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="Case Section">
15 <group col="6" colspan="4">
16 <field name="name" select="1" colspan="4"/>
17 <field name="code" select="1"/>
19 <field name="resource_calendar_id" select="2"/>
21 <notebook colspan="4">
22 <page string="Case section">
23 <group col="2" colspan="2">
24 <separator string="Responsible" colspan="2"/>
25 <field name="parent_id" select="2" widget="selection"/>
26 <field name="user_id" select="2"/>
28 <group col="2" colspan="2">
29 <separator string="Contact Information" colspan="2"/>
30 <field name="server_id" select="2"/>
31 <field name="reply_to" select="2"/>
33 <group col="2" colspan="2">
34 <separator string="Section Property" colspan="2"/>
35 <field name="active" select="2"/>
36 <field name="allow_unlink" select="2"/>
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="Case Section">
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">Sections</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 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"
367 <button name="case_reset"
369 string="Reset to Draft" type="object"
370 icon="gtk-convert" />
373 <page string="History" groups="base.group_extended">
374 <field name="id" select="1"/>
375 <field name="active"/>
376 <separator colspan="4" string="Dates"/>
377 <field name="create_date"/>
378 <field colspan="4" name="log_ids" nolabel="1">
379 <form string="Actions">
380 <separator colspan="4" string="Action Information"/>
381 <field colspan="4" name="name"/>
383 <field name="user_id"/>
387 <page string="Emails" groups="base.group_extended">
389 <field colspan="4" name="email_cc" string="CC"/>
391 <field name="history_line" colspan="4" nolabel="1" mode="form,tree">
392 <form string="Communication history">
393 <group col="7" colspan="4">
395 <field name="email_to"/>
396 <field name="email_from"/>
399 name="%(crm.action_view_crm_email_add_cc_wizard)d"
400 icon="gtk-add" type="action"/>
403 <field name="description" colspan="4" nolabel="1"/>
405 string="Reply to Email"
406 name="%(action_crm_send_mail)d"
407 context="{'mail':'reply', 'model': 'crm.case'}"
408 icon="gtk-undo" type="action" />
410 <tree string="Communication history">
411 <field name="description"/>
412 <field name="email_to"/>
416 <button colspan="4" string="Send New Email"
417 name="%(action_crm_send_mail)d"
418 context="{'mail':'new', 'model': 'crm.case'}"
419 icon="gtk-go-forward" type="action" />
426 <!-- Case Search View -->
428 <record id="view_crm_case_filter" model="ir.ui.view">
429 <field name="name">crm.case.select</field>
430 <field name="model">crm.case</field>
431 <field name="type">search</field>
432 <field name="arch" type="xml">
433 <search string="Search Case">
434 <group col='6' colspan='4'>
435 <filter icon="terp-partner" string="My Cases"
436 domain="[('user_id','=',uid)]" separator="1"
437 help="Cases Related to Current User" />
438 <field name="state" select="1">
439 <filter icon="gtk-new"
440 domain="[('state','in',('draft', 'open'))]"
441 help="Current Cases" />
442 <filter icon="gtk-yes"
443 domain="[('state','=','open')]" help="Open Cases" />
444 <filter icon="gtk-media-pause"
445 domain="[('state','=','pending')]"
446 help="Pending Cases" />
448 <separator orientation="vertical" />
449 <field name="name" select='1' />
450 <field name="user_id" select="1"
451 widget="selection" />
453 <field name="section_id"
454 select="1" widget="selection" string="Section"/>
459 <record id="crm_case_categ0-act" model="ir.actions.act_window">
460 <field name="name">Cases</field>
461 <field name="res_model">crm.case</field>
462 <field name="view_type">form</field>
463 <field name="view_id" ref="crm_case_tree-view"/>
464 <field name="search_view_id" ref="view_crm_case_filter"/>
467 <record id="crm_case_categ0-act_open" model="ir.actions.act_window">
468 <field name="name">Open Cases</field>
469 <field name="res_model">crm.case</field>
470 <field name="view_type">form</field>
471 <field name="domain">
472 [('state','<>','done'),('state','<>','cancel'),('state','<>','pending')]
