1 <?xml version="1.0" encoding="utf-8"?>
4 <menuitem id="base.menu_crm_configuration" name="Cases"
5 parent="base.menu_base_config" sequence="0"/>
7 <menuitem id="base.next_id_64" name="Reporting"
8 parent="base.menu_base_partner" sequence="8" />
10 <!-- Case Sections Form View -->
12 <record id="crm_case_section_view_form" model="ir.ui.view">
13 <field name="name">crm.case.section.form</field>
14 <field name="model">crm.case.section</field>
15 <field name="type">form</field>
16 <field name="arch" type="xml">
17 <form string="Sales Team">
18 <group col="6" colspan="4">
19 <field name="name" select="1" colspan="4"/>
20 <field name="code" select="1"/>
22 <field name="resource_calendar_id" select="2"/>
24 <notebook colspan="4">
25 <page string="Sales Team">
26 <group col="2" colspan="1">
27 <separator string="Responsible" colspan="2"/>
28 <field name="parent_id" select="2" widget="selection"/>
29 <field name="user_id" select="2"/>
31 <group col="2" colspan="1">
32 <separator string="Contact Information" colspan="2"/>
33 <field name="server_id" select="2"/>
34 <field name="reply_to" select="2"/>
36 <group col="2" colspan="1">
37 <separator string="Sales Team Property" colspan="2"/>
38 <field name="active" select="2"/>
39 <field name="allow_unlink" select="2"/>
41 <separator string="Members List" colspan="4"/>
42 <field name="member_ids" nolabel="1" colspan="4"/>
43 <separator string="Note" colspan="4"/>
44 <field name="note" select="1" colspan="4" nolabel="1"/>
51 <!-- Case Sections Tree View -->
53 <record id="crm_case_section_view_tree" model="ir.ui.view">
54 <field name="name">crm.case.section.tree</field>
55 <field name="model">crm.case.section</field>
56 <field name="type">tree</field>
57 <field name="field_parent">child_ids</field>
58 <field name="arch" type="xml">
59 <tree string="Sales Team">
60 <field name="name" select="1"/>
61 <field name="code" select="1"/>
62 <field name="user_id" select="1"/>
67 <!-- Case Sections Action -->
69 <record id="crm_case_section_act" model="ir.actions.act_window">
70 <field name="name">Sales Team</field>
71 <field name="res_model">crm.case.section</field>
72 <field name="view_type">form</field>
73 <field name="view_id" ref="crm_case_section_view_tree"/>
76 <!-- CRM Stage Tree View -->
78 <record model="ir.ui.view" id="crm_case_stage_tree">
79 <field name="name">crm.case.stage.tree</field>
80 <field name="model">crm.case.stage</field>
81 <field name="type">tree</field>
82 <field name="arch" type="xml">
83 <tree string="Stages">
84 <field name="sequence"/>
86 <field name="probability"/>
87 <field name="section_id"/>
93 <!-- CRM Stage Form View -->
95 <record model="ir.ui.view" id="crm_case_stage_form">
96 <field name="name">crm.case.stage.form</field>
97 <field name="model">crm.case.stage</field>
98 <field name="type">form</field>
99 <field name="arch" type="xml">
100 <form string="Stage">
101 <separator string="Stage Definition" colspan="4"/>
102 <field name="name" select="1"/>
103 <field name="section_id" select="1" widget="selection"/>
104 <field name="object_id" invisible="1" />
105 <field name="sequence"/>
106 <field name="probability"/>
107 <field name="on_change"/>
108 <separator string="Requirements" colspan="4"/>
109 <field name="requirements" nolabel="1" colspan="4"/>
114 <!-- CRM Stage Action -->
116 <record id="crm_case_stage_act" model="ir.actions.act_window">
117 <field name="name">Stages</field>
118 <field name="res_model">crm.case.stage</field>
119 <field name="view_type">form</field>
120 <field name="view_id" ref="crm_case_stage_tree"/>
123 <menuitem id="menu_crm_case_stage" name="Stages" parent="base.menu_crm_configuration"/>
126 <!-- Case Categories Form View -->
