1 <?xml version="1.0" encoding="utf-8"?>
4 <menuitem icon="terp-crm" id="menu_crm" name="CRM & SRM"/>
5 <menuitem id="menu_crm_configuration" name="Configuration" parent="crm.menu_crm" sequence="0"/>
7 <record id="res_partner_events-wopartner-view" model="ir.ui.view">
8 <field name="name">res.partner.events.form</field>
9 <field name="model">res.partner.events</field>
10 <field name="type">tree</field>
11 <field name="arch" type="xml">
12 <tree string="Partner Events">
13 <separator string="General Description"/>
14 <field name="date" select="1"/>
15 <field name="name" select="1"/>
16 <field name="som" select="2"/>
17 <field name="type" select="2"/>
18 <field name="partner_type" select="2"/>
23 <!-- Case Sections -->
24 <record id="crm_case_section_view_form" model="ir.ui.view">
25 <field name="name">crm.case.section.form</field>
26 <field name="model">crm.case.section</field>
27 <field name="type">form</field>
28 <field name="arch" type="xml">
29 <form string="Case Section">
31 <page string="Case section">
32 <field name="name" select="1"/>
33 <field name="code" select="1"/>
34 <field name="sequence"/>
35 <field name="active" select="2"/>
36 <field name="user_id" select="2"/>
37 <field name="parent_id" select="2"/>
38 <field name="allow_unlink" select="2"/>
39 <field name="reply_to" select="2"/>
40 <label colspan="2" string="Complete this if you use the mail gateway."/>
46 <record id="crm_case_section_view_tree" model="ir.ui.view">
47 <field name="name">crm.case.section.tree</field>
48 <field name="model">crm.case.section</field>
49 <field name="type">tree</field>
50 <field name="field_parent">child_ids</field>
51 <field name="arch" type="xml">
52 <tree string="Case Section">
53 <field name="name" select="1"/>
54 <field name="code" select="1"/>
55 <field name="user_id" select="1"/>
59 <record id="crm_case_section_act" model="ir.actions.act_window">
60 <field name="name">Sections</field>
61 <field name="res_model">crm.case.section</field>
62 <field name="view_type">form</field>
63 <field name="view_id" ref="crm_case_section_view_tree"/>
65 <menuitem id="next_id_51" name="Cases" parent="crm.menu_crm_configuration"/>
66 <menuitem action="crm_case_section_act" id="menu_crm_case_section_act" parent="next_id_51"/>
68 <menuitem id="next_id_52" name="All Cases" parent="crm.menu_crm" sequence="1"/>
69 <record id="crm_case_section_act_tree" model="ir.actions.act_window">
70 <field name="name">Cases by section</field>
71 <field name="res_model">crm.case.section</field>
72 <field name="domain">[('parent_id','=',False)]</field>
73 <field name="view_type">tree</field>
74 <field name="view_id" ref="crm_case_section_view_tree"/>
76 <menuitem action="crm_case_section_act_tree" id="menu_crm_case_section_act_tree" parent="next_id_52"/>
78 <!-- Case Categories -->
79 <record id="crm_case_categ-view" model="ir.ui.view">
80 <field name="name">crm.case.categ.form</field>
81 <field name="model">crm.case.categ</field>
82 <field name="type">form</field>
83 <field name="arch" type="xml">
84 <form string="Case Category">
85 <field name="name" select="1"/>
86 <field name="section_id" select="1"/>
87 <field name="probability"/>
91 <record id="crm_case_categ_tree-view" model="ir.ui.view">
92 <field name="name">crm.case.categ.tree</field>
93 <field name="model">crm.case.categ</field>
94 <field name="type">tree</field>
95 <field name="arch" type="xml">
96 <tree string="Case Category">
98 <field name="section_id"/>
99 <field name="probability"/>
104 <record id="crm_case_categ-act" model="ir.actions.act_window">
105 <field name="name">Categories</field>
106 <field name="res_model">crm.case.categ</field>
107 <field name="view_type">form</field>
108 <field name="view_id" ref="crm_case_categ_tree-view"/>
110 <menuitem action="crm_case_categ-act" id="menu_crm_case_categ-act" parent="crm.next_id_51"/>
113 <record id="crm_case_rule-view" model="ir.ui.view">
114 <field name="name">crm.case.rule.form</field>
115 <field name="model">crm.case.rule</field>
116 <field name="type">form</field>
117 <field name="arch" type="xml">
118 <form string="Case Rule">
119 <field name="name" select="1"/>
120 <field name="active" select="2"/>
121 <notebook colspan="4">
122 <page string="Conditions">
123 <separator colspan="4" string="Conditions on States"/>
124 <field name="trg_state_from" select="2"/>
