1 <?xml version="1.0" encoding="utf-8"?>
5 <menuitem icon="terp-partner" id="base.menu_base_partner" name="Sales" sequence="0" groups="base.group_system,base.group_sale_manager,base.group_sale_salesman"/>
7 <menuitem id="base.menu_crm_config_lead" name="Leads & Opportunities"
8 parent="base.menu_base_config" sequence="1" groups="base.group_extended,base.group_system"/>
10 <menuitem id="base.menu_sale_config_sales" name="Sales"
11 parent="base.menu_base_config" sequence="0" groups="base.group_system,base.group_extended"/>
13 <menuitem id="menu_crm_config_phonecall" name="Phone Call"
14 parent="base.menu_base_config" sequence="5" groups="base.group_extended,base.group_system"/>
16 <menuitem id="base.next_id_64" name="Reporting"
17 parent="base.menu_base_partner" sequence="11" />
20 <!-- Case Sections Form View -->
22 <record id="crm_case_section_view_form" model="ir.ui.view">
23 <field name="name">crm.case.section.form</field>
24 <field name="model">crm.case.section</field>
25 <field name="type">form</field>
26 <field name="arch" type="xml">
27 <form string="Sales Team">
28 <group col="6" colspan="4">
29 <field name="name" select="1" colspan="2"/>
30 <field name="parent_id" select="2" widget="selection"/>
31 <field name="code" select="1"/>
33 <field name="user_id" select="2"/>
34 <field name="resource_calendar_id" select="2" widget="selection"/>
35 <field name="active" select="2"/>
37 <notebook colspan="4">
38 <page string="Sales Team">
39 <group col="2" colspan="1">
40 <separator string="Mailgateway" colspan="2"/>
41 <field name="reply_to" select="2"/>
43 <group col="2" colspan="1">
44 <separator string="Configuration" colspan="2"/>
45 <field name="allow_unlink" select="2"/>
46 <field name="change_responsible"/>
48 <separator string="Team Members" colspan="4"/>
49 <field name="member_ids" nolabel="1" colspan="4"/>
52 <field name="note" select="1" colspan="4" nolabel="1"/>
59 <!-- Case Sections Tree View -->
61 <record id="crm_case_section_view_tree" model="ir.ui.view">
62 <field name="name">crm.case.section.tree</field>
63 <field name="model">crm.case.section</field>
64 <field name="type">tree</field>
65 <field name="field_parent">child_ids</field>
66 <field name="arch" type="xml">
67 <tree string="Sales Team">
68 <field name="name" select="1"/>
69 <field name="code" select="1"/>
70 <field name="user_id" select="1"/>
75 <!-- Case Sections Action -->
77 <record id="crm_case_section_act" model="ir.actions.act_window">
78 <field name="name">Sales Teams</field>
79 <field name="res_model">crm.case.section</field>
80 <field name="view_type">form</field>
81 <field name="view_id" ref="crm_case_section_view_tree"/>
84 <menuitem action="crm_case_section_act"
85 id="menu_crm_case_section_act" sequence="4"
86 parent="base.menu_sale_config_sales" />
89 <!-- CRM Stage Tree View -->
91 <record model="ir.ui.view" id="crm_case_stage_tree">
92 <field name="name">crm.case.stage.tree</field>
93 <field name="model">crm.case.stage</field>
94 <field name="type">tree</field>
95 <field name="arch" type="xml">
96 <tree string="Stages">
97 <field name="sequence"/>
99 <field name="probability"/>
100 <field name="section_id"/>
106 <!-- CRM Stage Form View -->
108 <record model="ir.ui.view" id="crm_case_stage_form">
109 <field name="name">crm.case.stage.form</field>
110 <field name="model">crm.case.stage</field>
111 <field name="type">form</field>
112 <field name="arch" type="xml">
113 <form string="Stage">
114 <separator string="Stage Definition" colspan="4"/>
115 <field name="name" select="1"/>
116 <field name="section_id" select="1"/>
117 <field name="object_id" invisible="1" />
118 <field name="sequence"/>
119 <field name="probability"/>
120 <field name="on_change"/>
121 <separator string="Requirements" colspan="4"/>
122 <field name="requirements" nolabel="1" colspan="4"/>
127 <!-- CRM Stage Action -->
129 <record id="crm_case_stage_act" model="ir.actions.act_window">