128 <record id="crm_case_categ-view" model="ir.ui.view">
129 <field name="name">crm.case.categ.form</field>
130 <field name="model">crm.case.categ</field>
131 <field name="type">form</field>
132 <field name="arch" type="xml">
133 <form string="Case Category">
134 <field name="name" select="1"/>
135 <field name="section_id" select="1" widget="selection"/>
136 <field name="object_id" invisible="1" />
141 <!-- Case Categories Tree View -->
143 <record id="crm_case_categ_tree-view" model="ir.ui.view">
144 <field name="name">crm.case.categ.tree</field>
145 <field name="model">crm.case.categ</field>
146 <field name="type">tree</field>
147 <field name="arch" type="xml">
148 <tree string="Case Category">
150 <field name="section_id"/>
155 <!-- Case Categories Action -->
157 <record id="crm_case_categ-act" model="ir.actions.act_window">
158 <field name="name">Categories</field>
159 <field name="res_model">crm.case.categ</field>
160 <field name="view_type">form</field>
161 <field name="view_id" ref="crm_case_categ_tree-view"/>
163 <menuitem id="menu_crm_case_categ" name="Categories" parent="base.menu_crm_configuration"/>
165 <menuitem action="crm_case_section_act"
166 id="menu_crm_case_section_act"
167 parent="base.menu_crm_configuration" />
170 <!-- Resource Type of case Tree View -->
172 <record model="ir.ui.view" id="crm_case_resource_type_tree">
173 <field name="name">crm.case.resource.type.tree</field>
174 <field name="model">crm.case.resource.type</field>
175 <field name="type">tree</field>
176 <field name="arch" type="xml">
177 <tree string="Resource Type">
179 <field name="object_id"/>
180 <field name="section_id"/>
185 <!-- Resource Type of case Form View -->
187 <record model="ir.ui.view" id="crm_case_resource_type_form">
188 <field name="name">crm.case.resource.type.form</field>
189 <field name="model">crm.case.resource.type</field>
190 <field name="type">form</field>
191 <field name="arch" type="xml">
192 <form string="Resource Type">
193 <field name="name" select="1"/>
194 <field name="section_id" select="1" widget="selection"/>
195 <field name="object_id" />
200 <!-- Resource Type of case Action -->
202 <record id="crm_case_resource_type_act" model="ir.actions.act_window">
203 <field name="name">Resource Type</field>
204 <field name="res_model">crm.case.resource.type</field>
205 <field name="view_type">form</field>
206 <field name="view_id" ref="crm_case_resource_type_tree"/>
208 <menuitem id="menu_crm_case_resource_type" name="Resource Type"
209 parent="base.menu_crm_configuration" />
211 <record id="crm_case_section_act_tree" model="ir.actions.act_window">
212 <field name="name">Cases by section</field>
213 <field name="res_model">crm.case.section</field>
214 <field name="domain">[('parent_id','=',False)]</field>
215 <field name="view_type">tree</field>
216 <field name="view_id" ref="crm_case_section_view_tree"/>
219 <!-- Cases Tree View -->
221 <record id="crm_case_log_tree-view" model="ir.ui.view">
222 <field name="name">crm.case.log.tree</field>
223 <field name="model">crm.case.log</field>
224 <field name="type">tree</field>
225 <field name="arch" type="xml">
226 <tree string="Case logs">
229 <field name="user_id"/>
230 <field name="section_id"/>
233 <field name="canal_id"/>
239 <!--Case History Tree View -->
241 <record id="crm_case_history_tree-view" model="ir.ui.view">
242 <field name="name">crm.case.history.tree</field>
243 <field name="model">crm.case.history</field>
244 <field name="type">tree</field>
245 <field name="arch" type="xml">
246 <tree string="Case History">
249 <field name="user_id"/>
252 <field name="canal_id"/>
258 <!-- Case Calendar View -->
260 <record id="crm_case_calendar-view" model="ir.ui.view">
