1 <?xml version="1.0" encoding="utf-8"?>
4 <menuitem id="menu_crm_configuration" name="Cases" parent="base.menu_base_config" sequence="0"/>
6 <!-- Case Sections Form View -->
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"/>
23 <field name="resource_calendar_id" select="2"/>
30 <!-- Case Sections Tree View -->
32 <record id="crm_case_section_view_tree" model="ir.ui.view">
33 <field name="name">crm.case.section.tree</field>
34 <field name="model">crm.case.section</field>
35 <field name="type">tree</field>
36 <field name="field_parent">child_ids</field>
37 <field name="arch" type="xml">
38 <tree string="Case Section">
39 <field name="name" select="1"/>
40 <field name="code" select="1"/>
41 <field name="user_id" select="1"/>
46 <!-- Case Sections Action -->
48 <record id="crm_case_section_act" model="ir.actions.act_window">
49 <field name="name">Sections</field>
50 <field name="res_model">crm.case.section</field>
51 <field name="view_type">form</field>
52 <field name="view_id" ref="crm_case_section_view_tree"/>
55 <!-- CRM Stage Tree View -->
57 <record model="ir.ui.view" id="crm_case_stage_tree">
58 <field name="name">crm.case.stage.tree</field>
59 <field name="model">crm.case.stage</field>
60 <field name="type">tree</field>
61 <field name="arch" type="xml">
62 <tree string="Stages">
63 <field name="sequence"/>
65 <field name="probability"/>
66 <field name="section_id"/>
72 <!-- CRM Stage Form View -->
74 <record model="ir.ui.view" id="crm_case_stage_form">
75 <field name="name">crm.case.stage.form</field>
76 <field name="model">crm.case.stage</field>
77 <field name="type">form</field>
78 <field name="arch" type="xml">
80 <separator string="Stage Definition" colspan="4"/>
81 <field name="name" select="1"/>
82 <field name="section_id" select="1" widget="selection"/>
83 <field name="object_id" invisible="1" />
84 <field name="sequence"/>
85 <field name="probability"/>
86 <field name="on_change"/>
87 <separator string="Requirements" colspan="4"/>
88 <field name="requirements" nolabel="1" colspan="4"/>
93 <!-- CRM Stage Action -->
95 <record id="crm_case_stage_act" model="ir.actions.act_window">
96 <field name="name">Stages</field>
97 <field name="res_model">crm.case.stage</field>
98 <field name="view_type">form</field>
99 <field name="view_id" ref="crm_case_stage_tree"/>
102 <menuitem id="menu_crm_case_stage" name="Stages" parent="crm.menu_crm_configuration"/>
105 <!-- Case Categories Form View -->
107 <record id="crm_case_categ-view" model="ir.ui.view">
108 <field name="name">crm.case.categ.form</field>
109 <field name="model">crm.case.categ</field>
110 <field name="type">form</field>
111 <field name="arch" type="xml">
112 <form string="Case Category">
113 <field name="name" select="1"/>
114 <field name="section_id" select="1" widget="selection"/>
115 <field name="object_id" invisible="1" />
120 <!-- Case Categories Tree View -->
122 <record id="crm_case_categ_tree-view" model="ir.ui.view">
123 <field name="name">crm.case.categ.tree</field>
124 <field name="model">crm.case.categ</field>
125 <field name="type">tree</field>
126 <field name="arch" type="xml">
127 <tree string="Case Category">
129 <field name="section_id"/>
134 <!-- Case Categories Action -->
136 <record id="crm_case_categ-act" model="ir.actions.act_window">
137 <field name="name">Categories</field>
138 <field name="res_model">crm.case.categ</field>
139 <field name="view_type">form</field>
140 <field name="view_id" ref="crm_case_categ_tree-view"/>
142 <menuitem id="menu_crm_case_categ" name="Categories" parent="crm.menu_crm_configuration"/>
144 <menuitem action="crm_case_section_act"
145 id="menu_crm_case_section_act"
146 parent="crm.menu_crm_configuration" />
149 <!-- Resource Type of case Tree View -->
151 <record model="ir.ui.view" id="crm_case_resource_type_tree">
152 <field name="name">crm.case.resource.type.tree</field>
153 <field name="model">crm.case.resource.type</field>
154 <field name="type">tree</field>
155 <field name="arch" type="xml">
156 <tree string="Resource Type">
158 <field name="object_id"/>
159 <field name="section_id"/>
164 <!-- Resource Type of case Form View -->
166 <record model="ir.ui.view" id="crm_case_resource_type_form">
