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="Cases" parent="base.menu_base_config" sequence="0"/>
8 <record id="crm_case_section_view_form" model="ir.ui.view">
9 <field name="name">crm.case.section.form</field>
10 <field name="model">crm.case.section</field>
11 <field name="type">form</field>
12 <field name="arch" type="xml">
13 <form string="Case Section">
15 <page string="Case section">
16 <field name="name" select="1"/>
17 <field name="code" select="1"/>
18 <field name="user_id" select="2"/>
19 <field name="active" select="2"/>
20 <field name="parent_id" select="2" widget="selection"/>
21 <field name="allow_unlink" select="2"/>
22 <field name="reply_to" select="2"/>
28 <record id="crm_case_section_view_tree" model="ir.ui.view">
29 <field name="name">crm.case.section.tree</field>
30 <field name="model">crm.case.section</field>
31 <field name="type">tree</field>
32 <field name="field_parent">child_ids</field>
33 <field name="arch" type="xml">
34 <tree string="Case Section">
35 <field name="name" select="1"/>
36 <field name="code" select="1"/>
37 <field name="user_id" select="1"/>
41 <record id="crm_case_section_act" model="ir.actions.act_window">
42 <field name="name">Sections</field>
43 <field name="res_model">crm.case.section</field>
44 <field name="view_type">form</field>
45 <field name="view_id" ref="crm_case_section_view_tree"/>
48 # ------------------------------------------------------
50 # ------------------------------------------------------
51 <record model="ir.ui.view" id="crm_case_stage_tree">
52 <field name="name">crm.case.stage.tree</field>
53 <field name="model">crm.case.stage</field>
54 <field name="type">tree</field>
55 <field name="arch" type="xml">
56 <tree string="Stages">
57 <field name="sequence"/>
59 <field name="probability"/>
60 <field name="section_id"/>
65 <record model="ir.ui.view" id="crm_case_stage_form">
66 <field name="name">crm.case.stage.form</field>
67 <field name="model">crm.case.stage</field>
68 <field name="type">form</field>
69 <field name="arch" type="xml">
71 <separator string="Stage Definition" colspan="4"/>
72 <field name="name" select="1"/>
73 <field name="section_id" select="1" widget="selection"/>
74 <field name="object_id" invisible="1" />
75 <field name="sequence"/>
76 <field name="probability"/>
77 <field name="on_change"/>
78 <separator string="Requirements" colspan="4"/>
79 <field name="requirements" nolabel="1" colspan="4"/>
83 <record id="crm_case_stage_act" model="ir.actions.act_window">
84 <field name="name">Stages</field>
85 <field name="res_model">crm.case.stage</field>
86 <field name="view_type">form</field>
87 <field name="view_id" ref="crm_case_stage_tree"/>
89 <menuitem id="menu_crm_case_stage" name="Stages" parent="crm.menu_crm_configuration"/>
92 <!-- Case Categories -->
93 <record id="crm_case_categ-view" model="ir.ui.view">
94 <field name="name">crm.case.categ.form</field>
95 <field name="model">crm.case.categ</field>
96 <field name="type">form</field>
97 <field name="arch" type="xml">
98 <form string="Case Category">
99 <field name="name" select="1"/>
100 <field name="section_id" select="1" widget="selection"/>
101 <field name="object_id" invisible="1" />
105 <record id="crm_case_categ_tree-view" model="ir.ui.view">
106 <field name="name">crm.case.categ.tree</field>
107 <field name="model">crm.case.categ</field>
108 <field name="type">tree</field>
109 <field name="arch" type="xml">
110 <tree string="Case Category">
112 <field name="section_id"/>
117 <record id="crm_case_categ-act" model="ir.actions.act_window">
118 <field name="name">Categories</field>
119 <field name="res_model">crm.case.categ</field>
120 <field name="view_type">form</field>
121 <field name="view_id" ref="crm_case_categ_tree-view"/>
123 <menuitem id="menu_crm_case_categ" name="Categories" parent="crm.menu_crm_configuration"/>
