1 <?xml version="1.0" encoding="utf-8"?>
4 <menuitem id="menu_crm_configuration" name="Cases"
5 parent="base.menu_base_config" sequence="0" groups="base.group_extended"/>
7 <!-- Case Sections Form View -->
9 <record id="crm_case_section_view_form" model="ir.ui.view">
10 <field name="name">crm.case.section.form</field>
11 <field name="model">crm.case.section</field>
12 <field name="type">form</field>
13 <field name="arch" type="xml">
14 <form string="Sales Team">
15 <group col="6" colspan="4">
16 <field name="name" select="1" colspan="4"/>
17 <field name="code" select="1"/>
19 <field name="resource_calendar_id" select="2"/>
21 <notebook colspan="4">
22 <page string="Sales Team">
23 <group col="2" colspan="1">
24 <separator string="Responsible" colspan="2"/>
25 <field name="parent_id" select="2" widget="selection"/>
26 <field name="user_id" select="2"/>
28 <group col="2" colspan="1">
29 <separator string="Contact Information" colspan="2"/>
30 <field name="server_id" select="2"/>
31 <field name="reply_to" select="2"/>
33 <group col="2" colspan="1">
34 <separator string="Sales Team Property" colspan="2"/>
35 <field name="active" select="2"/>
36 <field name="allow_unlink" select="2"/>
38 <separator string="Members List" colspan="4"/>
39 <field name="member_ids" nolabel="1" colspan="4"/>
40 <separator string="Note" colspan="4"/>
41 <field name="note" select="1" colspan="4" nolabel="1"/>
48 <!-- Case Sections Tree View -->
50 <record id="crm_case_section_view_tree" model="ir.ui.view">
51 <field name="name">crm.case.section.tree</field>
52 <field name="model">crm.case.section</field>
53 <field name="type">tree</field>
54 <field name="field_parent">child_ids</field>
55 <field name="arch" type="xml">
56 <tree string="Sales Team">
57 <field name="name" select="1"/>
58 <field name="code" select="1"/>
59 <field name="user_id" select="1"/>
64 <!-- Case Sections Action -->
66 <record id="crm_case_section_act" model="ir.actions.act_window">
67 <field name="name">Sales Team</field>
68 <field name="res_model">crm.case.section</field>
69 <field name="view_type">form</field>
70 <field name="view_id" ref="crm_case_section_view_tree"/>
73 <!-- CRM Stage Tree View -->
75 <record model="ir.ui.view" id="crm_case_stage_tree">
76 <field name="name">crm.case.stage.tree</field>
77 <field name="model">crm.case.stage</field>
78 <field name="type">tree</field>
79 <field name="arch" type="xml">
80 <tree string="Stages">
81 <field name="sequence"/>
83 <field name="probability"/>
84 <field name="section_id"/>
90 <!-- CRM Stage Form View -->
92 <record model="ir.ui.view" id="crm_case_stage_form">
93 <field name="name">crm.case.stage.form</field>
94 <field name="model">crm.case.stage</field>
95 <field name="type">form</field>
96 <field name="arch" type="xml">
98 <separator string="Stage Definition" colspan="4"/>
99 <field name="name" select="1"/>
100 <field name="section_id" select="1" widget="selection"/>
101 <field name="object_id" invisible="1" />
102 <field name="sequence"/>
103 <field name="probability"/>
104 <field name="on_change"/>
105 <separator string="Requirements" colspan="4"/>
106 <field name="requirements" nolabel="1" colspan="4"/>
111 <!-- CRM Stage Action -->
113 <record id="crm_case_stage_act" model="ir.actions.act_window">
114 <field name="name">Stages</field>
115 <field name="res_model">crm.case.stage</field>
116 <field name="view_type">form</field>
117 <field name="view_id" ref="crm_case_stage_tree"/>
120 <menuitem id="menu_crm_case_stage" name="Stages" parent="crm.menu_crm_configuration" groups="base.group_extended"/>
123 <!-- Case Categories Form View -->
125 <record id="crm_case_categ-view" model="ir.ui.view">
126 <field name="name">crm.case.categ.form</field>
