1 <?xml version="1.0" encoding="utf-8"?>
4 <menuitem id="menu_crm_configuration" name="Cases"
5 parent="base.menu_base_config" sequence="0"/>
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="2"/>
17 <field name="parent_id" select="2" widget="selection"/>
18 <field name="code" select="1"/>
20 <field name="user_id" select="2"/>
21 <field name="working_hours" widget="float_time"/>
22 <field name="active" select="2"/>
24 <notebook colspan="4">
25 <page string="Sales Team">
26 <group col="2" colspan="1">
27 <separator string="Mailgateway" colspan="2"/>
28 <field name="reply_to" select="2"/>
30 <group col="2" colspan="1">
31 <separator string="Configuration" colspan="2"/>
32 <field name="allow_unlink" select="2"/>
34 <separator string="Team Members" colspan="4"/>
35 <field name="member_ids" nolabel="1" colspan="4"/>
38 <field name="note" select="1" colspan="4" nolabel="1"/>
45 <!-- Case Sections Tree View -->
47 <record id="crm_case_section_view_tree" model="ir.ui.view">
48 <field name="name">crm.case.section.tree</field>
49 <field name="model">crm.case.section</field>
50 <field name="type">tree</field>
51 <field name="field_parent">child_ids</field>
52 <field name="arch" type="xml">
53 <tree string="Sales Team">
54 <field name="name" select="1"/>
55 <field name="code" select="1"/>
56 <field name="user_id" select="1"/>
61 <!-- Case Sections Action -->
63 <record id="crm_case_section_act" model="ir.actions.act_window">
64 <field name="name">Sales Team</field>
65 <field name="res_model">crm.case.section</field>
66 <field name="view_type">form</field>
67 <field name="view_id" ref="crm_case_section_view_tree"/>
70 <!-- CRM Stage Tree View -->
72 <record model="ir.ui.view" id="crm_case_stage_tree">
73 <field name="name">crm.case.stage.tree</field>
74 <field name="model">crm.case.stage</field>
75 <field name="type">tree</field>
76 <field name="arch" type="xml">
77 <tree string="Stages">
78 <field name="sequence"/>
80 <field name="probability"/>
81 <field name="section_id"/>
87 <!-- CRM Stage Form View -->
89 <record model="ir.ui.view" id="crm_case_stage_form">
90 <field name="name">crm.case.stage.form</field>
91 <field name="model">crm.case.stage</field>
92 <field name="type">form</field>
93 <field name="arch" type="xml">
95 <separator string="Stage Definition" colspan="4"/>
96 <field name="name" select="1"/>
97 <field name="section_id" select="1" widget="selection"/>
98 <field name="object_id" invisible="1" />
99 <field name="sequence"/>
100 <field name="probability"/>
101 <field name="on_change"/>
102 <separator string="Requirements" colspan="4"/>
103 <field name="requirements" nolabel="1" colspan="4"/>
108 <!-- CRM Stage Action -->
110 <record id="crm_case_stage_act" model="ir.actions.act_window">
111 <field name="name">Stages</field>
112 <field name="res_model">crm.case.stage</field>
113 <field name="view_type">form</field>
114 <field name="view_id" ref="crm_case_stage_tree"/>
117 <menuitem id="menu_crm_case_stage" name="Stages" parent="crm.menu_crm_configuration"/>
120 <!-- Case Categories Form View -->
122 <record id="crm_case_categ-view" model="ir.ui.view">
123 <field name="name">crm.case.categ.form</field>
124 <field name="model">crm.case.categ</field>
125 <field name="type">form</field>
126 <field name="arch" type="xml">
127 <form string="Case Category">
128 <field name="name" select="1"/>
129 <field name="section_id" select="1" widget="selection"/>
130 <field name="object_id" invisible="1" />
135 <!-- Case Categories Tree View -->
137 <record id="crm_case_categ_tree-view" model="ir.ui.view">
138 <field name="name">crm.case.categ.tree</field>
139 <field name="model">crm.case.categ</field>
140 <field name="type">tree</field>
141 <field name="arch" type="xml">
142 <tree string="Case Category">
144 <field name="section_id"/>
149 <!-- Case Categories Action -->
151 <record id="crm_case_categ-act" model="ir.actions.act_window">
152 <field name="name">Categories</field>
153 <field name="res_model">crm.case.categ</field>
154 <field name="view_type">form</field>
155 <field name="view_id" ref="crm_case_categ_tree-view"/>
157 <menuitem id="menu_crm_case_categ" name="Categories" parent="crm.menu_crm_configuration"/>
159 <menuitem action="crm_case_section_act"
160 id="menu_crm_case_section_act"
161 parent="crm.menu_crm_configuration" />