125 <menuitem action="crm_case_section_act" id="menu_crm_case_section_act" parent="crm.menu_crm_configuration"/>
128 # ------------------------------------------------------
129 # Resource Type of case
130 # ------------------------------------------------------
131 <record model="ir.ui.view" id="crm_case_resource_type_tree">
132 <field name="name">crm.case.resource.type.tree</field>
133 <field name="model">crm.case.resource.type</field>
134 <field name="type">tree</field>
135 <field name="arch" type="xml">
136 <tree string="Resource Type">
138 <field name="object_id"/>
139 <field name="section_id"/>
143 <record model="ir.ui.view" id="crm_case_resource_type_form">
144 <field name="name">crm.case.resource.type.form</field>
145 <field name="model">crm.case.resource.type</field>
146 <field name="type">form</field>
147 <field name="arch" type="xml">
148 <form string="Resource Type">
149 <field name="name" select="1"/>
150 <field name="section_id" select="1" widget="selection"/>
151 <field name="object_id" />
156 <record id="crm_case_resource_type_act" model="ir.actions.act_window">
157 <field name="name">Resource Type</field>
158 <field name="res_model">crm.case.resource.type</field>
159 <field name="view_type">form</field>
160 <field name="view_id" ref="crm_case_resource_type_tree"/>
162 <menuitem id="menu_crm_case_resource_type" name="Resource Type" parent="crm.menu_crm_configuration"/>
164 <!--<menuitem action="crm_case_resource_type_act" id="menu_crm_case_resource_act" parent="menu_crm_case_resource_type"/>-->
167 <!-- <menuitem id="next_id_52" name="All Cases" parent="crm.menu_crm" sequence="1"/>-->
168 <record id="crm_case_section_act_tree" model="ir.actions.act_window">
169 <field name="name">Cases by section</field>
170 <field name="res_model">crm.case.section</field>
171 <field name="domain">[('parent_id','=',False)]</field>
172 <field name="view_type">tree</field>
173 <field name="view_id" ref="crm_case_section_view_tree"/>
175 <!-- <menuitem action="crm_case_section_act_tree" id="menu_crm_case_section_act_tree" parent="next_id_52"/>-->
178 <record id="view_crm_email_add_cc_wizard" model="ir.ui.view">
179 <field name="name">Add CC</field>
180 <field name="model">crm.email.add.cc</field>
181 <field name="type">form</field>
182 <field name="arch" type="xml">
183 <form string="Add CC">
185 <field name="subject"/>
186 <separator string="" colspan="4"/>
188 <field name="user_id"
189 attrs="{ 'required' : [('name','=','user')]}"
190 on_change="change_email(user_id, partner_id)"/>
191 <field name="partner_id"
192 attrs="{'required' : [('name','=','partner')]}"
193 on_change="change_email(user_id, partner_id)"/>
194 <field name="email"/>
195 <button name="add_cc" string="Ok" type="object" icon="gtk-go-forward"/>
200 <record id="action_view_crm_email_add_cc_wizard" model="ir.actions.act_window">
201 <field name="name">Add CC</field>
202 <field name="type">ir.actions.act_window</field>
203 <field name="res_model">crm.email.add.cc</field>
204 <field name="view_type">form</field>
205 <field name="view_mode">form</field>
206 <field name="target">new</field>
212 <record id="crm_case_log_tree-view" model="ir.ui.view">
213 <field name="name">crm.case.log.tree</field>
214 <field name="model">crm.case.log</field>
215 <field name="type">tree</field>
216 <field name="arch" type="xml">
217 <tree string="Case logs">
221 <field name="user_id"/>
222 <field name="section_id"/>
223 <field name="canal_id"/>
229 <record id="crm_case_history_tree-view" model="ir.ui.view">
230 <field name="name">crm.case.history.tree</field>
231 <field name="model">crm.case.history</field>
232 <field name="type">tree</field>
233 <field name="arch" type="xml">
234 <tree string="Case History">
238 <field name="user_id"/>
239 <field name="canal_id"/>