125 <field name="trg_state_to" select="2"/>
127 <separator colspan="4" string="Conditions on Case Fields"/>
128 <field name="trg_section_id" select="1"/>
129 <field name="trg_categ_id"/>
130 <field name="trg_user_id" select="2"/>
131 <separator colspan="4" string="Conditions on Case Partner"/>
132 <field name="trg_partner_id"/>
133 <field name="trg_partner_categ_id"/>
134 <separator colspan="4" string="Conditions on Priority Range"/>
135 <field name="trg_priority_from"/>
136 <field name="trg_priority_to"/>
137 <separator colspan="4" string="Conditions on Timing"/>
138 <field name="trg_date_type"/>
139 <label align="1.0" string="Delay After Trigger Date:"/>
140 <group col="2" colspan="1">
141 <field name="trg_date_range" nolabel="1"/>
142 <field name="trg_date_range_type" nolabel="1"/>
144 <separator colspan="4" string="Condition on Communication History"/>
145 <field name="trg_max_history"/>
146 <separator colspan="4" string="Note"/>
147 <label align="0.0" string="The rule use a AND operator. The case must match all non empty fields so that the rule execute the action described in the 'Actions' tab." colspan="4"/>
149 <page string="Actions">
150 <separator colspan="4" string="Fields to Change"/>
151 <field name="act_state"/>
152 <field name="act_section_id"/>
153 <field name="act_user_id"/>
154 <field name="act_priority"/>
155 <separator colspan="4" string="E-Mail Reminders (includes the content of the case)"/>
156 <field name="act_remind_user"/>
157 <field name="act_remind_partner"/>
158 <field name="act_remind_attach"/>
159 <field colspan="4" name="act_email_cc"/>
161 <field name="act_method" colspan="4" readonly="1"/>
164 <page string="E-Mail Actions">
165 <separator colspan="4" string="Template of Email to Send"/>
166 <field name="act_mail_to_user"/>
167 <field name="act_mail_to_partner"/>
168 <field name="act_mail_to_watchers"/>
169 <field colspan="4" name="act_mail_to_email"/>
170 <field colspan="4" name="act_mail_body"/>
172 <separator colspan="4" string="Special Keywords to Be Used in The Body"/>
173 <label align="0.0" string="%%(case_id)s = Case ID" colspan="2"/>
174 <label align="0.0" string="%%(case_subject)s = Case subject" colspan="2"/>
175 <label align="0.0" string="%%(case_date)s = Creation date" colspan="2"/>
176 <label align="0.0" string="%%(email_from)s = Partner email" colspan="2"/>
177 <label align="0.0" string="%%(partner)s = Partner name" colspan="2"/>
178 <label align="0.0" string="%%(partner_email)s = Partner email" colspan="2"/>
179 <label align="0.0" string="%%(case_user)s = Responsible name" colspan="2"/>
180 <label align="0.0" string="%%(case_user_email)s = Responsible email" colspan="2"/>
181 <label align="0.0" string="%%(case_user_phone)s = Responsible phone" colspan="2"/>
187 <record id="crm_case_rule_tree-view" model="ir.ui.view">
188 <field name="name">crm.case.rule.tree</field>
189 <field name="model">crm.case.rule</field>
190 <field name="type">tree</field>
191 <field name="arch" type="xml">
192 <tree string="Case Rule">
194 <field name="active"/>
198 <record id="crm_case_rule-act" model="ir.actions.act_window">
199 <field name="name">Rules</field>
200 <field name="res_model">crm.case.rule</field>
201 <field name="view_type">form</field>
202 <field name="view_id" ref="crm_case_rule_tree-view"/>
204 <menuitem action="crm_case_rule-act" id="menu_crm_case_rule-act" parent="crm.next_id_51"/>
208 <record id="crm_case_log_tree-view" model="ir.ui.view">
209 <field name="name">crm.case.log.tree</field>
210 <field name="model">crm.case.log</field>
211 <field name="type">tree</field>
212 <field name="arch" type="xml">
213 <tree string="Case logs">
217 <field name="user_id"/>
218 <field name="section_id"/>
219 <field name="canal_id"/>
225 <record id="crm_case_history_tree-view" model="ir.ui.view">
226 <field name="name">crm.case.history.tree</field>
227 <field name="model">crm.case.history</field>
228 <field name="type">tree</field>
229 <field name="arch" type="xml">
230 <tree string="Case History">
234 <field name="user_id"/>
235 <field name="canal_id"/>
240 <record id="crm_case_calendar-view" model="ir.ui.view">
241 <field name="name">crm.case.calendar</field>
242 <field name="model">crm.case</field>
243 <field name="type">calendar</field>
244 <field name="arch" type="xml">
