1 <?xml version="1.0" encoding="utf-8"?>
5 <menuitem id="base.menu_crm_config_sales" name="Sales"
6 parent="base.menu_base_config" sequence="1"/>
8 <menuitem id="menu_crm_config_lead" name="Leads & Opportunities"
9 parent="base.menu_crm_config_sales" sequence="0" groups="base.group_extended"/>
11 <menuitem id="menu_crm_config_meeting" name="Meeting"
12 parent="base.menu_base_config" sequence="4"/>
14 <menuitem id="menu_crm_config_phonecall" name="Phone Call"
15 parent="base.menu_base_config" sequence="5" groups="base.group_extended"/>
17 <menuitem id="base.next_id_64" name="Reporting"
18 parent="base.menu_base_partner" sequence="11" />
20 <menuitem action="crm_custom_create_menu_action"
21 id="crm_case_create_custom_menu"
22 parent="base.menu_crm_config_sales"
23 groups="base.group_extended"
24 name="Create Menu for Custom Cases" />
27 <!-- Case Sections Form View -->
29 <record id="crm_case_section_view_form" model="ir.ui.view">
30 <field name="name">crm.case.section.form</field>
31 <field name="model">crm.case.section</field>
32 <field name="type">form</field>
33 <field name="arch" type="xml">
34 <form string="Sales Team">
35 <group col="6" colspan="4">
36 <field name="name" select="1" colspan="2"/>
37 <field name="parent_id" select="2" widget="selection"/>
38 <field name="code" select="1"/>
40 <field name="user_id" select="2"/>
41 <field name="resource_calendar_id" select="2" widget="selection"/>
42 <field name="active" select="2"/>
44 <notebook colspan="4">
45 <page string="Sales Team">
46 <group col="2" colspan="1">
47 <separator string="Mailgateway" colspan="2"/>
48 <field name="reply_to" select="2"/>
50 <group col="2" colspan="1">
51 <separator string="Configuration" colspan="2"/>
52 <field name="allow_unlink" select="2"/>
53 <field name="change_responsible"/>
55 <separator string="Team Members" colspan="4"/>
56 <field name="member_ids" nolabel="1" colspan="4"/>
59 <field name="note" select="1" colspan="4" nolabel="1"/>
66 <!-- Case Sections Tree View -->
68 <record id="crm_case_section_view_tree" model="ir.ui.view">
69 <field name="name">crm.case.section.tree</field>
70 <field name="model">crm.case.section</field>
71 <field name="type">tree</field>
72 <field name="field_parent">child_ids</field>
73 <field name="arch" type="xml">
74 <tree string="Sales Team">
75 <field name="name" select="1"/>
76 <field name="code" select="1"/>
77 <field name="user_id" select="1"/>
82 <!-- Case Sections Action -->
84 <record id="crm_case_section_act" model="ir.actions.act_window">
85 <field name="name">Sales Teams</field>
86 <field name="res_model">crm.case.section</field>
87 <field name="view_type">form</field>
88 <field name="view_id" ref="crm_case_section_view_tree"/>
91 <menuitem action="crm_case_section_act"
92 id="menu_crm_case_section_act" sequence="4"
93 parent="menu_crm_config_lead" />
96 <!-- CRM Stage Tree View -->
98 <record model="ir.ui.view" id="crm_case_stage_tree">
99 <field name="name">crm.case.stage.tree</field>
100 <field name="model">crm.case.stage</field>
101 <field name="type">tree</field>
102 <field name="arch" type="xml">
103 <tree string="Stages">
104 <field name="sequence"/>
106 <field name="probability"/>
107 <field name="section_id"/>
113 <!-- CRM Stage Form View -->
115 <record model="ir.ui.view" id="crm_case_stage_form">
116 <field name="name">crm.case.stage.form</field>
117 <field name="model">crm.case.stage</field>
118 <field name="type">form</field>
119 <field name="arch" type="xml">
120 <form string="Stage">
121 <separator string="Stage Definition" colspan="4"/>
122 <field name="name" select="1"/>
123 <field name="section_id" select="1" widget="selection"/>
124 <field name="object_id" invisible="1" />
125 <field name="sequence"/>
126 <field name="probability"/>
127 <field name="on_change"/>
128 <separator string="Requirements" colspan="4"/>
129 <field name="requirements" nolabel="1" colspan="4"/>
134 <!-- CRM Stage Action -->
136 <record id="crm_case_stage_act" model="ir.actions.act_window">
137 <field name="name">Stages</field>
138 <field name="res_model">crm.case.stage</field>
139 <field name="view_type">form</field>
140 <field name="view_id" ref="crm_case_stage_tree"/>
143 <!-- Case Categories Form View -->
145 <record id="crm_case_categ-view" model="ir.ui.view">
