<?xml version="1.0" encoding="utf-8"?>
<openerp>
<data>
- <menuitem icon="terp-crm" id="menu_crm" name="CRM & SRM"/>
- <menuitem id="menu_crm_configuration" name="Configuration" parent="crm.menu_crm" sequence="0"/>
+ <menuitem id="base.menu_crm_configuration" name="Cases"
+ parent="base.menu_base_config" sequence="0" groups="base.group_extended"/>
- <wizard id="wizard_crm_send_mail" model="crm.case.history" name="crm.send.mail" string="Send Mail" menu="False"/>
- <wizard id="wizard_crm_new_send_mail" model="crm.case" name="crm.new.send.mail" string="Send New Mail" menu="False"/>
+ <menuitem id="base.next_id_64" name="Reporting"
+ parent="base.menu_base_partner" sequence="8" />
- <record id="res_partner_events-wopartner-view" model="ir.ui.view">
- <field name="name">res.partner.events.form</field>
- <field name="model">res.partner.events</field>
- <field name="type">tree</field>
- <field name="arch" type="xml">
- <tree string="Partner Events">
- <separator string="General Description"/>
- <field name="date" select="1"/>
- <field name="name" select="1"/>
- <field name="som" select="2"/>
- <field name="type" select="2"/>
- <field name="partner_type" select="2"/>
- </tree>
- </field>
- </record>
+ <!-- Case Sections Form View -->
- <!-- Case Sections -->
<record id="crm_case_section_view_form" model="ir.ui.view">
<field name="name">crm.case.section.form</field>
<field name="model">crm.case.section</field>
<field name="type">form</field>
<field name="arch" type="xml">
- <form string="Case Section">
- <notebook>
- <page string="Case section">
- <field name="name" select="1"/>
- <field name="code" select="1"/>
- <field name="sequence"/>
- <field name="active" select="2"/>
- <field name="user_id" select="2"/>
- <field name="parent_id" select="2" widget="selection"/>
- <group colspan="2" >
- <field name="allow_unlink" select="2"/>
- <field name="calendar" select="2"/>
- </group>
- <field name="reply_to" select="2"/>
+ <form string="Sales Team">
+ <group col="6" colspan="4">
+ <field name="name" select="1" colspan="4"/>
+ <field name="code" select="1"/>
+ <newline/>
+ <field name="resource_calendar_id" select="2"/>
+ </group>
+ <notebook colspan="4">
+ <page string="Sales Team">
+ <group col="2" colspan="1">
+ <separator string="Responsible" colspan="2"/>
+ <field name="parent_id" select="2" widget="selection"/>
+ <field name="user_id" select="2"/>
+ </group>
+ <group col="2" colspan="1">
+ <separator string="Contact Information" colspan="2"/>
+ <field name="reply_to" select="2"/>
+ </group>
+ <group col="2" colspan="1">
+ <separator string="Sales Team Property" colspan="2"/>
+ <field name="active" select="2"/>
+ <field name="allow_unlink" select="2"/>
+ </group>
+ <separator string="Members List" colspan="4"/>
+ <field name="member_ids" nolabel="1" colspan="4"/>
+ <separator string="Note" colspan="4"/>
+ <field name="note" select="1" colspan="4" nolabel="1"/>
</page>
</notebook>
</form>
</field>
</record>
+
+<!-- Case Sections Tree View -->
+
<record id="crm_case_section_view_tree" model="ir.ui.view">
<field name="name">crm.case.section.tree</field>
<field name="model">crm.case.section</field>
<field name="type">tree</field>
<field name="field_parent">child_ids</field>
<field name="arch" type="xml">
- <tree string="Case Section">
+ <tree string="Sales Team">
<field name="name" select="1"/>
<field name="code" select="1"/>
<field name="user_id" select="1"/>
</tree>
</field>
</record>
+
+<!-- Case Sections Action -->
+
<record id="crm_case_section_act" model="ir.actions.act_window">
- <field name="name">Sections</field>
+ <field name="name">Sales Team</field>
<field name="res_model">crm.case.section</field>
<field name="view_type">form</field>
<field name="view_id" ref="crm_case_section_view_tree"/>
</record>
- <menuitem id="next_id_51" name="Cases" parent="crm.menu_crm_configuration"/>
- <menuitem action="crm_case_section_act" id="menu_crm_case_section_act" parent="next_id_51"/>
- <menuitem id="next_id_52" name="All Cases" parent="crm.menu_crm" sequence="1"/>
- <record id="crm_case_section_act_tree" model="ir.actions.act_window">
- <field name="name">Cases by section</field>
- <field name="res_model">crm.case.section</field>
- <field name="domain">[('parent_id','=',False)]</field>
- <field name="view_type">tree</field>
- <field name="view_id" ref="crm_case_section_view_tree"/>
+<!-- CRM Stage Tree View -->
+
+ <record model="ir.ui.view" id="crm_case_stage_tree">
+ <field name="name">crm.case.stage.tree</field>
+ <field name="model">crm.case.stage</field>
+ <field name="type">tree</field>
+ <field name="arch" type="xml">
+ <tree string="Stages">
+ <field name="sequence"/>
+ <field name="name"/>
+ <field name="probability"/>
+ <field name="section_id"/>
+
+ </tree>
+ </field>
+ </record>
+
+<!-- CRM Stage Form View -->
+
+ <record model="ir.ui.view" id="crm_case_stage_form">