130 <field name="name">Stages</field>
131 <field name="res_model">crm.case.stage</field>
132 <field name="view_type">form</field>
133 <field name="view_id" ref="crm_case_stage_tree"/>
136 <!-- Case Categories Form View -->
138 <record id="crm_case_categ-view" model="ir.ui.view">
139 <field name="name">crm.case.categ.form</field>
140 <field name="model">crm.case.categ</field>
141 <field name="type">form</field>
142 <field name="arch" type="xml">
143 <form string="Case Category">
144 <field name="name" select="1"/>
145 <field name="section_id" select="1"/>
146 <field name="object_id" invisible="1" />
151 <!-- Case Categories Tree View -->
153 <record id="crm_case_categ_tree-view" model="ir.ui.view">
154 <field name="name">crm.case.categ.tree</field>
155 <field name="model">crm.case.categ</field>
156 <field name="type">tree</field>
157 <field name="arch" type="xml">
158 <tree string="Case Category">
160 <field name="section_id"/>
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"/>
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"/>
204 <record id="crm_case_section_act_tree" model="ir.actions.act_window">
205 <field name="name">Cases by section</field>
206 <field name="res_model">crm.case.section</field>
207 <field name="domain">[('parent_id','=',False)]</field>
208 <field name="view_type">tree</field>
209 <field name="view_id" ref="crm_case_section_view_tree"/>
212 <!-- Segmentation line Tree View -->
214 <record id="crm_segmentation_line_tree-view" model="ir.ui.view">
215 <field name="name">crm.segmentation.line.tree</field>
216 <field name="model">crm.segmentation.line</field>
217 <field name="type">tree</field>
218 <field name="arch" type="xml">
219 <tree string="Partner Segmentation Lines">
221 <field name="expr_name"/>
222 <field name="expr_operator"/>
223 <field name="expr_value"/>
224 <field name="operator"/>
229 <!-- Segmentation line Form View -->
231 <record id="crm_segmentation_line-view" model="ir.ui.view">
232 <field name="name">crm.segmentation.line.form</field>
233 <field name="model">crm.segmentation.line</field>
234 <field name="type">form</field>
235 <field name="arch" type="xml">
236 <form string="Partner Segmentation Lines">
237 <field colspan="4" name="name" select="1"/>
238 <group col="2" colspan="4">
239 <field name="expr_name"/>
240 <field name="expr_operator"/>
241 <field name="expr_value"/>
244 <field name="operator"/>
249 <!-- CRM Segmentation Form View -->
251 <record id="crm_segmentation-view" model="ir.ui.view">
252 <field name="name">crm.segmentation.form</field>
253 <field name="model">crm.segmentation</field>
254 <field name="type">form</field>
255 <field name="arch" type="xml">
256 <form string="Partner Segmentation">
257 <group col="6" colspan="4">
258 <field name="name" select="1"/>
259 <field name="categ_id"/>
260 <field name="exclusif"/>
262 <notebook colspan="4">
263 <page string="Sales Purchase">
264 <field name="sales_purchase_active"/>
265 <separator colspan="4" string="State of Mind Computation"/>
266 <field name="som_interval"/>
267 <field name="som_interval_max"/>
268 <field name="som_interval_decrease"/>
269 <field name="som_interval_default"/>
270 <separator colspan="4" string="Segmentation Test"/>
271 <field colspan="4" name="segmentation_line" widget="one2many_list" nolabel="1"/>
273 <page string="Description">
274 <field colspan="4" name="description" nolabel="1"/>
277 <field name="state"/>
278 <group col="3" colspan="2">
279 <button name="process_start"
281 string="Compute Segmentation" type="object"
282 icon="gtk-execute" />
283 <button name="process_stop" states="running"
284 string="Stop Process" type="object"
286 <button name="process_continue" states="running"
287 string="Continue Process" type="object"
288 icon="gtk-go-forward" />
294 <!-- CRM Segmentation Tree View -->
296 <record id="crm_segmentation_tree-view" model="ir.ui.view">
297 <field name="name">crm.segmentation.tree</field>