245 <calendar color="user_id" date_start="date" date_stop="date_deadline" day_length="12" string="Cases">
247 <field name="partner_id"/>
248 <field name="state"/>
254 <record id="crm_case_tree-view" model="ir.ui.view">
255 <field name="name">crm.case.tree</field>
256 <field name="model">crm.case</field>
257 <field name="type">tree</field>
258 <field name="arch" type="xml">
259 <tree colors="red:date_deadline<current_date and state=='open'" string="Cases">
262 <field name="date_deadline"/>
264 <field name="partner_id"/>
265 <field name="user_id"/>
266 <field name="priority"/>
267 <field name="planned_revenue" sum="Planned revenue"/>
268 <field name="planned_cost" sum="Planned costs"/>
269 <field name="state"/>
274 <record id="crm_case-view" model="ir.ui.view">
275 <field name="name">crm.case.form</field>
276 <field name="model">crm.case</field>
277 <field name="type">form</field>
278 <field name="arch" type="xml">
279 <form string="Cases">
280 <field colspan="4" name="name" select="1"/>
281 <field colspan="2" name="section_id"/>
282 <field name="date" select="1"/>
283 <field name="date_deadline" select="2"/>
284 <field name="priority"/>
286 <notebook colspan="4">
287 <page string="General">
288 <group col="8" colspan="4">
289 <field colspan="4" name="partner_id" on_change="onchange_partner_id(partner_id, email_from)" select="1"/>
290 <field colspan="3" name="partner_address_id" on_change="onchange_partner_address_id(partner_address_id, email_from)" select="2"/>
292 <field colspan="3" name="email_from" select="2"/>
293 <button name="remind_partner" states="open,pending" string="Send Reminder" type="object"/>
294 <field name="user_id" select="1"/>
295 <button name="remind_user" states="open,pending" string="Send Reminder" type="object"/>
298 <separator colspan="4"/>
299 <field colspan="2" mode="tree,form" name="history_line" nolabel="1">
300 <form string="Communication history">
301 <group col="6" colspan="4">
302 <field name="date" select="1"/>
303 <field name="email" select="1"/>
304 <field name="canal_id" select="2"/>
307 <field colspan="4" name="description" nolabel="1" select="2"/>
309 <tree string="Communication history">
313 <group col="2" colspan="2" expand="1">
314 <field name="canal_id"/>
315 <button colspan="2" name="add_reply" states="open" string="Add Last Mail for Replying" type="object"/>
316 <field colspan="2" name="description" nolabel="1" select="2"/>
317 <button name="case_log_reply" states="open" string="Send Partner & Historize" type="object"/>
318 <button name="case_log" states="open" string="Historize" type="object"/>
321 <separator colspan="4"/>
322 <group col="8" colspan="4">
323 <field name="state" select="1"/>
324 <button name="case_close" states="open,draft,pending" string="Close" type="object"/>
325 <button name="case_open" states="draft,pending" string="Open" type="object"/>
326 <button name="case_cancel" states="draft,open,pending" string="Cancel" type="object"/>
327 <button name="case_pending" states="draft,open" string="Pending" type="object"/>
328 <button name="case_escalate" states="open,draft,pending" string="Escalate" type="object"/>
329 <button name="case_reset" states="done,cancel" string="Reset to Draft" type="object"/>
332 <page string="Extra Info">
333 <field name="id" select="1"/>
334 <field name="active" select="2"/>
335 <field colspan="4" name="email_cc"/>
336 <field name="categ_id" on_change="onchange_categ_id(categ_id)" select="2"/>
337 <field name="som" select="2"/>
338 <separator colspan="4" string="Dates"/>
339 <field name="create_date"/>
340 <field name="date_closed"/>
341 <field name="date_action_last"/>
342 <field name="date_action_next"/>
343 <separator colspan="4" string="Estimates"/>
344 <field name="planned_revenue"/>
345 <field name="planned_cost"/>
346 <field name="probability"/>
347 <separator colspan="4" string="References"/>
348 <field colspan="4" name="ref"/>
349 <field colspan="4" name="ref2"/>
351 <page string="History">
352 <field colspan="4" name="log_ids" nolabel="1">
353 <form string="Actions">
354 <separator colspan="4" string="Action Information"/>
355 <field colspan="4" name="name"/>
356 <field name="date" select="2"/>
357 <field name="user_id" select="2"/>
358 <field name="som" select="2"/>
359 <field name="canal_id"/>
368 <record id="crm_case_categ0-act" model="ir.actions.act_window">
