400 lines
16 KiB
XML
400 lines
16 KiB
XML
<?xml version="1.0" encoding="utf-8"?>
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<openerp>
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<data>
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<!-- Top menu item -->
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<!--
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This menu item's purpose is to overwrite another one defined in
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the base module in order to set new groups.
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-->
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<menuitem name="Sales"
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id="base.menu_base_partner"
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groups="base.group_sale_manager,base.group_sale_salesman"/>
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<menuitem id="base.menu_crm_config_lead" name="Leads & Opportunities"
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parent="base.menu_base_config" sequence="80" groups="base.group_sale_manager"/>
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<menuitem id="base.menu_crm_config_opportunity" name="Opportunities"
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parent="base.menu_base_config" sequence="1" groups="base.group_sale_manager"/>
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<menuitem id="base.menu_sale_config_sales" name="Sales"
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parent="base.menu_base_config" sequence="0" groups="base.group_sale_manager"/>
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<menuitem id="menu_crm_config_phonecall" name="Phone Calls"
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parent="base.menu_base_config" sequence="45" groups="base.group_sale_salesman"/>
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<!-- crm.tracking.medium -->
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<record id="crm_tracking_medium_view_tree" model="ir.ui.view">
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<field name="name">crm.tracking.medium.tree</field>
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<field name="model">crm.tracking.medium</field>
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<field name="arch" type="xml">
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<tree string="Channels">
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<field name="name"/>
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<field name="active"/>
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</tree>
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</field>
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</record>
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<record id="crm_tracking_medium_view_form" model="ir.ui.view">
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<field name="name">crm.tracking.medium.form</field>
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<field name="model">crm.tracking.medium</field>
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<field name="arch" type="xml">
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<form string="Channel">
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<group>
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<field name="name"/>
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<field name="active"/>
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</group>
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</form>
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</field>
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</record>
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<record id="crm_tracking_medium_action" model="ir.actions.act_window">
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<field name="name">Channels</field>
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<field name="res_model">crm.tracking.medium</field>
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<field name="view_type">form</field>
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<field name="view_mode">tree,form</field>
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<field name="help" type="html">
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<p class="oe_view_nocontent_create">
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Click to define a new channel.
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</p><p>
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Use channels to track the type of source of your leads and opportunities. Channels
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are mostly used in reporting to analyse sales performance
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related to marketing efforts.
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</p><p>
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Some examples of channels: company website, phone call
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campaign, reseller, banner, etc.
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</p>
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</field>
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</record>
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<!-- crm.tracking.source -->
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<record id="crm_tracking_source_view_tree" model="ir.ui.view">
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<field name="name">crm.tracking.source.tree</field>
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<field name="model">crm.tracking.source</field>
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<field name="arch" type="xml">
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<tree string="Channels">
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<field name="name"/>
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</tree>
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</field>
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</record>
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<record id="crm_tracking_source_view_form" model="ir.ui.view">
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<field name="name">crm.tracking.source.form</field>
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<field name="model">crm.tracking.source</field>
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<field name="arch" type="xml">
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<form string="Channel">
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<group>
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<field name="name"/>
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</group>
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</form>
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</field>
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</record>
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<record id="crm_tracking_source_action" model="ir.actions.act_window">
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<field name="name">Source</field>
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<field name="res_model">crm.tracking.source</field>
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<field name="view_type">form</field>
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<field name="view_mode">tree,form</field>
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<field name="help" type="html">
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<p class="oe_view_nocontent_create">
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Click to define a new source.
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</p><p>
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Use channels to track the source of your leads and opportunities. Channels
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are mostly used in reporting to analyse sales performance
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related to marketing efforts.
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</p><p>
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Some examples of channels: partner's website, google.com,
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email list name, etc.