244 <record id="crm_case_calendar-view" model="ir.ui.view">
245 <field name="name">crm.case.calendar</field>
246 <field name="model">crm.case</field>
247 <field name="type">calendar</field>
248 <field name="arch" type="xml">
249 <calendar color="user_id" date_start="create_date" date_stop="date_deadline" day_length="12" string="Cases">
251 <field name="partner_id"/>
252 <field name="state"/>
258 <record id="crm_case_tree-view" model="ir.ui.view">
259 <field name="name">crm.case.tree</field>
260 <field name="model">crm.case</field>
261 <field name="type">tree</field>
262 <field name="arch" type="xml">
263 <tree colors="red:date_deadline<current_date and state=='open';black:state in ('draft', 'cancel','done','pending')" string="Cases">
265 <field name="section_id"/>
266 <field name="create_date"/>
267 <field name="date_deadline"/>
269 <field name="partner_id"/>
270 <field name="user_id"/>
271 <field name="state"/>
272 <button name="case_close" states="open,draft,pending" string="Close" type="object" icon="gtk-close"/>
273 <button name="case_open" states="draft,pending" string="Open" type="object" icon="gtk-go-forward"/>
274 <button name="case_cancel" states="draft,open,pending" string="Cancel" type="object" icon="gtk-cancel"/>
275 <button name="case_pending" states="draft,open" string="Pending" type="object" icon="gtk-media-pause"/>
276 <button name="case_escalate" states="open,draft,pending" string="Escalate" type="object" icon="gtk-go-up"/>
277 <button name="case_reset" states="done,cancel" string="Reset to Draft" type="object" icon="gtk-convert"/>
282 <record id="crm_case-view" model="ir.ui.view">
283 <field name="name">crm.case.form</field>
284 <field name="model">crm.case</field>
285 <field name="type">form</field>
286 <field name="priority" eval="1"/>
287 <field name="arch" type="xml">
288 <form string="Cases">
289 <field colspan="4" name="name" select="1"/>
290 <field colspan="2" name="section_id" widget="selection"/>
291 <field name="create_date" select="1"/>
292 <field name="date_deadline" select="2"/>
294 <notebook colspan="4">
295 <page string="General">
296 <group col="8" colspan="4">
297 <field colspan="4" name="partner_id" on_change="onchange_partner_id(partner_id, email_from)" select="1"/>
298 <field colspan="3" name="partner_address_id" on_change="onchange_partner_address_id(partner_address_id, email_from)" select="2"/>
300 <field colspan="3" name="email_from" select="2"/>
301 <button name="remind_partner" states="open,pending" string="Send Reminder" type="object" icon="gtk-go-forward"/>
302 <field name="user_id" select="1"/>
303 <button name="remind_user" states="open,pending" string="Send Reminder" type="object" icon="gtk-go-forward"/>
305 <separator colspan="4" string="Description"/>
306 <field name="description" colspan="4" nolabel="1"/>
307 <separator colspan="4"/>
308 <group col="8" colspan="4">
309 <field name="state" select="1"/>
310 <button name="case_close" states="open,draft,pending" string="Close" type="object" icon="gtk-close"/>
311 <button name="case_open" states="draft,pending" string="Open" type="object" icon="gtk-go-forward"/>
312 <button name="case_cancel" states="draft,open,pending" string="Cancel" type="object" icon="gtk-cancel"/>
313 <button name="case_pending" states="draft,open" string="Pending" type="object" icon="gtk-media-pause"/>
314 <button name="case_escalate" states="open,draft,pending" string="Escalate" type="object" icon="gtk-go-up"/>
315 <button name="case_reset" states="done,cancel" string="Reset to Draft" type="object" icon="gtk-convert"/>
318 <page string="History" groups="base.group_extended">
319 <field name="id" select="1"/>
320 <field name="active" select="2"/>
321 <separator colspan="4" string="Dates"/>
322 <field name="create_date"/>
323 <field colspan="4" name="log_ids" nolabel="1">