369 <field name="name">All Cases</field>
370 <field name="res_model">crm.case</field>
371 <field name="view_type">form</field>
372 <field name="view_id" ref="crm_case_tree-view"/>
374 <menuitem action="crm_case_categ0-act" id="menu_crm_case_categ0-act" parent="crm.next_id_52"/>
376 <record id="crm_case_categ0-act_open" model="ir.actions.act_window">
377 <field name="name">Open Cases</field>
378 <field name="res_model">crm.case</field>
379 <field name="view_type">form</field>
380 <field name="domain">[('state','<>','done'),('state','<>','cancel'),('state','<>','pending')]</field>
382 <menuitem action="crm_case_categ0-act_open" id="menu_crm_case_categ0-act_open" parent="crm.menu_crm_case_categ0-act"/>
385 <record id="crm_case_categ0-act_my" model="ir.actions.act_window">
386 <field name="name">My cases</field>
387 <field name="res_model">crm.case</field>
388 <field name="view_type">form</field>
389 <field name="view_mode">tree,form,calendar</field>
390 <field name="domain">[('user_id','=',uid)]</field>
392 <menuitem action="crm_case_categ0-act_my" id="menu_crm_case_categ0-act_my" parent="crm.next_id_52"/>
393 <record id="crm_case_categ0-act_my_open" model="ir.actions.act_window">
394 <field name="name">My Open Cases</field>
395 <field name="res_model">crm.case</field>
396 <field name="view_type">form</field>
397 <field name="view_mode">tree,form,calendar</field>
398 <field name="domain">[('user_id','=',uid),('state','<>','done'),('state','<>','cancel'),('state','<>','pending')]</field>
400 <menuitem action="crm_case_categ0-act_my_open" id="menu_crm_case_categ0-act_my_open" parent="crm.menu_crm_case_categ0-act_my"/>
405 <record id="crm_case_section_open_act" model="ir.actions.act_window">
406 <field name="name">crm.case.section.open</field>
407 <field name="res_model">crm.case</field>
408 <field name="domain">[('section_id','child_of',[active_id])]</field>
409 <field name="view_type">form</field>
410 <field name="view_mode">tree,form,calendar</field>
412 <record id="ir_open_section_case" model="ir.values">
413 <field eval="'tree_but_open'" name="key2"/>
414 <field eval="'crm.case.section'" name="model"/>
415 <field name="name">Open Cases</field>
416 <field eval="'ir.actions.act_window,%d'%crm_case_section_open_act" name="value"/>
417 <field eval="True" name="object"/>
421 <record id="crm_case_history-view" model="ir.ui.view">
422 <field name="name">crm.case.history.form</field>
423 <field name="model">crm.case.history</field>
424 <field name="type">form</field>
425 <field name="arch" type="xml">
426 <form string="Cases">
427 <separator colspan="4" string="Case Description"/>
428 <field colspan="4" name="name" select="1"/>
429 <field name="date" select="1"/>
430 <field name="user_id" select="1"/>
431 <field name="case_id" select="2"/>
432 <field name="som" select="2"/>
433 <field name="canal_id" select="2"/>
434 <field colspan="4" name="description" select="2"/>
438 <record id="crm_case_history-act" model="ir.actions.act_window">
439 <field name="name">All Histories</field>
440 <field name="res_model">crm.case.history</field>
441 <field name="view_type">form</field>
442 <field name="view_mode">tree,form</field>
443 <field name="view_id" ref="crm_case_history_tree-view"/>
445 <menuitem id="menu_crm_case_history-act_main" name="Cases Histories" parent="crm.next_id_52"/>
446 <menuitem action="crm_case_history-act" id="menu_crm_case_history-act" parent="crm.menu_crm_case_history-act_main"/>
447 <record id="crm_case_history_my-act" model="ir.actions.act_window">
448 <field name="name">My Histories</field>
449 <field name="res_model">crm.case.history</field>
450 <field name="view_type">form</field>
451 <field name="view_mode">tree,form</field>
452 <field name="domain">[('user_id','=',uid)]</field>
454 <menuitem action="crm_case_history_my-act" id="menu_crm_case_history_my-act" parent="crm.menu_crm_case_history-act_main"/>
456 <record id="crm_segmentation_line_tree-view" model="ir.ui.view">
457 <field name="name">crm.segmentation.line.tree</field>
458 <field name="model">crm.segmentation.line</field>
459 <field name="type">tree</field>
460 <field name="arch" type="xml">
461 <tree string="Partner Segmentation Lines">
463 <field name="expr_name"/>
464 <field name="expr_operator"/>
465 <field name="expr_value"/>
466 <field name="operator"/>
