<?xml version="1.0" encoding="utf-8"?>
<openerp>
<data>
- <menuitem id="base.menu_crm_configuration" name="Cases"
- parent="base.menu_base_config" sequence="0" groups="base.group_extended"/>
- <menuitem id="base.menu_crm_sales" name="Sales"
- parent="base.menu_base_config" sequence="0" groups="base.group_extended"/>
+ <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"/>
+
+ <menuitem id="base.menu_crm_config_lead" name="Leads & Opportunities"
+ parent="base.menu_base_config" sequence="1" groups="base.group_extended,base.group_system"/>
+
+ <menuitem id="base.menu_sale_config_sales" name="Sales"
+ parent="base.menu_base_config" sequence="0" groups="base.group_system,base.group_extended"/>
+
+ <menuitem id="menu_crm_config_phonecall" name="Phone Call"
+ parent="base.menu_base_config" sequence="5" groups="base.group_extended,base.group_system"/>
<menuitem id="base.next_id_64" name="Reporting"
- parent="base.menu_base_partner" sequence="8" />
+ parent="base.menu_base_partner" sequence="11" />
+
<!-- Case Sections Form View -->
<group col="2" colspan="1">
<separator string="Configuration" colspan="2"/>
<field name="allow_unlink" select="2"/>
+ <field name="change_responsible"/>
</group>
<separator string="Team Members" colspan="4"/>
<field name="member_ids" nolabel="1" colspan="4"/>
</field>
</record>
-<!-- Case Sections Tree View -->
+ <!-- Case Sections Tree View -->
<record id="crm_case_section_view_tree" model="ir.ui.view">
<field name="name">crm.case.section.tree</field>
</field>
</record>
-<!-- Case Sections Action -->
+ <!-- Case Sections Action -->
<record id="crm_case_section_act" model="ir.actions.act_window">
- <field name="name">Sales Team</field>
+ <field name="name">Sales Teams</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>
-<!-- CRM Stage Tree View -->
+ <menuitem action="crm_case_section_act"
+ id="menu_crm_case_section_act" sequence="4"
+ parent="base.menu_sale_config_sales" />
+
+
+ <!-- CRM Stage Tree View -->
<record model="ir.ui.view" id="crm_case_stage_tree">
<field name="name">crm.case.stage.tree</field>
</field>
</record>
-<!-- CRM Stage Form View -->
+ <!-- CRM Stage Form View -->
<record model="ir.ui.view" id="crm_case_stage_form">
<field name="name">crm.case.stage.form</field>
</field>
</record>
-<!-- CRM Stage Action -->
+ <!-- CRM Stage Action -->
<record id="crm_case_stage_act" model="ir.actions.act_window">
<field name="name">Stages</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 -->
+ <!-- Case Categories Form View -->
<record id="crm_case_categ-view" model="ir.ui.view">
<field name="name">crm.case.categ.form</field>
</field>
</record>
-<!-- Case Categories Tree View -->
+ <!-- Case Categories Tree View -->
<record id="crm_case_categ_tree-view" model="ir.ui.view">
<field name="name">crm.case.categ.tree</field>
</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 id="menu_crm_case_categ" name="Categories" parent="base.menu_crm_configuration" groups="base.group_extended"/>
-
- <menuitem action="crm_case_section_act"
- id="menu_crm_case_section_act"
- parent="base.menu_crm_configuration" />
-
-
-<!-- Resource Type of case Tree View -->
+ <!-- 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>
</record>
-<!-- Resource Type of case Form View -->
+ <!-- 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>
</record>
-<!-- Resource Type of case Action -->
+ <!-- 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="view_type">form</field>
<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="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>
- <field name="type">tree</field>
- <field name="arch" type="xml">
- <tree string="Case logs">
- <field name="date"/>