127 <field name="model">crm.case.categ</field>
128 <field name="type">form</field>
129 <field name="arch" type="xml">
130 <form string="Case Category">
131 <field name="name" select="1"/>
132 <field name="section_id" select="1" widget="selection"/>
133 <field name="object_id" invisible="1" />
138 <!-- Case Categories Tree View -->
140 <record id="crm_case_categ_tree-view" model="ir.ui.view">
141 <field name="name">crm.case.categ.tree</field>
142 <field name="model">crm.case.categ</field>
143 <field name="type">tree</field>
144 <field name="arch" type="xml">
145 <tree string="Case Category">
147 <field name="section_id"/>
152 <!-- Case Categories Action -->
154 <record id="crm_case_categ-act" model="ir.actions.act_window">
155 <field name="name">Categories</field>
156 <field name="res_model">crm.case.categ</field>
157 <field name="view_type">form</field>
158 <field name="view_id" ref="crm_case_categ_tree-view"/>
160 <menuitem id="menu_crm_case_categ" name="Categories" parent="crm.menu_crm_configuration" groups="base.group_extended"/>
162 <menuitem action="crm_case_section_act"
163 id="menu_crm_case_section_act"
164 parent="crm.menu_crm_configuration" />
167 <!-- Resource Type of case Tree View -->
169 <record model="ir.ui.view" id="crm_case_resource_type_tree">
170 <field name="name">crm.case.resource.type.tree</field>
171 <field name="model">crm.case.resource.type</field>
172 <field name="type">tree</field>
173 <field name="arch" type="xml">
174 <tree string="Resource Type">
176 <field name="object_id"/>
177 <field name="section_id"/>
182 <!-- Resource Type of case Form View -->
184 <record model="ir.ui.view" id="crm_case_resource_type_form">
185 <field name="name">crm.case.resource.type.form</field>
186 <field name="model">crm.case.resource.type</field>
187 <field name="type">form</field>
188 <field name="arch" type="xml">
189 <form string="Resource Type">
190 <field name="name" select="1"/>
191 <field name="section_id" select="1" widget="selection"/>
192 <field name="object_id" />
197 <!-- Resource Type of case Action -->
199 <record id="crm_case_resource_type_act" model="ir.actions.act_window">
200 <field name="name">Resource Type</field>
201 <field name="res_model">crm.case.resource.type</field>
202 <field name="view_type">form</field>
203 <field name="view_id" ref="crm_case_resource_type_tree"/>
205 <menuitem id="menu_crm_case_resource_type" name="Resource Type"
206 parent="crm.menu_crm_configuration" groups="base.group_extended" />
208 <record id="crm_case_section_act_tree" model="ir.actions.act_window">
209 <field name="name">Cases by section</field>
210 <field name="res_model">crm.case.section</field>
211 <field name="domain">[('parent_id','=',False)]</field>
212 <field name="view_type">tree</field>
213 <field name="view_id" ref="crm_case_section_view_tree"/>
216 <!-- Cases Tree View -->
218 <record id="crm_case_log_tree-view" model="ir.ui.view">
219 <field name="name">crm.case.log.tree</field>
220 <field name="model">crm.case.log</field>
221 <field name="type">tree</field>
222 <field name="arch" type="xml">
223 <tree string="Case logs">
226 <field name="user_id"/>
227 <field name="section_id"/>
230 <field name="canal_id"/>
236 <!--Case History Tree View -->
238 <record id="crm_case_history_tree-view" model="ir.ui.view">
239 <field name="name">crm.case.history.tree</field>
240 <field name="model">crm.case.history</field>
241 <field name="type">tree</field>
242 <field name="arch" type="xml">
243 <tree string="Case History">
246 <field name="user_id"/>
249 <field name="canal_id"/>
255 <!-- Case Calendar View -->
257 <record id="crm_case_calendar-view" model="ir.ui.view">
258 <field name="name">crm.case.calendar</field>