298 <field name="model">crm.segmentation</field>
299 <field name="type">tree</field>
300 <field name="arch" type="xml">
301 <tree string="Partner Segmentations">
303 <field name="description"/>
304 <field name="categ_id"/>
309 <record id="crm_segmentation-act" model="ir.actions.act_window">
310 <field name="name">Segmentation</field>
311 <field name="res_model">crm.segmentation</field>
312 <field name="view_type">form</field>
313 <field name="view_id" ref="crm_segmentation-view"/>
316 <record id="crm_segmentation_tree-act" model="ir.actions.act_window">
317 <field name="name">Partners Segmentation</field>
318 <field name="res_model">crm.segmentation</field>
319 <field name="view_type">form</field>
320 <field name="view_mode">tree,form</field>
323 <menuitem action="crm_segmentation_tree-act"
324 id="menu_crm_segmentation-act"
325 groups="base.group_extended" sequence="2"
326 parent="base.menu_base_action_rule" />
328 <record model="ir.ui.view" id="view_users_form_simple_modif_inherited1">
329 <field name="name">view.users.form.crm.modif.inherited1</field>
330 <field name="model">res.users</field>
331 <field name="inherit_id" ref="base.view_users_form_simple_modif" />
332 <field name="type">form</field>
333 <field name="arch" type="xml">
334 <page string="Current Activity" position="inside">
335 <field name="context_section_id" completion="1"
337 context="{'user_prefence':True}"
343 <record id="view_users_form_simple_modif_inherited2" model="ir.ui.view">
344 <field name="name">view.users.form.crm.modif.inherited2</field>
345 <field name="model">res.users</field>
346 <field name="type">form</field>
347 <field name="inherit_id" ref="base.view_users_form"/>
348 <field eval="18" name="priority"/>
349 <field name="arch" type="xml">
350 <field name="password" position="after">
351 <field name="context_section_id" completion="1" widget="selection"/>
356 <!-- Inherit View From Partner -->
358 <record id="view_partners_form_crm1" model="ir.ui.view">
359 <field name="name">view.res.partner.form.crm.inherited1</field>
360 <field name="model">res.partner</field>
361 <field name="type">form</field>
362 <field name="inherit_id" ref="base.view_partner_form"/>
363 <field eval="18" name="priority"/>
364 <field name="arch" type="xml">
365 <field name="parent_id" position="after">
366 <field name="section_id" completion="1" widget="selection"
367 groups="base.group_extended"/>
372 <record id="view_partners_tree_crm2" model="ir.ui.view">
373 <field name="name">view.res.partner.tree.crm.inherited2</field>
374 <field name="model">res.partner</field>
375 <field name="type">tree</field>
376 <field name="inherit_id" ref="base.view_partner_tree"/>
377 <field eval="18" name="priority"/>
378 <field name="arch" type="xml">
379 <field name="country" position="after">
380 <field name="section_id" completion="1" widget="selection"
381 groups="base.group_extended"/>
386 <record id="view_partners_form_crm3" model="ir.ui.view">
387 <field name="name">view.res.partner.search.crm.inherited3</field>
388 <field name="model">res.partner</field>
389 <field name="type">search</field>
390 <field name="inherit_id" ref="base.view_res_partner_filter"/>
391 <field eval="18" name="priority"/>
392 <field name="arch" type="xml">
393 <field name="category_id" position="after">
394 <field name="section_id" completion="1" widget="selection"
395 groups="base.group_extended"/>
401 <!-- Custom Case Sections -->
402 <record id="crm_case_section_custom_view_form" model="ir.ui.view">
403 <field name="name">crm.case.section.custom.form</field>
404 <field name="model">crm.case.section.custom</field>
405 <field name="type">form</field>
406 <field name="arch" type="xml">
407 <form string="Custom Case Section">
408 <group col="6" colspan="4">
409 <field name="name" select="1" colspan="2"/>
410 <field name="parent_id" select="2" widget="selection"/>
411 <field name="code" select="1"/>
413 <field name="user_id" select="2"/>