474 <field name="search_view_id" ref="view_crm_case_filter"/>
477 <record id="crm_case_section_open_act" model="ir.actions.act_window">
478 <field name="name">Cases</field>
479 <field name="res_model">crm.case</field>
480 <field name="domain">[('section_id','child_of',[active_id])]</field>
481 <field name="view_type">form</field>
482 <field name="view_mode">tree,form,calendar</field>
484 <record id="ir_open_section_case" model="ir.values">
485 <field eval="'tree_but_open'" name="key2"/>
486 <field eval="'crm.case.section'" name="model"/>
487 <field name="name">Open Cases</field>
488 <field eval="'ir.actions.act_window,%d'%crm_case_section_open_act" name="value"/>
489 <field eval="True" name="object"/>
492 <!--Case History Form View -->
494 <record id="crm_case_history-view" model="ir.ui.view">
495 <field name="name">crm.case.history.form</field>
496 <field name="model">crm.case.history</field>
497 <field name="type">form</field>
498 <field name="arch" type="xml">
499 <form string="Cases">
500 <separator colspan="4" string="Case Description"/>
501 <field colspan="4" name="name" select="1"/>
502 <field name="date" select="1"/>
503 <field name="user_id" select="1"/>
504 <field name="model_id"/>
505 <field name="res_id"/>
507 <field name="canal_id"/>
508 <field colspan="4" name="description"/>
513 <!--Case History Search View -->
515 <record id="crm_case_history_search" model="ir.ui.view">
516 <field name="name">crm.case.history.select</field>
517 <field name="model">crm.case.history</field>
518 <field name="type">search</field>
519 <field name="arch" type="xml">
520 <search string="Search Histories">
521 <filter icon="terp-crm" string="My Histories"
522 domain="[('user_id','=',uid)]"
523 help="My Histories" />
524 <separator orientation="vertical"/>
525 <group col="6" colspan="2">
526 <field name="date" select="1"/>
527 <field name="user_id" select="1" widget="selection"/>
528 <field name="section_id"
529 select="1" widget="selection"/>
535 <!--Case History Action -->
537 <record id="crm_case_history-act" model="ir.actions.act_window">
538 <field name="name">Histories</field>
539 <field name="res_model">crm.case.history</field>
540 <field name="view_type">form</field>
541 <field name="view_mode">tree,form</field>
542 <field name="view_id" ref="crm_case_history_tree-view"/>
543 <field name="search_view_id" ref="crm_case_history_search"/>
546 <!-- Segmentation line Tree View -->
548 <record id="crm_segmentation_line_tree-view" model="ir.ui.view">
549 <field name="name">crm.segmentation.line.tree</field>
550 <field name="model">crm.segmentation.line</field>
551 <field name="type">tree</field>
552 <field name="arch" type="xml">
553 <tree string="Partner Segmentation Lines">
555 <field name="expr_name"/>
556 <field name="expr_operator"/>
557 <field name="expr_value"/>
558 <field name="operator"/>
563 <!-- Segmentation line Form View -->
565 <record id="crm_segmentation_line-view" model="ir.ui.view">
566 <field name="name">crm.segmentation.line.form</field>
567 <field name="model">crm.segmentation.line</field>
568 <field name="type">form</field>
569 <field name="arch" type="xml">
570 <form string="Partner Segmentation Lines">
571 <field colspan="4" name="name" select="1"/>
572 <group col="2" colspan="4">
573 <field name="expr_name"/>
574 <field name="expr_operator"/>
575 <field name="expr_value"/>
578 <field name="operator"/>
583 <!-- CRM Segmentation Form View -->
585 <record id="crm_segmentation-view" model="ir.ui.view">
586 <field name="name">crm.segmentation.form</field>
587 <field name="model">crm.segmentation</field>
588 <field name="type">form</field>
589 <field name="arch" type="xml">
590 <form string="Partner Segmentation">
591 <group col="6" colspan="4">
592 <field name="name" select="1"/>
593 <field name="categ_id"/>
594 <field name="exclusif"/>
596 <notebook colspan="4">
597 <page string="Sales Purchase">
598 <field name="sales_purchase_active"/>
599 <separator colspan="4" string="State of Mind Computation"/>
600 <field name="som_interval"/>
601 <field name="som_interval_max"/>
602 <field name="som_interval_decrease"/>