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</p>
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</field>
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</record>
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<menuitem action="crm_tracking_source_action" id="menu_crm_tracking_source" parent="base.menu_crm_config_lead" sequence="4" groups="base.group_no_one"/>
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<!-- CRM Stage Tree View -->
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<record model="ir.ui.view" id="crm_case_stage_tree">
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<field name="name">crm.case.stage.tree</field>
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<field name="model">crm.case.stage</field>
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<field name="arch" type="xml">
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<tree string="Stages">
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<field name="sequence" widget="handle"/>
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<field name="name"/>
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<field name="probability"/>
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<field name="type"/>
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</tree>
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</field>
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</record>
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<!-- CRM Stage Form View -->
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<record model="ir.ui.view" id="crm_case_stage_form">
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<field name="name">crm.case.stage.form</field>
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<field name="model">crm.case.stage</field>
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<field name="priority" eval="1"/>
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<field name="arch" type="xml">
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<form string="Stage">
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<group>
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<group>
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<field name="name"/>
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<field name="sequence"/>
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<field name="type"/>
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<field name="probability"/>
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</group>
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<group>
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<field name="fold"/>
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<field name="on_change"/>
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<field name="case_default" groups="base.group_multi_salesteams"/>
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</group>
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</group>
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<separator string="Requirements"/>
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<field name="requirements" nolabel="1"/>
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<field name="section_ids" invisible="1"/>
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</form>
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</field>
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</record>
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<!-- CRM Stage Action -->
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<record id="crm_case_stage_act" model="ir.actions.act_window">
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<field name="name">Stages</field>
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<field name="res_model">crm.case.stage</field>
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<field name="view_type">form</field>
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<field name="view_id" ref="crm_case_stage_tree"/>
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</record>
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<!-- Case Categories Form View -->
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<record id="crm_case_categ-view" model="ir.ui.view">
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<field name="name">crm.case.categ.form</field>
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<field name="model">crm.case.categ</field>
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<field name="arch" type="xml">
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<form string="Case Category">
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<group>
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<field name="name"/>
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<field name="section_id" groups="base.group_multi_salesteams"/>
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<field name="object_id" invisible="1"/>
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</group>
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</form>
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</field>
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</record>
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<!-- Case Categories Tree View -->
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<record id="crm_case_categ_tree-view" model="ir.ui.view">
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<field name="name">crm.case.categ.tree</field>
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<field name="model">crm.case.categ</field>
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<field name="arch" type="xml">
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<tree string="Case Category">
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<field name="name"/>
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<field name="section_id" groups="base.group_multi_salesteams"/>
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</tree>
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</field>
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</record>
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<!-- Resource Type of case Tree View -->
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<record model="ir.ui.view" id="crm_tracking_campaign_tree">
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<field name="name">crm.tracking.campaign.tree</field>
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<field name="model">crm.tracking.campaign</field>
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<field name="arch" type="xml">
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<tree string="Campaign">
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<field name="name"/>
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<field name="section_id" groups="base.group_multi_salesteams"/>
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</tree>
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</field>
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</record>
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<!-- Resource Type of case Form View -->
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<record model="ir.ui.view" id="crm_tracking_campaign_form">
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<field name="name">crm.tracking.campaign.form</field>
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<field name="model">crm.tracking.campaign</field>
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<field name="arch" type="xml">
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<form string="Campaign">
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<group>
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<field name="name"/>
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<field name="section_id" groups="base.group_multi_salesteams"/>
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</group>
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</form>
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</field>
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</record>
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<!-- Resource Type of case Action -->
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<record id="crm_tracking_campaign_act" model="ir.actions.act_window">
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<field name="name">Campaigns</field>
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<field name="res_model">crm.tracking.campaign</field>
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<field name="view_type">form</field>
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<field name="view_id" ref="crm_tracking_campaign_tree"/>
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</record>
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<menuitem action="crm_tracking_campaign_act"
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id="menu_crm_tracking_campaign_act" sequence="4"
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groups="base.group_no_one"
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parent="base.menu_crm_config_lead"/>
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<!-- Segmentation line Tree View -->
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<record id="crm_segmentation_line_tree-view" model="ir.ui.view">
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<field name="name">crm.segmentation.line.tree</field>
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<field name="model">crm.segmentation.line</field>
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<field name="arch" type="xml">
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<tree string="Partner Segmentation Lines">
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<field name="name"/>
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<field name="expr_name"/>
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<field name="expr_operator"/>
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<field name="expr_value"/>
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<field name="operator"/>
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</tree>
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</field>
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</record>
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<!-- Segmentation line Form View -->
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<record id="crm_segmentation_line-view" model="ir.ui.view">
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<field name="name">crm.segmentation.line.form</field>
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<field name="model">crm.segmentation.line</field>