261 <field name="name">crm.case.calendar</field>
262 <field name="model">mailgate.thread</field>
263 <field name="type">calendar</field>
264 <field name="arch" type="xml">
265 <calendar color="user_id" date_start="create_date"
266 date_stop="date_deadline" day_length="12"
268 <field name="name" />
269 <field name="partner_id" />
270 <field name="state" />
275 <!-- Case Tree View -->
277 <record id="crm_case_tree-view" model="ir.ui.view">
278 <field name="name">crm.case.tree</field>
279 <field name="model">mailgate.thread</field>
280 <field name="type">tree</field>
281 <field name="arch" type="xml">
282 <tree colors="red:date_deadline<current_date and state=='open';black:state in ('draft', 'cancel','done','pending')" string="Cases">
284 <field name="section_id"/>
285 <field name="create_date"/>
286 <field name="date_deadline"/>
288 <field name="partner_id"/>
289 <field name="user_id"/>
290 <field name="state"/>
291 <button name="case_close"
292 states="open,draft,pending" string="Close"
293 type="object" icon="gtk-close" />
294 <button name="case_open" states="draft,pending"
295 string="Open" type="object" icon="gtk-go-forward" />
296 <button name="case_cancel"
297 states="draft,open,pending" string="Cancel"
298 type="object" icon="gtk-cancel" />
299 <button name="case_pending" states="draft,open"
300 string="Pending" type="object"
301 icon="gtk-media-pause" />
302 <button name="case_escalate"
303 states="open,draft,pending" string="Escalate"
304 groups="base.group_extended"
305 type="object" icon="gtk-go-up" />
306 <button name="case_reset" states="done,cancel"
307 string="Reset to Draft" type="object"
308 icon="gtk-convert" />
313 <!-- Case Form View -->
315 <record id="crm_case-view" model="ir.ui.view">
316 <field name="name">crm.case.form</field>
317 <field name="model">mailgate.thread</field>
318 <field name="type">form</field>
319 <field name="priority" eval="1"/>
320 <field name="arch" type="xml">
321 <form string="Cases">
322 <field colspan="4" name="name" select="1"/>
323 <field colspan="2" name="section_id" widget="selection"/>
324 <field name="create_date" select="1"/>
325 <field name="date_deadline"/>
327 <notebook colspan="4">
328 <page string="General">
329 <group col="8" colspan="4">
330 <field colspan="4" name="partner_id"
331 on_change="onchange_partner_id(partner_id, email_from)"
334 name="partner_address_id"
335 on_change="onchange_partner_address_id(partner_address_id, email_from)"
338 <field colspan="3" name="email_from"
340 <button name="remind_partner"
341 states="open,pending"
342 string="Send Reminder" type="object"
343 icon="gtk-go-forward" />
344 <field name="user_id" select="1" />
345 <button name="remind_user"
346 states="open,pending"
347 string="Send Reminder" type="object"
348 icon="gtk-go-forward" />
350 <separator colspan="4" string="Description"/>
351 <field name="description" colspan="4" nolabel="1"/>
352 <separator colspan="4"/>
353 <group col="8" colspan="4">
354 <field name="state" select="1"/>
355 <button name="case_close"
356 states="open,draft,pending"
357 string="Close" type="object"
359 <button name="case_open"
360 states="draft,pending" string="Open"
361 type="object" icon="gtk-go-forward" />
362 <button name="case_cancel"
363 states="draft,open,pending"
364 string="Cancel" type="object"
366 <button name="case_pending"
367 states="draft,open" string="Pending"
368 type="object" icon="gtk-media-pause" />
369 <button name="case_escalate"
370 states="open,draft,pending"
371 string="Escalate" type="object"
372 groups="base.group_extended"
374 <button name="case_reset"
376 string="Reset to Draft" type="object"
377 icon="gtk-convert" />
380 <page string="History" groups="base.group_extended">