603 <field name="som_interval_default"/>
604 <separator colspan="4" string="Segmentation Test"/>
605 <field colspan="4" name="segmentation_line" widget="one2many_list" nolabel="1"/>
607 <page string="Description">
608 <field colspan="4" name="description" nolabel="1"/>
611 <field name="state"/>
612 <group col="3" colspan="2">
613 <button name="process_start"
615 string="Compute Segmentation" type="object"
616 icon="gtk-execute" />
617 <button name="process_stop" states="running"
618 string="Stop Process" type="object"
620 <button name="process_continue" states="running"
621 string="Continue Process" type="object"
622 icon="gtk-go-forward" />
628 <!-- CRM Segmentation Tree View -->
630 <record id="crm_segmentation_tree-view" model="ir.ui.view">
631 <field name="name">crm.segmentation.tree</field>
632 <field name="model">crm.segmentation</field>
633 <field name="type">tree</field>
634 <field name="arch" type="xml">
635 <tree string="Partner Segmentations">
637 <field name="description"/>
638 <field name="categ_id"/>
643 <record id="crm_segmentation-act" model="ir.actions.act_window">
644 <field name="name">Segmentations</field>
645 <field name="res_model">crm.segmentation</field>
646 <field name="view_type">form</field>
647 <field name="view_id" ref="crm_segmentation-view"/>
650 <record id="crm_segmentation_tree-act" model="ir.actions.act_window">
651 <field name="name">Segmentations</field>
652 <field name="res_model">crm.segmentation</field>
653 <field name="view_type">form</field>
654 <field name="view_mode">tree,form</field>
656 <menuitem action="crm_segmentation_tree-act"
657 id="menu_crm_segmentation-act"
658 groups="base.group_extended"
659 parent="crm.menu_crm_configuration" />
661 <record model="ir.ui.view" id="view_users_form_simple_modif_inherited1">
662 <field name="name">view.users.form.crm.modif.inherited1</field>
663 <field name="model">res.users</field>
664 <field name="inherit_id" ref="base.view_users_form_simple_modif" />
665 <field name="type">form</field>
666 <field name="arch" type="xml">
667 <page string="Current Activity" position="inside">
668 <field name="context_section_id" completion="1"
670 context="{'user_prefence':True}" />
675 <record id="view_users_form_simple_modif_inherited2" model="ir.ui.view">
676 <field name="name">view.users.form.crm.modif.inherited2</field>
677 <field name="model">res.users</field>
678 <field name="type">form</field>
679 <field name="inherit_id" ref="base.view_users_form"/>
680 <field eval="18" name="priority"/>
681 <field name="arch" type="xml">
682 <field name="password" position="after">
683 <field name="context_section_id" completion="1" widget="selection"/>
688 <!-- Inherit View From Partner -->
690 <record id="view_partners_form_crm1" model="ir.ui.view">
691 <field name="name">view.res.partner.form.crm.inherited1</field>
692 <field name="model">res.partner</field>
693 <field name="type">form</field>
694 <field name="inherit_id" ref="base.view_partner_form"/>
695 <field eval="18" name="priority"/>
696 <field name="arch" type="xml">
697 <field name="parent_id" position="after">
698 <field name="section_id" completion="1" widget="selection"/>
703 <record id="view_partners_form_crm2" model="ir.ui.view">
704 <field name="name">view.res.partner.form.crm.inherited2</field>
705 <field name="model">res.partner</field>
706 <field name="type">form</field>
707 <field name="inherit_id" ref="base.view_partner_tree"/>
708 <field eval="18" name="priority"/>
709 <field name="arch" type="xml">
710 <field name="lang" position="after">
711 <field name="section_id" completion="1" widget="selection"/>
716 <record id="view_partners_form_crm3" model="ir.ui.view">
717 <field name="name">view.res.partner.form.crm.inherited3</field>
718 <field name="model">res.partner</field>
719 <field name="type">form</field>
720 <field name="inherit_id" ref="base.view_res_partner_filter"/>
721 <field eval="18" name="priority"/>
722 <field name="arch" type="xml">
723 <field name="category_id" position="after">
724 <field name="section_id" completion="1" widget="selection"/>