324 <form string="Actions">
325 <separator colspan="4" string="Action Information"/>
326 <field colspan="4" name="name"/>
327 <field name="date" select="2"/>
328 <field name="user_id" select="2"/>
329 <field name="som" select="2"/>
330 <field name="canal_id"/>
334 <page string="Emails" groups="base.group_extended">
336 <field colspan="4" name="email_cc" string="CC"/>
338 <field name="history_line" colspan="4" nolabel="1" mode="form,tree">
339 <form string="Communication history">
340 <group col="7" colspan="4">
342 <field name="email"/>
343 <field name="canal_id"/>
346 name="%(crm.action_view_crm_email_add_cc_wizard)d"
347 icon="gtk-add" type="action"/>
350 <field name="description" colspan="4" nolabel="1"/>
352 string="Reply to Last Email"
353 name="%(action_crm_reply_mail)d"
354 context="{'mail':'reply', 'model': 'crm.case'}"
355 icon="gtk-undo" type="action" />
357 <tree string="Communication history">
358 <field name="description"/>
359 <field name="email"/>
363 <button colspan="4" string="Send New Email"
364 name="%(action_crm_send_mail)d"
365 context="{'mail':'new', 'model': 'crm.case'}"
366 icon="gtk-go-forward" type="action" />
373 <record id="view_crm_case_filter" model="ir.ui.view">
374 <field name="name">crm.case.select</field>
375 <field name="model">crm.case</field>
376 <field name="type">search</field>
377 <field name="arch" type="xml">
378 <search string="Search Case">
379 <group col='6' colspan='4'>
380 <filter icon="terp-partner" string="My Cases"
381 domain="[('user_id','=',uid)]" separator="1"
382 default="1" help="Cases Related to Current User"
384 <field name="state" select="1">
385 <filter icon="gtk-new" domain="[('state','in',('draft', 'open'))]" help="Current Cases"/>
386 <filter icon="gtk-yes" domain="[('state','=','open')]" help="Open Cases"/>
387 <filter icon="gtk-media-pause" domain="[('state','=','pending')]" help="Pending Cases"/>
389 <separator orientation="vertical"/>
390 <field name="name" select='1'/>
391 <field name="user_id" select="1" widget="selection"/>
393 <field name="section_id" default="context.get('section_id', False)" select="1" widget="selection" string="Section"/>
398 <record id="crm_case_categ0-act" model="ir.actions.act_window">
399 <field name="name">Cases</field>
400 <field name="res_model">crm.case</field>
401 <field name="view_type">form</field>
402 <field name="view_id" ref="crm_case_tree-view"/>
403 <field name="search_view_id" ref="view_crm_case_filter"/>
405 <!-- <menuitem action="crm_case_categ0-act" id="menu_crm_case_categ0-act" parent="crm.next_id_52"/>-->
407 <record id="crm_case_categ0-act_open" model="ir.actions.act_window">
408 <field name="name">Open Cases</field>
409 <field name="res_model">crm.case</field>
410 <field name="view_type">form</field>
411 <field name="domain">[('state','<>','done'),('state','<>','cancel'),('state','<>','pending')]</field>
412 <field name="search_view_id" ref="view_crm_case_filter"/>
415 <record id="crm_case_section_open_act" model="ir.actions.act_window">
416 <field name="name">Cases</field>
417 <field name="res_model">crm.case</field>
418 <field name="domain">[('section_id','child_of',[active_id])]</field>
419 <field name="view_type">form</field>
420 <field name="view_mode">tree,form,calendar</field>
422 <record id="ir_open_section_case" model="ir.values">
423 <field eval="'tree_but_open'" name="key2"/>
424 <field eval="'crm.case.section'" name="model"/>
425 <field name="name">Open Cases</field>
426 <field eval="'ir.actions.act_window,%d'%crm_case_section_open_act" name="value"/>
427 <field eval="True" name="object"/>
430 <record id="crm_case_history-view" model="ir.ui.view">
431 <field name="name">crm.case.history.form</field>
432 <field name="model">crm.case.history</field>
433 <field name="type">form</field>
