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 <separator string="Note" colspan="4"/>
39 <field name="note" select="1" colspan="4" nolabel="1"/>
46 <!-- Case Sections Tree View -->
48 <record id="crm_case_section_view_tree" model="ir.ui.view">
49 <field name="name">crm.case.section.tree</field>
50 <field name="model">crm.case.section</field>
51 <field name="type">tree</field>
52 <field name="field_parent">child_ids</field>
53 <field name="arch" type="xml">
54 <tree string="Sales Team">
55 <field name="name" select="1"/>
56 <field name="code" select="1"/>
57 <field name="user_id" select="1"/>
62 <!-- Case Sections Action -->
64 <record id="crm_case_section_act" model="ir.actions.act_window">
65 <field name="name">Sales Team</field>
66 <field name="res_model">crm.case.section</field>
67 <field name="view_type">form</field>
68 <field name="view_id" ref="crm_case_section_view_tree"/>
71 <!-- CRM Stage Tree View -->
73 <record model="ir.ui.view" id="crm_case_stage_tree">
74 <field name="name">crm.case.stage.tree</field>
75 <field name="model">crm.case.stage</field>
76 <field name="type">tree</field>
77 <field name="arch" type="xml">
78 <tree string="Stages">
79 <field name="sequence"/>
81 <field name="probability"/>
82 <field name="section_id"/>
88 <!-- CRM Stage Form View -->
90 <record model="ir.ui.view" id="crm_case_stage_form">
91 <field name="name">crm.case.stage.form</field>
92 <field name="model">crm.case.stage</field>
93 <field name="type">form</field>
94 <field name="arch" type="xml">
96 <separator string="Stage Definition" colspan="4"/>
97 <field name="name" select="1"/>
98 <field name="section_id" select="1" widget="selection"/>
99 <field name="object_id" invisible="1" />
100 <field name="sequence"/>
101 <field name="probability"/>
102 <field name="on_change"/>
103 <separator string="Requirements" colspan="4"/>
104 <field name="requirements" nolabel="1" colspan="4"/>
109 <!-- CRM Stage Action -->
111 <record id="crm_case_stage_act" model="ir.actions.act_window">
112 <field name="name">Stages</field>
113 <field name="res_model">crm.case.stage</field>
114 <field name="view_type">form</field>
115 <field name="view_id" ref="crm_case_stage_tree"/>
118 <menuitem id="menu_crm_case_stage" name="Stages" parent="crm.menu_crm_configuration"/>
121 <!-- Case Categories Form View -->
123 <record id="crm_case_categ-view" model="ir.ui.view">
124 <field name="name">crm.case.categ.form</field>
125 <field name="model">crm.case.categ</field>
126 <field name="type">form</field>
127 <field name="arch" type="xml">
128 <form string="Case Category">
129 <field name="name" select="1"/>
130 <field name="section_id" select="1" widget="selection"/>
131 <field name="object_id" invisible="1" />
136 <!-- Case Categories Tree View -->
138 <record id="crm_case_categ_tree-view" model="ir.ui.view">
139 <field name="name">crm.case.categ.tree</field>
140 <field name="model">crm.case.categ</field>
141 <field name="type">tree</field>
142 <field name="arch" type="xml">
143 <tree string="Case Category">
145 <field name="section_id"/>
150 <!-- Case Categories Action -->
152 <record id="crm_case_categ-act" model="ir.actions.act_window">
153 <field name="name">Categories</field>
154 <field name="res_model">crm.case.categ</field>
155 <field name="view_type">form</field>
156 <field name="view_id" ref="crm_case_categ_tree-view"/>
158 <menuitem id="menu_crm_case_categ" name="Categories" parent="crm.menu_crm_configuration"/>
160 <menuitem action="crm_case_section_act"
161 id="menu_crm_case_section_act"
162 parent="crm.menu_crm_configuration" />
165 <!-- Resource Type of case Tree View -->
167 <record model="ir.ui.view" id="crm_case_resource_type_tree">
168 <field name="name">crm.case.resource.type.tree</field>
169 <field name="model">crm.case.resource.type</field>
170 <field name="type">tree</field>
171 <field name="arch" type="xml">
172 <tree string="Resource Type">
174 <field name="object_id"/>
175 <field name="section_id"/>
180 <!-- Resource Type of case Form View -->
182 <record model="ir.ui.view" id="crm_case_resource_type_form">
183 <field name="name">crm.case.resource.type.form</field>
184 <field name="model">crm.case.resource.type</field>