381 <field name="id" select="1"/>
382 <field name="active"/>
383 <separator colspan="4" string="Dates"/>
384 <field name="create_date"/>
385 <field colspan="4" name="log_ids" nolabel="1">
386 <form string="Actions">
387 <separator colspan="4" string="Action Information"/>
388 <field colspan="4" name="name"/>
390 <field name="user_id"/>
394 <page string="Emails" groups="base.group_extended">
396 <field colspan="4" name="email_cc" string="CC"/>
399 <!-- <field name="history_line" colspan="4" nolabel="1" mode="form,tree">
400 <form string="Communication history">
401 <group col="7" colspan="4">
403 <field name="email_to"/>
404 <field name="email_from"/>
407 name="%(crm.action_view_crm_email_add_cc_wizard)d"
408 icon="gtk-add" type="action"/>
411 <field name="description" colspan="4" nolabel="1"/>
413 string="Reply to Last Email"
414 name="%(action_crm_send_mail)d"
415 context="{'mail':'reply', 'model': 'crm.case'}"
416 icon="gtk-undo" type="action" />
418 <tree string="Communication history">
419 <field name="description"/>
420 <field name="email_to"/>
424 <button colspan="4" string="Send New Email"
425 name="%(action_crm_send_mail)d"
426 context="{'mail':'new', 'model': 'crm.case'}"
427 icon="gtk-go-forward" type="action" />
434 <!-- Case Search View -->
437 <record id="view_crm_case_filter" model="ir.ui.view">
438 <field name="name">crm.case.select</field>
439 <field name="model">mailgate.thread</field>
440 <field name="type">search</field>
441 <field name="arch" type="xml">
442 <search string="Search Case">
443 <group col='6' colspan='4'>
444 <filter icon="terp-partner" string="My Cases"
445 domain="[('user_id','=',uid)]" separator="1"
446 default="1" help="Cases Related to Current User" />
447 <field name="state" select="1">
448 <filter icon="gtk-new"
449 domain="[('state','in',('draft', 'open'))]"
450 help="Current Cases" />
451 <filter icon="gtk-yes"
452 domain="[('state','=','open')]" help="Open Cases" />
453 <filter icon="gtk-media-pause"
454 domain="[('state','=','pending')]"
455 help="Pending Cases" />
457 <separator orientation="vertical" />
458 <field name="name" select='1' />
459 <field name="user_id" select="1"
460 widget="selection" />
462 <field name="section_id"
463 default="context.get('section_id', False)" select="1"
469 <record id="crm_case_categ0-act" model="ir.actions.act_window">
470 <field name="name">Cases</field>
471 <field name="res_model">mailgate.thread</field>
472 <field name="view_type">form</field>
473 <field name="view_id" ref="crm_case_tree-view"/>
474 <field name="search_view_id" ref="view_crm_case_filter"/>
477 <record id="crm_case_categ0-act_open" model="ir.actions.act_window">
478 <field name="name">Open Cases</field>
479 <field name="res_model">mailgate.thread</field>
480 <field name="view_type">form</field>
481 <field name="domain">
482 [('state','<>','done'),('state','<>','cancel'),('state','<>','pending')]
484 <field name="search_view_id" ref="view_crm_case_filter"/>
487 <record id="crm_case_section_open_act" model="ir.actions.act_window">
488 <field name="name">Cases</field>
489 <field name="res_model">mailgate.thread</field>
490 <field name="domain">[('section_id','child_of',[active_id])]</field>
491 <field name="view_type">form</field>
492 <field name="view_mode">tree,form,calendar</field>
494 <record id="ir_open_section_case" model="ir.values">
495 <field eval="'tree_but_open'" name="key2"/>
496 <field eval="'crm.case.section'" name="model"/>
497 <field name="name">Open Cases</field>
498 <field eval="'ir.actions.act_window,%d'%crm_case_section_open_act" name="value"/>
499 <field eval="True" name="object"/>
502 <!--Case History Form View -->
504 <record id="crm_case_history-view" model="ir.ui.view">