146 <field name="name">crm.case.categ.form</field>
147 <field name="model">crm.case.categ</field>
148 <field name="type">form</field>
149 <field name="arch" type="xml">
150 <form string="Case Category">
151 <field name="name" select="1"/>
152 <field name="section_id" select="1" widget="selection"/>
153 <field name="object_id" invisible="1" />
158 <!-- Case Categories Tree View -->
160 <record id="crm_case_categ_tree-view" model="ir.ui.view">
161 <field name="name">crm.case.categ.tree</field>
162 <field name="model">crm.case.categ</field>
163 <field name="type">tree</field>
164 <field name="arch" type="xml">
165 <tree string="Case Category">
167 <field name="section_id"/>
172 <!-- Case Categories Action -->
174 <record id="crm_case_categ-act" model="ir.actions.act_window">
175 <field name="name">Categories</field>
176 <field name="res_model">crm.case.categ</field>
177 <field name="view_type">form</field>
178 <field name="view_id" ref="crm_case_categ_tree-view"/>
181 <menuitem action="crm_case_categ-act"
182 id="menu_crm_case_categ-act" name="Categories"
183 parent="menu_crm_config_lead" sequence="1"/>
185 <!-- Resource Type of case Tree View -->
187 <record model="ir.ui.view" id="crm_case_resource_type_tree">
188 <field name="name">crm.case.resource.type.tree</field>
189 <field name="model">crm.case.resource.type</field>
190 <field name="type">tree</field>
191 <field name="arch" type="xml">
192 <tree string="Resource Type">
194 <field name="object_id"/>
195 <field name="section_id"/>
200 <!-- Resource Type of case Form View -->
202 <record model="ir.ui.view" id="crm_case_resource_type_form">
203 <field name="name">crm.case.resource.type.form</field>
204 <field name="model">crm.case.resource.type</field>
205 <field name="type">form</field>
206 <field name="arch" type="xml">
207 <form string="Resource Type">
208 <field name="name" select="1"/>
209 <field name="section_id" select="1" widget="selection"/>
210 <field name="object_id" />
215 <!-- Resource Type of case Action -->
217 <record id="crm_case_resource_type_act" model="ir.actions.act_window">
218 <field name="name">Resource Type</field>
219 <field name="res_model">crm.case.resource.type</field>
220 <field name="view_type">form</field>
221 <field name="view_id" ref="crm_case_resource_type_tree"/>
224 <record id="crm_case_section_act_tree" model="ir.actions.act_window">
225 <field name="name">Cases by section</field>
226 <field name="res_model">crm.case.section</field>
227 <field name="domain">[('parent_id','=',False)]</field>
228 <field name="view_type">tree</field>
229 <field name="view_id" ref="crm_case_section_view_tree"/>
232 <!-- Cases Tree View -->
234 <record id="crm_case_log_tree-view" model="ir.ui.view">
235 <field name="name">crm.case.log.tree</field>
236 <field name="model">crm.case.log</field>
237 <field name="type">tree</field>
238 <field name="arch" type="xml">
239 <tree string="Case logs">
242 <field name="user_id"/>
243 <field name="section_id"/>
246 <field name="canal_id"/>
252 <!-- Segmentation line Tree View -->
254 <record id="crm_segmentation_line_tree-view" model="ir.ui.view">
255 <field name="name">crm.segmentation.line.tree</field>
256 <field name="model">crm.segmentation.line</field>
257 <field name="type">tree</field>
258 <field name="arch" type="xml">
259 <tree string="Partner Segmentation Lines">
261 <field name="expr_name"/>
262 <field name="expr_operator"/>
263 <field name="expr_value"/>
264 <field name="operator"/>
269 <!-- Segmentation line Form View -->
271 <record id="crm_segmentation_line-view" model="ir.ui.view">
272 <field name="name">crm.segmentation.line.form</field>
273 <field name="model">crm.segmentation.line</field>
274 <field name="type">form</field>
275 <field name="arch" type="xml">
276 <form string="Partner Segmentation Lines">
277 <field colspan="4" name="name" select="1"/>
278 <group col="2" colspan="4">
279 <field name="expr_name"/>
280 <field name="expr_operator"/>
281 <field name="expr_value"/>
284 <field name="operator"/>
289 <!-- CRM Segmentation Form View -->
291 <record id="crm_segmentation-view" model="ir.ui.view">
292 <field name="name">crm.segmentation.form</field>
293 <field name="model">crm.segmentation</field>
294 <field name="type">form</field>