185 <field name="type">form</field>
186 <field name="arch" type="xml">
187 <form string="Resource Type">
188 <field name="name" select="1"/>
189 <field name="section_id" select="1" widget="selection"/>
190 <field name="object_id" />
195 <!-- Resource Type of case Action -->
197 <record id="crm_case_resource_type_act" model="ir.actions.act_window">
198 <field name="name">Resource Type</field>
199 <field name="res_model">crm.case.resource.type</field>
200 <field name="view_type">form</field>
201 <field name="view_id" ref="crm_case_resource_type_tree"/>
203 <menuitem id="menu_crm_case_resource_type" name="Resource Type"
204 parent="crm.menu_crm_configuration" />
206 <record id="crm_case_section_act_tree" model="ir.actions.act_window">
207 <field name="name">Cases by section</field>
208 <field name="res_model">crm.case.section</field>
209 <field name="domain">[('parent_id','=',False)]</field>
210 <field name="view_type">tree</field>
211 <field name="view_id" ref="crm_case_section_view_tree"/>
214 <!-- Cases Tree View -->
216 <record id="crm_case_log_tree-view" model="ir.ui.view">
217 <field name="name">crm.case.log.tree</field>
218 <field name="model">crm.case.log</field>
219 <field name="type">tree</field>
220 <field name="arch" type="xml">
221 <tree string="Case logs">
224 <field name="user_id"/>
225 <field name="section_id"/>
228 <field name="canal_id"/>
234 <!--Case History Tree View -->
236 <record id="crm_case_history_tree-view" model="ir.ui.view">
237 <field name="name">crm.case.history.tree</field>
238 <field name="model">crm.case.history</field>
239 <field name="type">tree</field>
240 <field name="arch" type="xml">
241 <tree string="Case History">
244 <field name="user_id"/>
247 <field name="canal_id"/>
253 <!-- Case Calendar View -->
255 <record id="crm_case_calendar-view" model="ir.ui.view">
256 <field name="name">crm.case.calendar</field>
257 <field name="model">crm.case</field>
258 <field name="type">calendar</field>
259 <field name="arch" type="xml">
260 <calendar color="user_id" date_start="create_date"
261 date_stop="date_deadline" day_length="12"
263 <field name="name" />
264 <field name="partner_id" />
265 <field name="state" />
270 <!-- Case Tree View -->
272 <record id="crm_case_tree-view" model="ir.ui.view">
273 <field name="name">crm.case.tree</field>
274 <field name="model">crm.case</field>
275 <field name="type">tree</field>
276 <field name="arch" type="xml">
277 <tree colors="red:date_deadline<current_date and state=='open';black:state in ('draft', 'cancel','done','pending')" string="Cases">
279 <field name="section_id"/>
280 <field name="create_date"/>
281 <field name="date_deadline"/>
283 <field name="partner_id"/>
284 <field name="user_id"/>
285 <field name="state"/>
286 <button name="case_close"
287 states="open,draft,pending" string="Close"
288 type="object" icon="gtk-close" />
289 <button name="case_open" states="draft,pending"
290 string="Open" type="object" icon="gtk-go-forward" />
291 <button name="case_cancel"
292 states="draft,open,pending" string="Cancel"
293 type="object" icon="gtk-cancel" />
294 <button name="case_pending" states="draft,open"
295 string="Pending" type="object"
296 icon="gtk-media-pause" />
297 <button name="case_escalate"
298 states="open,draft,pending" string="Escalate"
299 groups="base.group_extended"
300 type="object" icon="gtk-go-up" />
301 <button name="case_reset" states="done,cancel"
302 string="Reset to Draft" type="object"
303 icon="gtk-convert" />
308 <!-- Case Form View -->
310 <record id="crm_case-view" model="ir.ui.view">
311 <field name="name">crm.case.form</field>
312 <field name="model">crm.case</field>
313 <field name="type">form</field>
314 <field name="priority" eval="1"/>
315 <field name="arch" type="xml">
316 <form string="Cases">
317 <field colspan="4" name="name" select="1"/>
318 <field colspan="2" name="section_id" widget="selection"/>
319 <field name="create_date" select="1"/>
320 <field name="date_deadline"/>
322 <notebook colspan="4">
323 <page string="General">
324 <group col="8" colspan="4">
325 <field colspan="4" name="partner_id"
326 on_change="onchange_partner_id(partner_id, email_from)"
329 name="partner_address_id"