167 <field name="name">crm.case.resource.type.form</field>
168 <field name="model">crm.case.resource.type</field>
169 <field name="type">form</field>
170 <field name="arch" type="xml">
171 <form string="Resource Type">
172 <field name="name" select="1"/>
173 <field name="section_id" select="1" widget="selection"/>
174 <field name="object_id" />
179 <!-- Resource Type of case Action -->
181 <record id="crm_case_resource_type_act" model="ir.actions.act_window">
182 <field name="name">Resource Type</field>
183 <field name="res_model">crm.case.resource.type</field>
184 <field name="view_type">form</field>
185 <field name="view_id" ref="crm_case_resource_type_tree"/>
187 <menuitem id="menu_crm_case_resource_type" name="Resource Type"
188 parent="crm.menu_crm_configuration" />
190 <record id="crm_case_section_act_tree" model="ir.actions.act_window">
191 <field name="name">Cases by section</field>
192 <field name="res_model">crm.case.section</field>
193 <field name="domain">[('parent_id','=',False)]</field>
194 <field name="view_type">tree</field>
195 <field name="view_id" ref="crm_case_section_view_tree"/>
198 <!-- Cases Tree View -->
200 <record id="crm_case_log_tree-view" model="ir.ui.view">
201 <field name="name">crm.case.log.tree</field>
202 <field name="model">crm.case.log</field>
203 <field name="type">tree</field>
204 <field name="arch" type="xml">
205 <tree string="Case logs">
208 <field name="user_id"/>
209 <field name="section_id"/>
212 <field name="canal_id"/>
218 <!--Case History Tree View -->
220 <record id="crm_case_history_tree-view" model="ir.ui.view">
221 <field name="name">crm.case.history.tree</field>
222 <field name="model">crm.case.history</field>
223 <field name="type">tree</field>
224 <field name="arch" type="xml">
225 <tree string="Case History">
228 <field name="user_id"/>
231 <field name="canal_id"/>
237 <!-- Case Calendar View -->
239 <record id="crm_case_calendar-view" model="ir.ui.view">
240 <field name="name">crm.case.calendar</field>
241 <field name="model">crm.case</field>
242 <field name="type">calendar</field>
243 <field name="arch" type="xml">
244 <calendar color="user_id" date_start="create_date"
245 date_stop="date_deadline" day_length="12"
247 <field name="name" />
248 <field name="partner_id" />
249 <field name="state" />
254 <!-- Case Tree View -->
256 <record id="crm_case_tree-view" model="ir.ui.view">
257 <field name="name">crm.case.tree</field>
258 <field name="model">crm.case</field>
259 <field name="type">tree</field>
260 <field name="arch" type="xml">
261 <tree colors="red:date_deadline<current_date and state=='open';black:state in ('draft', 'cancel','done','pending')" string="Cases">
263 <field name="section_id"/>
264 <field name="create_date"/>
265 <field name="date_deadline"/>
267 <field name="partner_id"/>
268 <field name="user_id"/>
269 <field name="state"/>
270 <button name="case_close"
271 states="open,draft,pending" string="Close"
272 type="object" icon="gtk-close" />
273 <button name="case_open" states="draft,pending"
274 string="Open" type="object" icon="gtk-go-forward" />
275 <button name="case_cancel"
276 states="draft,open,pending" string="Cancel"
277 type="object" icon="gtk-cancel" />
278 <button name="case_pending" states="draft,open"
279 string="Pending" type="object"
280 icon="gtk-media-pause" />
281 <button name="case_escalate"
282 states="open,draft,pending" string="Escalate"
283 type="object" icon="gtk-go-up" />
284 <button name="case_reset" states="done,cancel"
285 string="Reset to Draft" type="object"
286 icon="gtk-convert" />
291 <!-- Case Form View -->
293 <record id="crm_case-view" model="ir.ui.view">
294 <field name="name">crm.case.form</field>
295 <field name="model">crm.case</field>
296 <field name="type">form</field>
297 <field name="priority" eval="1"/>
298 <field name="arch" type="xml">
299 <form string="Cases">
300 <field colspan="4" name="name" select="1"/>
301 <field colspan="2" name="section_id" widget="selection"/>
302 <field name="create_date" select="1"/>
303 <field name="date_deadline" select="2"/>
305 <notebook colspan="4">
306 <page string="General">
307 <group col="8" colspan="4">
308 <field colspan="4" name="partner_id"