+ <field name="name">crm.case.stage.form</field>
+ <field name="model">crm.case.stage</field>
+ <field name="type">form</field>
+ <field name="arch" type="xml">
+ <form string="Stage">
+ <separator string="Stage Definition" colspan="4"/>
+ <field name="name" select="1"/>
+ <field name="section_id" select="1" widget="selection"/>
+ <field name="object_id" invisible="1" />
+ <field name="sequence"/>
+ <field name="probability"/>
+ <field name="on_change"/>
+ <separator string="Requirements" colspan="4"/>
+ <field name="requirements" nolabel="1" colspan="4"/>
+ </form>
+ </field>
</record>
- <menuitem action="crm_case_section_act_tree" id="menu_crm_case_section_act_tree" parent="next_id_52"/>
- <!-- Case Categories -->
+<!-- CRM Stage Action -->
+
+ <record id="crm_case_stage_act" model="ir.actions.act_window">
+ <field name="name">Stages</field>
+ <field name="res_model">crm.case.stage</field>
+ <field name="view_type">form</field>
+ <field name="view_id" ref="crm_case_stage_tree"/>
+ </record>
+
+ <menuitem id="menu_crm_case_stage" name="Stages" parent="base.menu_crm_configuration" groups="base.group_extended"/>
+
+
+<!-- Case Categories Form View -->
+
<record id="crm_case_categ-view" model="ir.ui.view">
<field name="name">crm.case.categ.form</field>
<field name="model">crm.case.categ</field>
<form string="Case Category">
<field name="name" select="1"/>
<field name="section_id" select="1" widget="selection"/>
- <field name="probability"/>
+ <field name="object_id" invisible="1" />
</form>
</field>
</record>
+
+<!-- Case Categories Tree View -->
+
<record id="crm_case_categ_tree-view" model="ir.ui.view">
<field name="name">crm.case.categ.tree</field>
<field name="model">crm.case.categ</field>
<tree string="Case Category">
<field name="name"/>
<field name="section_id"/>
- <field name="probability"/>
</tree>
</field>
</record>
+<!-- Case Categories Action -->
+
<record id="crm_case_categ-act" model="ir.actions.act_window">
<field name="name">Categories</field>
<field name="res_model">crm.case.categ</field>
<field name="view_type">form</field>
<field name="view_id" ref="crm_case_categ_tree-view"/>
</record>
- <menuitem action="crm_case_categ-act" id="menu_crm_case_categ-act" parent="crm.next_id_51"/>
+ <menuitem id="menu_crm_case_categ" name="Categories" parent="base.menu_crm_configuration" groups="base.group_extended"/>
- <!-- Case rules -->
- <record id="crm_case_rule-view" model="ir.ui.view">
- <field name="name">crm.case.rule.form</field>
- <field name="model">crm.case.rule</field>
- <field name="type">form</field>
- <field name="arch" type="xml">
- <form string="Case Rule">
- <field name="name" select="1"/>
- <field name="active" select="2"/>
- <notebook colspan="4">
- <page string="Conditions">
- <separator colspan="4" string="Conditions on States"/>
- <field name="trg_state_from" select="2"/>
- <field name="trg_state_to" select="2"/>
-
- <separator colspan="4" string="Conditions on Case Fields"/>
- <field name="regex_name" string="Regex on Case Name" colspan="2"/>
- <field name="trg_section_id" select="1" widget="selection"/>
- <field name="trg_categ_id"/>
- <field name="trg_user_id" select="2"/>
- <separator colspan="4" string="Conditions on Case Partner"/>
- <field name="trg_partner_id"/>
- <field name="trg_partner_categ_id"/>
- <separator colspan="4" string="Conditions on Priority Range"/>
- <field name="trg_priority_from"/>
- <field name="trg_priority_to"/>
- <separator colspan="4" string="Conditions on Timing"/>
- <field name="trg_date_type"/>
- <label align="1.0" string="Delay After Trigger Date:"/>
- <group col="2" colspan="1">
- <field name="trg_date_range" nolabel="1"/>
- <field name="trg_date_range_type" nolabel="1"/>
- </group>
- <separator colspan="4" string="Condition on Communication History"/>
- <field name="regex_history" string="Regex on Communication History"/>
- <field name="trg_max_history"/>
- <separator colspan="4" string="Note"/>
- <label align="0.0" string="The rule use a AND operator. The case must match all non empty fields so that the rule execute the action described in the 'Actions' tab." colspan="4"/>
- </page>
- <page string="Actions">
- <separator colspan="4" string="Fields to Change"/>
- <field name="act_state"/>
- <field name="act_section_id"/>
- <field name="act_user_id"/>
- <field name="act_priority"/>
- <separator colspan="4" string="E-Mail Reminders (includes the content of the case)"/>
- <field name="act_remind_user"/>
- <field name="act_remind_partner"/>
- <field name="act_remind_attach"/>
- <field colspan="4" name="act_email_cc"/>
- <separator colspan="4" string="Server Action to be Triggered"/>
- <field name="server_action_id"/>
- <!--
- <field name="act_method" colspan="4" readonly="1"/>
- -->
- </page>
- <page string="E-Mail Actions">
- <separator colspan="4" string="Template of Email to Send"/>
- <field name="act_mail_to_user"/>
