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Initial commit: Crm packages

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Ernad Husremovic 2025-08-29 15:20:49 +02:00
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odoo-bringout-oca-ocb-crm/crm/views/crm_menu_views.xml Normal file
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<?xml version="1.0" encoding="utf-8"?>
<odoo>
<!-- 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
id="crm_menu_root"
name="CRM"
web_icon="crm,static/description/icon.svg"
groups="sales_team.group_sale_salesman,sales_team.group_sale_manager"
sequence="25"/>
<!-- SALES (MAIN USER MENU) -->
<menuitem
id="crm_menu_sales"
name="Sales"
parent="crm_menu_root"
sequence="1"/>
<menuitem
id="menu_crm_opportunities"
name="My Pipeline"
parent="crm_menu_sales"
action="crm.action_your_pipeline"
sequence="1"/>
<menuitem
id="crm_lead_menu_my_activities"
name="My Activities"
parent="crm_menu_sales"
groups="sales_team.group_sale_salesman"
action="crm.crm_lead_action_my_activities"
sequence="2"/>
<menuitem
id="sales_team_menu_team_pipeline"
name="Teams"
parent="crm_menu_sales"
action="sales_team.crm_team_action_pipeline"
groups="sales_team.group_sale_manager"
sequence="4"/>
<menuitem
id="res_partner_menu_customer"
name="Customers"
parent="crm_menu_sales"
action="base.action_partner_form"
sequence="5"/>
<!-- LEADS (MAIN USER MENU) -->
<menuitem
id="crm_menu_leads"
name="Leads"
parent="crm_menu_root"
action="crm.crm_lead_all_leads"
groups="crm.group_use_lead"
sequence="5"/>
<!-- REPORTING -->
<menuitem
id="crm_menu_report"
name="Reporting"
parent="crm_menu_root"
sequence="20"
groups="sales_team.group_sale_salesman"/>
<menuitem
id="crm_menu_forecast"
name="Forecast"
parent="crm_menu_report"
action="crm.action_opportunity_forecast"
sequence="1"/>
<menuitem
id="crm_opportunity_report_menu"
name="Pipeline"
parent="crm_menu_report"
action="crm.crm_opportunity_report_action"
sequence="2"/>
<menuitem
id="crm_opportunity_report_menu_lead"
name="Leads"
parent="crm_menu_report"
action="crm.crm_opportunity_report_action_lead"
sequence="3"/>
<menuitem
id="crm_activity_report_menu"
name="Activities"
parent="crm_menu_report"
action="crm_activity_report_action"
sequence="4"/>
<!-- CONFIGURATION -->
<menuitem
id="crm_menu_config"
name="Configuration"
parent="crm_menu_root"
action="crm.action_your_pipeline"
sequence="25" groups="sales_team.group_sale_manager"/>
<menuitem
id="crm_config_settings_menu"
name="Settings"
parent="crm_menu_config"
action="crm.crm_config_settings_action"
groups="base.group_system"
sequence="0"/>
<menuitem
id="menu_crm_config_opportunity"
name="Opportunities"
parent="crm_menu_config"
sequence="1"
groups="sales_team.group_sale_manager"/>
<menuitem
id="crm_team_config"
name="Sales Teams"
parent="crm_menu_config"
action="sales_team.crm_team_action_config"
sequence="5"/>
<menuitem
id="crm_team_member_config"
name="Teams Members"
parent="crm_menu_config"
action="sales_team.crm_team_member_action"
sequence="6"
groups="base.group_no_one"/>
<menuitem
id="crm_team_menu_config_activity_types"
name="Activity Types"
parent="crm_menu_config"
action="sales_team.mail_activity_type_action_config_sales"
sequence="10"/>
<menuitem
id="crm_recurring_plan_menu_config"
name="Recurring Plans"
parent="crm_menu_config"
action="crm.crm_recurring_plan_action"
sequence="12"
groups="crm.group_use_recurring_revenues"/>
<menuitem
id="menu_crm_config_lead"
name="Pipeline"
parent="crm_menu_config"
sequence="15"
groups="sales_team.group_sale_manager"/>
<menuitem
id="menu_crm_lead_stage_act"
name="Stages"
sequence="0"
parent="menu_crm_config_lead"
action="crm.crm_stage_action"
groups="base.group_no_one"/>
<menuitem
id="menu_crm_lead_categ"
name="Tags"
action="sales_team.sales_team_crm_tag_action"
parent="menu_crm_config_lead"
sequence="1"/>
<menuitem
id="menu_crm_lost_reason"
name="Lost Reasons"
parent="menu_crm_config_lead"
action="crm.crm_lost_reason_action"
sequence="6"/>
<menuitem
id="menu_import_crm"
name="Import &amp; Synchronize"
parent="crm_menu_root"/>
</odoo>