330 on_change="onchange_partner_address_id(partner_address_id, email_from)"
333 <field colspan="3" name="email_from"
335 <button name="remind_partner"
336 states="open,pending"
337 string="Send Reminder" type="object"
338 icon="gtk-go-forward" />
339 <field name="user_id" select="1" />
340 <button name="remind_user"
341 states="open,pending"
342 string="Send Reminder" type="object"
343 icon="gtk-go-forward" />
345 <separator colspan="4" string="Description"/>
346 <field name="description" colspan="4" nolabel="1"/>
347 <separator colspan="4"/>
348 <group col="8" colspan="4">
349 <field name="state" select="1"/>
350 <button name="case_close"
351 states="open,draft,pending"
352 string="Close" type="object"
354 <button name="case_open"
355 states="draft,pending" string="Open"
356 type="object" icon="gtk-go-forward" />
357 <button name="case_cancel"
358 states="draft,open,pending"
359 string="Cancel" type="object"
361 <button name="case_pending"
362 states="draft,open" string="Pending"
363 type="object" icon="gtk-media-pause" />
364 <button name="case_escalate"
365 states="open,draft,pending"
366 string="Escalate" type="object"
367 groups="base.group_extended"
369 <button name="case_reset"
371 string="Reset to Draft" type="object"
372 icon="gtk-convert" />
375 <page string="History" groups="base.group_extended">
376 <field name="id" select="1"/>
377 <field name="active"/>
378 <separator colspan="4" string="Dates"/>
379 <field name="create_date"/>
380 <field colspan="4" name="log_ids" nolabel="1">
381 <form string="Actions">
382 <separator colspan="4" string="Action Information"/>
383 <field colspan="4" name="name"/>
385 <field name="user_id"/>
389 <page string="Emails" groups="base.group_extended">
391 <field colspan="4" name="email_cc" string="CC"/>
393 <field name="history_line" colspan="4" nolabel="1" mode="form,tree">
394 <form string="Communication history">
395 <group col="7" colspan="4">
397 <field name="email_to"/>
398 <field name="email_from"/>
401 name="%(crm.action_view_crm_email_add_cc_wizard)d"
402 icon="gtk-add" type="action"/>
405 <field name="description" colspan="4" nolabel="1"/>
407 string="Reply to Last Email"
408 name="%(action_crm_send_mail)d"
409 context="{'mail':'reply', 'model': 'crm.case'}"
410 icon="gtk-undo" type="action" />
412 <tree string="Communication history">
413 <field name="description"/>
414 <field name="email_to"/>
418 <button colspan="4" string="Send New Email"
419 name="%(action_crm_send_mail)d"
420 context="{'mail':'new', 'model': 'crm.case'}"
421 icon="gtk-go-forward" type="action" />
428 <!-- Case Search View -->
430 <record id="view_crm_case_filter" model="ir.ui.view">
431 <field name="name">crm.case.select</field>
432 <field name="model">crm.case</field>
433 <field name="type">search</field>
434 <field name="arch" type="xml">
435 <search string="Search Case">
436 <group col='6' colspan='4'>
437 <filter icon="terp-partner" string="My Cases"
438 domain="[('user_id','=',uid)]" separator="1"
439 default="1" help="Cases Related to Current User" />
440 <field name="state" select="1">
441 <filter icon="gtk-new"
442 domain="[('state','in',('draft', 'open'))]"
443 help="Current Cases" />
444 <filter icon="gtk-yes"
445 domain="[('state','=','open')]" help="Open Cases" />
446 <filter icon="gtk-media-pause"
447 domain="[('state','=','pending')]"
448 help="Pending Cases" />
450 <separator orientation="vertical" />
451 <field name="name" select='1' />
452 <field name="user_id" select="1"
453 widget="selection" />
455 <field name="section_id"
456 default="context.get('section_id', False)" select="1"
462 <record id="crm_case_categ0-act" model="ir.actions.act_window">
463 <field name="name">Cases</field>
464 <field name="res_model">crm.case</field>
465 <field name="view_type">form</field>
466 <field name="view_id" ref="crm_case_tree-view"/>
467 <field name="search_view_id" ref="view_crm_case_filter"/>
470 <record id="crm_case_categ0-act_open" model="ir.actions.act_window">
471 <field name="name">Open Cases</field>
472 <field name="res_model">crm.case</field>
473 <field name="view_type">form</field>
474 <field name="domain">
475 [('state','<>','done'),('state','<>','cancel'),('state','<>','pending')]