- <field name="act_mail_to_partner"/>
- <field name="act_mail_to_watchers"/>
- <field colspan="4" name="act_mail_to_email"/>
- <field colspan="4" name="act_mail_body"/>
-
- <separator colspan="4" string="Special Keywords to Be Used in The Body"/>
- <label align="0.0" string="%%(case_id)s = Case ID" colspan="2"/>
- <label align="0.0" string="%%(case_subject)s = Case subject" colspan="2"/>
- <label align="0.0" string="%%(case_description)s = Case description" colspan="2"/>
- <label align="0.0" string="%%(case_date)s = Creation date" colspan="2"/>
- <label align="0.0" string="%%(email_from)s = Partner email" colspan="2"/>
- <label align="0.0" string="%%(partner)s = Partner name" colspan="2"/>
- <label align="0.0" string="%%(partner_email)s = Partner email" colspan="2"/>
- <label align="0.0" string="%%(case_user)s = Responsible name" colspan="2"/>
- <label align="0.0" string="%%(case_user_email)s = Responsible email" colspan="2"/>
- <label align="0.0" string="%%(case_user_phone)s = Responsible phone" colspan="2"/>
- <label align="0.0" string="%% = The '%%' Character" colspan="2"/>
- </page>
- </notebook>
- </form>
- </field>
- </record>
- <record id="crm_case_rule_tree-view" model="ir.ui.view">
- <field name="name">crm.case.rule.tree</field>
- <field name="model">crm.case.rule</field>
+ <menuitem action="crm_case_section_act"
+ id="menu_crm_case_section_act"
+ parent="base.menu_crm_configuration" />
+
+
+<!-- Resource Type of case Tree View -->
+
+ <record model="ir.ui.view" id="crm_case_resource_type_tree">
+ <field name="name">crm.case.resource.type.tree</field>
+ <field name="model">crm.case.resource.type</field>
<field name="type">tree</field>
<field name="arch" type="xml">
- <tree string="Case Rule">
+ <tree string="Resource Type">
<field name="name"/>
- <field name="active"/>
+ <field name="object_id"/>
+ <field name="section_id"/>
</tree>
</field>
</record>
- <record id="crm_case_rule-act" model="ir.actions.act_window">
- <field name="name">Rules</field>
- <field name="res_model">crm.case.rule</field>
- <field name="view_type">form</field>
- <field name="view_id" ref="crm_case_rule_tree-view"/>
- </record>
- <menuitem action="crm_case_rule-act" id="menu_crm_case_rule-act" parent="crm.next_id_51"/>
- <record id="view_crm_email_add_cc_wizard" model="ir.ui.view">
- <field name="name">Add CC</field>
- <field name="model">crm.email.add.cc</field>
+<!-- Resource Type of case Form View -->
+
+ <record model="ir.ui.view" id="crm_case_resource_type_form">
+ <field name="name">crm.case.resource.type.form</field>
+ <field name="model">crm.case.resource.type</field>
<field name="type">form</field>
<field name="arch" type="xml">
- <form string="Add CC">
- <field name="name"/>
- <field name="subject"/>
- <separator string="" colspan="4"/>
- <newline/>
- <field name="user_id"
- attrs="{ 'required' : [('name','=','user')]}"
- on_change="change_email(user_id, partner_id)"/>
- <field name="partner_id"
- attrs="{'required' : [('name','=','partner')]}"
- on_change="change_email(user_id, partner_id)"/>
- <field name="email"/>
- <button name="add_cc" string="Ok" type="object" icon="gtk-go-forward"/>
+ <form string="Resource Type">
+ <field name="name" select="1"/>
+ <field name="section_id" select="1" widget="selection"/>
+ <field name="object_id" />
</form>
</field>
</record>
- <record id="action_view_crm_email_add_cc_wizard" model="ir.actions.act_window">
- <field name="name">Add CC</field>
- <field name="type">ir.actions.act_window</field>
- <field name="res_model">crm.email.add.cc</field>
+<!-- Resource Type of case Action -->
+
+ <record id="crm_case_resource_type_act" model="ir.actions.act_window">
+ <field name="name">Resource Type</field>
+ <field name="res_model">crm.case.resource.type</field>
<field name="view_type">form</field>
- <field name="view_mode">form</field>
- <field name="target">new</field>
- </record>
-
- # ------------------------------------------------------
- # Stage
- # ------------------------------------------------------
- <record model="ir.ui.view" id="crm_case_stage_tree">
- <field name="name">crm.case.stage.tree</field>
- <field name="model">crm.case.stage</field>
- <field name="type">tree</field>
- <field name="arch" type="xml">
- <tree string="Stages">
- <field name="sequence"/>
- <field name="name"/>
- <field name="section_id"/>
- </tree>
- </field>
- </record>
- <record model="ir.ui.view" id="crm_case_stage_form">
- <field name="name">crm.case.stage.form</field>
- <field name="model">crm.case.stage</field>
- <field name="type">form</field>
- <field name="arch" type="xml">
- <form string="Stage">
- <field name="name" select="1"/>
- <field name="section_id" select="1" widget="selection"/>
- <field name="sequence"/>
- </form>
- </field>
- </record>
- <record id="crm_case_stage_act" model="ir.actions.act_window">
- <field name="name">Stages</field>