- <field name="name"/>
- <field name="user_id"/>
- <field name="section_id"/>
- <!--
- <field name="som"/>
- <field name="canal_id"/>
- -->
- </tree>
- </field>
- </record>
-
-
-<!-- Segmentation line Tree View -->
+ <!-- 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 -->
+ <!-- Segmentation line Form View -->
<record id="crm_segmentation_line-view" model="ir.ui.view">
<field name="name">crm.segmentation.line.form</field>
</field>
</record>
-<!-- CRM Segmentation Form View -->
+ <!-- CRM Segmentation Form View -->
<record id="crm_segmentation-view" model="ir.ui.view">
<field name="name">crm.segmentation.form</field>
</field>
</record>
-<!-- CRM Segmentation Tree View -->
+ <!-- CRM Segmentation Tree View -->
<record id="crm_segmentation_tree-view" model="ir.ui.view">
<field name="name">crm.segmentation.tree</field>
</record>
<record id="crm_segmentation-act" model="ir.actions.act_window">
- <field name="name">Segmentations</field>
+ <field name="name">Segmentation</field>
<field name="res_model">crm.segmentation</field>
<field name="view_type">form</field>
<field name="view_id" ref="crm_segmentation-view"/>
</record>
<record id="crm_segmentation_tree-act" model="ir.actions.act_window">
- <field name="name">Segmentations</field>
+ <field name="name">Partners Segmentation</field>
<field name="res_model">crm.segmentation</field>
<field name="view_type">form</field>
<field name="view_mode">tree,form</field>
</record>
- <menuitem action="crm_segmentation_tree-act"
+
+ <menuitem action="crm_segmentation_tree-act"
id="menu_crm_segmentation-act"
- groups="base.group_extended"
- parent="base.menu_crm_configuration" />
+ groups="base.group_extended" sequence="2"
+ parent="base.menu_base_action_rule" />
<record model="ir.ui.view" id="view_users_form_simple_modif_inherited1">
<field name="name">view.users.form.crm.modif.inherited1</field>
<page string="Current Activity" position="inside">
<field name="context_section_id" completion="1"
widget="selection"
- context="{'user_prefence':True}" />
+ context="{'user_prefence':True}"
+ readonly="0"/>
</page>
</field>
</record>
</field>
</record>
-<!-- Inherit View From Partner -->
+ <!-- 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>
</field>
</record>
+
+
+ <!-- Custom Case Sections -->
+ <record id="crm_case_section_custom_view_form" model="ir.ui.view">
+ <field name="name">crm.case.section.custom.form</field>
+ <field name="model">crm.case.section.custom</field>
+ <field name="type">form</field>
+ <field name="arch" type="xml">
+ <form string="Custom Case Section">
+ <group col="6" colspan="4">
+ <field name="name" select="1" colspan="2"/>
+ <field name="parent_id" select="2" widget="selection"/>
+ <field name="code" select="1"/>
+ <newline/>
+ <field name="user_id" select="2"/>
+ <field name="active" select="2"/>
+ </group>
+ <notebook colspan="4">
+ <page string="Information">
+ <group col="2" colspan="1">
+ <separator string="Mailgateway" colspan="2"/>
+ <field name="reply_to" select="2"/>
+ </group>
+ <group col="2" colspan="1">
+ <separator string="Configuration" colspan="2"/>
+ <field name="allow_unlink" select="2"/>
+ </group>
+ </page>
+ <page string="Notes">
+ <field name="note" select="1" colspan="4" nolabel="1"/>
+ </page>
+ </notebook>
+ </form>
+ </field>
+ </record>
+ <record id="crm_case_section_custom_view_tree" model="ir.ui.view">
+ <field name="name">crm.case.section.custom.tree</field>
+ <field name="model">crm.case.section.custom</field>
+ <field name="type">tree</field>
+ <field name="arch" type="xml">
+ <tree string="Custom Case Section">
+ <field name="name" select="1"/>
+ <field name="code" select="1"/>
+ <field name="user_id" select="1"/>
