<openerp>
<data>
- <menuitem id="base.menu_crm_config_sales" name="Sales"
- parent="base.menu_base_config" sequence="1"/>
+ <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="menu_crm_config_lead" name="Leads & Opportunities"
- parent="base.menu_crm_config_sales" sequence="0" groups="base.group_extended"/>
+ <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="menu_crm_config_meeting" name="Meeting"
- parent="base.menu_base_config" sequence="4"/>
+ <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"/>
+ 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="11" />
- <menuitem action="crm_custom_create_menu_action"
- id="crm_case_create_custom_menu"
- parent="base.menu_crm_config_sales"
- groups="base.group_extended"
- name="Create Menu for Custom Cases" />
-
<!-- Case Sections Form View -->
<field name="view_type">form</field>
<field name="view_id" ref="crm_case_section_view_tree"/>
</record>
-
+
<menuitem action="crm_case_section_act"
id="menu_crm_case_section_act" sequence="4"
- parent="menu_crm_config_lead" />
-
+ parent="base.menu_sale_config_sales" />
+
<!-- CRM Stage Tree View -->
</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" name="Categories"
- parent="menu_crm_config_lead" sequence="1"/>
-
<!-- Resource Type of case Tree View -->
<record model="ir.ui.view" id="crm_case_resource_type_tree">
</record>
<record id="crm_segmentation_tree-act" model="ir.actions.act_window">
- <field name="name">Segmentation</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>
<menuitem action="crm_segmentation_tree-act"
id="menu_crm_segmentation-act"
- groups="base.group_extended" sequence="3"
- parent="base.menu_config_address_book" />
+ 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>
</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>
</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>
</page>
<page string="Emails" groups="base.group_extended">
<group colspan="4">
- <field colspan="4" name="email_cc" string="CC" widget="char" size="512"/>
+ <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"
+ string="Reply" attrs="{'invisible': [('history', '!=', True)]}"
name="%(crm.action_crm_send_mail)d"
context="{'mail':'reply', 'model': 'crm.case.custom', 'include_original' : True}"
- icon="gtk-undo" type="action" />
+ icon="terp-mail-replied" type="action" />
</tree>
<form string="Communication history">
<group col="4" colspan="4">
<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">
- <field name="description" colspan="4" nolabel="1"/>
+ <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>
- <button colspan="4"
- string="Reply"
- name="%(crm.action_crm_send_mail)d"
- context="{'mail':'reply', 'model': 'crm.case.custom', 'include_original' : True}"
- icon="gtk-undo" type="action" />
</form>
</field>
- <button colspan="2" string="Send New Email"
+ <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="gtk-go-forward" type="action" />
- <button colspan="2" string="Forward to Partner"
+ icon="terp-mail-message-new" type="action" />
+ <button string="Forward to Partner"
name="%(crm_lead_forward_to_partner_act)d"
- icon="gtk-go-forward" type="action" />
+ 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>
</calendar>
</field>
</record>
-
+
<!-- Custom Cases Search View -->
<record id="crm_case_custom_search_view" model="ir.ui.view">