295 <field name="arch" type="xml">
296 <form string="Partner Segmentation">
297 <group col="6" colspan="4">
298 <field name="name" select="1"/>
299 <field name="categ_id"/>
300 <field name="exclusif"/>
302 <notebook colspan="4">
303 <page string="Sales Purchase">
304 <field name="sales_purchase_active"/>
305 <separator colspan="4" string="State of Mind Computation"/>
306 <field name="som_interval"/>
307 <field name="som_interval_max"/>
308 <field name="som_interval_decrease"/>
309 <field name="som_interval_default"/>
310 <separator colspan="4" string="Segmentation Test"/>
311 <field colspan="4" name="segmentation_line" widget="one2many_list" nolabel="1"/>
313 <page string="Description">
314 <field colspan="4" name="description" nolabel="1"/>
317 <field name="state"/>
318 <group col="3" colspan="2">
319 <button name="process_start"
321 string="Compute Segmentation" type="object"
322 icon="gtk-execute" />
323 <button name="process_stop" states="running"
324 string="Stop Process" type="object"
326 <button name="process_continue" states="running"
327 string="Continue Process" type="object"
328 icon="gtk-go-forward" />
334 <!-- CRM Segmentation Tree View -->
336 <record id="crm_segmentation_tree-view" model="ir.ui.view">
337 <field name="name">crm.segmentation.tree</field>
338 <field name="model">crm.segmentation</field>
339 <field name="type">tree</field>
340 <field name="arch" type="xml">
341 <tree string="Partner Segmentations">
343 <field name="description"/>
344 <field name="categ_id"/>
349 <record id="crm_segmentation-act" model="ir.actions.act_window">
350 <field name="name">Segmentation</field>
351 <field name="res_model">crm.segmentation</field>
352 <field name="view_type">form</field>
353 <field name="view_id" ref="crm_segmentation-view"/>
356 <record id="crm_segmentation_tree-act" model="ir.actions.act_window">
357 <field name="name">Segmentation</field>
358 <field name="res_model">crm.segmentation</field>
359 <field name="view_type">form</field>
360 <field name="view_mode">tree,form</field>
363 <menuitem action="crm_segmentation_tree-act"
364 id="menu_crm_segmentation-act"
365 groups="base.group_extended" sequence="3"
366 parent="base.menu_config_address_book" />
368 <record model="ir.ui.view" id="view_users_form_simple_modif_inherited1">
369 <field name="name">view.users.form.crm.modif.inherited1</field>
370 <field name="model">res.users</field>
371 <field name="inherit_id" ref="base.view_users_form_simple_modif" />
372 <field name="type">form</field>
373 <field name="arch" type="xml">
374 <page string="Current Activity" position="inside">
375 <field name="context_section_id" completion="1"
377 context="{'user_prefence':True}"
383 <record id="view_users_form_simple_modif_inherited2" model="ir.ui.view">
384 <field name="name">view.users.form.crm.modif.inherited2</field>
385 <field name="model">res.users</field>
386 <field name="type">form</field>
387 <field name="inherit_id" ref="base.view_users_form"/>
388 <field eval="18" name="priority"/>
389 <field name="arch" type="xml">
390 <field name="password" position="after">
391 <field name="context_section_id" completion="1" widget="selection"/>
396 <!-- Inherit View From Partner -->
398 <record id="view_partners_form_crm1" model="ir.ui.view">
399 <field name="name">view.res.partner.form.crm.inherited1</field>
400 <field name="model">res.partner</field>
401 <field name="type">form</field>
402 <field name="inherit_id" ref="base.view_partner_form"/>
403 <field eval="18" name="priority"/>
404 <field name="arch" type="xml">
405 <field name="parent_id" position="after">
406 <field name="section_id" completion="1" widget="selection"
407 groups="base.group_extended"/>
412 <record id="view_partners_form_crm2" model="ir.ui.view">
413 <field name="name">view.res.partner.tree.crm.inherited2</field>
414 <field name="model">res.partner</field>
415 <field name="type">tree</field>
416 <field name="inherit_id" ref="base.view_partner_tree"/>
417 <field eval="18" name="priority"/>
418 <field name="arch" type="xml">
419 <field name="lang" position="after">
420 <field name="section_id" completion="1" widget="selection"
421 groups="base.group_extended"/>
426 <record id="view_partners_form_crm3" model="ir.ui.view">
427 <field name="name">view.res.partner.search.crm.inherited3</field>