+ </tree>
+ </field>
+ </record>
+
+ <!-- Custom crm case-->
+
+ <record id="crm_case_custom_tree_view" model="ir.ui.view">
+ <field name="name">Custom Cases - Tree</field>
+ <field name="model">crm.case.custom</field>
+ <field name="type">tree</field>
+ <field name="arch" type="xml">
+ <tree colors="red:date_deadline<current_date and state=='open'" string="Custom Cases">
+ <field name="id"/>
+ <field name="date"/>
+ <field name="date_deadline"/>
+ <field name="name"/>
+ <field name="partner_id"/>
+ <field name="user_id"/>
+ <field name="priority"/>
+ <field name="state"/>
+ <field name="create_date" invisible="1"/>
+ </tree>
+ </field>
+ </record>
+
+ <record id="crm_case_custom_form_view" model="ir.ui.view">
+ <field name="name">Custom Cases - Form</field>
+ <field name="model">crm.case.custom</field>
+ <field name="type">form</field>
+ <field name="priority" eval="1"/>
+ <field name="arch" type="xml">
+ <form string="Custom Cases">
+ <group colspan="4" col="6">
+ <field name="name" select="1"/>
+ <field name="section_id" widget="selection"/>
+ <field name="user_id" select="1"/>
+ <field name="priority"/>
+ <field name="date" select="1"/>
+ <field name="date_deadline" select="2"/>
+ </group>
+ <notebook colspan="4">
+ <page string="General">
+ <group col="4" colspan="4">
+ <separator string="Communication" colspan="4"/>
+ <field name="partner_id" on_change="onchange_partner_id(partner_id, email_from)" select="1"/>
+ <field name="partner_address_id" on_change="onchange_partner_address_id(partner_address_id, email_from)" select="2"/>
+ <newline/>
+ <field name="email_from" select="2"/>
+ </group>
+
+ <separator string="Notes" colspan="4"/>
+ <field colspan="4" name="description" nolabel="1" select="2"/>
+
+ <separator colspan="4"/>
+ <group col="8" colspan="4">
+ <field name="state"/>
+ <button name="case_open" string="Open"
+ states="draft,pending" type="object"
+ icon="gtk-go-forward" />
+ <button name="case_close" string="Close"
+ states="open,draft,pending" type="object"
+ icon="gtk-close" />
+ <button name="case_pending" string="Pending"
+ states="draft,open" type="object"
+ icon="gtk-media-pause" />
+ <button name="case_cancel" string="Cancel"
+ states="draft,open,pending" type="object"
+ icon="gtk-cancel" />
+ <button name="case_reset"
+ string="Reset to Draft" states="done,cancel"
+ type="object" icon="gtk-convert" />
+ </group>
+ </page>
+ <page string="Extra Info">
+ <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="Others"/>
+ <field name="id" select="1"/>
+ <field name="active" select="2"/>
+ <separator colspan="4" string="References"/>
+ <field colspan="4" name="ref"/>
+ </page>
+ <page string="Emails" groups="base.group_extended">
+ <group colspan="4">
+ <field colspan="4" name="email_cc" string="Global CC" widget="char" size="512"/>
+ </group>
+ <field name="message_ids" colspan="4" nolabel="1" mode="tree,form">
+ <tree string="Communication history">
+ <field name="display_text" string="History Information"/>
+ <field name="history" invisible="1"/>
+ <button
+ string="Reply" attrs="{'invisible': [('history', '!=', True)]}"
+ name="%(crm.action_crm_send_mail)d"
+ context="{'mail':'reply', 'model': 'crm.case.custom', 'include_original' : True}"
+ icon="terp-mail-replied" type="action" />
+ </tree>
+ <form string="Communication history">
+ <group col="4" colspan="4">
+ <field name="email_from"/>
+ <field name="date"/>
+ <field name="email_to" widget="char" size="512"/>
+ <field name="email_cc" widget="char" size="512"/>
+ <field name="name" colspan="4" widget="char" size="512"/>
+ <field name="history" invisible="1"/>
+ </group>
+ <notebook colspan="4">
+ <page string="Details">
