<?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="Cases" parent="base.menu_base_config" sequence="0"/>
- <!-- Case Sections -->
+
+ <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="11" />
+
+
+ <!-- Case Sections Form View -->
+
<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="user_id" select="2"/>
- <field name="active" select="2"/>
- <field name="parent_id" select="2" widget="selection"/>
- <field name="allow_unlink" select="2"/>
- <field name="reply_to" select="2"/>
+ <form string="Sales Team">
+ <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="resource_calendar_id" select="2" widget="selection"/>
+ <field name="active" select="2"/>
+ </group>
+ <notebook colspan="4">
+ <page string="Sales Team">
+ <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"/>
+ <field name="change_responsible"/>
+ </group>
+ <separator string="Team Members" colspan="4"/>
+ <field name="member_ids" nolabel="1" colspan="4"/>
+ </page>
+ <page string="Notes">
+ <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 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>
- # ------------------------------------------------------
- # Stage
- # ------------------------------------------------------
+ <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 name="model">crm.case.stage</field>
<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>
</form>
</field>
</record>
+
+ <!-- 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="crm.menu_crm_configuration"/>
-
- <!-- Case Categories -->
+ <!-- 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="object_id" invisible="1" />
+ <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>
<field name="arch" type="xml">
<tree string="Case Category">
<field name="name"/>
- <field name="section_id"/>
+ <field name="section_id"/>
</tree>
</field>
</record>
- <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="crm.menu_crm_configuration"/>
-
- <menuitem action="crm_case_section_act" id="menu_crm_case_section_act" parent="crm.menu_crm_configuration"/>
-
-
- # ------------------------------------------------------
- # Resource Type of case
- # ------------------------------------------------------
+ <!-- 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>
</tree>
</field>
</record>
+
+ <!-- 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>
</form>
</field>
</record>
-
+
+ <!-- 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_id" ref="crm_case_resource_type_tree"/>
</record>
- <menuitem id="menu_crm_case_resource_type" name="Resource Type" parent="crm.menu_crm_configuration"/>
-
- <!--<menuitem action="crm_case_resource_type_act" id="menu_crm_case_resource_act" parent="menu_crm_case_resource_type"/>-->
-
-<!-- <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="view_type">tree</field>
<field name="view_id" ref="crm_case_section_view_tree"/>
</record>
-<!-- <menuitem action="crm_case_section_act_tree" id="menu_crm_case_section_act_tree" parent="next_id_52"/>-->
-
-
- <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>
- <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>
- </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>
- <field name="view_type">form</field>
- <field name="view_mode">form</field>
- <field name="target">new</field>
- </record>
-
-
-
- <!-- Cases -->
- <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="som"/>
- <field name="user_id"/>
- <field name="section_id"/>
- <field name="canal_id"/>
- </tree>
- </field>
- </record>
-
- <record id="crm_case_history_tree-view" model="ir.ui.view">
- <field name="name">crm.case.history.tree</field>
- <field name="model">crm.case.history</field>
- <field name="type">tree</field>
- <field name="arch" type="xml">
- <tree string="Case History">
- <field name="date"/>
- <field name="name"/>
- <field name="som"/>
- <field name="user_id"/>
- <field name="canal_id"/>
- </tree>
- </field>
- </record>
-
- <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="type">calendar</field>
- <field name="arch" type="xml">
- <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>
-
-
- <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="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="create_date"/>
- <field name="date_deadline"/>
- <field name="name"/>
- <field name="partner_id"/>
- <field name="user_id"/>
- <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"/>
- </tree>
- </field>
- </record>
-
- <record id="crm_case-view" model="ir.ui.view">
- <field name="name">crm.case.form</field>
- <field name="model">crm.case</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="create_date" select="1"/>
- <field name="date_deadline" select="2"/>
- <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"/>
- </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"/>
- </group>
- </page>
- <page string="History" groups="base.group_extended">
- <field name="id" select="1"/>
- <field name="active" select="2"/>
- <separator colspan="4" string="Dates"/>
- <field name="create_date"/>