309 on_change="onchange_partner_id(partner_id, email_from)"
312 name="partner_address_id"
313 on_change="onchange_partner_address_id(partner_address_id, email_from)"
316 <field colspan="3" name="email_from"
318 <button name="remind_partner"
319 states="open,pending"
320 string="Send Reminder" type="object"
321 icon="gtk-go-forward" />
322 <field name="user_id" select="1" />
323 <button name="remind_user"
324 states="open,pending"
325 string="Send Reminder" type="object"
326 icon="gtk-go-forward" />
328 <separator colspan="4" string="Description"/>
329 <field name="description" colspan="4" nolabel="1"/>
330 <separator colspan="4"/>
331 <group col="8" colspan="4">
332 <field name="state" select="1"/>
333 <button name="case_close"
334 states="open,draft,pending"
335 string="Close" type="object"
337 <button name="case_open"
338 states="draft,pending" string="Open"
339 type="object" icon="gtk-go-forward" />
340 <button name="case_cancel"
341 states="draft,open,pending"
342 string="Cancel" type="object"
344 <button name="case_pending"
345 states="draft,open" string="Pending"
346 type="object" icon="gtk-media-pause" />
347 <button name="case_escalate"
348 states="open,draft,pending"
349 string="Escalate" type="object"
351 <button name="case_reset"
353 string="Reset to Draft" type="object"
354 icon="gtk-convert" />
357 <page string="History" groups="base.group_extended">
358 <field name="id" select="1"/>
359 <field name="active" select="2"/>
360 <separator colspan="4" string="Dates"/>
361 <field name="create_date"/>
362 <field colspan="4" name="log_ids" nolabel="1">
363 <form string="Actions">
364 <separator colspan="4" string="Action Information"/>
365 <field colspan="4" name="name"/>
366 <field name="date" select="2"/>
367 <field name="user_id" select="2"/>
371 <page string="Emails" groups="base.group_extended">
373 <field colspan="4" name="email_cc" string="CC"/>
375 <field name="history_line" colspan="4" nolabel="1" mode="form,tree">
376 <form string="Communication history">
377 <group col="7" colspan="4">
379 <field name="email_to"/>
380 <field name="email_from"/>
383 name="%(crm.action_view_crm_email_add_cc_wizard)d"
384 icon="gtk-add" type="action"/>
387 <field name="description" colspan="4" nolabel="1"/>
389 string="Reply to Last Email"
390 name="%(action_crm_send_mail)d"
391 context="{'mail':'reply', 'model': 'crm.case'}"
392 icon="gtk-undo" type="action" />
394 <tree string="Communication history">
395 <field name="description"/>
396 <field name="email_to"/>
400 <button colspan="4" string="Send New Email"
401 name="%(action_crm_send_mail)d"
402 context="{'mail':'new', 'model': 'crm.case'}"
403 icon="gtk-go-forward" type="action" />
410 <!-- Case Search View -->
412 <record id="view_crm_case_filter" model="ir.ui.view">
413 <field name="name">crm.case.select</field>
414 <field name="model">crm.case</field>
415 <field name="type">search</field>
416 <field name="arch" type="xml">
417 <search string="Search Case">
418 <group col='6' colspan='4'>
419 <filter icon="terp-partner" string="My Cases"
420 domain="[('user_id','=',uid)]" separator="1"
421 help="Cases Related to Current User" />
422 <field name="state" select="1">
423 <filter icon="gtk-new"
424 domain="[('state','in',('draft', 'open'))]"
425 help="Current Cases" />
426 <filter icon="gtk-yes"
427 domain="[('state','=','open')]" help="Open Cases" />
428 <filter icon="gtk-media-pause"
429 domain="[('state','=','pending')]"
430 help="Pending Cases" />
432 <separator orientation="vertical" />
433 <field name="name" select='1' />
434 <field name="user_id" select="1"
435 widget="selection" />
437 <field name="section_id"
438 select="1" widget="selection" string="Section"/>
443 <record id="crm_case_categ0-act" model="ir.actions.act_window">
444 <field name="name">Cases</field>
445 <field name="res_model">crm.case</field>
446 <field name="view_type">form</field>
447 <field name="view_id" ref="crm_case_tree-view"/>
448 <field name="search_view_id" ref="view_crm_case_filter"/>
451 <record id="crm_case_categ0-act_open" model="ir.actions.act_window">
452 <field name="name">Open Cases</field>
453 <field name="res_model">crm.case</field>
454 <field name="view_type">form</field>
