114 lines
4.8 KiB
XML
114 lines
4.8 KiB
XML
<?xml version="1.0" encoding="utf-8"?>
|
|
<openerp>
|
|
<data>
|
|
|
|
<!-- Top menu item -->
|
|
<!--
|
|
This menu item's purpose is to overwrite another one defined in
|
|
the base module in order to set new groups.
|
|
-->
|
|
<menuitem name="Sales"
|
|
id="base.menu_base_partner"
|
|
groups="base.group_sale_manager,base.group_sale_salesman"/>
|
|
|
|
<menuitem id="base.menu_crm_config_lead" name="Leads & Opportunities"
|
|
parent="base.menu_base_config" sequence="5" 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 Calls"
|
|
parent="base.menu_base_config" sequence="45" groups="base.group_sale_salesman"/>
|
|
|
|
<!-- CRM.LOST.REASON VIEWS -->
|
|
<record id="crm_lost_reason_view_form" model="ir.ui.view">
|
|
<field name="name">crm.lost.reason.form</field>
|
|
<field name="model">crm.lost.reason</field>
|
|
<field name="arch" type="xml">
|
|
<form string="Channel">
|
|
<group>
|
|
<field name="name"/>
|
|
</group>
|
|
</form>
|
|
</field>
|
|
</record>
|
|
<record id="crm_lost_reason_action" model="ir.actions.act_window">
|
|
<field name="name">Lost Reasons</field>
|
|
<field name="res_model">crm.lost.reason</field>
|
|
<field name="view_type">form</field>
|
|
<field name="view_mode">tree,form</field>
|
|
<field name="help" type="html">
|
|
<p class="oe_view_nocontent_create">
|
|
Click to define a new lost reason.
|
|
</p><p>
|
|
Use lost reasons to explain why an opportunity is lost.
|
|
</p><p>
|
|
Some examples of lost reasons: "We don't have people/skill", "Price too high"
|
|
</p>
|
|
</field>
|
|
</record>
|
|
|
|
<menuitem action="crm_lost_reason_action" id="menu_crm_lost_reason" parent="base.menu_crm_config_lead" sequence="6" groups="base.group_no_one"/>
|
|
|
|
|
|
<!-- CRM STAGE VIEWS -->
|
|
<record model="ir.ui.view" id="crm_stage_tree">
|
|
<field name="name">crm.stage.tree</field>
|
|
<field name="model">crm.stage</field>
|
|
<field name="arch" type="xml">
|
|
<tree string="Stages">
|
|
<field name="sequence" widget="handle"/>
|
|
<field name="name"/>
|
|
<field name="probability"/>
|
|
<field name="type"/>
|
|
</tree>
|
|
</field>
|
|
</record>
|
|
|
|
<record model="ir.ui.view" id="crm_stage_form">
|
|
<field name="name">crm.stage.form</field>
|
|
<field name="model">crm.stage</field>
|
|
<field name="priority" eval="1"/>
|
|
<field name="arch" type="xml">
|
|
<form string="Stage">
|
|
<group>
|
|
<group>
|
|
<field name="name"/>
|
|
<field name="sequence"/>
|
|
<field name="type"/>
|
|
<label for="probability" />
|
|
<div>
|
|
<field name="probability"/>
|
|
<p class="text-muted">
|
|
A stage will be considered as 'Won' if the probability is 100% and it is folded in Kanban View.<br/>
|
|
A stage will be considered as 'Lost (Dead)' if the probability is 0% and it is folded in Kanban View.
|
|
</p>
|
|
</div>
|
|
<field name="case_default" groups="base.group_multi_salesteams"/>
|
|
</group>
|
|
<group>
|
|
<field name="fold"/>
|
|
<field name="on_change"/>
|
|
<field name="legend_priority"/>
|
|
</group>
|
|
</group>
|
|
<separator string="Requirements"/>
|
|
<field name="requirements" nolabel="1"/>
|
|
<field name="team_ids" invisible="1"/>
|
|
</form>
|
|
</field>
|
|
</record>
|
|
|
|
<!-- CRM Stage Action -->
|
|
<record id="crm_stage_act" model="ir.actions.act_window">
|
|
<field name="name">Stages</field>
|
|
<field name="res_model">crm.stage</field>
|
|
<field name="view_type">form</field>
|
|
<field name="view_id" ref="crm_stage_tree"/>
|
|
</record>
|
|
</data>
|
|
</openerp>
|