- <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"/>
- </form>
- </field>
- </page>
- <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">
- <form string="Communication history">
- <group col="7" 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"/>
- </group>
- <newline/>
- <field name="description" colspan="4" nolabel="1"/>
- <button colspan="4"
- string="Reply to Last Email"
- name="%(action_crm_reply_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="date"/>
- </tree>
- </field>
- <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>
-
- <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="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','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" string="Section"/>
- </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="view_type">form</field>
- <field name="view_id" ref="crm_case_tree-view"/>
- <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="view_type">form</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="domain">[('section_id','child_of',[active_id])]</field>
- <field name="view_type">form</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="'crm.case.section'" name="model"/>
- <field name="name">Open Cases</field>
- <field eval="'ir.actions.act_window,%d'%crm_case_section_open_act" name="value"/>
- <field eval="True" name="object"/>
- </record>
-
- <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 name="type">form</field>
- <field name="arch" type="xml">
- <form string="Cases">
- <separator colspan="4" string="Case Description"/>
- <field colspan="4" name="name" select="1"/>
- <field name="date" select="1"/>
- <field name="user_id" select="1"/>
- <field name="model_id" select="2"/>
- <field name="res_id" select="2"/>
- <field name="som" select="2"/>
- <field name="canal_id" select="2"/>
- <field colspan="4" name="description" select="2"/>
- </form>
- </field>
- </record>
- <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"/>
- <group col="6" colspan="2">
- <field name="date" select="1"/>
- <field name="user_id" select="1" widget="selection"/>
- <field name="section_id" default="context.get('section_id', False)" select="1" widget="selection" string="Section"/>
- </group>
- </search>
- </field>
- </record>
-
- <record id="crm_case_history-act" model="ir.actions.act_window">
- <field name="name">Histories</field>
- <field name="res_model">crm.case.history</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="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">
- <group col="6" colspan="4">
- <field name="name" select="1"/>
- <field name="categ_id" select="2"/>
- <field name="exclusif"/>
- </group>
+ <group col="6" colspan="4">
+ <field name="name" select="1"/>
+ <field name="categ_id"/>
+ <field name="exclusif"/>
+ </group>
<notebook colspan="4">
<page string="Sales Purchase">
<field name="sales_purchase_active"/>
<field colspan="4" name="segmentation_line" widget="one2many_list" nolabel="1"/>
</page>
<page string="Description">
- <field colspan="4" name="description" select="2" nolabel="1"/>
- </page>
+ <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"/>
+ <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>
</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" id="menu_crm_segmentation-act" parent="crm.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"/>-->
+ <menuitem action="crm_segmentation_tree-act"
+ id="menu_crm_segmentation-act"
+ 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>
<field name="type">form</field>
<field name="arch" type="xml">
<page string="Current Activity" position="inside">
- <field name="context_section_id" completion="1" widget="selection" context="{'user_prefence':True}"/>
+ <field name="context_section_id" completion="1"
+ widget="selection"
+ context="{'user_prefence':True}"
+ readonly="0"/>
</page>
</field>
</record>
<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 name="context_section_id" completion="1" widget="selection"/>
</field>
</field>
</record>
-
- <record id="view_partners_form_crm1" model="ir.ui.view">
+
+ <!-- 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 eval="18" name="priority"/>
<field name="arch" type="xml">
<field name="parent_id" position="after">
- <field name="section_id" completion="1" widget="selection"/>
+ <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.form.crm.inherited2</field>
+ <field name="name">view.res.partner.tree.crm.inherited2</field>
<field name="model">res.partner</field>
- <field name="type">form</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"/>
+ <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.form.crm.inherited3</field>
+ <field name="name">view.res.partner.search.crm.inherited3</field>
<field name="model">res.partner</field>
- <field name="type">form</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"/>
+ <field name="section_id" completion="1" widget="selection"
+ groups="base.group_extended"/>
</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