434 <field name="arch" type="xml">
435 <form string="Cases">
436 <separator colspan="4" string="Case Description"/>
437 <field colspan="4" name="name" select="1"/>
438 <field name="date" select="1"/>
439 <field name="user_id" select="1"/>
440 <field name="model_id" select="2"/>
441 <field name="res_id" select="2"/>
442 <field name="som" select="2"/>
443 <field name="canal_id" select="2"/>
444 <field colspan="4" name="description" select="2"/>
448 <record id="crm_case_history_search" model="ir.ui.view">
449 <field name="name">crm.case.history.select</field>
450 <field name="model">crm.case.history</field>
451 <field name="type">search</field>
452 <field name="arch" type="xml">
453 <search string="Search Histories">
454 <filter icon="terp-crm" string="My Histories" domain="[('user_id','=',uid)]" help="My Histories"/>
455 <separator orientation="vertical"/>
456 <group col="6" colspan="2">
457 <field name="date" select="1"/>
458 <field name="user_id" select="1" widget="selection"/>
459 <field name="section_id" default="context.get('section_id', False)" select="1" widget="selection" string="Section"/>
465 <record id="crm_case_history-act" model="ir.actions.act_window">
466 <field name="name">Histories</field>
467 <field name="res_model">crm.case.history</field>
468 <field name="view_type">form</field>
469 <field name="view_mode">tree,form</field>
470 <field name="view_id" ref="crm_case_history_tree-view"/>
471 <field name="search_view_id" ref="crm_case_history_search"/>
473 <!-- <menuitem action="crm_case_history-act" id="menu_crm_case_history-act_main" name="Cases Histories" parent="crm.next_id_52"/>-->
475 <record id="crm_segmentation_line_tree-view" model="ir.ui.view">
476 <field name="name">crm.segmentation.line.tree</field>
477 <field name="model">crm.segmentation.line</field>
478 <field name="type">tree</field>
479 <field name="arch" type="xml">
480 <tree string="Partner Segmentation Lines">
482 <field name="expr_name"/>
483 <field name="expr_operator"/>
484 <field name="expr_value"/>
485 <field name="operator"/>
490 <record id="crm_segmentation_line-view" model="ir.ui.view">
491 <field name="name">crm.segmentation.line.form</field>
492 <field name="model">crm.segmentation.line</field>
493 <field name="type">form</field>
494 <field name="arch" type="xml">
495 <form string="Partner Segmentation Lines">
496 <field colspan="4" name="name" select="1"/>
497 <group col="2" colspan="4">
498 <field name="expr_name" select="2"/>
499 <field name="expr_operator" select="2"/>
500 <field name="expr_value" select="2"/>
503 <field name="operator"/>
508 <record id="crm_segmentation-view" model="ir.ui.view">
509 <field name="name">crm.segmentation.form</field>
510 <field name="model">crm.segmentation</field>
511 <field name="type">form</field>
512 <field name="arch" type="xml">
513 <form string="Partner Segmentation">
514 <group col="6" colspan="4">
515 <field name="name" select="1"/>
516 <field name="categ_id" select="2"/>
517 <field name="exclusif"/>
519 <notebook colspan="4">
520 <page string="Sales Purchase">
521 <field name="sales_purchase_active"/>
522 <separator colspan="4" string="State of Mind Computation"/>
523 <field name="som_interval"/>
524 <field name="som_interval_max"/>
525 <field name="som_interval_decrease"/>
526 <field name="som_interval_default"/>
527 <separator colspan="4" string="Segmentation Test"/>
528 <field colspan="4" name="segmentation_line" widget="one2many_list" nolabel="1"/>
530 <page string="Description">
531 <field colspan="4" name="description" select="2" nolabel="1"/>
534 <field name="state"/>
535 <group col="3" colspan="2">
536 <button name="process_start" states="not running" string="Compute Segmentation" type="object" icon="gtk-execute"/>
537 <button name="process_stop" states="running" string="Stop Process" type="object" icon="gtk-cancel"/>