259 <field name="model">crm.case</field>
260 <field name="type">calendar</field>
261 <field name="arch" type="xml">
262 <calendar color="user_id" date_start="create_date"
263 date_stop="date_deadline" day_length="12"
265 <field name="name" />
266 <field name="partner_id" />
267 <field name="state" />
272 <!-- Case Tree View -->
274 <record id="crm_case_tree-view" model="ir.ui.view">
275 <field name="name">crm.case.tree</field>
276 <field name="model">crm.case</field>
277 <field name="type">tree</field>
278 <field name="arch" type="xml">
279 <tree colors="red:date_deadline<current_date and state=='open';black:state in ('draft', 'cancel','done','pending')" string="Cases">
281 <field name="section_id"/>
282 <field name="create_date"/>
283 <field name="date_deadline"/>
285 <field name="partner_id"/>
286 <field name="user_id"/>
287 <field name="state"/>
288 <button name="case_close"
289 states="open,draft,pending" string="Close"
290 type="object" icon="gtk-close" />
291 <button name="case_open" states="draft,pending"
292 string="Open" type="object" icon="gtk-go-forward" />
293 <button name="case_cancel"
294 states="draft,open,pending" string="Cancel"
295 type="object" icon="gtk-cancel" />
296 <button name="case_pending" states="draft,open"
297 string="Pending" type="object"
298 icon="gtk-media-pause" />
299 <button name="case_escalate"
300 states="open,draft,pending" string="Escalate"
301 groups="base.group_extended"
302 type="object" icon="gtk-go-up" />
303 <button name="case_reset" states="done,cancel"
304 string="Reset to Draft" type="object"
305 icon="gtk-convert" />
310 <!-- Case Form View -->
312 <record id="crm_case-view" model="ir.ui.view">
313 <field name="name">crm.case.form</field>
314 <field name="model">crm.case</field>
315 <field name="type">form</field>
316 <field name="priority" eval="1"/>
317 <field name="arch" type="xml">
318 <form string="Cases">
319 <field colspan="4" name="name" select="1"/>
320 <field colspan="2" name="section_id" widget="selection"/>
321 <field name="create_date" select="1"/>
322 <field name="date_deadline"/>
324 <notebook colspan="4">
325 <page string="General">
326 <group col="8" colspan="4">
327 <field colspan="4" name="partner_id"
328 on_change="onchange_partner_id(partner_id, email_from)"
331 name="partner_address_id"
332 on_change="onchange_partner_address_id(partner_address_id, email_from)"
335 <field colspan="3" name="email_from"
337 <button name="remind_partner"
338 states="open,pending"
339 string="Send Reminder" type="object"
340 icon="gtk-go-forward" />
341 <field name="user_id" select="1" />
342 <button name="remind_user"
343 states="open,pending"
344 string="Send Reminder" type="object"
345 icon="gtk-go-forward" />
347 <separator colspan="4" string="Description"/>
348 <field name="description" colspan="4" nolabel="1"/>
349 <separator colspan="4"/>
350 <group col="8" colspan="4">
351 <field name="state" select="1"/>
352 <button name="case_close"
353 states="open,draft,pending"
354 string="Close" type="object"
356 <button name="case_open"
357 states="draft,pending" string="Open"
358 type="object" icon="gtk-go-forward" />
359 <button name="case_cancel"
360 states="draft,open,pending"
361 string="Cancel" type="object"
363 <button name="case_pending"
364 states="draft,open" string="Pending"
365 type="object" icon="gtk-media-pause" />
366 <button name="case_escalate"
367 states="open,draft,pending"
368 string="Escalate" type="object"
369 groups="base.group_extended"
371 <button name="case_reset"
373 string="Reset to Draft" type="object"
374 icon="gtk-convert" />
377 <page string="History" groups="base.group_extended">
378 <field name="id" select="1"/>
379 <field name="active"/>