164 <!-- Resource Type of case Tree View -->
166 <record model="ir.ui.view" id="crm_case_resource_type_tree">
167 <field name="name">crm.case.resource.type.tree</field>
168 <field name="model">crm.case.resource.type</field>
169 <field name="type">tree</field>
170 <field name="arch" type="xml">
171 <tree string="Resource Type">
173 <field name="object_id"/>
174 <field name="section_id"/>
179 <!-- Resource Type of case Form View -->
181 <record model="ir.ui.view" id="crm_case_resource_type_form">
182 <field name="name">crm.case.resource.type.form</field>
183 <field name="model">crm.case.resource.type</field>
184 <field name="type">form</field>
185 <field name="arch" type="xml">
186 <form string="Resource Type">
187 <field name="name" select="1"/>
188 <field name="section_id" select="1" widget="selection"/>
189 <field name="object_id" />
194 <!-- Resource Type of case Action -->
196 <record id="crm_case_resource_type_act" model="ir.actions.act_window">
197 <field name="name">Resource Type</field>
198 <field name="res_model">crm.case.resource.type</field>
199 <field name="view_type">form</field>
200 <field name="view_id" ref="crm_case_resource_type_tree"/>
202 <menuitem id="menu_crm_case_resource_type" name="Resource Type"
203 parent="crm.menu_crm_configuration" />
205 <record id="crm_case_section_act_tree" model="ir.actions.act_window">
206 <field name="name">Cases by section</field>
207 <field name="res_model">crm.case.section</field>
208 <field name="domain">[('parent_id','=',False)]</field>
209 <field name="view_type">tree</field>
210 <field name="view_id" ref="crm_case_section_view_tree"/>
213 <!-- Cases Tree View -->
215 <record id="crm_case_log_tree-view" model="ir.ui.view">
216 <field name="name">crm.case.log.tree</field>
217 <field name="model">crm.case.log</field>
218 <field name="type">tree</field>
219 <field name="arch" type="xml">
220 <tree string="Case logs">
223 <field name="user_id"/>
224 <field name="section_id"/>
227 <field name="canal_id"/>
233 <!--Case History Tree View -->
235 <record id="crm_case_history_tree-view" model="ir.ui.view">
236 <field name="name">crm.case.history.tree</field>
237 <field name="model">crm.case.history</field>
238 <field name="type">tree</field>
239 <field name="arch" type="xml">
240 <tree string="Case History">
243 <field name="user_id"/>
246 <field name="canal_id"/>
252 <!-- Case Calendar View -->
254 <record id="crm_case_calendar-view" model="ir.ui.view">
255 <field name="name">crm.case.calendar</field>
256 <field name="model">crm.case</field>
257 <field name="type">calendar</field>
258 <field name="arch" type="xml">
259 <calendar color="user_id" date_start="create_date"
260 date_stop="date_deadline" day_length="12"
262 <field name="name" />
263 <field name="partner_id" />
264 <field name="state" />
269 <!-- Case Tree View -->
271 <record id="crm_case_tree-view" model="ir.ui.view">
272 <field name="name">crm.case.tree</field>
273 <field name="model">crm.case</field>
274 <field name="type">tree</field>
275 <field name="arch" type="xml">
276 <tree colors="red:date_deadline<current_date and state=='open';black:state in ('draft', 'cancel','done','pending')" string="Cases">
278 <field name="section_id"/>
279 <field name="create_date"/>
280 <field name="date_deadline"/>
282 <field name="partner_id"/>
283 <field name="user_id"/>
284 <field name="state"/>
285 <button name="case_close"
286 states="open,draft,pending" string="Close"
287 type="object" icon="gtk-close" />
288 <button name="case_open" states="draft,pending"
289 string="Open" type="object" icon="gtk-go-forward" />
290 <button name="case_cancel"
291 states="draft,open,pending" string="Cancel"
292 type="object" icon="gtk-cancel" />
293 <button name="case_pending" states="draft,open"
294 string="Pending" type="object"
295 icon="gtk-media-pause" />
296 <button name="case_escalate"
297 states="open,draft,pending" string="Escalate"
298 groups="base.group_extended"
299 type="object" icon="gtk-go-up" />
300 <button name="case_reset" states="done,cancel"
301 string="Reset to Draft" type="object"
302 icon="gtk-convert" />
307 <!-- Case Form View -->
309 <record id="crm_case-view" model="ir.ui.view">
310 <field name="name">crm.case.form</field>
311 <field name="model">crm.case</field>
312 <field name="type">form</field>
313 <field name="priority" eval="1"/>