538 <button name="process_continue" states="running" string="Continue Process" type="object" icon="gtk-go-forward"/>
543 <record id="crm_segmentation_tree-view" model="ir.ui.view">
544 <field name="name">crm.segmentation.tree</field>
545 <field name="model">crm.segmentation</field>
546 <field name="type">tree</field>
547 <field name="arch" type="xml">
548 <tree string="Partner Segmentations">
550 <field name="description"/>
551 <field name="categ_id"/>
556 <record id="crm_segmentation-act" model="ir.actions.act_window">
557 <field name="name">Segmentations</field>
558 <field name="res_model">crm.segmentation</field>
559 <field name="view_type">form</field>
560 <field name="view_id" ref="crm_segmentation-view"/>
563 <record id="crm_segmentation_tree-act" model="ir.actions.act_window">
564 <field name="name">Segmentations</field>
565 <field name="res_model">crm.segmentation</field>
566 <field name="view_type">form</field>
567 <field name="view_mode">tree,form</field>
569 <menuitem action="crm_segmentation_tree-act" id="menu_crm_segmentation-act" parent="crm.menu_crm_configuration"/>
571 <!-- <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"/>-->
573 <!-- <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"/>-->
575 <!-- <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"/>-->
577 <!-- <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"/>-->
579 <!-- <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"/>-->
582 <record model="ir.ui.view" id="view_users_form_simple_modif_inherited1">
583 <field name="name">view.users.form.crm.modif.inherited1</field>
584 <field name="model">res.users</field>
585 <field name="inherit_id" ref="base.view_users_form_simple_modif" />
586 <field name="type">form</field>
587 <field name="arch" type="xml">
588 <page string="Current Activity" position="inside">
589 <field name="context_section_id" completion="1" widget="selection" context="{'user_prefence':True}"/>
594 <record id="view_users_form_simple_modif_inherited2" model="ir.ui.view">
595 <field name="name">view.users.form.crm.modif.inherited2</field>
596 <field name="model">res.users</field>
597 <field name="type">form</field>
598 <field name="inherit_id" ref="base.view_users_form"/>
599 <field eval="18" name="priority"/>
600 <field name="arch" type="xml">
601 <field name="password" position="after">
602 <field name="context_section_id" completion="1" widget="selection"/>
607 <record id="view_partners_form_crm1" model="ir.ui.view">
608 <field name="name">view.res.partner.form.crm.inherited1</field>
609 <field name="model">res.partner</field>
610 <field name="type">form</field>
611 <field name="inherit_id" ref="base.view_partner_form"/>
612 <field eval="18" name="priority"/>
613 <field name="arch" type="xml">
614 <field name="parent_id" position="after">
615 <field name="section_id" completion="1" widget="selection"/>
620 <record id="view_partners_form_crm2" model="ir.ui.view">
621 <field name="name">view.res.partner.form.crm.inherited2</field>
622 <field name="model">res.partner</field>
623 <field name="type">form</field>
624 <field name="inherit_id" ref="base.view_partner_tree"/>
625 <field eval="18" name="priority"/>
626 <field name="arch" type="xml">
627 <field name="lang" position="after">
628 <field name="section_id" completion="1" widget="selection"/>
633 <record id="view_partners_form_crm3" model="ir.ui.view">
634 <field name="name">view.res.partner.form.crm.inherited3</field>
635 <field name="model">res.partner</field>
636 <field name="type">form</field>
637 <field name="inherit_id" ref="base.view_res_partner_filter"/>
638 <field eval="18" name="priority"/>
639 <field name="arch" type="xml">
640 <field name="category_id" position="after">
641 <field name="section_id" completion="1" widget="selection"/>