380 <separator colspan="4" string="Dates"/>
381 <field name="create_date"/>
382 <field colspan="4" name="log_ids" nolabel="1">
383 <form string="Actions">
384 <separator colspan="4" string="Action Information"/>
385 <field colspan="4" name="name"/>
387 <field name="user_id"/>
391 <page string="Emails" groups="base.group_extended">
393 <field colspan="4" name="email_cc" string="CC"/>
395 <field name="history_line" colspan="4" nolabel="1" mode="form,tree">
396 <form string="Communication history">
397 <group col="7" colspan="4">
399 <field name="email_to"/>
400 <field name="email_from"/>
403 name="%(crm.action_view_crm_email_add_cc_wizard)d"
404 icon="gtk-add" type="action"/>
407 <field name="description" colspan="4" nolabel="1"/>
409 string="Reply to Last Email"
410 name="%(action_crm_send_mail)d"
411 context="{'mail':'reply', 'model': 'crm.case'}"
412 icon="gtk-undo" type="action" />
414 <tree string="Communication history">
415 <field name="description"/>
416 <field name="email_to"/>
420 <button colspan="4" string="Send New Email"
421 name="%(action_crm_send_mail)d"
422 context="{'mail':'new', 'model': 'crm.case'}"
423 icon="gtk-go-forward" type="action" />
430 <!-- Case Search View -->
432 <record id="view_crm_case_filter" model="ir.ui.view">
433 <field name="name">crm.case.select</field>
434 <field name="model">crm.case</field>
435 <field name="type">search</field>
436 <field name="arch" type="xml">
437 <search string="Search Case">
438 <group col='6' colspan='4'>
439 <filter icon="terp-partner" string="My Cases"
440 domain="[('user_id','=',uid)]" separator="1"
441 default="1" help="Cases Related to Current User" />
442 <field name="state" select="1">
443 <filter icon="gtk-new"
444 domain="[('state','in',('draft', 'open'))]"
445 help="Current Cases" />
446 <filter icon="gtk-yes"
447 domain="[('state','=','open')]" help="Open Cases" />
448 <filter icon="gtk-media-pause"
449 domain="[('state','=','pending')]"
450 help="Pending Cases" />
452 <separator orientation="vertical" />
453 <field name="name" select='1' />
454 <field name="user_id" select="1"
455 widget="selection" />
457 <field name="section_id"
458 default="context.get('section_id', False)" select="1"
464 <record id="crm_case_categ0-act" model="ir.actions.act_window">
465 <field name="name">Cases</field>
466 <field name="res_model">crm.case</field>
467 <field name="view_type">form</field>
468 <field name="view_id" ref="crm_case_tree-view"/>
469 <field name="search_view_id" ref="view_crm_case_filter"/>
472 <record id="crm_case_categ0-act_open" model="ir.actions.act_window">
473 <field name="name">Open Cases</field>
474 <field name="res_model">crm.case</field>
475 <field name="view_type">form</field>
476 <field name="domain">
477 [('state','<>','done'),('state','<>','cancel'),('state','<>','pending')]
479 <field name="search_view_id" ref="view_crm_case_filter"/>
482 <record id="crm_case_section_open_act" model="ir.actions.act_window">
483 <field name="name">Cases</field>
484 <field name="res_model">crm.case</field>
485 <field name="domain">[('section_id','child_of',[active_id])]</field>
486 <field name="view_type">form</field>
487 <field name="view_mode">tree,form,calendar</field>
489 <record id="ir_open_section_case" model="ir.values">
490 <field eval="'tree_but_open'" name="key2"/>
491 <field eval="'crm.case.section'" name="model"/>
492 <field name="name">Open Cases</field>
493 <field eval="'ir.actions.act_window,%d'%crm_case_section_open_act" name="value"/>
494 <field eval="True" name="object"/>
497 <!--Case History Form View -->
499 <record id="crm_case_history-view" model="ir.ui.view">
500 <field name="name">crm.case.history.form</field>
501 <field name="model">crm.case.history</field>