414 <field name="active" select="2"/>
416 <notebook colspan="4">
417 <page string="Information">
418 <group col="2" colspan="1">
419 <separator string="Mailgateway" colspan="2"/>
420 <field name="reply_to" select="2"/>
422 <group col="2" colspan="1">
423 <separator string="Configuration" colspan="2"/>
424 <field name="allow_unlink" select="2"/>
427 <page string="Notes">
428 <field name="note" select="1" colspan="4" nolabel="1"/>
434 <record id="crm_case_section_custom_view_tree" model="ir.ui.view">
435 <field name="name">crm.case.section.custom.tree</field>
436 <field name="model">crm.case.section.custom</field>
437 <field name="type">tree</field>
438 <field name="arch" type="xml">
439 <tree string="Custom Case Section">
440 <field name="name" select="1"/>
441 <field name="code" select="1"/>
442 <field name="user_id" select="1"/>
447 <!-- Custom crm case-->
449 <record id="crm_case_custom_tree_view" model="ir.ui.view">
450 <field name="name">Custom Cases - Tree</field>
451 <field name="model">crm.case.custom</field>
452 <field name="type">tree</field>
453 <field name="arch" type="xml">
454 <tree colors="red:date_deadline<current_date and state=='open'" string="Custom Cases">
457 <field name="date_deadline"/>
459 <field name="partner_id"/>
460 <field name="user_id"/>
461 <field name="priority"/>
462 <field name="state"/>
463 <field name="create_date" invisible="1"/>
468 <record id="crm_case_custom_form_view" model="ir.ui.view">
469 <field name="name">Custom Cases - Form</field>
470 <field name="model">crm.case.custom</field>
471 <field name="type">form</field>
472 <field name="priority" eval="1"/>
473 <field name="arch" type="xml">
474 <form string="Custom Cases">
475 <group colspan="4" col="6">
476 <field name="name" select="1"/>
477 <field name="section_id" widget="selection"/>
478 <field name="user_id" select="1"/>
479 <field name="priority"/>
480 <field name="date" select="1"/>
481 <field name="date_deadline" select="2"/>
483 <notebook colspan="4">
484 <page string="General">
485 <group col="4" colspan="4">
486 <separator string="Communication" colspan="4"/>
487 <field name="partner_id" on_change="onchange_partner_id(partner_id, email_from)" select="1"/>
488 <field name="partner_address_id" on_change="onchange_partner_address_id(partner_address_id, email_from)" select="2"/>
490 <field name="email_from" select="2"/>
493 <separator string="Notes" colspan="4"/>
494 <field colspan="4" name="description" nolabel="1" select="2"/>
496 <separator colspan="4"/>
497 <group col="8" colspan="4">
498 <field name="state"/>
499 <button name="case_open" string="Open"
500 states="draft,pending" type="object"
501 icon="gtk-go-forward" />
502 <button name="case_close" string="Close"
503 states="open,draft,pending" type="object"
505 <button name="case_pending" string="Pending"
506 states="draft,open" type="object"
507 icon="gtk-media-pause" />
508 <button name="case_cancel" string="Cancel"
509 states="draft,open,pending" type="object"
511 <button name="case_reset"
512 string="Reset to Draft" states="done,cancel"
513 type="object" icon="gtk-convert" />
516 <page string="Extra Info">
517 <separator colspan="4" string="Dates"/>
518 <field name="create_date"/>
519 <field name="date_closed"/>
520 <field name="date_action_last"/>
521 <field name="date_action_next"/>
522 <separator colspan="4" string="Others"/>
523 <field name="id" select="1"/>
524 <field name="active" select="2"/>
525 <separator colspan="4" string="References"/>
526 <field colspan="4" name="ref"/>
528 <page string="Emails" groups="base.group_extended">
530 <field colspan="4" name="email_cc" string="Global CC" widget="char" size="512"/>
532 <field name="message_ids" colspan="4" nolabel="1" mode="tree,form">
533 <tree string="History">
534 <field name="display_text" string="History Information"/>
535 <field name="history" invisible="1"/>
537 string="Reply" attrs="{'invisible': [('history', '!=', True)]}"