- <field name="res_model">crm.case.stage</field>
- <field name="view_type">form</field>
- <field name="view_id" ref="crm_case_stage_tree"/>
- </record>
- <menuitem action="crm_case_stage_act" id="menu_crm_case_stage_act" parent="crm.next_id_51"/>
-
- <!-- Cases -->
+ <field name="view_id" ref="crm_case_resource_type_tree"/>
+ </record>
+ <menuitem id="menu_crm_case_resource_type" name="Resource Type"
+ parent="base.menu_crm_configuration" groups="base.group_extended" />
+
+ <record id="crm_case_section_act_tree" model="ir.actions.act_window">
+ <field name="name">Cases by section</field>
+ <field name="res_model">crm.case.section</field>
+ <field name="domain">[('parent_id','=',False)]</field>
+ <field name="view_type">tree</field>
+ <field name="view_id" ref="crm_case_section_view_tree"/>
+ </record>
+
+<!-- Cases Tree View -->
+
<record id="crm_case_log_tree-view" model="ir.ui.view">
<field name="name">crm.case.log.tree</field>
<field name="model">crm.case.log</field>
<tree string="Case logs">
<field name="date"/>
<field name="name"/>
- <field name="som"/>
<field name="user_id"/>
<field name="section_id"/>
+ <!--
+ <field name="som"/>
<field name="canal_id"/>
+ -->
</tree>
</field>
</record>
+<!--Case History Tree View -->
<record id="crm_case_history_tree-view" model="ir.ui.view">
<field name="name">crm.case.history.tree</field>
<tree string="Case History">
<field name="date"/>
<field name="name"/>
- <field name="som"/>
<field name="user_id"/>
+ <!--
+ <field name="som"/>
<field name="canal_id"/>
+ -->
</tree>
</field>
</record>
+<!-- Case Calendar View -->
+
<record id="crm_case_calendar-view" model="ir.ui.view">
<field name="name">crm.case.calendar</field>
- <field name="model">crm.case</field>
+ <field name="model">mailgate.thread</field>
<field name="type">calendar</field>
<field name="arch" type="xml">
- <calendar color="user_id" date_start="date" date_stop="date_deadline" day_length="12" string="Cases">
- <field name="name"/>
- <field name="partner_id"/>
- <field name="state"/>
+ <calendar color="user_id" date_start="create_date"
+ date_stop="date_deadline" day_length="12"
+ string="Cases">
+ <field name="name" />
+ <field name="partner_id" />
+ <field name="state" />
</calendar>
</field>
</record>
+<!-- Case Tree View -->
<record id="crm_case_tree-view" model="ir.ui.view">
<field name="name">crm.case.tree</field>
- <field name="model">crm.case</field>
+ <field name="model">mailgate.thread</field>
<field name="type">tree</field>
<field name="arch" type="xml">
<tree colors="red:date_deadline<current_date and state=='open';black:state in ('draft', 'cancel','done','pending')" string="Cases">
<field name="id"/>
<field name="section_id"/>
- <field name="date"/>
+ <field name="create_date"/>
<field name="date_deadline"/>
<field name="name"/>
<field name="partner_id"/>
<field name="user_id"/>
- <field name="priority"/>
- <field name="planned_revenue" sum="Planned revenue"/>
- <field name="planned_cost" sum="Planned costs"/>
<field name="state"/>
- <button name="case_close" states="open,draft,pending" string="Close" type="object" icon="gtk-close"/>
- <button name="case_open" states="draft,pending" string="Open" type="object" icon="gtk-go-forward"/>
- <button name="case_cancel" states="draft,open,pending" string="Cancel" type="object" icon="gtk-cancel"/>
- <button name="case_pending" states="draft,open" string="Pending" type="object" icon="gtk-media-pause"/>
- <button name="case_escalate" states="open,draft,pending" string="Escalate" type="object" icon="gtk-go-up"/>
- <button name="case_reset" states="done,cancel" string="Reset to Draft" type="object" icon="gtk-convert"/>
+ <button name="case_close"
+ states="open,draft,pending" string="Close"
+ type="object" icon="gtk-close" />
+ <button name="case_open" states="draft,pending"
+ string="Open" type="object" icon="gtk-go-forward" />
+ <button name="case_cancel"
+ states="draft,open,pending" string="Cancel"
+ type="object" icon="gtk-cancel" />
+ <button name="case_pending" states="draft,open"
+ string="Pending" type="object"
+ icon="gtk-media-pause" />
+ <button name="case_escalate"
+ states="open,draft,pending" string="Escalate"
+ groups="base.group_extended"
+ type="object" icon="gtk-go-up" />
+ <button name="case_reset" states="done,cancel"
+ string="Reset to Draft" type="object"
+ icon="gtk-convert" />
</tree>
</field>
</record>
+<!-- Case Form View -->
+
<record id="crm_case-view" model="ir.ui.view">
<field name="name">crm.case.form</field>
- <field name="model">crm.case</field>
+ <field name="model">mailgate.thread</field>
<field name="type">form</field>
<field name="priority" eval="1"/>
<field name="arch" type="xml">
<form string="Cases">
<field colspan="4" name="name" select="1"/>
<field colspan="2" name="section_id" widget="selection"/>
- <field name="date" select="1"/>
- <field name="date_deadline" select="2"/>
- <field name="priority"/>