+ <group attrs="{'invisible': [('history', '!=', True)]}">
+ <field name="description" colspan="4" nolabel="1" height="250"/>
+ <button colspan="4"
+ string="Reply"
+ name="%(crm.action_crm_send_mail)d"
+ context="{'mail':'reply', 'model': 'crm.case.custom', 'include_original' : True}"
+ icon="terp-mail-replied" type="action" />
+ </group>
+ <group attrs="{'invisible': [('history', '=', True)]}">
+ <field name="display_text" colspan="4" nolabel="1" height="250"/>
+ </group>
+ </page>
+ <page string="Attachments">
+ <field name="attachment_ids" colspan="4" readonly="1" nolabel="1"/>
+ </page>
+ </notebook>
+ </form>
+ </field>
+ <button string="Add New Note"
+ name="%(crm.action_crm_add_note)d"
+ context="{'model': 'crm.lead' }"
+ icon="terp-document-new" type="action" />
+ <button string="Send New Email"
+ name="%(crm.action_crm_send_mail)d"
+ context="{'mail':'new', 'model': 'crm.case.custom'}"
+ icon="terp-mail-message-new" type="action" />
+ <button string="Forward to Partner"
+ name="%(crm_lead_forward_to_partner_act)d"
+ icon="terp-mail-forward" type="action" />
+ </page>
+ </notebook>
+ </form>
+ </field>
+ </record>
+
+ <record model="ir.ui.view" id="crm_case_custom_calendar_view">
+ <field name="name">Custom Cases - Calendar</field>
+ <field name="model">crm.case.custom</field>
+ <field name="type">calendar</field>
+ <field name="priority" eval="2"/>
+ <field name="arch" type="xml">
+ <calendar string="Cases"
+ date_start="date" color="user_id">
+ <field name="name" />
+ <field name="partner_id" />
+ </calendar>
+ </field>
+ </record>
+
+ <!-- Custom Cases Search View -->
+
+ <record id="crm_case_custom_search_view" model="ir.ui.view">
+ <field name="name">Custom Cases - Search</field>
+ <field name="model">crm.case.custom</field>
+ <field name="type">search</field>
+ <field name="arch" type="xml">
+ <search string="Search Cases">
+ <filter icon="terp-check"
+ string="Current"
+ default="1" name="current"
+ domain="[('state','in',('draft','open'))]"/>
+ <filter icon="terp-camera_test"
+ string="Open"
+ domain="[('state','=','open')]"/>
+ <filter icon="terp-gtk-media-pause"
+ string="Pending"
+ domain="[('state','=','pending')]"/>
+
+ <separator orientation="vertical"/>
+ <filter icon="terp-go-today" string="Today"
+ domain="[('create_date','<', time.strftime('%%Y-%%m-%%d 23:59:59')), ('create_date','>=', time.strftime('%%Y-%%m-%%d 00:00:00'))]"
+ help="Todays' Cases" />
+ <filter icon="terp-go-week" string="7 Days"
+ help="Cases creating during last 7 days"
+ 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'))]"
+ />
+ <separator orientation="vertical"/>
+ <field name="name"/>
+ <field name="user_id">
+ <filter icon="terp-personal-"
+ domain="[('user_id','=', False)]"
+ help="Unassigned Cases" />
+ </field>
+ <newline/>
+ <group expand="0" string="Extended options..." groups="base.group_extended">
+ <field name="create_date" string="Creation Date"/>
+ <field name="date_closed"/>
+ </group>
+ <newline/>
+ <group expand="0" string="Group By...">
+ <filter string="State" icon="terp-stock_effects-object-colorize" domain="[]" context="{'group_by':'state'}"/>
+ <filter string="Priority" icon="terp-rating-rated"
+ domain="[]" context="{'group_by':'priority'}" />
+ <separator orientation="vertical"/>
+ <filter string="Salesman" icon="terp-personal" domain="[]" context="{'group_by':'user_id'}"/>
+ <filter string="Partner" icon="terp-partner" domain="[]" context="{'group_by':'partner_id'}"/>
+ <separator orientation="vertical"/>
+ <filter string="Creation" icon="terp-go-month"
+ domain="[]" context="{'group_by':'create_date'}" />
+ </group>
+ </search>
+ </field>
+ </record>
</data>
</openerp>
projects / odoo / odoo.git / blobdiff