314 <field name="arch" type="xml">
315 <form string="Cases">
316 <field colspan="4" name="name" select="1"/>
317 <field colspan="2" name="section_id" widget="selection"/>
318 <field name="create_date" select="1"/>
319 <field name="date_deadline"/>
321 <notebook colspan="4">
322 <page string="General">
323 <group col="8" colspan="4">
324 <field colspan="4" name="partner_id"
325 on_change="onchange_partner_id(partner_id, email_from)"
328 name="partner_address_id"
329 on_change="onchange_partner_address_id(partner_address_id, email_from)"
332 <field colspan="3" name="email_from"
334 <button name="remind_partner"
335 states="open,pending"
336 string="Send Reminder" type="object"
337 icon="gtk-go-forward" />
338 <field name="user_id" select="1" />
339 <button name="remind_user"
340 states="open,pending"
341 string="Send Reminder" type="object"
342 icon="gtk-go-forward" />
344 <separator colspan="4" string="Description"/>
345 <field name="description" colspan="4" nolabel="1"/>
346 <separator colspan="4"/>
347 <group col="8" colspan="4">
348 <field name="state" select="1"/>
349 <button name="case_close"
350 states="open,draft,pending"
351 string="Close" type="object"
353 <button name="case_open"
354 states="draft,pending" string="Open"
355 type="object" icon="gtk-go-forward" />
356 <button name="case_cancel"
357 states="draft,open,pending"
358 string="Cancel" type="object"
360 <button name="case_pending"
361 states="draft,open" string="Pending"
362 type="object" icon="gtk-media-pause" />
363 <button name="case_escalate"
364 states="open,draft,pending"
365 string="Escalate" type="object"
366 groups="base.group_extended"
368 <button name="case_reset"
370 string="Reset to Draft" type="object"
371 icon="gtk-convert" />
374 <page string="History" groups="base.group_extended">
375 <field name="id" select="1"/>
376 <field name="active"/>
377 <separator colspan="4" string="Dates"/>
378 <field name="create_date"/>
379 <field colspan="4" name="log_ids" nolabel="1">
380 <form string="Actions">
381 <separator colspan="4" string="Action Information"/>
382 <field colspan="4" name="name"/>
384 <field name="user_id"/>
388 <page string="Emails" groups="base.group_extended">
390 <field colspan="4" name="email_cc" string="CC"/>
392 <field name="history_line" colspan="4" nolabel="1" mode="form,tree">
393 <form string="Communication history">
394 <group col="7" colspan="4">
396 <field name="email_to"/>
397 <field name="email_from"/>
400 name="%(crm.action_view_crm_email_add_cc_wizard)d"
401 icon="gtk-add" type="action"/>
404 <field name="description" colspan="4" nolabel="1"/>
406 string="Reply to Last Email"
407 name="%(action_crm_send_mail)d"
408 context="{'mail':'reply', 'model': 'crm.case'}"
409 icon="gtk-undo" type="action" />
411 <tree string="Communication history">
412 <field name="description"/>
413 <field name="email_to"/>
417 <button colspan="4" string="Send New Email"
418 name="%(action_crm_send_mail)d"
419 context="{'mail':'new', 'model': 'crm.case'}"
420 icon="gtk-go-forward" type="action" />
427 <!-- Case Search View -->
429 <record id="view_crm_case_filter" model="ir.ui.view">
430 <field name="name">crm.case.select</field>
431 <field name="model">crm.case</field>
432 <field name="type">search</field>
433 <field name="arch" type="xml">
434 <search string="Search Case">
435 <group col='6' colspan='4'>
436 <filter icon="terp-partner" string="My Cases"
437 domain="[('user_id','=',uid)]" separator="1"
438 default="1" help="Cases Related to Current User" />
439 <field name="state" select="1">
440 <filter icon="gtk-new"
441 domain="[('state','in',('draft', 'open'))]"
442 help="Current Cases" />
443 <filter icon="gtk-yes"
444 domain="[('state','=','open')]" help="Open Cases" />
445 <filter icon="gtk-media-pause"
446 domain="[('state','=','pending')]"
447 help="Pending Cases" />
449 <separator orientation="vertical" />
450 <field name="name" select='1' />
451 <field name="user_id" select="1"
452 widget="selection" />
454 <field name="section_id"
455 default="context.get('section_id', False)" select="1"
461 <record id="crm_case_categ0-act" model="ir.actions.act_window">
462 <field name="name">Cases</field>
463 <field name="res_model">crm.case</field>
464 <field name="view_type">form</field>
465 <field name="view_id" ref="crm_case_tree-view"/>
466 <field name="search_view_id" ref="view_crm_case_filter"/>