471 <record id="crm_segmentation_line-view" model="ir.ui.view">
472 <field name="name">crm.segmentation.line.form</field>
473 <field name="model">crm.segmentation.line</field>
474 <field name="type">form</field>
475 <field name="arch" type="xml">
476 <form string="Partner Segmentation Lines">
477 <field colspan="4" name="name" select="1"/>
478 <group col="2" colspan="4">
479 <field name="expr_name" select="2"/>
480 <field name="expr_operator" select="2"/>
481 <field name="expr_value" select="2"/>
484 <field name="operator"/>
489 <record id="crm_segmentation-view" model="ir.ui.view">
490 <field name="name">crm.segmentation.form</field>
491 <field name="model">crm.segmentation</field>
492 <field name="type">form</field>
493 <field name="arch" type="xml">
494 <form string="Partner Segmentation">
496 <page string="Segmentation">
497 <separator colspan="4" string="Segmentation Description"/>
498 <field name="name" select="1"/>
499 <field name="exclusif"/>
501 <field colspan="2" name="categ_id" select="2"/>
503 <field colspan="4" name="description" select="2"/>
504 <field name="state"/>
505 <group col="3" colspan="2">
506 <button name="process_start" states="not running" string="Compute Segmentation" type="object"/>
507 <button name="process_stop" states="running" string="Stop Process" type="object"/>
508 <button name="process_continue" states="running" string="Continue Process" type="object"/>
511 <page string="Sales Purchase">
512 <field name="sales_purchase_active"/>
513 <separator colspan="4" string="State of Mind Computation"/>
514 <field name="som_interval"/>
515 <field name="som_interval_max"/>
516 <field name="som_interval_decrease"/>
517 <field name="som_interval_default"/>
518 <separator colspan="4" string="Segmentation Test"/>
519 <field colspan="4" name="segmentation_line" widget="one2many_list"/>
525 <record id="crm_segmentation_tree-view" model="ir.ui.view">
526 <field name="name">crm.segmentation.tree</field>
527 <field name="model">crm.segmentation</field>
528 <field name="type">tree</field>
529 <field name="arch" type="xml">
530 <tree string="Partner Segmentations">
532 <field name="description"/>
533 <field name="categ_id"/>
538 <record id="crm_segmentation-act" model="ir.actions.act_window">
539 <field name="name">Segmentations</field>
540 <field name="res_model">crm.segmentation</field>
541 <field name="view_type">form</field>
542 <field name="view_id" ref="crm_segmentation-view"/>
545 <record id="crm_segmentation_tree-act" model="ir.actions.act_window">
546 <field name="name">Segmentations</field>
547 <field name="res_model">crm.segmentation</field>
548 <field name="view_type">form</field>
549 <field name="view_mode">tree,form</field>
551 <menuitem id="next_id_53" name="Segmentations" parent="crm.menu_crm_configuration"/><menuitem action="crm_segmentation_tree-act" id="menu_crm_segmentation-act" parent="next_id_53"/>
553 <act_window domain="[('section_id', '=', active_id),('state','<>','done'),('state','<>','cancel'),('state','<>','pending')]" id="act_crm_case_section_crm_case_opened" name="Open cases" res_model="crm.case" src_model="crm.case.section" view_mode="tree,form,calendar" view_type="form"/>
555 <act_window domain="[('categ_id', '=', active_id),('state','<>','done'),('state','<>','cancel'),('state','<>','pending')]" id="act_crm_case_categ_crm_case_opened" name="Open cases" res_model="crm.case" src_model="crm.case.categ" view_mode="tree,form,calendar" view_type="form"/>
557 <act_window domain="[('partner_id', '=', active_id),('state','<>','done'),('state','<>','cancel'),('state','<>','pending')]" id="act_res_partner_2_crm_case_opened" name="Open cases" res_model="crm.case" src_model="res.partner" view_mode="tree,form,calendar" view_type="form"/>
559 <act_window domain="[('canal_id', '=', active_id),('state','<>','done'),('state','<>','cancel'),('state','<>','pending')]" id="act_res_partner_canal_2_crm_case_opened" name="Open cases" res_model="crm.case" src_model="res.partner.canal" view_mode="tree,form,calendar" view_type="form"/>
561 <act_window domain="[('user_id', '=', active_id),('state','<>','done'),('state','<>','cancel'),('state','<>','pending')]" id="act_res_users_2_crm_case_opened" name="Open cases" res_model="crm.case" src_model="res.users" view_mode="tree,form,calendar" view_type="form"/>