502 <field name="type">form</field>
503 <field name="arch" type="xml">
504 <form string="Cases">
505 <separator colspan="4" string="Case Description"/>
506 <field colspan="4" name="name" select="1"/>
507 <field name="date" select="1"/>
508 <field name="user_id" select="1"/>
509 <field name="model_id"/>
510 <field name="res_id"/>
512 <field name="canal_id"/>
513 <field colspan="4" name="description"/>
518 <!--Case History Search View -->
520 <record id="crm_case_history_search" model="ir.ui.view">
521 <field name="name">crm.case.history.select</field>
522 <field name="model">crm.case.history</field>
523 <field name="type">search</field>
524 <field name="arch" type="xml">
525 <search string="Search Histories">
526 <filter icon="terp-crm" string="My Histories"
527 domain="[('user_id','=',uid)]"
528 help="My Histories" />
529 <separator orientation="vertical"/>
530 <group col="6" colspan="2">
531 <field name="date" select="1"/>
532 <field name="user_id" select="1" widget="selection"/>
533 <field name="section_id"
534 default="context.get('section_id', False)"
535 select="1" widget="selection"/>
541 <!--Case History Action -->
543 <record id="crm_case_history-act" model="ir.actions.act_window">
544 <field name="name">Histories</field>
545 <field name="res_model">crm.case.history</field>
546 <field name="view_type">form</field>
547 <field name="view_mode">tree,form</field>
548 <field name="view_id" ref="crm_case_history_tree-view"/>
549 <field name="search_view_id" ref="crm_case_history_search"/>
552 <!-- Segmentation line Tree View -->
554 <record id="crm_segmentation_line_tree-view" model="ir.ui.view">
555 <field name="name">crm.segmentation.line.tree</field>
556 <field name="model">crm.segmentation.line</field>
557 <field name="type">tree</field>
558 <field name="arch" type="xml">
559 <tree string="Partner Segmentation Lines">
561 <field name="expr_name"/>
562 <field name="expr_operator"/>
563 <field name="expr_value"/>
564 <field name="operator"/>
569 <!-- Segmentation line Form View -->
571 <record id="crm_segmentation_line-view" model="ir.ui.view">
572 <field name="name">crm.segmentation.line.form</field>
573 <field name="model">crm.segmentation.line</field>
574 <field name="type">form</field>
575 <field name="arch" type="xml">
576 <form string="Partner Segmentation Lines">
577 <field colspan="4" name="name" select="1"/>
578 <group col="2" colspan="4">
579 <field name="expr_name"/>
580 <field name="expr_operator"/>
581 <field name="expr_value"/>
584 <field name="operator"/>
589 <!-- CRM Segmentation Form View -->
591 <record id="crm_segmentation-view" model="ir.ui.view">
592 <field name="name">crm.segmentation.form</field>
593 <field name="model">crm.segmentation</field>
594 <field name="type">form</field>
595 <field name="arch" type="xml">
596 <form string="Partner Segmentation">
597 <group col="6" colspan="4">
598 <field name="name" select="1"/>
599 <field name="categ_id"/>
600 <field name="exclusif"/>
602 <notebook colspan="4">
603 <page string="Sales Purchase">
604 <field name="sales_purchase_active"/>
605 <separator colspan="4" string="State of Mind Computation"/>
606 <field name="som_interval"/>
607 <field name="som_interval_max"/>
608 <field name="som_interval_decrease"/>
609 <field name="som_interval_default"/>
610 <separator colspan="4" string="Segmentation Test"/>
611 <field colspan="4" name="segmentation_line" widget="one2many_list" nolabel="1"/>
613 <page string="Description">
614 <field colspan="4" name="description" nolabel="1"/>
617 <field name="state"/>
618 <group col="3" colspan="2">
619 <button name="process_start"
621 string="Compute Segmentation" type="object"
622 icon="gtk-execute" />
623 <button name="process_stop" states="running"