469 <record id="crm_case_categ0-act_open" model="ir.actions.act_window">
470 <field name="name">Open Cases</field>
471 <field name="res_model">crm.case</field>
472 <field name="view_type">form</field>
473 <field name="domain">
474 [('state','<>','done'),('state','<>','cancel'),('state','<>','pending')]
476 <field name="search_view_id" ref="view_crm_case_filter"/>
479 <record id="crm_case_section_open_act" model="ir.actions.act_window">
480 <field name="name">Cases</field>
481 <field name="res_model">crm.case</field>
482 <field name="domain">[('section_id','child_of',[active_id])]</field>
483 <field name="view_type">form</field>
484 <field name="view_mode">tree,form,calendar</field>
486 <record id="ir_open_section_case" model="ir.values">
487 <field eval="'tree_but_open'" name="key2"/>
488 <field eval="'crm.case.section'" name="model"/>
489 <field name="name">Open Cases</field>
490 <field eval="'ir.actions.act_window,%d'%crm_case_section_open_act" name="value"/>
491 <field eval="True" name="object"/>
494 <!--Case History Form View -->
496 <record id="crm_case_history-view" model="ir.ui.view">
497 <field name="name">crm.case.history.form</field>
498 <field name="model">crm.case.history</field>
499 <field name="type">form</field>
500 <field name="arch" type="xml">
501 <form string="Cases">
502 <separator colspan="4" string="Case Description"/>
503 <field colspan="4" name="name" select="1"/>
504 <field name="date" select="1"/>
505 <field name="user_id" select="1"/>
506 <field name="model_id"/>
507 <field name="res_id"/>
509 <field name="canal_id"/>
510 <field colspan="4" name="description"/>
515 <!--Case History Search View -->
517 <record id="crm_case_history_search" model="ir.ui.view">
518 <field name="name">crm.case.history.select</field>
519 <field name="model">crm.case.history</field>
520 <field name="type">search</field>
521 <field name="arch" type="xml">
522 <search string="Search Histories">
523 <filter icon="terp-crm" string="My Histories"
524 domain="[('user_id','=',uid)]"
525 help="My Histories" />
526 <separator orientation="vertical"/>
527 <group col="6" colspan="2">
528 <field name="date" select="1"/>
529 <field name="user_id" select="1" widget="selection"/>
530 <field name="section_id"
531 default="context.get('section_id', False)"
532 select="1" widget="selection"/>
538 <!--Case History Action -->
540 <record id="crm_case_history-act" model="ir.actions.act_window">
541 <field name="name">Histories</field>
542 <field name="res_model">crm.case.history</field>
543 <field name="view_type">form</field>
544 <field name="view_mode">tree,form</field>
545 <field name="view_id" ref="crm_case_history_tree-view"/>
546 <field name="search_view_id" ref="crm_case_history_search"/>
549 <!-- Segmentation line Tree View -->
551 <record id="crm_segmentation_line_tree-view" model="ir.ui.view">
552 <field name="name">crm.segmentation.line.tree</field>
553 <field name="model">crm.segmentation.line</field>
554 <field name="type">tree</field>
555 <field name="arch" type="xml">
556 <tree string="Partner Segmentation Lines">
558 <field name="expr_name"/>
559 <field name="expr_operator"/>
560 <field name="expr_value"/>
561 <field name="operator"/>
566 <!-- Segmentation line Form View -->
568 <record id="crm_segmentation_line-view" model="ir.ui.view">
569 <field name="name">crm.segmentation.line.form</field>
570 <field name="model">crm.segmentation.line</field>
571 <field name="type">form</field>
572 <field name="arch" type="xml">
573 <form string="Partner Segmentation Lines">
574 <field colspan="4" name="name" select="1"/>
575 <group col="2" colspan="4">
576 <field name="expr_name"/>
577 <field name="expr_operator"/>
578 <field name="expr_value"/>
581 <field name="operator"/>
586 <!-- CRM Segmentation Form View -->
588 <record id="crm_segmentation-view" model="ir.ui.view">
589 <field name="name">crm.segmentation.form</field>
590 <field name="model">crm.segmentation</field>
591 <field name="type">form</field>
592 <field name="arch" type="xml">
593 <form string="Partner Segmentation">
594 <group col="6" colspan="4">
595 <field name="name" select="1"/>
596 <field name="categ_id"/>
597 <field name="exclusif"/>
599 <notebook colspan="4">
600 <page string="Sales Purchase">
601 <field name="sales_purchase_active"/>