428 <field name="model">res.partner</field>
429 <field name="type">search</field>
430 <field name="inherit_id" ref="base.view_res_partner_filter"/>
431 <field eval="18" name="priority"/>
432 <field name="arch" type="xml">
433 <field name="category_id" position="after">
434 <field name="section_id" completion="1" widget="selection"
435 groups="base.group_extended"/>
441 <!-- Custom Case Sections -->
442 <record id="crm_case_section_custom_view_form" model="ir.ui.view">
443 <field name="name">crm.case.section.custom.form</field>
444 <field name="model">crm.case.section.custom</field>
445 <field name="type">form</field>
446 <field name="arch" type="xml">
447 <form string="Custom Case Section">
448 <group col="6" colspan="4">
449 <field name="name" select="1" colspan="2"/>
450 <field name="parent_id" select="2" widget="selection"/>
451 <field name="code" select="1"/>
453 <field name="user_id" select="2"/>
454 <field name="active" select="2"/>
456 <notebook colspan="4">
457 <page string="Information">
458 <group col="2" colspan="1">
459 <separator string="Mailgateway" colspan="2"/>
460 <field name="reply_to" select="2"/>
462 <group col="2" colspan="1">
463 <separator string="Configuration" colspan="2"/>
464 <field name="allow_unlink" select="2"/>
467 <page string="Notes">
468 <field name="note" select="1" colspan="4" nolabel="1"/>
474 <record id="crm_case_section_custom_view_tree" model="ir.ui.view">
475 <field name="name">crm.case.section.custom.tree</field>
476 <field name="model">crm.case.section.custom</field>
477 <field name="type">tree</field>
478 <field name="arch" type="xml">
479 <tree string="Custom Case Section">
480 <field name="name" select="1"/>
481 <field name="code" select="1"/>
482 <field name="user_id" select="1"/>
487 <!-- Custom crm case-->
489 <record id="crm_case_custom_tree_view" model="ir.ui.view">
490 <field name="name">Custom Cases - Tree</field>
491 <field name="model">crm.case.custom</field>
492 <field name="type">tree</field>
493 <field name="arch" type="xml">
494 <tree colors="red:date_deadline<current_date and state=='open'" string="Custom Cases">
497 <field name="date_deadline"/>
499 <field name="partner_id"/>
500 <field name="user_id"/>
501 <field name="priority"/>
502 <field name="state"/>
503 <field name="create_date" invisible="1"/>
508 <record id="crm_case_custom_form_view" model="ir.ui.view">
509 <field name="name">Custom Cases - Form</field>
510 <field name="model">crm.case.custom</field>
511 <field name="type">form</field>
512 <field name="priority" eval="1"/>
513 <field name="arch" type="xml">
514 <form string="Custom Cases">
515 <group colspan="4" col="6">
516 <field name="name" select="1"/>
517 <field name="section_id" widget="selection"/>
518 <field name="user_id" select="1"/>
519 <field name="priority"/>
520 <field name="date" select="1"/>
521 <field name="date_deadline" select="2"/>
523 <notebook colspan="4">
524 <page string="General">
525 <group col="4" colspan="4">
526 <separator string="Communication" colspan="4"/>
527 <field name="partner_id" on_change="onchange_partner_id(partner_id, email_from)" select="1"/>
528 <field name="partner_address_id" on_change="onchange_partner_address_id(partner_address_id, email_from)" select="2"/>
530 <field name="email_from" select="2"/>
533 <separator string="Notes" colspan="4"/>
534 <field colspan="4" name="description" nolabel="1" select="2"/>
536 <separator colspan="4"/>
537 <group col="8" colspan="4">
538 <field name="state"/>
539 <button name="case_open" string="Open"
540 states="draft,pending" type="object"
541 icon="gtk-go-forward" />
542 <button name="case_close" string="Close"
543 states="open,draft,pending" type="object"
545 <button name="case_pending" string="Pending"
546 states="draft,open" type="object"
547 icon="gtk-media-pause" />
548 <button name="case_cancel" string="Cancel"
549 states="draft,open,pending" type="object"
551 <button name="case_reset"
552 string="Reset to Draft" states="done,cancel"
553 type="object" icon="gtk-convert" />
556 <page string="Extra Info">
557 <separator colspan="4" string="Dates"/>
558 <field name="create_date"/>
559 <field name="date_closed"/>
560 <field name="date_action_last"/>
561 <field name="date_action_next"/>