+ <field name="create_date" select="1"/>
+ <field name="date_deadline"/>
<newline />
<notebook colspan="4">
<page string="General">
<group col="8" colspan="4">
- <field colspan="4" name="partner_id" on_change="onchange_partner_id(partner_id, email_from)" select="1"/>
- <field colspan="3" name="partner_address_id" on_change="onchange_partner_address_id(partner_address_id, email_from)" select="2"/>
- <newline/>
- <field colspan="3" name="email_from" select="2"/>
- <button name="remind_partner" states="open,pending" string="Send Reminder" type="object" icon="gtk-go-forward"/>
- <field name="user_id" select="1"/>
- <button name="remind_user" states="open,pending" string="Send Reminder" type="object" icon="gtk-go-forward"/>
+ <field colspan="4" name="partner_id"
+ on_change="onchange_partner_id(partner_id, email_from)"
+ select="1" />
+ <field colspan="3"
+ name="partner_address_id"
+ on_change="onchange_partner_address_id(partner_address_id, email_from)"
+ />
+ <newline />
+ <field colspan="3" name="email_from"
+ />
+ <button name="remind_partner"
+ states="open,pending"
+ string="Send Reminder" type="object"
+ icon="gtk-go-forward" />
+ <field name="user_id" select="1" />
+ <button name="remind_user"
+ states="open,pending"
+ string="Send Reminder" type="object"
+ icon="gtk-go-forward" />
</group>
-
<separator colspan="4" string="Description"/>
<field name="description" colspan="4" nolabel="1"/>
<separator colspan="4"/>
<group col="8" colspan="4">
<field name="state" select="1"/>
- <button name="case_close" states="open,draft,pending" string="Close" type="object" icon="gtk-close"/>
- <button name="case_open" states="draft,pending" string="Open" type="object" icon="gtk-go-forward"/>
- <button name="case_cancel" states="draft,open,pending" string="Cancel" type="object" icon="gtk-cancel"/>
- <button name="case_pending" states="draft,open" string="Pending" type="object" icon="gtk-media-pause"/>
- <button name="case_escalate" states="open,draft,pending" string="Escalate" type="object" icon="gtk-go-up"/>
- <button name="case_reset" states="done,cancel" string="Reset to Draft" type="object" icon="gtk-convert"/>
+ <button name="case_close"
+ states="open,draft,pending"
+ string="Close" type="object"
+ icon="gtk-close" />
+ <button name="case_open"
+ states="draft,pending" string="Open"
+ type="object" icon="gtk-go-forward" />
+ <button name="case_cancel"
+ states="draft,open,pending"
+ string="Cancel" type="object"
+ icon="gtk-cancel" />
+ <button name="case_pending"
+ states="draft,open" string="Pending"
+ type="object" icon="gtk-media-pause" />
+ <button name="case_escalate"
+ states="open,draft,pending"
+ string="Escalate" type="object"
+ groups="base.group_extended"
+ icon="gtk-go-up" />
+ <button name="case_reset"
+ states="done,cancel"
+ string="Reset to Draft" type="object"
+ icon="gtk-convert" />
</group>
</page>
- <page string="History">
+ <page string="History" groups="base.group_extended">
<field name="id" select="1"/>
- <field name="active" select="2"/>
- <field name="categ_id" on_change="onchange_categ_id(categ_id)" select="2"/>
- <field name="som" select="2"/>
+ <field name="active"/>
<separator colspan="4" string="Dates"/>
<field name="create_date"/>
- <field name="date_closed"/>
- <field name="date_action_last"/>
- <field name="date_action_next"/>
- <separator colspan="4" string="Estimates"/>
- <field name="planned_revenue"/>
- <field name="planned_cost"/>
- <field name="probability"/>
- <separator colspan="4" string="References"/>
- <field colspan="4" name="ref"/>
- <field colspan="4" name="ref2"/>
<field colspan="4" name="log_ids" nolabel="1">
<form string="Actions">
<separator colspan="4" string="Action Information"/>
<field colspan="4" name="name"/>
- <field name="date" select="2"/>
- <field name="user_id" select="2"/>
- <field name="som" select="2"/>
- <field name="canal_id"/>
+ <field name="date"/>
+ <field name="user_id"/>
</form>
</field>
</page>
- <page string="Emails">
+ <page string="Emails" groups="base.group_extended">
<group colspan="4">
<field colspan="4" name="email_cc" string="CC"/>
</group>
- <field name="history_line" colspan="4" nolabel="1" mode="form,tree">
+ <field name="message_ids" colspan="4" nolabel="1" mode="form,tree">
<form string="Communication history">
- <group col="7" colspan="4">
+ <group col="6" colspan="4">
<field name="date"/>
- <field name="email"/>
- <field name="canal_id"/>
- <button
- string="Add a CC"
- name="%(crm.action_view_crm_email_add_cc_wizard)d"
- icon="gtk-add" type="action"/>
+ <field name="email_to"/>
+ <field name="email_from"/>
</group>
<newline/>
<field name="description" colspan="4" nolabel="1"/>
- <button colspan="4" string="Reply to Last Email" name="%(wizard_crm_send_mail)d" context="{'mail':'reply'}" icon="gtk-undo" type="action"/>
+ <button colspan="4"
+ string="Reply to Last Email"
+ name="%(action_crm_send_mail)d"