505 <field name="name">crm.case.history.form</field>
506 <field name="model">crm.case.history</field>
507 <field name="type">form</field>
508 <field name="arch" type="xml">
509 <form string="Cases">
510 <separator colspan="4" string="Case Description"/>
511 <field colspan="4" name="name" select="1"/>
512 <field name="date" select="1"/>
513 <field name="user_id" select="1"/>
514 <field name="model_id"/>
515 <field name="res_id"/>
517 <field name="canal_id"/>
518 <field colspan="4" name="description"/>
523 <!--Case History Search View -->
525 <record id="crm_case_history_search" model="ir.ui.view">
526 <field name="name">crm.case.history.select</field>
527 <field name="model">crm.case.history</field>
528 <field name="type">search</field>
529 <field name="arch" type="xml">
530 <search string="Search Histories">
531 <filter icon="terp-crm" string="My Histories"
532 domain="[('user_id','=',uid)]"
533 help="My Histories" />
534 <separator orientation="vertical"/>
535 <group col="6" colspan="2">
536 <field name="date" select="1"/>
537 <field name="user_id" select="1" widget="selection"/>
538 <field name="section_id"
539 default="context.get('section_id', False)"
540 select="1" widget="selection"/>
546 <!--Case History Action -->
548 <record id="crm_case_history-act" model="ir.actions.act_window">
549 <field name="name">Histories</field>
550 <field name="res_model">crm.case.history</field>
551 <field name="view_type">form</field>
552 <field name="view_mode">tree,form</field>
553 <field name="view_id" ref="crm_case_history_tree-view"/>
554 <field name="search_view_id" ref="crm_case_history_search"/>
557 <!-- Segmentation line Tree View -->
559 <record id="crm_segmentation_line_tree-view" model="ir.ui.view">
560 <field name="name">crm.segmentation.line.tree</field>
561 <field name="model">crm.segmentation.line</field>
562 <field name="type">tree</field>
563 <field name="arch" type="xml">
564 <tree string="Partner Segmentation Lines">
566 <field name="expr_name"/>
567 <field name="expr_operator"/>
568 <field name="expr_value"/>
569 <field name="operator"/>
574 <!-- Segmentation line Form View -->
576 <record id="crm_segmentation_line-view" model="ir.ui.view">
577 <field name="name">crm.segmentation.line.form</field>
578 <field name="model">crm.segmentation.line</field>
579 <field name="type">form</field>
580 <field name="arch" type="xml">
581 <form string="Partner Segmentation Lines">
582 <field colspan="4" name="name" select="1"/>
583 <group col="2" colspan="4">
584 <field name="expr_name"/>
585 <field name="expr_operator"/>
586 <field name="expr_value"/>
589 <field name="operator"/>
594 <!-- CRM Segmentation Form View -->
596 <record id="crm_segmentation-view" model="ir.ui.view">
597 <field name="name">crm.segmentation.form</field>
598 <field name="model">crm.segmentation</field>
599 <field name="type">form</field>
600 <field name="arch" type="xml">
601 <form string="Partner Segmentation">
602 <group col="6" colspan="4">
603 <field name="name" select="1"/>
604 <field name="categ_id"/>
605 <field name="exclusif"/>
607 <notebook colspan="4">
608 <page string="Sales Purchase">
609 <field name="sales_purchase_active"/>
610 <separator colspan="4" string="State of Mind Computation"/>
611 <field name="som_interval"/>
612 <field name="som_interval_max"/>
613 <field name="som_interval_decrease"/>
614 <field name="som_interval_default"/>
615 <separator colspan="4" string="Segmentation Test"/>
616 <field colspan="4" name="segmentation_line" widget="one2many_list" nolabel="1"/>
618 <page string="Description">
619 <field colspan="4" name="description" nolabel="1"/>
622 <field name="state"/>
623 <group col="3" colspan="2">