624 string="Stop Process" type="object"
626 <button name="process_continue" states="running"
627 string="Continue Process" type="object"
628 icon="gtk-go-forward" />
634 <!-- CRM Segmentation Tree View -->
636 <record id="crm_segmentation_tree-view" model="ir.ui.view">
637 <field name="name">crm.segmentation.tree</field>
638 <field name="model">crm.segmentation</field>
639 <field name="type">tree</field>
640 <field name="arch" type="xml">
641 <tree string="Partner Segmentations">
643 <field name="description"/>
644 <field name="categ_id"/>
649 <record id="crm_segmentation-act" model="ir.actions.act_window">
650 <field name="name">Segmentations</field>
651 <field name="res_model">crm.segmentation</field>
652 <field name="view_type">form</field>
653 <field name="view_id" ref="crm_segmentation-view"/>
656 <record id="crm_segmentation_tree-act" model="ir.actions.act_window">
657 <field name="name">Segmentations</field>
658 <field name="res_model">crm.segmentation</field>
659 <field name="view_type">form</field>
660 <field name="view_mode">tree,form</field>
662 <menuitem action="crm_segmentation_tree-act"
663 id="menu_crm_segmentation-act"
664 groups="base.group_extended"
665 parent="crm.menu_crm_configuration" />
667 <record model="ir.ui.view" id="view_users_form_simple_modif_inherited1">
668 <field name="name">view.users.form.crm.modif.inherited1</field>
669 <field name="model">res.users</field>
670 <field name="inherit_id" ref="base.view_users_form_simple_modif" />
671 <field name="type">form</field>
672 <field name="arch" type="xml">
673 <page string="Current Activity" position="inside">
674 <field name="context_section_id" completion="1"
676 context="{'user_prefence':True}" />
681 <record id="view_users_form_simple_modif_inherited2" model="ir.ui.view">
682 <field name="name">view.users.form.crm.modif.inherited2</field>
683 <field name="model">res.users</field>
684 <field name="type">form</field>
685 <field name="inherit_id" ref="base.view_users_form"/>
686 <field eval="18" name="priority"/>
687 <field name="arch" type="xml">
688 <field name="password" position="after">
689 <field name="context_section_id" completion="1" widget="selection"/>
694 <!-- Inherit View From Partner -->
696 <record id="view_partners_form_crm1" model="ir.ui.view">
697 <field name="name">view.res.partner.form.crm.inherited1</field>
698 <field name="model">res.partner</field>
699 <field name="type">form</field>
700 <field name="inherit_id" ref="base.view_partner_form"/>
701 <field eval="18" name="priority"/>
702 <field name="arch" type="xml">
703 <field name="parent_id" position="after">
704 <field name="section_id" completion="1" widget="selection"
705 groups="base.group_extended"/>
710 <record id="view_partners_form_crm2" model="ir.ui.view">
711 <field name="name">view.res.partner.tree.crm.inherited2</field>
712 <field name="model">res.partner</field>
713 <field name="type">tree</field>
714 <field name="inherit_id" ref="base.view_partner_tree"/>
715 <field eval="18" name="priority"/>
716 <field name="arch" type="xml">
717 <field name="lang" position="after">
718 <field name="section_id" completion="1" widget="selection"
719 groups="base.group_extended"/>
724 <record id="view_partners_form_crm3" model="ir.ui.view">
725 <field name="name">view.res.partner.search.crm.inherited3</field>
726 <field name="model">res.partner</field>
727 <field name="type">search</field>
728 <field name="inherit_id" ref="base.view_res_partner_filter"/>
729 <field eval="18" name="priority"/>
730 <field name="arch" type="xml">
731 <field name="category_id" position="after">
732 <field name="section_id" completion="1" widget="selection"
733 groups="base.group_extended"/>