+ context="{'mail':'reply', 'model': 'crm.case'}"
+ icon="gtk-undo" type="action" />
</form>
<tree string="Communication history">
<field name="description"/>
- <field name="email"/>
+ <field name="email_to"/>
<field name="date"/>
</tree>
</field>
- <button colspan="4" string="Send New Email" name="%(wizard_crm_new_send_mail)d" context="{'mail':'new'}" icon="gtk-go-forward" type="action"/>
+ <button colspan="4" string="Send New Email"
+ name="%(action_crm_send_mail)d"
+ context="{'mail':'new', 'model': 'crm.case'}"
+ icon="gtk-go-forward" type="action" />
</page>
</notebook>
</form>
</field>
</record>
+<!-- Case Search View -->
+
+
<record id="view_crm_case_filter" model="ir.ui.view">
<field name="name">crm.case.select</field>
- <field name="model">crm.case</field>
+ <field name="model">mailgate.thread</field>
<field name="type">search</field>
<field name="arch" type="xml">
<search string="Search Case">
- <group col='6' colspan='4'>
- <filter icon="terp-partner" string="My Cases"
- domain="[('user_id','=',uid)]" separator="1"
- default="1" help="Cases Related to Current User"
- />
- <field name="state" select="1">
- <filter icon="gtk-new" domain="[('state','=','draft')]" help="Draft Cases"/>
- <filter icon="gtk-yes" domain="[('state','=','open')]" help="Open Cases"/>
- <filter icon="gtk-media-pause" domain="[('state','=','pending')]" help="Pending Cases"/>
- </field>
- <separator orientation="vertical"/>
- <field name="name" select='1'/>
- <field name="user_id" select="1" widget="selection"/>
- </group>
- <field name="section_id" select="1" widget="selection" string="Section"/>
- </search>
- </field>
- </record>
-
- <!-- graph view -->
- <record model="ir.ui.view" id="crm_case_graph_view_stage_cost">
- <field name="name">CRM -Graph</field>
- <field name="model">crm.case</field>
- <field name="type">graph</field>
- <field name="arch" type="xml">
- <graph string="Cases By Stage and Estimates" type="bar" orientation="vertical">
- <field name="stage_id"/>
- <field name="planned_cost" operator="+"/>
- <field name="planned_revenue" operator="+"/>
- </graph>
+ <group col='6' colspan='4'>
+ <field name="state" select="1">
+ <filter icon="gtk-new"
+ domain="[('state','in',('draft', 'open'))]"
+ help="Current Cases" />
+ <filter icon="gtk-yes"
+ domain="[('state','=','open')]" help="Open Cases" />
+ <filter icon="gtk-media-pause"
+ domain="[('state','=','pending')]"
+ help="Pending Cases" />
+ </field>
+ <separator orientation="vertical" />
+ <field name="name" select='1' />
+ <field name="user_id" select="1"
+ widget="selection" />
+ </group>
+ <field name="section_id"
+ default="context.get('section_id', False)" select="1"
+ widget="selection"/>
+ </search>
</field>
</record>
<record id="crm_case_categ0-act" model="ir.actions.act_window">
<field name="name">Cases</field>
- <field name="res_model">crm.case</field>
+ <field name="res_model">mailgate.thread</field>
<field name="view_type">form</field>
<field name="view_id" ref="crm_case_tree-view"/>
+ <field name="context">{"search_default_user_id":uid}</field>
<field name="search_view_id" ref="view_crm_case_filter"/>
</record>
- <menuitem action="crm_case_categ0-act" id="menu_crm_case_categ0-act" parent="crm.next_id_52"/>
<record id="crm_case_categ0-act_open" model="ir.actions.act_window">
<field name="name">Open Cases</field>
- <field name="res_model">crm.case</field>
+ <field name="res_model">mailgate.thread</field>
<field name="view_type">form</field>
- <field name="domain">[('state','<>','done'),('state','<>','cancel'),('state','<>','pending')]</field>
+ <field name="domain">
+ [('state','<>','done'),('state','<>','cancel'),('state','<>','pending')]
+ </field>
<field name="search_view_id" ref="view_crm_case_filter"/>
</record>
<record id="crm_case_section_open_act" model="ir.actions.act_window">
<field name="name">Cases</field>
- <field name="res_model">crm.case</field>
+ <field name="res_model">mailgate.thread</field>
<field name="domain">[('section_id','child_of',[active_id])]</field>
<field name="view_type">form</field>
- <field name="view_mode">tree,form,calendar,graph</field>
+ <field name="view_mode">tree,form,calendar</field>
</record>
<record id="ir_open_section_case" model="ir.values">
<field eval="'tree_but_open'" name="key2"/>
<field eval="True" name="object"/>
</record>
+<!--Case History Form View -->
+
<record id="crm_case_history-view" model="ir.ui.view">
<field name="name">crm.case.history.form</field>
<field name="model">crm.case.history</field>
<field colspan="4" name="name" select="1"/>
<field name="date" select="1"/>
<field name="user_id" select="1"/>
- <field name="case_id" select="2"/>
- <field name="som" select="2"/>
- <field name="canal_id" select="2"/>
- <field colspan="4" name="description" select="2"/>
+ <field name="model_id"/>
+ <field name="res_id"/>
+ <field name="som"/>
+ <field name="canal_id"/>