562 <separator colspan="4" string="Others"/>
563 <field name="id" select="1"/>
564 <field name="active" select="2"/>
565 <separator colspan="4" string="References"/>
566 <field colspan="4" name="ref"/>
567 <field colspan="4" name="log_ids" nolabel="1">
569 <field name="name" colspan="4"/>
571 <field name="user_id"/>
574 <separator string="Action Information" colspan="4"/>
575 <field name="name" colspan="4"/>
577 <field name="user_id"/>
581 <page string="Emails" groups="base.group_extended">
583 <field colspan="4" name="email_cc" string="CC" widget="char" size="512"/>
585 <field name="message_ids" colspan="4" nolabel="1" mode="form,tree">
586 <form string="Communication history">
587 <group col="4" colspan="4">
588 <field name="email_from"/>
590 <field name="email_to" widget="char" size="512"/>
591 <field name="email_cc" widget="char" size="512"/>
592 <field name="name" colspan="4" widget="char" size="512"/>
594 <notebook colspan="4">
595 <page string="Details">
596 <field name="description" colspan="4" nolabel="1"/>
598 <page string="Attachments">
599 <field name="attachment_ids" colspan="4" readonly="1" nolabel="1"/>
604 name="%(crm.action_crm_send_mail)d"
605 context="{'mail':'reply', 'model': 'crm.case.custom', 'include_original' : True}"
606 icon="gtk-undo" type="action" />
608 <tree string="Communication history">
610 <field name="email_from" />
611 <field name="email_to"/>
612 <field name="description"/>
615 <button colspan="2" string="Send New Email"
616 name="%(crm.action_crm_send_mail)d"
617 context="{'mail':'new', 'model': 'crm.case.custom'}"
618 icon="gtk-go-forward" type="action" />
619 <button colspan="2" string="Forward to Partner"
620 name="%(crm_lead_forward_to_partner_act)d"
621 icon="gtk-go-forward" type="action" />
628 <record model="ir.ui.view" id="crm_case_custom_calendar_view">
629 <field name="name">Custom Cases - Calendar</field>
630 <field name="model">crm.case.custom</field>
631 <field name="type">calendar</field>
632 <field name="priority" eval="2"/>
633 <field name="arch" type="xml">
634 <calendar string="Cases"
635 date_start="date" color="user_id">
636 <field name="name" />
637 <field name="partner_id" />
642 <!-- Custom Cases Search View -->
644 <record id="crm_case_custom_search_view" model="ir.ui.view">
645 <field name="name">Custom Cases - Search</field>
646 <field name="model">crm.case.custom</field>
647 <field name="type">search</field>
648 <field name="arch" type="xml">
649 <search string="Search Cases">
650 <filter icon="terp-check"
652 default="1" name="current"
653 domain="[('state','in',('draft','open'))]"/>
654 <filter icon="terp-camera_test"
656 domain="[('state','=','open')]"/>
657 <filter icon="terp-gtk-media-pause"
659 domain="[('state','=','pending')]"/>
661 <separator orientation="vertical"/>
662 <filter icon="terp-go-today" string="Today"
663 domain="[('create_date','<', time.strftime('%%Y-%%m-%%d 23:59:59')), ('create_date','>=', time.strftime('%%Y-%%m-%%d 00:00:00'))]"
664 help="Todays' Cases" />
665 <filter icon="terp-go-week" string="7 Days"
666 help="Cases creating during last 7 days"
667 domain="[('create_date','<', time.strftime('%%Y-%%m-%%d 23:59:59')),('create_date','>=',(datetime.date.today()-datetime.timedelta(days=7)).strftime('%%Y-%%m-%%d 00:00:00'))]"
669 <separator orientation="vertical"/>
671 <field name="user_id">
672 <filter icon="terp-personal-"
673 domain="[('user_id','=', False)]"
674 help="Unassigned Cases" />
677 <group expand="0" string="Extended options..." groups="base.group_extended">
678 <field name="create_date" string="Creation Date"/>
679 <field name="date_closed"/>
682 <group expand="0" string="Group By...">
683 <filter string="State" icon="terp-stock_effects-object-colorize" domain="[]" context="{'group_by':'state'}"/>
684 <filter string="Priority" icon="terp-rating-rated"
685 domain="[]" context="{'group_by':'priority'}" />
686 <separator orientation="vertical"/>
687 <filter string="Salesman" icon="terp-personal" domain="[]" context="{'group_by':'user_id'}"/>
688 <filter string="Partner" icon="terp-partner" domain="[]" context="{'group_by':'partner_id'}"/>
689 <separator orientation="vertical"/>
690 <filter string="Creation" icon="terp-go-month"
691 domain="[]" context="{'group_by':'create_date'}" />