477 <field name="search_view_id" ref="view_crm_case_filter"/>
480 <record id="crm_case_section_open_act" model="ir.actions.act_window">
481 <field name="name">Cases</field>
482 <field name="res_model">crm.case</field>
483 <field name="domain">[('section_id','child_of',[active_id])]</field>
484 <field name="view_type">form</field>
485 <field name="view_mode">tree,form,calendar</field>
487 <record id="ir_open_section_case" model="ir.values">
488 <field eval="'tree_but_open'" name="key2"/>
489 <field eval="'crm.case.section'" name="model"/>
490 <field name="name">Open Cases</field>
491 <field eval="'ir.actions.act_window,%d'%crm_case_section_open_act" name="value"/>
492 <field eval="True" name="object"/>
495 <!--Case History Form View -->
497 <record id="crm_case_history-view" model="ir.ui.view">
498 <field name="name">crm.case.history.form</field>
499 <field name="model">crm.case.history</field>
500 <field name="type">form</field>
501 <field name="arch" type="xml">
502 <form string="Cases">
503 <separator colspan="4" string="Case Description"/>
504 <field colspan="4" name="name" select="1"/>
505 <field name="date" select="1"/>
506 <field name="user_id" select="1"/>
507 <field name="model_id"/>
508 <field name="res_id"/>
510 <field name="canal_id"/>
511 <field colspan="4" name="description"/>
516 <!--Case History Search View -->
518 <record id="crm_case_history_search" model="ir.ui.view">
519 <field name="name">crm.case.history.select</field>
520 <field name="model">crm.case.history</field>
521 <field name="type">search</field>
522 <field name="arch" type="xml">
523 <search string="Search Histories">
524 <filter icon="terp-crm" string="My Histories"
525 domain="[('user_id','=',uid)]"
526 help="My Histories" />
527 <separator orientation="vertical"/>
528 <group col="6" colspan="2">
529 <field name="date" select="1"/>
530 <field name="user_id" select="1" widget="selection"/>
531 <field name="section_id"
532 default="context.get('section_id', False)"
533 select="1" widget="selection"/>
539 <!--Case History Action -->
541 <record id="crm_case_history-act" model="ir.actions.act_window">
542 <field name="name">Histories</field>
543 <field name="res_model">crm.case.history</field>
544 <field name="view_type">form</field>
545 <field name="view_mode">tree,form</field>
546 <field name="view_id" ref="crm_case_history_tree-view"/>
547 <field name="search_view_id" ref="crm_case_history_search"/>
550 <!-- Segmentation line Tree View -->
552 <record id="crm_segmentation_line_tree-view" model="ir.ui.view">
553 <field name="name">crm.segmentation.line.tree</field>
554 <field name="model">crm.segmentation.line</field>
555 <field name="type">tree</field>
556 <field name="arch" type="xml">
557 <tree string="Partner Segmentation Lines">
559 <field name="expr_name"/>
560 <field name="expr_operator"/>
561 <field name="expr_value"/>
562 <field name="operator"/>
567 <!-- Segmentation line Form View -->
569 <record id="crm_segmentation_line-view" model="ir.ui.view">
570 <field name="name">crm.segmentation.line.form</field>
571 <field name="model">crm.segmentation.line</field>
572 <field name="type">form</field>
573 <field name="arch" type="xml">
574 <form string="Partner Segmentation Lines">
575 <field colspan="4" name="name" select="1"/>
576 <group col="2" colspan="4">
577 <field name="expr_name"/>
578 <field name="expr_operator"/>
579 <field name="expr_value"/>
582 <field name="operator"/>
587 <!-- CRM Segmentation Form View -->
589 <record id="crm_segmentation-view" model="ir.ui.view">
590 <field name="name">crm.segmentation.form</field>
591 <field name="model">crm.segmentation</field>
592 <field name="type">form</field>
593 <field name="arch" type="xml">
594 <form string="Partner Segmentation">
595 <group col="6" colspan="4">
596 <field name="name" select="1"/>
597 <field name="categ_id"/>
598 <field name="exclusif"/>
600 <notebook colspan="4">
601 <page string="Sales Purchase">
602 <field name="sales_purchase_active"/>
603 <separator colspan="4" string="State of Mind Computation"/>
604 <field name="som_interval"/>
605 <field name="som_interval_max"/>
606 <field name="som_interval_decrease"/>