+ <field colspan="4" name="description"/>
</form>
</field>
</record>
+
+<!--Case History Search View -->
+
<record id="crm_case_history_search" model="ir.ui.view">
<field name="name">crm.case.history.select</field>
<field name="model">crm.case.history</field>
<field name="type">search</field>
<field name="arch" type="xml">
- <search string="Search Histories">
- <filter icon="terp-crm" string="My Histories" domain="[('user_id','=',uid)]" help="My Histories"/>
- <separator orientation="vertical"/>
+ <search string="Search Histories">
<group col="6" colspan="2">
- <field name="date" select="1"/>
+ <field name="date" select="1"/>
<field name="user_id" select="1" widget="selection"/>
- <field name="case_id" select="1"/>
- <field name="section_id" select="1" widget="selection" string="Section"/>
- </group>
+ <field name="section_id"
+ default="context.get('section_id', False)"
+ select="1" widget="selection"/>
+ </group>
</search>
- </field>
- </record>
+ </field>
+ </record>
+
+<!--Case History Action -->
<record id="crm_case_history-act" model="ir.actions.act_window">
<field name="name">Histories</field>
<field name="view_type">form</field>
<field name="view_mode">tree,form</field>
<field name="view_id" ref="crm_case_history_tree-view"/>
+ <field name="context">{"search_default_user_id":uid}</field>
<field name="search_view_id" ref="crm_case_history_search"/>
</record>
- <menuitem action="crm_case_history-act" id="menu_crm_case_history-act_main" name="Cases Histories" parent="crm.next_id_52"/>
+
+<!-- Segmentation line Tree View -->
<record id="crm_segmentation_line_tree-view" model="ir.ui.view">
<field name="name">crm.segmentation.line.tree</field>
</field>
</record>
+<!-- Segmentation line Form View -->
+
<record id="crm_segmentation_line-view" model="ir.ui.view">
<field name="name">crm.segmentation.line.form</field>
<field name="model">crm.segmentation.line</field>
<form string="Partner Segmentation Lines">
<field colspan="4" name="name" select="1"/>
<group col="2" colspan="4">
- <field name="expr_name" select="2"/>
- <field name="expr_operator" select="2"/>
- <field name="expr_value" select="2"/>
+ <field name="expr_name"/>
+ <field name="expr_operator"/>
+ <field name="expr_value"/>
</group>
<newline/>
<field name="operator"/>
</field>
</record>
+<!-- CRM Segmentation Form View -->
+
<record id="crm_segmentation-view" model="ir.ui.view">
<field name="name">crm.segmentation.form</field>
<field name="model">crm.segmentation</field>
<field name="type">form</field>
<field name="arch" type="xml">
<form string="Partner Segmentation">
- <field name="name" select="1"/>
- <field name="exclusif"/>
+ <group col="6" colspan="4">
+ <field name="name" select="1"/>
+ <field name="categ_id"/>
+ <field name="exclusif"/>
+ </group>
<notebook colspan="4">
- <page string="Segmentation">
- <separator colspan="4" string="Segmentation Description"/>
- <field name="name" select="1"/>
- <field name="exclusif"/>
- <newline/>
- <field colspan="2" name="categ_id" select="2"/>
- <newline/>
- <field colspan="4" name="description" select="2"/>
- <field name="state"/>
- <group col="3" colspan="2">
- <button name="process_start" states="not running" string="Compute Segmentation" type="object" icon="gtk-execute"/>
- <button name="process_stop" states="running" string="Stop Process" type="object" icon="gtk-cancel"/>
- <button name="process_continue" states="running" string="Continue Process" type="object" icon="gtk-go-forward"/>
- </group>
- </page>
<page string="Sales Purchase">
<field name="sales_purchase_active"/>
<separator colspan="4" string="State of Mind Computation"/>
<field name="som_interval_decrease"/>
<field name="som_interval_default"/>
<separator colspan="4" string="Segmentation Test"/>
- <field colspan="4" name="segmentation_line" widget="one2many_list"/>
+ <field colspan="4" name="segmentation_line" widget="one2many_list" nolabel="1"/>
</page>
+ <page string="Description">
+ <field colspan="4" name="description" nolabel="1"/>
+ </page>
</notebook>
+ <field name="state"/>
+ <group col="3" colspan="2">
+ <button name="process_start"
+ states="not running"
+ string="Compute Segmentation" type="object"
+ icon="gtk-execute" />
+ <button name="process_stop" states="running"
+ string="Stop Process" type="object"
+ icon="gtk-cancel" />
+ <button name="process_continue" states="running"
+ string="Continue Process" type="object"
+ icon="gtk-go-forward" />
+ </group>
</form>
</field>
</record>
+
+<!-- CRM Segmentation Tree View -->
+
<record id="crm_segmentation_tree-view" model="ir.ui.view">
<field name="name">crm.segmentation.tree</field>
<field name="model">crm.segmentation</field>
<field name="view_type">form</field>
<field name="view_mode">tree,form</field>
</record>
- <menuitem id="next_id_53" name="Segmentations" parent="crm.menu_crm_configuration"/><menuitem action="crm_segmentation_tree-act" id="menu_crm_segmentation-act" parent="next_id_53"/>