455 <field name="domain">
456 [('state','<>','done'),('state','<>','cancel'),('state','<>','pending')]
458 <field name="search_view_id" ref="view_crm_case_filter"/>
461 <record id="crm_case_section_open_act" model="ir.actions.act_window">
462 <field name="name">Cases</field>
463 <field name="res_model">crm.case</field>
464 <field name="domain">[('section_id','child_of',[active_id])]</field>
465 <field name="view_type">form</field>
466 <field name="view_mode">tree,form,calendar</field>
468 <record id="ir_open_section_case" model="ir.values">
469 <field eval="'tree_but_open'" name="key2"/>
470 <field eval="'crm.case.section'" name="model"/>
471 <field name="name">Open Cases</field>
472 <field eval="'ir.actions.act_window,%d'%crm_case_section_open_act" name="value"/>
473 <field eval="True" name="object"/>
476 <!--Case History Form View -->
478 <record id="crm_case_history-view" model="ir.ui.view">
479 <field name="name">crm.case.history.form</field>
480 <field name="model">crm.case.history</field>
481 <field name="type">form</field>
482 <field name="arch" type="xml">
483 <form string="Cases">
484 <separator colspan="4" string="Case Description"/>
485 <field colspan="4" name="name" select="1"/>
486 <field name="date" select="1"/>
487 <field name="user_id" select="1"/>
488 <field name="model_id" select="2"/>
489 <field name="res_id" select="2"/>
490 <field name="som" select="2"/>
491 <field name="canal_id" select="2"/>
492 <field colspan="4" name="description" select="2"/>
497 <!--Case History Search View -->
499 <record id="crm_case_history_search" model="ir.ui.view">
500 <field name="name">crm.case.history.select</field>
501 <field name="model">crm.case.history</field>
502 <field name="type">search</field>
503 <field name="arch" type="xml">
504 <search string="Search Histories">
505 <filter icon="terp-crm" string="My Histories"
506 domain="[('user_id','=',uid)]"
507 help="My Histories" />
508 <separator orientation="vertical"/>
509 <group col="6" colspan="2">
510 <field name="date" select="1"/>
511 <field name="user_id" select="1" widget="selection"/>
512 <field name="section_id"
513 select="1" widget="selection"/>
519 <!--Case History Action -->
521 <record id="crm_case_history-act" model="ir.actions.act_window">
522 <field name="name">Histories</field>
523 <field name="res_model">crm.case.history</field>
524 <field name="view_type">form</field>
525 <field name="view_mode">tree,form</field>
526 <field name="view_id" ref="crm_case_history_tree-view"/>
527 <field name="search_view_id" ref="crm_case_history_search"/>
530 <!-- Segmentation line Tree View -->
532 <record id="crm_segmentation_line_tree-view" model="ir.ui.view">
533 <field name="name">crm.segmentation.line.tree</field>
534 <field name="model">crm.segmentation.line</field>
535 <field name="type">tree</field>
536 <field name="arch" type="xml">
537 <tree string="Partner Segmentation Lines">
539 <field name="expr_name"/>
540 <field name="expr_operator"/>
541 <field name="expr_value"/>
542 <field name="operator"/>
547 <!-- Segmentation line Form View -->
549 <record id="crm_segmentation_line-view" model="ir.ui.view">
550 <field name="name">crm.segmentation.line.form</field>
551 <field name="model">crm.segmentation.line</field>
552 <field name="type">form</field>
553 <field name="arch" type="xml">
554 <form string="Partner Segmentation Lines">
555 <field colspan="4" name="name" select="1"/>
556 <group col="2" colspan="4">
557 <field name="expr_name" select="2"/>
558 <field name="expr_operator" select="2"/>
559 <field name="expr_value" select="2"/>
562 <field name="operator"/>
567 <!-- CRM Segmentation Form View -->
569 <record id="crm_segmentation-view" model="ir.ui.view">
570 <field name="name">crm.segmentation.form</field>
571 <field name="model">crm.segmentation</field>
572 <field name="type">form</field>
573 <field name="arch" type="xml">
574 <form string="Partner Segmentation">
575 <group col="6" colspan="4">
576 <field name="name" select="1"/>
577 <field name="categ_id" select="2"/>
578 <field name="exclusif"/>
580 <notebook colspan="4">
581 <page string="Sales Purchase">
582 <field name="sales_purchase_active"/>
583 <separator colspan="4" string="State of Mind Computation"/>