538 name="%(crm.action_crm_send_mail)d"
539 context="{'mail':'reply', 'model': 'crm.case.custom', 'include_original' : True}"
540 icon="terp-mail-replied" type="action" />
542 <form string="History">
543 <group col="4" colspan="4">
544 <field name="email_from"/>
546 <field name="email_to" widget="char" size="512"/>
547 <field name="email_cc" widget="char" size="512"/>
548 <field name="name" colspan="4" widget="char" size="512"/>
549 <field name="history" invisible="1"/>
551 <notebook colspan="4">
552 <page string="Details">
553 <group attrs="{'invisible': [('history', '!=', True)]}">
554 <field name="description" colspan="4" nolabel="1" height="250"/>
557 name="%(crm.action_crm_send_mail)d"
558 context="{'mail':'reply', 'model': 'crm.case.custom', 'include_original' : True}"
559 icon="terp-mail-replied" type="action" />
561 <group attrs="{'invisible': [('history', '=', True)]}">
562 <field name="display_text" colspan="4" nolabel="1" height="250"/>
565 <page string="Attachments">
566 <field name="attachment_ids" colspan="4" readonly="1" nolabel="1"/>
571 <button string="Add Internal Note"
572 name="%(crm.action_crm_add_note)d"
573 context="{'model': 'crm.lead' }"
574 icon="terp-document-new" type="action" />
575 <button string="Send New Email"
576 name="%(crm.action_crm_send_mail)d"
577 context="{'mail':'new', 'model': 'crm.case.custom'}"
578 icon="terp-mail-message-new" type="action" />
579 <button string="Forward to Partner"
580 name="%(crm_lead_forward_to_partner_act)d"
581 icon="terp-mail-forward" type="action" />
588 <record model="ir.ui.view" id="crm_case_custom_calendar_view">
589 <field name="name">Custom Cases - Calendar</field>
590 <field name="model">crm.case.custom</field>
591 <field name="type">calendar</field>
592 <field name="priority" eval="2"/>
593 <field name="arch" type="xml">
594 <calendar string="Cases"
595 date_start="date" color="user_id">
596 <field name="name" />
597 <field name="partner_id" />
602 <!-- Custom Cases Search View -->
604 <record id="crm_case_custom_search_view" model="ir.ui.view">
605 <field name="name">Custom Cases - Search</field>
606 <field name="model">crm.case.custom</field>
607 <field name="type">search</field>
608 <field name="arch" type="xml">
609 <search string="Search Cases">
610 <filter icon="terp-check"
612 default="1" name="current"
613 domain="[('state','in',('draft','open'))]"/>
614 <filter icon="terp-camera_test"
616 domain="[('state','=','open')]"/>
617 <filter icon="terp-gtk-media-pause"
619 domain="[('state','=','pending')]"/>
621 <separator orientation="vertical"/>
622 <filter icon="terp-go-today" string="Today"
623 domain="[('create_date','<', time.strftime('%%Y-%%m-%%d 23:59:59')), ('create_date','>=', time.strftime('%%Y-%%m-%%d 00:00:00'))]"
624 help="Todays' Cases" />
625 <filter icon="terp-go-week" string="7 Days"
626 help="Cases creating during last 7 days"
627 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'))]"
629 <separator orientation="vertical"/>
631 <field name="user_id">
632 <filter icon="terp-personal-"
633 domain="[('user_id','=', False)]"
634 help="Unassigned Cases" />
637 <group expand="0" string="Extended options..." groups="base.group_extended">
638 <field name="create_date" string="Creation Date"/>
639 <field name="date_closed"/>
642 <group expand="0" string="Group By...">
643 <filter string="State" icon="terp-stock_effects-object-colorize" domain="[]" context="{'group_by':'state'}"/>
644 <filter string="Priority" icon="terp-rating-rated"
645 domain="[]" context="{'group_by':'priority'}" />
646 <separator orientation="vertical"/>
647 <filter string="Salesman" icon="terp-personal" domain="[]" context="{'group_by':'user_id'}"/>
648 <filter string="Partner" icon="terp-partner" domain="[]" context="{'group_by':'partner_id'}"/>
649 <separator orientation="vertical"/>
650 <filter string="Creation" icon="terp-go-month"
651 domain="[]" context="{'group_by':'create_date'}" />