+ <menuitem action="crm_segmentation_tree-act"
+ id="menu_crm_segmentation-act"
+ groups="base.group_extended"
+ parent="base.menu_crm_configuration" />
- <act_window domain="[('section_id', '=', active_id),('state','<>','done'),('state','<>','cancel'),('state','<>','pending')]" id="act_crm_case_section_crm_case_opened" name="Open cases" res_model="crm.case" src_model="crm.case.section" view_mode="tree,form,calendar" view_type="form"/>
-
- <act_window domain="[('categ_id', '=', active_id),('state','<>','done'),('state','<>','cancel'),('state','<>','pending')]" id="act_crm_case_categ_crm_case_opened" name="Open cases" res_model="crm.case" src_model="crm.case.categ" view_mode="tree,form,calendar" view_type="form"/>
-
- <act_window domain="[('partner_id', '=', active_id),('state','<>','done'),('state','<>','cancel'),('state','<>','pending')]" id="act_res_partner_2_crm_case_opened" name="Open cases" res_model="crm.case" src_model="res.partner" view_mode="tree,form,calendar" view_type="form"/>
-
- <act_window domain="[('canal_id', '=', active_id),('state','<>','done'),('state','<>','cancel'),('state','<>','pending')]" id="act_res_partner_canal_2_crm_case_opened" name="Open cases" res_model="crm.case" src_model="res.partner.canal" view_mode="tree,form,calendar" view_type="form"/>
-
- <act_window domain="[('user_id', '=', active_id),('state','<>','done'),('state','<>','cancel'),('state','<>','pending')]" id="act_res_users_2_crm_case_opened" name="Open cases" res_model="crm.case" src_model="res.users" view_mode="tree,form,calendar" view_type="form"/>
-
-
- <record model="ir.ui.view" id="view_users_form_simple_modif_inherited1">
+ <record model="ir.ui.view" id="view_users_form_simple_modif_inherited1">
<field name="name">view.users.form.crm.modif.inherited1</field>
<field name="model">res.users</field>
<field name="inherit_id" ref="base.view_users_form_simple_modif" />
<field name="type">form</field>
<field name="arch" type="xml">
- <page string="Current Activity" position="inside">
- <field name="section_id" widget="selection"/>
+ <page string="Current Activity" position="inside">
+ <field name="context_section_id" completion="1"
+ widget="selection"
+ context="{'user_prefence':True}" />
</page>
</field>
</record>
- <record id="view_users_form_simple_modif_inherited2" model="ir.ui.view">
- <field name="name">view.users.form.crm.modif.inherited2</field>
- <field name="model">res.users</field>
- <field name="type">form</field>
- <field name="inherit_id" ref="base.view_users_form"/>
- <field eval="18" name="priority"/>
- <field name="arch" type="xml">
- <field name="password" position="after">
- <field name="section_id" widget="selection" />
- </field>
- </field>
- </record>
-
+ <record id="view_users_form_simple_modif_inherited2" model="ir.ui.view">
+ <field name="name">view.users.form.crm.modif.inherited2</field>
+ <field name="model">res.users</field>
+ <field name="type">form</field>
+ <field name="inherit_id" ref="base.view_users_form"/>
+ <field eval="18" name="priority"/>
+ <field name="arch" type="xml">
+ <field name="password" position="after">
+ <field name="context_section_id" completion="1" widget="selection"/>
+ </field>
+ </field>
+ </record>
+
+<!-- Inherit View From Partner -->
+
+ <record id="view_partners_form_crm1" model="ir.ui.view">
+ <field name="name">view.res.partner.form.crm.inherited1</field>
+ <field name="model">res.partner</field>
+ <field name="type">form</field>
+ <field name="inherit_id" ref="base.view_partner_form"/>
+ <field eval="18" name="priority"/>
+ <field name="arch" type="xml">
+ <field name="parent_id" position="after">
+ <field name="section_id" completion="1" widget="selection"
+ groups="base.group_extended"/>
+ </field>
+ </field>
+ </record>
+
+ <record id="view_partners_form_crm2" model="ir.ui.view">
+ <field name="name">view.res.partner.tree.crm.inherited2</field>
+ <field name="model">res.partner</field>
+ <field name="type">tree</field>
+ <field name="inherit_id" ref="base.view_partner_tree"/>
+ <field eval="18" name="priority"/>
+ <field name="arch" type="xml">
+ <field name="lang" position="after">
+ <field name="section_id" completion="1" widget="selection"
+ groups="base.group_extended"/>
+ </field>
+ </field>
+ </record>
+
+ <record id="view_partners_form_crm3" model="ir.ui.view">
+ <field name="name">view.res.partner.search.crm.inherited3</field>
+ <field name="model">res.partner</field>
+ <field name="type">search</field>
+ <field name="inherit_id" ref="base.view_res_partner_filter"/>
+ <field eval="18" name="priority"/>
+ <field name="arch" type="xml">
+ <field name="category_id" position="after">
+ <field name="section_id" completion="1" widget="selection"
+ groups="base.group_extended"/>
+ </field>
+ </field>
+ </record>
</data>
</openerp>
projects / odoo / odoo.git / blobdiff