="Pending"
- domain="[('state','=','pending')]"/>
-
- <separator orientation="vertical"/>
- <filter icon="terp-go-today" string="Today"
- domain="[('create_date','<', time.strftime('%%Y-%%m-%%d 23:59:59')), ('create_date','>=', time.strftime('%%Y-%%m-%%d 00:00:00'))]"
- help="Todays' Cases" />
- <filter icon="terp-go-week" string="7 Days"
- help="Cases creating during last 7 days"
- domain="[('create_date','<', time.strftime('%%Y-%%m-%%d 23:59:59')),('create_date','>=',(datetime.date.today()-datetime.timedelta(days=7)).strftime('%%Y-%%m-%%d 00:00:00'))]"
- />
- <separator orientation="vertical"/>
- <field name="name"/>
- <field name="user_id">
- <filter icon="terp-personal-"
- domain="[('user_id','=', False)]"
- help="Unassigned Cases" />
- </field>
- <newline/>
- <group expand="0" string="Extended options..." groups="base.group_extended">
- <field name="create_date" string="Creation Date"/>
- <field name="date_closed"/>
- </group>
- <newline/>
- <group expand="0" string="Group By...">
- <filter string="State" icon="terp-stock_effects-object-colorize" domain="[]" context="{'group_by':'state'}"/>
- <filter string="Priority" icon="terp-rating-rated"
- domain="[]" context="{'group_by':'priority'}" />
- <separator orientation="vertical"/>
- <filter string="Salesman" icon="terp-personal" domain="[]" context="{'group_by':'user_id'}"/>
- <filter string="Partner" icon="terp-partner" domain="[]" context="{'group_by':'partner_id'}"/>
- <separator orientation="vertical"/>
- <filter string="Creation" icon="terp-go-month"
- domain="[]" context="{'group_by':'create_date'}" />
- </group>
- </search>
- </field>
- </record>
</data>
</openerp>
projects / odoo / odoo.git / blobdiff