624 <button name="process_start"
626 string="Compute Segmentation" type="object"
627 icon="gtk-execute" />
628 <button name="process_stop" states="running"
629 string="Stop Process" type="object"
631 <button name="process_continue" states="running"
632 string="Continue Process" type="object"
633 icon="gtk-go-forward" />
639 <!-- CRM Segmentation Tree View -->
641 <record id="crm_segmentation_tree-view" model="ir.ui.view">
642 <field name="name">crm.segmentation.tree</field>
643 <field name="model">crm.segmentation</field>
644 <field name="type">tree</field>
645 <field name="arch" type="xml">
646 <tree string="Partner Segmentations">
648 <field name="description"/>
649 <field name="categ_id"/>
654 <record id="crm_segmentation-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_id" ref="crm_segmentation-view"/>
661 <record id="crm_segmentation_tree-act" model="ir.actions.act_window">
662 <field name="name">Segmentations</field>
663 <field name="res_model">crm.segmentation</field>
664 <field name="view_type">form</field>
665 <field name="view_mode">tree,form</field>
667 <menuitem action="crm_segmentation_tree-act"
668 id="menu_crm_segmentation-act"
669 groups="base.group_extended"
670 parent="base.menu_crm_configuration" />
672 <record model="ir.ui.view" id="view_users_form_simple_modif_inherited1">
673 <field name="name">view.users.form.crm.modif.inherited1</field>
674 <field name="model">res.users</field>
675 <field name="inherit_id" ref="base.view_users_form_simple_modif" />
676 <field name="type">form</field>
677 <field name="arch" type="xml">
678 <page string="Current Activity" position="inside">
679 <field name="context_section_id" completion="1"
681 context="{'user_prefence':True}" />
686 <record id="view_users_form_simple_modif_inherited2" model="ir.ui.view">
687 <field name="name">view.users.form.crm.modif.inherited2</field>
688 <field name="model">res.users</field>
689 <field name="type">form</field>
690 <field name="inherit_id" ref="base.view_users_form"/>
691 <field eval="18" name="priority"/>
692 <field name="arch" type="xml">
693 <field name="password" position="after">
694 <field name="context_section_id" completion="1" widget="selection"/>
699 <!-- Inherit View From Partner -->
701 <record id="view_partners_form_crm1" model="ir.ui.view">
702 <field name="name">view.res.partner.form.crm.inherited1</field>
703 <field name="model">res.partner</field>
704 <field name="type">form</field>
705 <field name="inherit_id" ref="base.view_partner_form"/>
706 <field eval="18" name="priority"/>
707 <field name="arch" type="xml">
708 <field name="parent_id" position="after">
709 <field name="section_id" completion="1" widget="selection"
710 groups="base.group_extended"/>
715 <record id="view_partners_form_crm2" model="ir.ui.view">
716 <field name="name">view.res.partner.tree.crm.inherited2</field>
717 <field name="model">res.partner</field>
718 <field name="type">tree</field>
719 <field name="inherit_id" ref="base.view_partner_tree"/>
720 <field eval="18" name="priority"/>
721 <field name="arch" type="xml">
722 <field name="lang" position="after">
723 <field name="section_id" completion="1" widget="selection"
724 groups="base.group_extended"/>
729 <record id="view_partners_form_crm3" model="ir.ui.view">
730 <field name="name">view.res.partner.search.crm.inherited3</field>
731 <field name="model">res.partner</field>
732 <field name="type">search</field>
733 <field name="inherit_id" ref="base.view_res_partner_filter"/>
734 <field eval="18" name="priority"/>
735 <field name="arch" type="xml">
736 <field name="category_id" position="after">
737 <field name="section_id" completion="1" widget="selection"
738 groups="base.group_extended"/>