607 <field name="som_interval_default"/>
608 <separator colspan="4" string="Segmentation Test"/>
609 <field colspan="4" name="segmentation_line" widget="one2many_list" nolabel="1"/>
611 <page string="Description">
612 <field colspan="4" name="description" nolabel="1"/>
615 <field name="state"/>
616 <group col="3" colspan="2">
617 <button name="process_start"
619 string="Compute Segmentation" type="object"
620 icon="gtk-execute" />
621 <button name="process_stop" states="running"
622 string="Stop Process" type="object"
624 <button name="process_continue" states="running"
625 string="Continue Process" type="object"
626 icon="gtk-go-forward" />
632 <!-- CRM Segmentation Tree View -->
634 <record id="crm_segmentation_tree-view" model="ir.ui.view">
635 <field name="name">crm.segmentation.tree</field>
636 <field name="model">crm.segmentation</field>
637 <field name="type">tree</field>
638 <field name="arch" type="xml">
639 <tree string="Partner Segmentations">
641 <field name="description"/>
642 <field name="categ_id"/>
647 <record id="crm_segmentation-act" model="ir.actions.act_window">
648 <field name="name">Segmentations</field>
649 <field name="res_model">crm.segmentation</field>
650 <field name="view_type">form</field>
651 <field name="view_id" ref="crm_segmentation-view"/>
654 <record id="crm_segmentation_tree-act" model="ir.actions.act_window">
655 <field name="name">Segmentations</field>
656 <field name="res_model">crm.segmentation</field>
657 <field name="view_type">form</field>
658 <field name="view_mode">tree,form</field>
660 <menuitem action="crm_segmentation_tree-act"
661 id="menu_crm_segmentation-act"
662 groups="base.group_extended"
663 parent="crm.menu_crm_configuration" />
665 <record model="ir.ui.view" id="view_users_form_simple_modif_inherited1">
666 <field name="name">view.users.form.crm.modif.inherited1</field>
667 <field name="model">res.users</field>
668 <field name="inherit_id" ref="base.view_users_form_simple_modif" />
669 <field name="type">form</field>
670 <field name="arch" type="xml">
671 <page string="Current Activity" position="inside">
672 <field name="context_section_id" completion="1"
674 context="{'user_prefence':True}" />
679 <record id="view_users_form_simple_modif_inherited2" model="ir.ui.view">
680 <field name="name">view.users.form.crm.modif.inherited2</field>
681 <field name="model">res.users</field>
682 <field name="type">form</field>
683 <field name="inherit_id" ref="base.view_users_form"/>
684 <field eval="18" name="priority"/>
685 <field name="arch" type="xml">
686 <field name="password" position="after">
687 <field name="context_section_id" completion="1" widget="selection"/>
692 <!-- Inherit View From Partner -->
694 <record id="view_partners_form_crm1" model="ir.ui.view">
695 <field name="name">view.res.partner.form.crm.inherited1</field>
696 <field name="model">res.partner</field>
697 <field name="type">form</field>
698 <field name="inherit_id" ref="base.view_partner_form"/>
699 <field eval="18" name="priority"/>
700 <field name="arch" type="xml">
701 <field name="parent_id" position="after">
702 <field name="section_id" completion="1" widget="selection"
703 groups="base.group_extended"/>
708 <record id="view_partners_form_crm2" model="ir.ui.view">
709 <field name="name">view.res.partner.tree.crm.inherited2</field>
710 <field name="model">res.partner</field>
711 <field name="type">tree</field>
712 <field name="inherit_id" ref="base.view_partner_tree"/>
713 <field eval="18" name="priority"/>
714 <field name="arch" type="xml">
715 <field name="lang" position="after">
716 <field name="section_id" completion="1" widget="selection"
717 groups="base.group_extended"/>
722 <record id="view_partners_form_crm3" model="ir.ui.view">
723 <field name="name">view.res.partner.search.crm.inherited3</field>
724 <field name="model">res.partner</field>
725 <field name="type">search</field>
726 <field name="inherit_id" ref="base.view_res_partner_filter"/>
727 <field eval="18" name="priority"/>
728 <field name="arch" type="xml">
729 <field name="category_id" position="after">
730 <field name="section_id" completion="1" widget="selection"
731 groups="base.group_extended"/>