584 <field name="som_interval"/>
585 <field name="som_interval_max"/>
586 <field name="som_interval_decrease"/>
587 <field name="som_interval_default"/>
588 <separator colspan="4" string="Segmentation Test"/>
589 <field colspan="4" name="segmentation_line" widget="one2many_list" nolabel="1"/>
591 <page string="Description">
592 <field colspan="4" name="description" select="2" nolabel="1"/>
595 <field name="state"/>
596 <group col="3" colspan="2">
597 <button name="process_start"
599 string="Compute Segmentation" type="object"
600 icon="gtk-execute" />
601 <button name="process_stop" states="running"
602 string="Stop Process" type="object"
604 <button name="process_continue" states="running"
605 string="Continue Process" type="object"
606 icon="gtk-go-forward" />
612 <!-- CRM Segmentation Tree View -->
614 <record id="crm_segmentation_tree-view" model="ir.ui.view">
615 <field name="name">crm.segmentation.tree</field>
616 <field name="model">crm.segmentation</field>
617 <field name="type">tree</field>
618 <field name="arch" type="xml">
619 <tree string="Partner Segmentations">
621 <field name="description"/>
622 <field name="categ_id"/>
627 <record id="crm_segmentation-act" model="ir.actions.act_window">
628 <field name="name">Segmentations</field>
629 <field name="res_model">crm.segmentation</field>
630 <field name="view_type">form</field>
631 <field name="view_id" ref="crm_segmentation-view"/>
634 <record id="crm_segmentation_tree-act" model="ir.actions.act_window">
635 <field name="name">Segmentations</field>
636 <field name="res_model">crm.segmentation</field>
637 <field name="view_type">form</field>
638 <field name="view_mode">tree,form</field>
640 <menuitem action="crm_segmentation_tree-act"
641 id="menu_crm_segmentation-act"
642 parent="crm.menu_crm_configuration" />
644 <record model="ir.ui.view" id="view_users_form_simple_modif_inherited1">
645 <field name="name">view.users.form.crm.modif.inherited1</field>
646 <field name="model">res.users</field>
647 <field name="inherit_id" ref="base.view_users_form_simple_modif" />
648 <field name="type">form</field>
649 <field name="arch" type="xml">
650 <page string="Current Activity" position="inside">
651 <field name="context_section_id" completion="1"
653 context="{'user_prefence':True}" />
658 <record id="view_users_form_simple_modif_inherited2" model="ir.ui.view">
659 <field name="name">view.users.form.crm.modif.inherited2</field>
660 <field name="model">res.users</field>
661 <field name="type">form</field>
662 <field name="inherit_id" ref="base.view_users_form"/>
663 <field eval="18" name="priority"/>
664 <field name="arch" type="xml">
665 <field name="password" position="after">
666 <field name="context_section_id" completion="1" widget="selection"/>
671 <!-- Inherit View From Partner -->
673 <record id="view_partners_form_crm1" model="ir.ui.view">
674 <field name="name">view.res.partner.form.crm.inherited1</field>
675 <field name="model">res.partner</field>
676 <field name="type">form</field>
677 <field name="inherit_id" ref="base.view_partner_form"/>
678 <field eval="18" name="priority"/>
679 <field name="arch" type="xml">
680 <field name="parent_id" position="after">
681 <field name="section_id" completion="1" widget="selection"/>
686 <record id="view_partners_form_crm2" model="ir.ui.view">
687 <field name="name">view.res.partner.form.crm.inherited2</field>
688 <field name="model">res.partner</field>
689 <field name="type">form</field>
690 <field name="inherit_id" ref="base.view_partner_tree"/>
691 <field eval="18" name="priority"/>
692 <field name="arch" type="xml">
693 <field name="lang" position="after">
694 <field name="section_id" completion="1" widget="selection"/>
699 <record id="view_partners_form_crm3" model="ir.ui.view">
700 <field name="name">view.res.partner.form.crm.inherited3</field>
701 <field name="model">res.partner</field>
702 <field name="type">form</field>
703 <field name="inherit_id" ref="base.view_res_partner_filter"/>
704 <field eval="18" name="priority"/>
705 <field name="arch" type="xml">
706 <field name="category_id" position="after">
707 <field name="section_id" completion="1" widget="selection"/>