602 <separator colspan="4" string="State of Mind Computation"/>
603 <field name="som_interval"/>
604 <field name="som_interval_max"/>
605 <field name="som_interval_decrease"/>
606 <field name="som_interval_default"/>
607 <separator colspan="4" string="Segmentation Test"/>
608 <field colspan="4" name="segmentation_line" widget="one2many_list" nolabel="1"/>
610 <page string="Description">
611 <field colspan="4" name="description" nolabel="1"/>
614 <field name="state"/>
615 <group col="3" colspan="2">
616 <button name="process_start"
618 string="Compute Segmentation" type="object"
619 icon="gtk-execute" />
620 <button name="process_stop" states="running"
621 string="Stop Process" type="object"
623 <button name="process_continue" states="running"
624 string="Continue Process" type="object"
625 icon="gtk-go-forward" />
631 <!-- CRM Segmentation Tree View -->
633 <record id="crm_segmentation_tree-view" model="ir.ui.view">
634 <field name="name">crm.segmentation.tree</field>
635 <field name="model">crm.segmentation</field>
636 <field name="type">tree</field>
637 <field name="arch" type="xml">
638 <tree string="Partner Segmentations">
640 <field name="description"/>
641 <field name="categ_id"/>
646 <record id="crm_segmentation-act" model="ir.actions.act_window">
647 <field name="name">Segmentations</field>
648 <field name="res_model">crm.segmentation</field>
649 <field name="view_type">form</field>
650 <field name="view_id" ref="crm_segmentation-view"/>
653 <record id="crm_segmentation_tree-act" model="ir.actions.act_window">
654 <field name="name">Segmentations</field>
655 <field name="res_model">crm.segmentation</field>
656 <field name="view_type">form</field>
657 <field name="view_mode">tree,form</field>
659 <menuitem action="crm_segmentation_tree-act"
660 id="menu_crm_segmentation-act"
661 groups="base.group_extended"
662 parent="crm.menu_crm_configuration" />
664 <record model="ir.ui.view" id="view_users_form_simple_modif_inherited1">
665 <field name="name">view.users.form.crm.modif.inherited1</field>
666 <field name="model">res.users</field>
667 <field name="inherit_id" ref="base.view_users_form_simple_modif" />
668 <field name="type">form</field>
669 <field name="arch" type="xml">
670 <page string="Current Activity" position="inside">
671 <field name="context_section_id" completion="1"
673 context="{'user_prefence':True}" />
678 <record id="view_users_form_simple_modif_inherited2" model="ir.ui.view">
679 <field name="name">view.users.form.crm.modif.inherited2</field>
680 <field name="model">res.users</field>
681 <field name="type">form</field>
682 <field name="inherit_id" ref="base.view_users_form"/>
683 <field eval="18" name="priority"/>
684 <field name="arch" type="xml">
685 <field name="password" position="after">
686 <field name="context_section_id" completion="1" widget="selection"/>
691 <!-- Inherit View From Partner -->
693 <record id="view_partners_form_crm1" model="ir.ui.view">
694 <field name="name">view.res.partner.form.crm.inherited1</field>
695 <field name="model">res.partner</field>
696 <field name="type">form</field>
697 <field name="inherit_id" ref="base.view_partner_form"/>
698 <field eval="18" name="priority"/>
699 <field name="arch" type="xml">
700 <field name="parent_id" position="after">
701 <field name="section_id" completion="1" widget="selection"
702 groups="base.group_extended"/>
707 <record id="view_partners_form_crm2" model="ir.ui.view">
708 <field name="name">view.res.partner.tree.crm.inherited2</field>
709 <field name="model">res.partner</field>
710 <field name="type">tree</field>
711 <field name="inherit_id" ref="base.view_partner_tree"/>
712 <field eval="18" name="priority"/>
713 <field name="arch" type="xml">
714 <field name="lang" position="after">
715 <field name="section_id" completion="1" widget="selection"
716 groups="base.group_extended"/>
721 <record id="view_partners_form_crm3" model="ir.ui.view">
722 <field name="name">view.res.partner.search.crm.inherited3</field>
723 <field name="model">res.partner</field>
724 <field name="type">search</field>
725 <field name="inherit_id" ref="base.view_res_partner_filter"/>
726 <field eval="18" name="priority"/>
727 <field name="arch" type="xml">
728 <field name="category_id" position="after">
729 <field name="section_id" completion="1" widget="selection"
730 groups="base.group_extended"/>