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<field name="arch" type="xml">
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<form string="Partner Segmentation Lines">
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<group col="4">
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<field colspan="4" name="name"/>
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<group col="2" colspan="4">
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<field name="expr_name"/>
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<field name="expr_operator"/>
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<field name="expr_value"/>
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</group>
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<field name="operator"/>
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</group>
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</form>
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</field>
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</record>
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<!-- CRM Segmentation Form View -->
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<record id="crm_segmentation-view" model="ir.ui.view">
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<field name="name">crm.segmentation.form</field>
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<field name="model">crm.segmentation</field>
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<field name="arch" type="xml">
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<form string="Partner Segmentation">
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<header>
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<button name="process_start"
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states="not running"
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string="Compute Segmentation" type="object"
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icon="gtk-execute"/>
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<button name="process_stop" states="running"
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string="Stop Process" type="object"
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icon="gtk-cancel"/>
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<button name="process_continue" states="running"
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string="Continue Process" type="object"
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icon="gtk-go-forward"/>
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<field name="state" widget="statusbar"/>
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</header>
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<group col="4">
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<field name="name"/>
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<field name="categ_id"/>
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<field name="exclusif"/>
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</group>
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<notebook>
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<page string="Sales Purchase">
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<group>
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<field name="sales_purchase_active"/>
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</group>
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<separator string="Segmentation Test"/>
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<field name="segmentation_line" widget="one2many_list"/>
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</page>
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<page string="Description">
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<field name="description"/>
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</page>
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</notebook>
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</form>
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</field>
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</record>
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<!-- CRM Segmentation Tree View -->
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<record id="crm_segmentation_tree-view" model="ir.ui.view">
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<field name="name">crm.segmentation.tree</field>
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<field name="model">crm.segmentation</field>
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<field name="arch" type="xml">
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<tree string="Partner Segmentations">
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<field name="name"/>
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<field name="description"/>
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<field name="categ_id"/>
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</tree>
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</field>
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</record>
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<record id="crm_segmentation-act" model="ir.actions.act_window">
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<field name="name">Segmentation</field>
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<field name="res_model">crm.segmentation</field>
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<field name="view_type">form</field>
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<field name="view_id" ref="crm_segmentation-view"/>
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</record>
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<record id="crm_segmentation_tree-act" model="ir.actions.act_window">
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<field name="name">Contacts Segmentation</field>
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<field name="res_model">crm.segmentation</field>
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<field name="view_type">form</field>
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<field name="view_mode">tree,form</field>
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<field name="help" type="html">
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<p class="oe_view_nocontent_create">
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Click to define a new customer segmentation.
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</p><p>
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Create specific categories which you can assign to your
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contacts to better manage your interactions with them. The
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segmentation tool is able to assign categories to contacts
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according to criteria you set.
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</p>
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</field>
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</record>
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<menuitem action="crm_segmentation_tree-act"
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id="menu_crm_segmentation-act"
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groups="base.group_no_one" sequence="15"
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parent="base.menu_base_config"/>
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<!-- Payment Mode Tree View -->
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<record model="ir.ui.view" id="view_crm_payment_mode_tree">
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<field name="name">crm.payment.mode.tree</field>
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<field name="model">crm.payment.mode</field>
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<field name="arch" type="xml">
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<tree string="Payment Mode">
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<field name="name"/>
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<field name="section_id" groups="base.group_multi_salesteams"/>
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</tree>
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</field>
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</record>
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<!-- Payment Mode Form View -->
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<record model="ir.ui.view" id="view_crm_payment_mode_form">
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<field name="name">crm.payment.mode.form</field>
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<field name="model">crm.payment.mode</field>
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<field name="arch" type="xml">
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<form string="Payment Mode">
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<group>
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<field name="name"/>
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<field name="section_id" groups="base.group_multi_salesteams"/>
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</group>
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</form>
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</field>
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</record>
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<!-- Payment Mode Action -->
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<record id="action_crm_payment_mode" model="ir.actions.act_window">
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<field name="name">Payment Mode</field>
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<field name="res_model">crm.payment.mode</field>
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<field name="view_type">form</field>
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<field name="view_mode">tree,form</field>
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</record>
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<menuitem action="action_crm_payment_mode"
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id="menu_crm_payment_mode_act"
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groups="base.group_no_one"
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name="Payment Modes"
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parent="base.menu_crm_config_lead"/>
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</data>
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</openerp>
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